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ACADEMY 700 HUFFMAN RD BIRMINGHAM AL 35215 NONE PC GENERAL SUPPORT 10000 THE HOPE INSTITUTE 800 LAKESHORE DRIVE BIRMINGHAM AL 35229 NONE PC PARTNERING WITH SCHOOL LEADERS TO CULTIVATE CHARACTER DEVELOPMENT. 100000 ST PAUL FRATERNUS BIRMINGHAM 2120 3RD AVE N BIRMINGHAM AL 35203 NONE PC GENERAL SUPPORT 10000 ST STEPHEN'S EPISCOPAL CHURCH 3775 CROSSHAVEN DRIVE VESTAVIA HILLS AL 35223 NONE PC SUPPORT THE CHURCH MINISTRY TO LIFT UP CHRIST THAT THE WORLD MIGHT BELIEVE . 25000 QUARTERBACKING CHILDREN'S HEALTH FOUNDATION 2019 4TH AVE N BIRMINGHAM AL 35203 NONE PC PROVIDE FUNDS TO FOUNDATION FULFILL MEDICAL NEEDS AND SUPPORT FOR ALABAMA CHILDREN AND YOUNG ADULTS. 15000 PRESCHOOL PARTNERS 4447 MONTEVALLO RD BIRMINGHAM AL 35213 NONE PC EQUIP FAMILIES OF WITH THE SKILLS NECESSARY TO ACHIEVE SCHOOL READINESS. 60000 MARCH OF DIMES ALABAMA 3500 BLUE LAKE DR BIRMINGHAM AL 35243 NONE PC GENERAL SUPPORT 2500 LAKESHORE FOUNDATION 4000 RIDGEWAY DRIVE BIRMINGHAM AL 35209 NONE PC PROMOTE INDEPENDENCE FOR PERSONS WITH PHYSICALLY, DISABLING CONDITIONS AND PROVIDE OPPORTUNITIES. 15000 UNITED WAY OF CENTRAL ALABAMA PO BOX 320189 BIRMINGHAM AL 35253 NONE PC GENERAL SUPPORT 15000 JIMMIE HALE MISSION PO BOX 10472 BIRMINGHAM AL 35203 NONE PC TO PROVIDE SPIRITUAL AND PHYSICAL NEEDS OF THOSE IN THE JEFFERSON COUNTY COMMUNITY BY SHARING THE GOSPEL. 10000 FRIENDS OF JEMISON PARK PO BOX 530813 BIRMINGHAM AL 35253 NONE PC GENERAL SUPPORT 75000 FIRST PRIORITY PO BOX 59365 BIRMINGHAM AL 35259 NONE PC CONTRIBUTION PLEDGE TO SUPPORT THE ORGANIZATION TO REACH EVERY TEEN IN PUBLIC SCHOOLS. 10000 FIREHOUSE MINISTRIES 1501 3RD AVENUE NORTH BIRMINGHAM AL 35203 NONE PC TO SUPPORT HOMELESS SHELTER OFFERING THE LARGEST CONTINUM OF SERVICES FOR HOMELESS MEN IN BIRMINGHAM. 10000 COVENANT HOUSE PO BOX 7 GRANT AL 35747 NONE PC GENERAL SUPPORT 5000 CORNERSTONE SCHOOLS PO BOX 320309 BIRMINGHAM AL 35223 NONE PC SUPPORT CHRIST CENTERED SCHOOL IN THE BIRMINGHAM, ALABAMA INNER CITY. 60000 CHILDREN'S HOSPITAL OF ALABAMA 1600 7TH AVE S BIRMINGHAM AL 35233 NONE PC GENERAL SUPPORT 50000 CENTER FOR EXECUTIVE LEADERSHIP INC 200 UNION HILL DR STE 200 BIRMINGHAM AL 35209 NONE PC GENERAL SUPPORT 25000 CAHABA RIVER SOCIETY 2717 7TH AVE S STE 205 BIRMINGHAM AL 35233 NONE PC GENERAL SUPPORT 1000 HONEYWORD FOUNDATION INC 16700 HIGHWAY 280 STE A CHELSEA AL 35043 NONE PC GENERAL SUPPORT 50000 YWCA OF CENTRAL ALABAMA 309 23RD STREET NORTH BIRMINGHAM AL 35203 NONE PC GENERAL SUPPORT 15000 TROUT UNLIMITED INC 1777 N KENT STREET STE 100 ARLINGTON VA 22209 NONE PC TO CONSERVE, PROTECT, AND RESTORE NORTH AMERICA'S COLDWATER FISHERIES AND THEIR WATERSHEDS. 5000 568500 0 14 35469 14 16324 18 -28322 0 23471 0 23471 0 0 0 0 0 0 0 0 0 0 X X 1 ROBERT O BURTON 2008 TRUST TWO METROPLEX DRIVE SUITE 400 BIRMINGHAM AL 35209 1000000 X ACCOUNTING FEES 1575 788 0 787 UNITED STATES TREAS BILLS DTD 786144 794036 VANGUARD SHORT-TERM CORP BD IDX ETF 36734 37292 ALPHABET INC CAP STK CL C 14746 15643 VANGUARD BALANCED INDEX ADM 32840 31043 VALERO ENERGY CORP NEW 6740 6760 SPDR S&P OIL & GAS EXPLOR & PRODTN ETF 24344 23412 SPDR GOLD SHARES 14277 16058 JPMORGAN EQUITY PREMIUM INCOME ETF 34720 34801 JP MORGAN CHASE & CO 20914 23474 WALMART INC 17162 18445 APPLE INC 12417 16943 COMERCIA INC 6772 9823 ENCORE WIRE CORP 11257 13884 GENERAL DYNAMICS CORP 9389 10646 ISHARES US HEALTHCARE AT COST 15657 15743 ISHARES S&P 100 AT COST 35010 39317 SPDR S&P BIOTECH ETF AT COST 15410 15626 TECHNOLOGY SELECT SECTOR SPDRR AT COST 15708 19633 ISHARES RUSSELL MID-CAP AT COST 80824 79440 ISHARES RUSSELL 1000 VALUE AT COST 109132 114684 ISHARES RUSSELL 1000 GROWTH AT COST 98202 106413 VANGUARD FTSE DEVELOPED MARKETS ETF AT COST 98146 104087 ISHARES CORE S&P SMALL-CAP AT COST 48428 51960 BANK FEES 25 25 0 0 TIMING DIFFERENCE 10 MANAGEMENT FEES 6972 6972 0 0 TAXES & LICENSES 8793 0 8793 0