2026-09-02T10:01:11-05:00 2025-12-31 221146430 PNC BANK NA 500 FIRST AVENUE PITTSBURGH PA 15219 990PF 2025-01-01 251809360 CAMPBELL ESTELLE S CHAR FOUNDATION ESTE 4127525604 2360 CORPORATE CIRCLE SUITE 400 HENDERSON NV 89074 TRUSTEE TRUSTEE 4127525604 2026-06-09 true NICOLE TAYLOR P00888516 4127623784 2026-06-09 2025 X 47776475 X 804103 799353 1234234 3479093 1234234 0 2038337 2033587 95656 57284 38262 0 0 0 0 0 0 0 0 17742 0 0 0 0 0 0 0 12100 12100 125498 57284 0 50362 1971400 1971400 2096898 57284 0 2021762 -58561 1976303 0 1008471 1798109 1798109 0 0 0 4366042 4199940 4443434 163395 163395 552915 3314649 3212926 3342884 12226330 11646350 37639133 21078887 21020720 47776475 0 X 21078887 21020720 21078887 21020720 21078887 21020720 21078887 -58561 5497 21025823 5103 21020720 120000. SAN ANTONIO TX ELEC & GAS 2022-12-28 2025-02-01 120000 115531 4469 4469 270000. USA TREASURY NOTES 2022-09-27 2025-02-15 270000 254479 15521 15521 115000. BANK OF MONTREAL 2022-09-27 2025-05-01 115000 105935 9065 9065 30000. NEXTERA ENERGY CAPITAL 2022-12-16 2025-06-20 30000 29879 121 121 105000. NEXTERA ENERGY CAPITAL 2022-09-27 2025-06-20 105000 102988 2012 2012 148000. USA TREASURY NOTES 2024-12-05 2025-06-30 148000 146717 1283 1283 82000. USA TREASURY NOTES 2023-07-06 2025-06-30 82000 78374 3626 3626 95000. ILLINOIS ST FIN AUTH REVENUE 2022-10-05 2025-07-15 95000 95000 160000. JPMORGAN CHASE & CO CALL 04/15/2025 @ 100.000 UNSC 2024-12-05 2025-07-15 160000 159480 520 520 95000. PHILIP MORRIS INTL INC 2023-12-13 2025-08-11 95000 92462 2538 2538 155000. DUKE ENERGY CORP 2022-09-27 2025-09-15 155000 137429 17571 17571 155000. COMMONSPIRIT HEALTH 2022-09-27 2025-10-01 155000 138189 16811 16811 135000. USA TREASURY NOTES 2022-09-27 2025-12-01 135000 119926 15074 15074 2656. ISHARES CORE S&P 500 2016-11-14 2025-12-19 1813736 579980 1233756 1233756 CAPITAL GAIN DIVIDENDS P 357 CAPITAL GAIN DIVIDENDS P 357 CAPITAL GAIN DIVIDENDS P 357 CAPITAL GAIN DIVIDENDS P 357 CAPITAL GAIN DIVIDENDS P 357 CAPITAL GAIN DIVIDENDS P 357 CAPITAL GAIN DIVIDENDS P 357 CAPITAL GAIN DIVIDENDS P 357 CAPITAL GAIN DIVIDENDS P 357 CAPITAL GAIN DIVIDENDS P 357 CAPITAL GAIN DIVIDENDS P 357 CAPITAL GAIN DIVIDENDS P 357 CAPITAL GAIN DIVIDENDS P 357 CAPITAL GAIN DIVIDENDS P 357 1234234 27471 0 27471 0 27471 9637 0 0 9637 X 0 17834 0 0 false false false false false false false true true PA true false false false false true SEE FOOTNOTE PNC BANK NA 4127525604 500 FIRST AVE P7-PFSC-03-Z PITTSBURGH PA 15219 false false false false true false false false false false false false false false false false false false false false false false MRS BARBARA A BUGG 303 DEXTER AVENUE BIRMINGHAM AL 352133723 CO-TRUSTEE 1 0 PNC BANK NA 500 FIRST AVE P7-PFSC-03-Z PITTSBURGH PA 15219 FORMER TRUSTEE 1 95656 CHARLES SCHWAB TRUST COMPANY 2360 CORPORATE CIRCLE HENDERSON NV 89074 TRUSTEE 1 0 NONE 0 NONE 0 44130283 1173045 0 45303328 0 0 45303328 679550 44623778 2231189 2231189 27471 27471 2203718 0 2203718 0 2203718 2021762 0 0 0 0 2021762 2203718 1971355 0 0 0 0 0 0 0 2021762 1971355 0 0 50407 0 0 0 0 0 0 0 0 2153311 0 0 0 0 0 0 0 0 Daniel Legacy Advisors c/o Melissa Daniel PO Box 59146 Birmingham AL 35259 2052434533 melissa@danieladvisorsLLC.com Electronic Application containing contact information, EIN, and a narrative about the request. Additional Documents including Board list, Organization & Project budget August 1st Geography is typically restricted to Alabama, except for a few legacy organizations. No specific restrictions, the interest are education, human trafficking, and medical. ALICE LLOYD COLLEGE 100 PURPOSE RD PIPPA PASSES KY 41844 NONE PC SCHOLARSHIPS 100000 NEXT LEVEL SPORTS CAMP 4000 LA COLINA ROAD SANTA BARBRA CA 93111 NONE PC NEXT LEVEL SPORTS CAMP 40000 QUARTERBACKING CHILDREN'S HEALTH Foundation 2019 4TH AVE N SUITE 101 BIRMINGHAM AL 35203 NONE PC QCHF/MMQBC ANNUAL 7500 RONALD MCDONALD HOUSE CHARITIES 451 44TH STREET PITTSBURGH PA 15201 NONE PC GENERAL SUPPORT 10000 I3 ACADEMY 230 49TH ST N BIRMINGHAM AL 35212 NONE PC INTERVENTION AND LEARNING 50000 RED MOUNTAIN THEATER 1600 3RD AVE ST Birmingham AL 35233 NONE PC RMT'S 24-25 EDUCATION 5000 CHILDRENS HOSPITAL OF ALABAMA 1600 7TH AVE S Birmingham AL 35233 NONE PC CHIPS CENTER 20000 HIGHLANDS COLLEGE 3660 GRANDVIEW PARK BIRMINGHAM AL 35243 NONE PC GENERAL SUPPORT 50000 SAINT ROSE ACADEMY 1401 22ND ST BIRMINGHAM AL 35205 NONE PC PRIMARY WING FOR SAFETY OF 25000 KING'S HOME PO BOX 162 CHELSEA AL 35043 NONE PC GENERAL SUPPORT 25000 BOYS & GIRLS CLUB OF CENTRAL AL PO BOX 10391 BIRMINGHAM AL 35202 NONE PC BGCCA LIFE & 10000 SPRING VALLEY SCHOOL 2701 SYDNEY DR BIRMINGHAM AL 35211 NONE PC SCHOLARSHIPS FOR 25000 TEACH FOR AMERICA 315 W 36TH ST NEW YORK NY 10018 NONE PC GENERAL OPERATING 15000 HOLY FAMILY CRISTO REY CATHOLIC HIGH SCHOOL 1832 CENTER WAY SOUTH BIRMINGHAM AL 352050000 NONE PC GENERAL SUPPORT 50000 IMPACT AMERICA 601 BEACON PARKWAY WEST BIRMINGHAM AL 35209 NONE PC FOCUSFIRST 15000 CHRIST HEALTH CENTER INC 109 HERITAGE CIRCLE BIRMINGHAM AL 35213 NONE PC CHRIST HEALTH CENTER 75000 COMMUNITY FURNITURE BANK 2224 BLUE RIDGE BLVD BIRMINGHAM AL 35226 NONE PC GENERAL SUPPORT 40000 STAIR OF BIRMINGHAM 3100 HIGHLAND AVE BIRMINGHAM AL 35205 NONE PC STAIR LITERACY TUTORING 50000 BOYS & GIRLS CLUBS OF WPA 5432 BUTLER ST PITTSBURGH PA 15201 NONE PC ESTELLE CLUBHOUSE 35000 GROWING KINGS INC PO BOX 291 BIRMINGHAM AL 352010291 NONE PC JOURNEY OF A KING 15000 MISSION DENTAL INC 1700 6TH AVE N BESSEMER AL 35020 NONE PC DIGITAL LAB EXPANSION 10000 THE WELLHOUSE 8121 PARKWAY DR LEEDS AL 35094 NONE PC WELLHOUSE RESTORATION 217500 HERO PROGRAM 39 PARKSIDE CT CHICO CA 959289600 NONE PC GENERAL SUPPORT 10000 JUSTICE RESTORATION CENTER 119 E 5TH ST CINCINNATI OH 45202 NONE PC GENERAL SUPPORT 30000 MOMENTUM LEADERS 401 NE AVE SUITE 200 PORTLAND OR 972320000 NONE PC GENERAL SUPPORT 10000 PRESCHOOL PARTNERS 4447 MONTEVALLO RD BIRMINGHAM AL 35213 NONE PC CHILDREN'S AND PARENT 27000 JONES VALLEY URBAN FARM PO BOX 55357 BIRMINGHAM AL 35255 NONE PC GOOD SCHOOL FOOD PROGRAM 30000 CHRISTIAN AFRICAN LEADERSHIP MINISTRIES 2163 AIRWAYS BLVD SUITE 300 MEMPHIS TN 38114 NONE PC LIVESTOCK EMPOWERMENT FOR 40000 GRACE HOUSE MINISTRIES INC PO BOX 547 FAIRFIELD AL 35064 NONE PC YOUTH AND TRANSITIONAL 40000 BIRMINGHAM ZOO INC 2630 CAHABA RD MOUNTAIN BRK AL 352231106 NONE PC 2025 CORPORATE PARTNERSHIP 25000 SAMFORD UNIVERSITY 800 LAKESHORE DR BIRMINGHAM AL 35229 NONE PC MENTORS FOR ASPIRING 85000 DOWNTOWN JIMMIE HALE MISSION PO BOX 10472 BIRMINGHAM AL 352020472 NONE PC WELCOME HOME TO JESSIE'S 5000 WALKER COLLEGE FOUNDATION PO BOX 2228 JASPER AL 355022228 NONE PC CHARLES & ESTELLE CAMPBELL 20000 CHRISTIAN SERVICE MISSION 3600 3RD AVE S BIRMINGHAM AL 352221819 NONE PC THANKSGIVING FOOD OUTREACH 40000 THE FOUNDRY MINISTRIES INC 118 55TH ST N BIRMINGHAM AL 352122420 NONE PC THE FOUNDRY WOMEN'S 15000 BIG BROTHERS BIG SISTERS OF GREATER BIRMINGHAM INC 1901 14TH AVE S BIRMINGHAM AL 352054905 NONE PC GENERAL SUPPORT 50000 COMMUNITY FOOD BANK OF CENTRAL ALABAMA 107 WALTER DAVIS DR BIRMINGHAM AL 352092803 NONE PC GENERAL SUPPORT 20000 CORNERSTONE SCHOOLS OF ALABAMA 116-55TH ST NORTH BIRMINGHAM AL 35212 NONE PC TAKING STEPS FOR SUCCESS 50000 ROTARY CLUB OF BIRMINGHAM FOUNDATION 2019 4TH AVE N STE 200 BIRMINGHAM AL 352033361 NONE PC PREK RESOURCE CENTER 27000 PUBLIC AFFAIRS RESEARCH COUNCIL OF ALABAMA PO BOX 293931 BIRMINGHAM AL 35229 NONE PC 2025 RESEARCH AGENDA 30000 SAFEHOUSE OF SHELBY COUNTY PO BOX 275 PELHAM AL 35124 NONE PC SAFEHOUSE 20000 A EDUCATION PARTNERSHIP 1 RETAIL DRIVE MONTGOMERY AL 36110 NONE PC DRIVING STUDENT SUCCESS IN 25000 SPECIAL EQUESTRIANS INC 1215 WOOD DRIVE INDIAN SPRINGS AL 35124 NONE PC EQUINE ASSISTED ACTIVITIES 20000 BETTER BASICS INC 1231 SECOND AVE SOUTH BIRMINGHAM AL 35233 NONE PC INCREASING CHILDREN'S 10000 RESTORATION ACADEMY PO BOX 170548 BIRMINGHAM AL 35217 NONE PC GENERAL SUPPORT 50000 KID ONE TRANSPORT SYSTEM INC 3535 7TH CT S BIRMINGHAM AL 352223214 NONE PC TRANSPORTING ALABAMA TO 25000 ALABAMA ASSOCIATION OF NONPROFIT PO BOX 293932 BIRMINGHAM AL 35229 NONE PC ELEVATE ALABAMA 5000 FIRST LIGHT INC 2230 FOURTH AVE N BIRMINGHAM AL 35203 NONE PC EXPANSIVE SERVICES FOR THE 10000 CHILDREN'S FRESH AIR FARM TRUST PO BOX 11647 BIRMINGHAM AL 35202 NONE PC SUMMER LEARNING PROGRAM 30000 LINLY HEFLIN UNIT INC 13 OFFICE PARK CIRCLE BIRMINGHAM AL 35223 NONE PC GENERAL SUPPORT 5000 SECOND WIND PROGRAMS INC 402 OFFICE PARK DRIVE SUITE 310 BIRMINGHAM AL 35223 NONE PC GENERAL SUPPORT 12400 FREEDOM RAIN INC 7916 2ND AVE S BIRMINGHAM AL 352063804 NONE PC GENERAL SUPPORT 30000 DESERT ISLAND SUPPLY CO 5500 1ST AVENEUE N BIRMINGHAM AL 35212 NONE PC EXPANSION OF SQUID INC. 10000 THE HOPE INSTITUTE PO BOX 530491 MOUNTAIN BRK AL 35253 NONE PC HOPE LEADERSHIP ACADEMY 10000 MITCH PLEDGER YOUTH DEVELOPMENT 1729 CRESTWOOD BLVD IRONDALE AL 352102029 NONE PC GENERAL SUPPORT 5000 COVENANT RESCUE GROUP 1034 MAIN ST SUITE 307 GARDENDALE AL 350713484 NONE PC GENERAL SUPPORT 150000 BIRMINGHAM VULCANS YOUTH FOOTBALL INC 400 GRAYMONT AVE W BIRMINGHAM AL 35204 NONE PC GENERAL SUPPORT 5000 FRESH START INITIATIVE 1301 SHARP RIDGE RD GREENSBORO NC 274068598 NONE PC GENERAL SUPPORT 15000 BESSEMER REDEVELOPMENT CORP 2625 5TH AVE N BLDG C BESSEMER AL 35020 NONE PC AFFORDABLE HOUSING FOR 30000 CASA OF JEFFERSON COUNTY INC 319 W 2ND ST MADISON IN 472503741 NONE PC GENERAL SUPPORT 50000 AMERICAN BASEBALL FDN INC 2660 10TH AVE S STE 620 BIRMINGHAM AL 35205 NONE PC ABF/BASIC 2025 10000 1971400 14 804103 18 1234234 2038337 2038337 false false false false false false false false false false 00440EAV9 CHUBB INA HOLDINGS 309779 324389 023135BC9 AMAZON.COM INC 308454 327317 037833DK3 APPLE INC 297982 316778 06367WB85 BANK OF MONTREAL SED 20268JAE3 COMMONSPIRIT HEALTH 26441CBJ3 DUKE ENERGY CORP CAL 65339KCG3 NEXTERA ENERGY CAPIT 760759AR1 REPUBLIC SERVICES IN 133951 144303 78016EZZ3 ROYAL BANK OF CANADA 78002 88168 30303M8G0 META PLATFORMS INC 130743 134733 68389XBM6 ORACLE CORP 158032 168601 718172BQ1 PHILIP MORRIS INTL I 91159HHN3 US BANCORP 155514 163794 00287YBX6 ABBVIE INC 130355 135769 023135BY1 AMAZON.COM INC 155730 162260 06051GFX2 BANK OF AMERICA CORP 162900 164787 46625HMN7 JPMORGAN CHASE & CO 65339KBM1 NEXTERA ENERGY CAPIT 163633 166675 68389XCH6 ORACLE CORP 31449 31320 760759AS9 REPUBLIC SERVICES IN 47580 49615 78016EZD2 ROYAL BANK OF CANADA 161615 164810 89236TKD6 TOYOTA MOTOR CREDIT 132327 136737 931142ER0 WALMART INC 158414 166959 26441CBH7 DUKE ENERGY CORP 166912 166880 718172CS6 PHILIP MORRIS INTL I 165177 164818 89236TNJ0 TOYOTA MOTOR CREDIT 164377 164171 084670702 BERKSHIRE HATHAWAY I 163395 552915 4199940 4443434 464287200 ISHARES CORE S&P 500 AT COST 9500205 33514114 464287499 ISHARES RUSSELL MID- AT COST 543966 1471006 922908751 VANGUARD SMALL CAP AT COST 1137885 1486824 46090E103 INVESCO QQQ TRUST AT COST 464294 1167189 CY PURCHASE OF ACCRUED INTEREST 5103 DISTRIBUTION COMMITTEE EXPENSE 12100 0 12100 COST BASIS ADJUSTMENT 26 MUTUAL FUND TIMING ADJ 1081 PY PURCHASE OF ACCRUED INTEREST 4390 FEDERAL TAX PAYMENT - PRIOR YE 8105 0 0 FEDERAL ESTIMATES - PRINCIPAL 9637 0 0