2024-11-15T14:10:12-05:00 2023-12-31 EXTENSION GRANTED TO 11/15/2024 813387428 LUCA 300 OFFICE PARK DR STE 310 MOUNTAIN BRK AL 352232473 990PF 2023-01-01 636049784 WEHADKEE FOUNDATION INC WEHA 2052228226 130 19TH STREET SOUTH BIRMINGHAM AL 35233 BRUCE N LANIER III DIRECTOR 2052228226 2024-11-15 true false TALMADGE FULMER III P01052232 2057194151 2024-11-15 2023 2024-10-15 13:58:12Z EXTENSION GRANTED TO 11/15/2024 X 1630240 X X 4550 4550 30708 30708 66964 334595 66964 102222 102222 3000 1500 1500 1405 1405 16433 8291 8141 3360 269 24198 11465 9641 80000 80000 104198 11465 89641 -1976 90757 -2 46426 92023 92023 710128 601051 1013422 470381 531139 524795 1226935 1224211 1630240 4515 3767 4515 3767 X 1222420 1220444 1222420 1220444 1226935 1224211 1222420 -1976 1220444 1220444 15 SHS SPDR PORTFOLIO S&P 500 GROWTH P 2022-12-28 2023-09-29 889 751 138 138 267 SHS SPDR SER TR VLOOMBERG BARLAY P 2021-06-22 2023-09-29 7665 8183 -518 -518 162 SHS VANECK GOLD MINERS ETF P 2022-10-06 2023-09-29 4348 4100 248 248 36 SHS VANGUARD FTSE EMERGING MARKET P 2018-01-11 2023-09-29 1411 1726 -315 -315 179 SHS VISHARES TR US TREAS BD ETF P 2019-01-24 2023-09-29 3939 4442 -503 -503 47 SHS VANGUARD INTERMEDIATE-TERM GO P 2018-12-27 2023-09-29 2684 2966 -282 -282 8 SHS ISHARES MSCI EAFE ETF P 2019-12-20 2023-09-29 551 554 -3 -3 911 SHS VANUGARD REAL ESTATE ETF P 2023-03-07 74516 68884 5632 5632 279 SHS ISHARES RUSSELL 1000 GROWTH P 2014-10-27 2023-08-14 76890 25480 51410 51410 10 SHS VANGUARD SPECIALIZED PORT DIV P 2016-02-16 2023-09-29 1552 754 798 798 15 SHS ISHARES RUSSELL 1000 GROWTH E P 2014-10-27 2023-09-29 3990 1370 2620 2620 41 SHS SPDR GOLD TR GOLD SHS P 2020-11-06 2023-09-29 7032 7418 -386 -386 334 SHS ISHARES RUSSELL MID-CAP GROW P 2015-03-31 2023-08-14 31965 16411 15554 15554 SPDR GOLD TR GOLD SHS P 2020-06-24 2023-12-31 362 693 -331 -331 12 SHS ISHARES RUSSELL MID-CAP GROWT P 2015-03-31 2023-09-29 1097 590 507 507 SPDR GOLD TR GOLD SHS P 2020-11-06 2023-12-31 96 193 -97 -97 12 SHS ISHARES RUSSELL MID-CAP VALUE P 2015-03-31 2023-09-29 1251 904 347 347 VANGUARD REAL ESTATE ETF P 2023-12-30 2023-12-31 979 979 979 142 SHS ISHARES TR IBONDS 25 TRM TS P 2022-09-23 2023-09-29 3275 3310 -35 -35 124 SHS ISHARES TR RUSSELL 1000 VALU P 2015-03-31 2023-09-29 18812 12816 5996 5996 95 SHS SPDR INDEX SHS FDS MSCI ACWI P 2020-07-31 2023-09-29 2361 2262 99 99 152 SHS SPDR PORTFOLIO INTERMEDIATE P 2022-09-23 2023-09-29 4181 4295 -114 -114 283 SHS SPDR SER TR VARLAYS CAP LONG P 2022-06-16 2023-09-29 7369 8937 -1568 -1568 2871 SHS SPDR SER TR VARCLAYS CAP LO P 2023-12-01 77380 90592 -13212 -13212 66964 386 1262 1262 1262 1300 1300 X 14 24 24 false false false false false false false true true AL false false false false false true N/A BRUCE N LANIER III 2052228226 130 19TH ST S BIRMINGHAM AL 35233 false false false false false false false false false false false false false false false false false false false false BRUCE N LANIER III 130 19TH ST S BIRMINGHAM AL 35233 DIRECTOR 000.00 0 0 0 GEORGE LANIER 130 19TH ST S BIRMINGHAM AL 35233 PRESIDENT 000.00 0 0 0 JOHN LANIER 130 19TH ST S BIRMINGHAM AL 35233 VICE PRESIDE 000.00 0 0 0 SHANNON LANIER 130 19TH ST S BIRMINGHAM AL 35233 SECRETARY 000.00 0 0 0 NONE NONE N/A 1482546 122091 0 1604637 1604637 24070 1580567 79028 79028 1262 1262 77766 77766 77766 89641 89641 77766 7268 7268 89641 77766 11875 19143 0 19143 7268 11875 X NEW HOPE FOUNDATION PO BOX 608 LANETT AL 36863 N/A PC SUPPORT RESTORATION OF HISTORIC SITE 2800 CHARLOTTE GREEN OF MECKLENBURG CO 1501 QUEENS ROAD CHARLOTTE NC 28207 N/A PC SUPPORT COMMUNITY BEAUTIFICATION 2800 CHATTAHOOCHEE HOSPICE 6 MEDICAL PARK NORTH VALLEY AL 36854 N/A PC SUPPORT CARE FOR TERMINALLY ILL 2800 FIRST UMC OF WEST POINT FOOD CLOSET 306 EAST 7TH ST WEST POINT GA 31833 N/A PC FEED THOSE IN NEED 5200 FULLER CENTER FOR HOUSING 701 S MLK JR BLVD AMERICUS GA 31719 N/A PC PROVIDE SHELTER FOR THOSE IN NEED 6400 POINT UNIVERSITY 507 WEST 10TH STREET WEST POINT GA 31833 N/A PC SUPPORT CHRIST-CENTERED EDUCATION 800 CHAMBERS COUNTY SHERIFF'S RODEO 2 SOUTH LAFAYETTE ST LAFAYETTE AL 36862 N/A GOV SUPPORT CHAMBERS COUNTY SHERIFF 5200 LANETT POLICE DEPARTMENT 401 N LANIER AVE LANETT AL 36863 N/A GOV SUPPORT LANETT POLICE DEPT 3200 CIRCLE OF CARE 14 MEDICAL PARK VALLEY AL 36854 N/A PC SUPPORT ASSISTANCE TO FAMILIES 8800 ALABAMA CENTER FOR ARCHITECTURE 109 R ARRINGTON J BLVD S BIRMINGHAM AL 35233 N/A PC SUPPORT EDUCATION IN FIELD OF ARCH. 6800 FIRST UMC OF WP MEALS ON WHEELS 306 EAST 7TH ST WEST POINT GA 31833 N/A PC FEED THOSE IN NEED 2800 CHATTAHOOCHEE HUMANE SOCIETY 3265 FAIRFAX BY-PASS VALLEY AL 36854 N/A PC SUPPORT TO PROTECT COMPANION ANIMALS 1200 THE BREAD BASKET CLUB 2038 CR 187 LANETT AL 36863 N/A PC FEED THOSE IN NEED 5200 CHRISTIAN SERVICE CENTER 5340 CUSSETA RD LANETT AL 36863 N/A PC TO SHARE THE LOVE OF JESUS 4000 CHATTAHOOCHEE COUNCIL OF BOY SCOUTS 1237 FIRST AVE COLUMBUS GA 31901 N/A PC SUPPORT COMMUNITY EDUCATION 16000 CHATTAHOOTCHEE RIVERKEEPER 6020 ROVER VIEW RD BUILDING 7000 STE 100 SMYRNA GA 30126 N/A PC PROMOTE CLEAN WATER IN CHATTAHOOCHEE 6000 80000 14 4550 14 30708 18 66964 35258 66964 102222 false false false false false false false false false false ACCOUNTING FEES 1405 1405 EXEMPT AS ORGANIZATION DOES NOT INTEND TO SOLICIT AND RECEIVE AND DOES NOT ACTUALLY RECEIVE CONTRIBUTIONS. PUBLICLY TRADED BONDS - SEE ATTACHED 531139 524795 PUBLICLY TRADED STOCK - SEE ATTACHED 601051 1013422 LEGAL FEES 3000 1500 1500 INVESTMENT VALUE 4515 3767 TRUSTEE/EXECUTOR FEES 16283 8141 8141 TAX PREPARATION FEES 150 150 FOREIGN TAXES 3360 269