2024-11-05T14:09:47-06:00 2023-12-31 201365485 ARLINGTON ASSOCIATES LLC 2000 MORRIS AVENUE SUITE 1200 BIRMINGHAM AL 35203 990PF 2023-01-01 471049591 THE PHYLLIS FOUNDATION INC PHYL 2054884300 2000 MORRIS AVENUE SUITE 1300 BIRMINGHAM AL 35203 JULIE L COMMANDER PRESIDENT 2054884300 2024-11-01 1 0 JUSTIN B CURETON P01727132 2054884330 2024-10-30 2023 2024-10-15 13:58:12Z X 1995946 X 250000 14137 14137 53784 53784 3151 5488 3151 4901 1064 325973 72136 0 0 0 8775 4387 4388 18284 18284 0 725 725 0 1432 932 0 66 66 0 29282 24394 4388 70008 70008 99290 24394 74396 226683 47742 42379 295515 295515 663 663 663 1204242 1162422 1382423 264356 278607 317345 1510977 1737207 1995946 298 298 0 X 0 0 0 0 1510679 1737207 1510679 1737207 1510977 1737207 1510679 226683 5 1737367 160 1737207 FROM PASSTHROUGHS 2022-01-01 2023-12-31 -1967 -1967 ATC 2670 2022-01-01 2023-12-31 -370 -370 CAPITAL GAINS DIVIDENDS P 5488 5488 5488 3151 664 0 664 0 664 2030 0 1000 0 3030 0 2366 2366 0 0 0 0 0 0 0 0 0 1 1 0 1 1 AL 1 0 0 0 0 1 N/A ARLINGTON TRUST COMPANY 2054884300 2000 MORRIS AVENUE SUITE 1210 BIRMINGHAM AL 35203 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JULIE L COMMANDER 519 OGLETREE ROAD AUBURN AL 36830 PRESIDENT & DIRECTOR 1.00 0 0 0 JAMES BRUCE LIMBAUGH 704 ZELDA PLACE BIRMINGHAM AL 35209 TREASURER & DIRECTOR 1.00 0 0 0 D MARK LIMBAUGH 614 BRISTOL LANE BIRMINGHAM AL 35226 SECRETARY & DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 1631045 58836 0 1689881 0 0 1689881 25348 1664533 83227 83227 664 536 1200 82027 0 82027 0 82027 74396 0 74396 82027 63984 0 0 74396 63984 0 0 10412 0 0 0 0 0 0 0 0 71615 0 0 0 JULIE L COMMANDER X BUILD UP GRANT 2301 AVENUE EAST BIRMINGHAM AL 35218 PUBLIC CHARITY FOR DEVELOPING WORK SKILLS FOR LOW-INCOME YOUTH 5000 CHARITABLE CONTRIBUTIONS THROUGH PASSTHROUGH 2000 MORRIS AVENUE STE 1300 BIRMINGHAM AL 35203 PUBLIC CHARITY CHARITABLE CONTRIBUTION 8 CHIKONDI HEALTH FOUNDATION PO BOX 210161 WETUMPKA AL 36121 PUBLIC CHARITY FOR SPIRITUAL AND PHYSICAL HEALTH 10000 COLLEGE CHOICE FOUNDATION 1919 OXMOOR ROAD 234 HOMEWOOD AL 35209 PUBLIC CHARITY TO SUPPORT ACADEMICS FOR STUDENTS FROM LOW-INCOME BACKGROUNDS 5000 GRACE HOUSE MINISTRIES INC 4923 FARRELL AVE FAIRFIELD AL 35064 PUBLIC CHARITY FOR CHRISTIAN FOSTER CARE FOR GIRLS 5000 HAND IN PAW 617 38TH STREET SOUTH BIRMINGHAM AL 35222 PUBLIC CHARITY TO SUPPORT HUMAN HEALTH THROUGH ANIMAL-ASSISTED THERAPY 3000 RETRIEVING INDEPENDENCE 1802 WILLIAMSON CT STE 101 BRENTWOOD TN 37027 PUBLIC CHARITY CHARITABLE CONTRIBUTION 7000 STUDIO BY THE TRACKS 301 20TH ST S IRONDALE AL 35210 PUBLIC CHARITY CHARITABLE CONTRIBUTION 2500 THE BELL CENTER PO BOX 590127 BIRMINGHAM AL 35259 PUBLIC CHARITY FOR EARLY INTERVENTION SERVICES FOR SPECIAL NEEDS CHILDREN 2500 THE SHARING TABLE 1400 OXMOOR RD HOMEWOOD AL 35209 PUBLIC CHARITY CHARITABLE CONTRIBUTION 5000 ALABAMA APPLESEED CENTER FOR LAW & JUSTICE 2 OFFICE PARK CIRCLE STE 10 BIRMINGHAM AL 35223 PUBLIC CHARITY CHARITABLE CONTRIBUTION 6000 CAVALIER RESCUE 5330 TECHNOLOGY LANE BIRMINGHAM AL 35217 PUBLIC CHARITY CHARITABLE CONTRIBUTION 1500 THE ARC OF SHELBY COUNTY 203 AMPITHEATER ROAD PELHAM AL 35124 PUBLIC CHARITY CHARITABLE CONTRIBUTION 7500 CHRISTOPHER KIDS 2601 HIGHLAND AVE S BIRMINGHAM AL 35205 PUBLIC CHARITY CHARITABLE CONTRIBUTION 5000 THRIVE ADA SERVICES 100 CHASE PARK SOUTH STE 216 BIRMINGHAM AL 35244 PUBLIC CHARITY CHARITABLE CONTRIBUTION 5000 70008 0 14 14137 14 53784 18 3151 UBIT FROM PASSTHROUGHS 523000 3837 INCOME (LOSS) FROM PASSTHROUGH 14 1064 3837 72136 0 75973 0 0 0 0 0 0 0 0 0 0 X X 1 LIMBAUGH TOYOTA INC 2200 AVENUE T BIRMINGHAM AL 35218 250000 X ACCOUNTING FEES 8775 4387 4388 ARLINGTON PRIVATE EQUITY II 28268 26336 57578 ARLINGTON INCOME FUND 236088 252271 259767 NONDEDUCTIBLE EXPENSES FROM PASSTHROUGH ENTITIES 160 PASSTHROUGH DEDUCTIONS 66 66 0 UBIT FROM PASSTHROUGHS 3837 3837 INCOME (LOSS) FROM PASSTHROUGH 1064 1064 1064 NONTAXABLE INCOME FROM PASSTHROUGH ENTITIES 5 INVESTMENT FEES 12884 12884 0 INVESTMENT FEES FROM PASSTHROUGH 5400 5400 0 FEDERAL TAXES 500 0 0 FOREIGN TAXES FROM PASSTHROUGH 83 83 0 FOREIGN TAXES 849 849 0