2024-01-16T11:12:17-06:00 2023-09-30 630191630 SMITH DUKES & BUCKALEW LLP 3800 AIRPORT BLVD MOBILE AL 366081667 990PF 2022-10-01 630831886 SOUTH ALABAMA FOUNDATION INTELLECTUALLY DISABLED MOBI 2514797409 PO BOX 6989 MOBILE AL 36660 JEFF ZOGHBY PRESIDENT 2514797409 2024-01-16 1 JEFF ZOGHBY 999009999 0 TIMOTHY B SMITH P00420972 2513431200 2024-01-16 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 2848159 X X 3148 3148 56552 56552 29145 1250985 29145 667 667 89512 89512 0 0 0 8667 7983 684 22907 20968 1939 31574 28951 2623 80000 80000 111574 28951 82623 -22062 60561 232220 144376 144376 357363 349720 349720 1171901 1391674 1391674 327198 345739 345739 141054 101562 101562 456939 513528 513528 0 1560 1560 2686675 2848159 2848159 0 0 X 0 0 0 0 2686675 2848159 2686675 2848159 2686675 2848159 2686675 -22062 183546 2848159 0 2848159 PUBLICLY TRADED SECURITIES P 1250985 1221840 29145 29145 29145 842 0 842 0 842 1560 0 0 0 1560 X 0 718 718 0 0 0 0 0 0 0 0 0 0 0 1 1 AL 1 0 0 0 0 1 N/A JEFF ZOGHBY 2514739007 2424 GORDON SMITH DRIVE MOBILE AL 36617 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ALLEN H LADD 2424 GORDON SMITH DRIVE MOBILE AL 36617 PRESIDENT 2.00 0 0 0 PAM ANGERHOLZER 2424 GORDON SMITH DRIVE MOBILE AL 36617 SECRETARY 2.00 0 0 0 JEFF ZOGHBY 2424 GORDON SMITH DRIVE MOBILE AL 36617 TREASURER 2.00 0 0 0 J BLAIR NEWMAN 2424 GORDON SMITH DRIVE MOBILE AL 36617 DIRECTOR 2.00 0 0 0 DAVID M TRESSLER 2424 GORDON SMITH DRIVE MOBILE AL 36617 DIRECTOR 2.00 0 0 0 JOEY BETBEZE 2424 GORDON SMITH DRIVE MOBILE AL 36617 DIRECTOR 2.00 0 0 0 NONE 0 NONE 0 0 2492460 347624 0 2840084 0 0 2840084 42601 2797483 139874 139874 842 842 139032 0 139032 0 139032 82623 0 82623 139032 79690 0 0 82623 79690 0 0 2933 0 0 0 0 0 0 0 0 136099 0 0 0 X ALTAPOINTE 5750-A SOUTHLAND DRIVE MOBILE AL 36693 N/A PUBLIC CHARITY OPERATING EXPENSES 10000 GOODWILL OF THE GULF COAST 2440 GORDON SMITH DR MOBILE AL 36617 N/A PUBLIC CHARITY OPERATING EXPENSESOPERATING EXPENSES 15000 FIRST LIGHT COMMUNITY 151 SOUTH ANN STREET MOBILE AL 36604 N/A PUBLIC CHARITY OPERATING EXPENSESOPERATING EXPENSES 10000 MULHERIN CUSTODIAL HOMES 2496 HALLS MILL ROAD MOBILE AL 36606 N/A PUBLIC CHARITY OPERATING EXPENSESOPERATING EXPENSESOPERATING EXPENSES 15000 UNITED CEREBRAL PALSY 3058 DAUPHIN SQUARE CONNECTOR MOBILE AL 36607 N/A PUBLIC CHARITY OPERATING EXPENSES 15000 VOLUNTEERS OF AMERICA SOUTHEAST 1204 HILLCREST RD MOBILE AL 36608 N/A PUBLIC CHARITY OPERATING EXPENSES 15000 80000 0 14 3148 14 56552 14 667 18 29145 0 89512 0 89512 0 0 0 0 0 0 0 0 0 0 CORPORATE BONDS 345739 345739 EQUITIES 1391674 1391674 328549 328549 21171 21171 MONEY MARKET AT COST 155314 155314 MUTUAL FUNDS FMV 209754 209754 REITS FMV 24175 24175 EXCHANGE TRADED PRODUCTS FMV 124285 124285 REFUNDABLE INCOME TAXES 1560 1560 INVESTMENT FEES 20968 20968 0 MISCELLANEOUS EXPENSE 91 0 91 INSURANCE EXPENSE 1848 0 1848 MISCELLANEOUS 667 667 667 UNREALIZED GAIN ON INVESTMENTS 183546 FOREIGN TAXES 684 0 684 INCOME TAX - FYE 9/30/2020 1981 1981 0 INCOME TAX - FYE 9/30/2021 4401 4401 0 INCOME TAX - FYE 9/30/2022 1601 1601 0