2025-09-24T08:01:48-05:00 2025-04-30 920460586 PWC US TAX LLP 4300 E CAMELBACK ROAD STE 475 PHOENIX AZ 85018 990PF 2024-05-01 636048990 SOS FOUNDATION OF JEFFERSON COUNTY SOSF 2058203141 REGIONS BANK TRUST DEPT PO BOX 1164 BIRMINGHAM AL 35202 - - 2058203141 2025-09-23 true true JEFFREY E KUHLIN P00353001 4123556000 2025-09-23 X 2024 2025-03-06 01:10:19Z X 477171 4000 X 12179 12179 12618 21345 12618 0 28797 24797 0 0 0 0 0 0 1000 0 0 1000 1309 1047 262 0 223 190 0 0 0 0 0 0 0 3933 3933 6465 1237 0 5195 20500 20500 26965 1237 0 25695 1832 23560 0 8097 15374 15374 0 0 0 345293 339805 461797 353390 355179 477171 0 X 353390 355179 353390 355179 353390 355179 353390 1832 0 355222 43 355179 2. ALPHABET INC/CA 2011-05-20 2024-05-15 342 27 315 315 1. BLACKROCK INC 2018-03-19 2024-05-15 817 561 256 256 3. EXXON MOBIL CORP 2021-11-19 2024-05-15 354 204 150 150 2. FISERV INC COM 2021-03-11 2024-05-15 311 252 59 59 1. HOME DEPOT INC 2016-04-21 2024-05-15 348 135 213 213 2. MERCK & CO INC 2018-05-23 2024-05-15 260 113 147 147 2. NVIDIA CORP 2019-07-12 2024-05-15 1887 85 1802 1802 2. PPG INDS INC COM W/RTS ATTACHED EXP 04/30/2008 2020-08-12 2024-05-15 271 243 28 28 2. PACKAGING CORP AMER 2021-03-11 2024-05-15 364 280 84 84 3. PULTE HOMES INC 2021-11-19 2024-05-15 362 161 201 201 2. QUALCOMM INC 2020-04-21 2024-05-15 387 145 242 242 1. S&P GLOBAL INC 2021-11-19 2024-05-15 433 465 -32 -32 1. SALESFORCE COM INC 2021-11-19 2024-05-15 284 304 -20 -20 1. STRYKER CORP 2021-05-07 2024-05-15 329 257 72 72 3. TJX COMPANIES INC 2021-01-14 2024-05-15 296 206 90 90 1. UNITEDHEALTH GROUP INC 2020-05-28 2024-05-15 518 307 211 211 11.224 VANGUARD 500 INDEX-ADM 2016-07-28 2024-05-15 5506 2250 3256 3256 2. ZOETIS INC 2018-08-14 2024-05-15 349 183 166 166 1. EATON CORP PLC 2016-04-21 2024-05-15 337 57 280 280 1. CHUBB LIMITED COM 2015-11-13 2024-05-15 252 112 140 140 1. BLACKROCK INC 2011-05-20 2024-06-10 763 198 565 565 10. DISNEY WALT CO 2022-12-15 2024-06-10 1017 904 113 113 3. HOME DEPOT INC 2016-04-21 2024-06-10 989 405 584 584 7. PULTE HOMES INC 2021-11-19 2024-06-10 788 375 413 413 3. NVIDIA CORP 2019-07-12 2024-08-09 315 13 302 302 4. PPG INDS INC COM W/RTS ATTACHED EXP 04/30/2008 2020-08-12 2024-08-09 478 485 -7 -7 CAPITAL GAIN DIVIDENDS P 2988 CAPITAL GAIN DIVIDENDS P 2988 CAPITAL GAIN DIVIDENDS P 2988 CAPITAL GAIN DIVIDENDS P 2988 CAPITAL GAIN DIVIDENDS P 2988 CAPITAL GAIN DIVIDENDS P 2988 CAPITAL GAIN DIVIDENDS P 2988 CAPITAL GAIN DIVIDENDS P 2988 CAPITAL GAIN DIVIDENDS P 2988 CAPITAL GAIN DIVIDENDS P 2988 CAPITAL GAIN DIVIDENDS P 2988 CAPITAL GAIN DIVIDENDS P 2988 CAPITAL GAIN DIVIDENDS P 2988 CAPITAL GAIN DIVIDENDS P 2988 CAPITAL GAIN DIVIDENDS P 2988 CAPITAL GAIN DIVIDENDS P 2988 CAPITAL GAIN DIVIDENDS P 2988 CAPITAL GAIN DIVIDENDS P 2988 CAPITAL GAIN DIVIDENDS P 2988 CAPITAL GAIN DIVIDENDS P 2988 CAPITAL GAIN DIVIDENDS P 2988 CAPITAL GAIN DIVIDENDS P 2988 CAPITAL GAIN DIVIDENDS P 2988 CAPITAL GAIN DIVIDENDS P 2988 CAPITAL GAIN DIVIDENDS P 2988 CAPITAL GAIN DIVIDENDS P 2988 12618 327 0 327 0 327 240 0 87 327 0 0 0 false false false false false false false true true AL true false false false false true N/A REGIONS BANK TRUST DEPT 2058203141 2050 PARKWAY OFFICE CIRCLE BIRMINGHAM AL 35244 false false false false false false false false false false false false false false false false false false false false false MARCIE BRASWELL 1900 5TH AVENUE NORTH 26TH FLOOR BIRMINGHAM AL 35203 SECRETARY 1 0 DR MARK WILSON 1526 5TH AVENUE SOUTH BIRMINGHAM AL 35233 DIRECTOR 1 0 MRS ANNE R MOSES 300 CAHABA PARK CIRCLE SUITE 100 BIRMINGHAM AL 35242 DIRECTOR 1 0 NENA SANDERS 800 LAKESHORE DRIVE BIRMINGHAM AL 35229 DIRECTOR 1 0 DR MAX MICHAEL 4316 GLENWOOD AVENUE BIRMINGHAM AL 35222 DIRECTOR 1 0 MR MARTIN NOWAK 309 TUTWILLER DRIVE TRUSSVILLE AL 35173 DIRECTOR 1 0 STACEY KELPKE 2601 CARSON ROAD BIRMINGHAM AL 35215 DIRECTOR 1 0 BRENDA O'NEAL 900 ARKADELPHIA RD BIRMINGHAM AL 35254 DIRECTOR 1 0 NONE 0 NONE 0 468086 8555 0 476641 0 0 476641 7150 469491 23475 23475 327 327 23148 0 23148 0 23148 25695 0 0 0 0 25695 23148 0 0 0 0 0 4796 857 5653 25695 0 0 0 23148 2547 0 0 8200 0 0 0 0 0 0 0 8200 0 0 4796 857 2547 NONE NONE X UAB SCHOOL OF NURSING 1701 UNIVERSITY BLVD BIRMINGHAM AL 35294 NONE PC SCHOLARSHIP FOR PROMOTION 3500 LAWSON STATE COMMUNITY COLLEGE 3060 WILSON ROAD SW BIRMINGHAM AL 35221 NONE PC SCHOLARSHIP FOR PROMOTION 5250 SAMFORD UNIVERSITY SCHOOL OF PHARMACY 2100 LAKESHORE DRIVE HOMEWOOD AL 35229 NONE PC SCHOLARSHIP FOR PROMOTION 1500 SAMFORD UNIVERSITY SCHOOL OF NURSING 800 LAKESHORE DRIVE BIRMINGHAM AL 35229 NONE PC SCHOLARSHIP FOR PROMOTION 3500 AUBURN UNIVERSITY SCHOOL OF PHARMACY 217 PHARMACY BUILDING AUBURN AL 368495501 NONE PC SCHOLARSHIP FOR PROMOTION 1500 JEFFERSON STATE JUNIOR COLLEGE 2601 CARSON ROAD BIRMINGHAM AL 35215 NONE PC SCHOLARSHIP FOR PROMOTION 5250 20500 14 12179 18 12618 24797 24797 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 1000 1000 437076102 HOME DEPOT INC 461202103 INTUIT AT COST 127 1255 883556102 THERMO FISHER SCIENT AT COST 91 858 98978V103 ZOETIS INC AT COST 457 782 057071854 BAIRD FDS INC AT COST 52463 49053 166764100 CHEVRON CORP NEW AT COST 494 680 67066G104 NVIDIA CORP AT COST 199 5119 79466L302 SALESFORCE COM INC AT COST 557 1075 438516106 HONEYWELL INTL INC AT COST 422 1263 532457108 LILLY ELI & CO AT COST 297 3596 778296103 ROSS STORES INC AT COST 866 834 09247X101 BLACKROCK INC 580135101 MC DONALDS CORPORATI AT COST 347 959 65339F101 NEXTERA ENERGY INC AT COST 161 803 922908645 VANGUARD INDEX FDS AT COST 17545 34818 931142103 WAL MART STORES INC AT COST 694 1848 H1467J104 CHUBB LTD AT COST 447 1144 30231G102 EXXON MOBIL CORP AT COST 438 1479 58933Y105 MERCK & CO INC NEW AT COST 492 1022 921943809 VANGUARD TAX-MANAGED AT COST 28115 38252 46625H100 JPMORGAN CHASE & CO AT COST 229 2202 922908686 VANGUARD INDEX FDS AT COST 18217 32523 G29183103 EATON CORP PLC AT COST 342 1766 023135106 AMAZON COM INC AT COST 523 2397 04314H592 ARTISAN PARTNERS FDS AT COST 6714 11368 922908710 VANGUARD INDEX FDS AT COST 29965 76864 02079K305 ALPHABET INC/CA AT COST 414 3017 037833100 APPLE INC AT COST 2067 4250 594918104 MICROSOFT CORP AT COST 3238 4348 254687106 DISNEY WALT CO 57636Q104 MASTERCARD INC AT COST 1347 2192 747525103 QUALCOMM INC AT COST 507 1039 31635T807 FIDELITY SALEM STR T AT COST 53018 48843 609207105 MONDELEZ INTL INC AT COST 868 1090 30303M102 FACEBOOK INC AT COST 721 2196 91324P102 UNITEDHEALTH GROUP I AT COST 909 1234 695156109 PACKAGING CORP AMER AT COST 700 928 78410G104 SBA COMMUNICATIONS C AT COST 914 730 693506107 PPG INDS INC 922020813 VANGUARD MALVERN FDS AT COST 7521 7463 22160K105 COSTCO WHOLESALE COR AT COST 686 1989 337738108 FISERV INC COM AT COST 1054 1477 316773100 FIFTH THIRD BANCORP AT COST 786 863 872540109 TJX COS INC NEW AT COST 756 1415 38141G104 GOLDMAN SACHS GROUP AT COST 615 1095 872590104 T -MOBILE US INC AT COST 496 988 863667101 STRYKER CORP AT COST 1023 1496 745867101 PULTE HOMES INC AT COST 322 615 78409V104 S&P GLOBAL INC AT COST 930 1000 427866108 HERSHEY CO AT COST 1090 836 4812C0134 JPMORGAN TR II AT COST 21308 20651 64110L106 NETFLIX COM INC AT COST 722 2263 98389B100 XCEL ENERGY INC AT COST 850 848 00724F101 ADOBE SYS INC COM AT COST 970 750 00770X675 PZENA EMERG MKTS VAL AT COST 6015 6253 00771X419 GQG PART EMERG MKTS AT COST 15038 14309 04314H568 ARTISAN PARTNERS FDS AT COST 7165 7197 252131107 DEXCOM INC AT COST 891 500 34959J108 FORTIVE CORP AT COST 953 906 52472T718 BRNDYWNGLBL HIGH YLD AT COST 7165 7087 655844108 NORFOLK SOUTHN CORP AT COST 766 672 743315103 PROGRESSIVE CORP OH AT COST 714 1409 806857108 SCHLUMBERGER LTD AT COST 731 499 893641100 TRANSDIGM GROUP INC AT COST 846 1413 921910501 VANGUARD WORLD FD AT COST 34000 34501 025537101 AMERICAN ELEC PWR CO AT COST 620 758 46284V101 IRON MTN INC NEW AT COST 867 717 COST BASIS ADJ 43 OTHER EXPENSE (NON-DEDUCTIBLE 3933 0 3933 OTHER EXPENSE (NON-DEDUCTIBLE 1309 1047 262 INVESTMNT MNGMNT FEES (NON-DED FOREIGN TAXES 153 153 0 FEDERAL ESTIMATES - PRINCIPAL 33 0 0 FOREIGN TAXES ON NONQUALIFIED 37 37 0