2025-08-01T10:37:16-05:00 2024-12-31 631128247 Jones & Kirkpatrick PC 300 Union Hill Dr Suite 100 Birmingham AL 352092059 990PF 2024-01-01 813930067 Donald M James Family Foundation DONA 2054924420 16497 Perdido Key Drive 602 Pensacola FL 32507 Donald M James Director 2054924420 2025-07-24 1 1 David M Wise P01366554 2058708824 2025-07-24 2024 2025-03-06 01:10:19Z X 37746694 X X 406099 406099 1309446 3607766 1412430 1122 1122 1716667 1818529 0 0 0 145 0 145 4650 0 4650 68371 68371 0 28209 6442 0 79 0 79 101454 74813 4874 1447685 1447685 1549139 74813 1452559 167528 1743716 320144 489215 489215 357109 357109 18935557 18576905 36900370 19255701 19423229 37746694 0 0 X 19255701 19423229 19255701 19423229 19255701 19423229 19255701 167528 0 19423229 0 19423229 Vulcan Materials Co D 2008-01-29 2024-12-12 1270376 336380 933996 933996 Cons Direct Sel Sect P 2024-04-08 2024-11-07 16992 14446 2546 2546 Health Care Sel Sect P 2023-05-31 2024-04-08 113498 100360 13138 13138 IShares US Broker-Dealer P 2024-04-08 2024-11-07 17455 15503 1952 1952 Real Estate Select Sect P 2024-08-06 2024-11-07 130530 125211 5319 5319 The Technology Sel Sect P 2024-04-08 2024-08-06 35423 36296 -873 -873 Vanguard Intl Equity P 2024-02-08 2024-11-07 99665 92191 7474 7474 Comm Serv Select Sector P 2018-09-26 2024-08-06 304132 180709 123423 123423 Cons Staples Sel Sect P 2022-09-07 2024-02-08 354683 350719 3964 3964 Health Care Sel Sect P 2017-01-31 2024-08-06 372144 283388 88756 88756 IShares Core MSCI Europe P 2021-05-06 2024-04-08 35142 34910 232 232 The Technology Sel Sect P 2017-01-31 2024-08-06 176839 43431 133408 133408 Utilities Sel Sect P 2022-06-30 2024-11-07 332844 299306 33538 33538 Vanguard FTSE Pacific P 2021-11-09 2024-04-08 23697 25572 -1875 -1875 Vanguard Intl Equity P 2020-03-13 2024-11-07 324346 256914 67432 67432 1412430 24238 0 24238 0 24238 8040 0 0 0 8040 2 16200 0 0 0 0 0 0 0 0 0 0 0 1 FL 1 0 0 0 0 1 N/A Donald M James 2054924420 16497 Perdido Key Dr No 602 Pensacola FL 35207 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Donald M James 16497 Perdido Key Drive No 602 Pensacola FL 32507 President/Director 1.00 0 0 0 Clarence W James 16497 Perdido Key Drive No 602 Pensacola FL 32507 Secretary/Director 1.00 0 0 0 NONE 0 NONE 0 0 37153093 837246 0 37990339 0 0 37990339 569855 37420484 1871024 1871024 24238 24238 1846786 0 1846786 0 1846786 1452559 0 1452559 1846786 1451936 0 0 1452559 1451936 0 0 623 0 0 0 0 0 0 0 0 1846163 0 0 0 X A Education Partnership PO Box 4433 Montgomery AL 36103 None 501(C)(3) Support of programs 1000 Alabama Appleseed 2 Office Park Cir Suite 10 Birmingham AL 35223 None 501(C)(3) Support of Programs 1000 Alabama Archieves 624 Washington Avenue Montgomery AL 36103 None 501(C)(3) Support of programs 10000 Alabama Symphony Orchestra 3621 Sixth Avenue South Birmingham AL 35222 None 501(C)(3) Support of programs 5000 American Friends of Combatants for Peace PO Box 27671 San Francisco CA 94127 None 501(C)(3) Support of programs 2000 American Friends of the EPISCO Old Kings Highway North Suite 13 Darien CT 06820 None 501(C)(3) Support of programs 2000 Birmingham Bar Foundation 2001 Park Pl 430 Birmingham AL 35203 None 501(C)(3) Support of Programs 500 Birmingham Botanical Gardens 2612 Lane Park Road Birmingham AL 35223 None 501(C)(3) Support of programs 5000 Birmingham Museum of Art 2000 Eighth Avenue North Birmingham AL 35203 None 501(C)(3) Support of programs 16000 Birmingham Zoo One Wild Place Birmingham AL 35223 None 501(C)(3) Support of programs 10000 Birth Sanctuary PO Box 40 Gainesville AL 35464 None 501(C)(3) Support of Programs 1000 Boy Scouts of Greater AL 516 Liberty Parkway Birmingham AL 35242 None 501(C)(3) Support of programs 5000 Children's of Alabama 1600 7th Avenue South Birmingham AL 35233 None 501(C)(3) Support of programs 10000 Collat Jewish Family Services 3940 Montclair Rd 205 Birmingham AL 35213 None 501(C)(3) Support of Programs 1000 Community Foundation of Greater Birmingham 1531 3rd Ave N 100 Birmingham AL 35203 None 501(C)(3) Support of Programs 1020000 First Light 2230 4th Avuenue North Birmingham AL 35203 None 501(C)(3) Support of programs 1000 Grace House Ministries 4947 Farrell Ave Fairfield AL 35064 None 501(C)(3) Support of Programs 2000 Independent Presbyterian Church 3100 Highland Avenue Birmingham AL 35205 None 501(C)(3) Support of programs 101060 Junior League of Birmingham 2212 Twentieth Avenue South Birmingham AL 35223 None 501(C)(3) Support of programs 1000 Kirkwood by the River 3605 Ratliff Road Birmingham AL 35210 None 501(C)(3) Support of programs 10000 Leadership Alabama PO Box 131394 Birmingham AL 35213 None 501(C)(3) Support of programs 1000 Leadership Birmingham 600 18th Street North Birmingham AL 35203 None 501(C)(3) Support of programs 1000 Louisville Presbyterian Theological Seminary 1044 Alta Vista Road Louisville KY 40205 None 501(C)(3) Support of programs 10000 Lovelady Center 7916 2nd Avenue South Birmingham AL 35206 None 501(C)(3) Support of programs 2000 McWane Science Center 200 19th Street North Birmingham AL 35203 None 501(C)(3) Support of programs 5000 Mountain Brook Library Foundation 50 Oak Street Mountain Brook AL 35213 None 501(C)(3) Support of Programs 1000 Mountain Brook Schools Foundation 32 Vine Street Mountain Brook AL 35213 None 501(C)(3) Support of programs 10000 M-Power Ministries 4022 4th Ave S Birmingham AL 35222 None 501(C)(3) Support of Programs 1000 Nature Conservancy 3700 1st Ave N Birmingham AL 35222 None 501(C)(3) Support of Programs 1000 Presbyterian Home for Children PO Drawer 577 Talladega AL 35161 None 501(C)(3) Support of programs 2000 Quarterbacking Children Health Foundation PO Box 10367 Birmingham AL 35202 None 501(C)(3) Support of Programs 2000 Rand Corp PO Box 2138 Santa Monica CA 90407 None 501(C)(3) Support of programs 100000 Russellville City Schools Education Foundation 1945 Waterloo Road Russellville AL 35653 None 501(C)(3) Support of programs 5125 STAIR of Birmingham 3703 5th Avenue South Suite 400 Birmingham AL 35222 None 501(C)(3) Support of programs 5000 United Way of Central Alabama PO Box 320189 Birmingham AL 35232 None 501(C)(3) Support of programs 30000 United Way of Escambia County 1301 West Government Street Pensacola FL 32502 None 501(C)(3) Support of programs 30000 University of Alabama PO Box 870100-0100 Tuscaloosa AL 35487 None 501(C)(3) Support of programs 4000 University of Virginia 580 Massie Road Charlottesville VA 22907 None 501(C)(3) Support of programs 25000 WBHM Public Radio 650 11th Street South Birmingham AL 35233 None 501(C)(3) Support of Programs 1000 Woodlawn United 5529 1st Avenue South Birmingham AL 35212 None 501(C)(3) Support of Programs 5000 WSRE-TV Foundation 1000 College Boulevard Pensacola FL 32504 None 501(C)(3) Support of programs 1000 YWCA Central Alabama 309 23rd Street Birmingham AL 35203 None 501(C)(3) Support of programs 1000 1447685 0 14 406099 18 1309446 1122 0 1715545 1122 1716667 10 Other Income from lapsed contributions that were outstanding in PY 0 0 0 0 0 0 0 0 0 0 Accounting Fee 4650 0 4650 Goldman Sachs 2318705 5159519 Morgan Stanley #0723 1128694 2931650 Morgan Stanley #1694 5583297 8293822 Vanguard 9546209 20515379 Legal Fee 145 0 145 Shipping and Postage 79 0 79 Morgan Stanley Advisory Fee 68371 68371 0 Foreign Taxes 6442 6442 0 Income Tax 21767 0 0