2025-11-05T16:12:28-06:00 2024-12-31 994625061 CRI ADVISORS LLC 3700 COLONNADE PARKWAY SUITE 300 BIRMINGHAM AL 35243 990PF 2024-01-01 721373232 THE MILLER CHARITABLE FOUNDATION INC MILL 2518673245 P O BOX 957 BREWTON AL 36427 NANCY M MELTON PRESIDENT 2518673245 2025-11-04 1 0 BRIAN S FAIRCLOTH P00922306 2059337822 2025-11-15 2024 2025-03-06 01:10:19Z X 8967574 X X 83670 83670 120850 120850 173545 3778486 173545 -6871 -6871 -6871 371194 371194 -6871 0 0 0 0 5575 5575 0 0 5752 5752 0 0 62373 62373 0 0 73700 73700 0 0 447860 447860 521560 73700 0 447860 -150366 297494 0 1 1 143992 277937 277937 443938 0 0 4887315 3827018 5107488 1664987 2835740 2822957 424118 473358 759000 261 191 191 7564611 7414245 8967574 0 0 X 7564611 7414245 0 0 0 0 7564611 7414245 7564611 7414245 7564611 -150366 0 7414245 0 7414245 PUBLICLY TRADED SECURITIES - ST 759233 757941 1292 1292 PUBLICLY TRADED SECURITIES - LT 3019171 2847000 172171 172171 CAPITAL GAINS DIVIDENDS P 82 82 82 173545 1292 4135 0 4135 0 4135 0 0 0 0 0 232 4367 0 0 0 0 0 0 0 0 0 0 1 1 AL 1 0 0 0 0 1 N/A ANDREA WHITE 2518673245 115 DEER STREET BREWTON AL 36426 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID JOHN MILLER 392 PANORAMA DR SAUTEE NACOOCHEE GA 30571 DIRECTOR 0.00 0 0 0 J MCGOWIN MILLER 4453 FREDERICKSBURG CIRCLE BIRMINGHAM AL 35213 SECRETARY/TREASURER 0.00 0 0 0 JEAN MILLER STIMPSON 65 OAKLAND AVENUE MOBILE AL 36608 PRESIDENT 0.00 0 0 0 RICHARD P MELTON 25 RIDGELAND TUSCALOOSA AL 35406 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 8054721 381865 0 8436586 0 0 8436586 126549 8310037 415502 415502 4135 4135 411367 0 411367 0 411367 447860 0 447860 411367 0 0 75157 75157 447860 0 0 0 411367 36493 0 0 111650 0 0 0 0 0 0 0 111650 75157 36493 JEAN MILLER STIMPSON PO BOX 957 BREWTON AL 36427 2518673245 LETTER DETAILING REQUEST AND INFORMATION ON THE ORGANIZATION. NONE 501(C)(3) ORGANIZATIONS, SCHOOLS, ETC. ALABAMA POLICY INSTITUTE 2213 MORRIS AVENUE FIRST FLOOR BIRMINGHAM AL 35203 NONE QUALIFIED UNRESTRICTED CONTRIBUTION 5000 ALABAMA WILDLIFE FEDERATION 3050 LANARK ROAD MILLBROOK AL 36054 NONE QUALIFIED UNRESTRICTED CONTRIBUTION 10000 BIG BROTHER BIG SISTER 3 SOUTH ROYAL STREET SUITE 300 MOBILE AL 36602 NONE QUALIFIED UNRESTRICTED CONTRIBUTION 5000 BIG OAK RANCH PO BOX 507 SPRINGVILLE AL 35146 NONE QUALIFIED UNRESTRICTED CONTRIBUTION 11000 BIG TIME MINISTRIES PO BOX 43707 BIRMINGHAM AL 35243 NONE QUALIFIED UNRESTRICTED CONTRIBUTION 1000 BOYS & GIRLS CLUB PO BOX 6724 MOBILE AL 36660 NONE QUALIFIED UNRESTRICTED CONTRIBUTION 1000 CAMP RAP A HOPE 2701 AIRPORT BLVD MOBILE AL 36606 NONE QUALIFIED UNRESTRICTED CONTRIBUTION 2500 CANTERBURY UNITED METHODIST CHURCH PO BOX 130699 BIRMINGHAM AL 35213 NONE QUALIFIED UNRESTRICTED CONTRIBUTION 15000 CONECUH COUNTY FIRE RESCUE PO BOX 363 EVERGREEN AL 36401 NONE QUALIFIED UNRESTRICTED CONTRIBUTION 5000 DAUPHIN ISLAND SEA LAB FOUNDATION PO BOX 82151 MOBILE AL 36689 NONE QUALIFIED UNRESTRICTED CONTRIBUTION 1500 DRUG EDUCATION COUNCIL 3000 TELEVISION AVENUE MOBILE AL 36606 NONE QUALIFIED UNRESTRICTED CONTRIBUTION 1000 EVERGREEN BAPTIST CHURCH 107 PARK STREET EVERGREEN AL 36401 NONE QUALIFIED UNRESTRICTED CONTRIBUTION 40000 FAITH CHURCH 825 DAILEY STREET EAST BREWTON AL 36426 NONE QUALIFIED UNRESTRICTED CONTRIBUTION 25000 GOODWILL EASTER SEALS OF THE GULF COAST 2448 GORDON SMITH DRIVE MOBILE AL 36617 NONE QUALIFIED UNRESTRICTED CONTRIBUTION 7500 HOME OF GRACE 394 ALDOCK RD EIGHT MILE AL 36613 NONE QUALIFIED UNRESTRICTED CONTRIBUTION 2000 ISRAEL TEAM ADVOCATE INTERNATIONAL PO BOX 91779 MOBILE AL 36691 NONE QUALIFIED UNRESTRICTED CONTRIBUTION 3000 JH OUTBACK 402 OFFICE PARK DRIVE SUITE 310 BIRMINGHAM AL 35223 NONE QUALIFIED UNRESTRICTED CONTRIBUTION 2000 MCKEMIE PLACE 618 AZALEA ROAD MOBILE AL 36609 NONE QUALIFIED UNRESTRICTED CONTRIBUTION 2500 MOBILE AREA JEWISH FEDERATION 705 REGENTS WAY MOBILE AL 36609 NONE QUALIFIED UNRESTRICTED CONTRIBUTION 5000 MOBILE BALLET 4351 DOWNTOWNER LOOP N MOBILE AL 36609 NONE QUALIFIED UNRESTRICTED CONTRIBUTION 1000 MOBILE MUSEUM OF ART 4850 MUSEUM DRIVE MOBILE AL 36608 NONE QUALIFIED UNRESTRICTED CONTRIBUTION 1000 MOBILE OPERA 257 DAUPHIN STREET MOBILE AL 36602 NONE QUALIFIED UNRESTRICTED CONTRIBUTION 1000 MOBILE SYMPHONY 257 DAUPHIN STREET MOBILE AL 36602 NONE QUALIFIED UNRESTRICTED CONTRIBUTION 1000 MOUNTAIN BROOK CITY SCHOOLS FOUNDATION 32 VINE STREET MOUNTAIN BROOK AL 35213 NONE QUALIFIED UNRESTRICTED CONTRIBUTION 7000 MULHERIN CUSTODIAL HOMES 2496 HALLS MILL ROAD MOBILE AL 36606 NONE QUALIFIED UNRESTRICTED CONTRIBUTION 2000 PAWS CROSSED DOG RESCUE INC 110 WILSON STREET BREWTON AL 36426 NONE QUALIFIED UNRESTRICTED CONTRIBUTION 3000 PENELOPE HOUSE PO BOX 9127 MOBILE AL 36691 NONE QUALIFIED UNRESTRICTED CONTRIBUTION 2500 PETER HOPKINS FOUNDATION 955 STOVALL BOULEVARD ATLANTA GA 30319 NONE QUALIFIED UNRESTRICTED CONTRIBUTION 2000 PILOTS FOR CHRIST INTERNATIONAL PO BOX 707 MONROEVILLE AL 36461 NONE QUALIFIED UNRESTRICTED CONTRIBUTION 10000 PRICHARD PREPARATORY SCHOOL PO BOX 617 SARALAND AL 36571 NONE QUALIFIED UNRESTRICTED CONTRIBUTION 10000 SOUTH ENOTAH CHILD ADVOCACY CENTER PO BOX 3165 CLEVELAND GA 30528 NONE QUALIFIED UNRESTRICTED CONTRIBUTION 14000 ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN TN 38105 NONE QUALIFIED UNRESTRICTED CONTRIBUTION 5000 THE CHAPEL AT STEELWOOD FOUNDATION 31925 STEELWOOD RIDGE ROAD LOXLEY AL 36551 NONE QUALIFIED UNRESTRICTED CONTRIBUTION 35000 THE MEDICAL CENTER FOUNDATION 2150 LIMESTONE PARKWAY SUITE 115 GAINESVILLE GA 30501 NONE QUALIFIED UNRESTRICTED CONTRIBUTION 5000 THE UNIVERSITY OF ALABAMA PO BOX 870342 TUSCALOOSA AL 354870342 NONE QUALIFIED UNRESTRICTED CONTRIBUTION 5000 TUSCALOOSA ACADEMY 420 RICE VALLEY RD NORTH TUSCALOOSA AL 35406 NONE QUALIFIED UNRESTRICTED CONTRIBUTION 5000 UMS-WRIGHT PREPARATORY SCHOOL 65 N MOBILE STREET MOBILE AL 36607 NONE QUALIFIED UNRESTRICTED CONTRIBUTION 15000 US ISRAEL EDUCATION ASSOCIATION 402 OFFICE PARK DRIVE SUITE 215 MOUNTAIN BROOK AL 35223 NONE QUALIFIED UNRESTRICTED CONTRIBUTION 10000 VICTORY HEALTH PARTNERS 3750 PROFESSIONAL PARKWAY MOBILE AL 36609 NONE QUALIFIED UNRESTRICTED CONTRIBUTION 1500 WHITE COUNTY HIGH SCHOOL 2600 HIGHWAY 129 N CLEVELAND GA 30528 NONE QUALIFIED UNRESTRICTED CONTRIBUTION 5000 WILCOX HISTORICAL SOCIETY PO BOX 464 CAMDEN AL 36726 NONE QUALIFIED UNRESTRICTED CONTRIBUTION 5000 WILMER HALL 3811 OLD SHELL ROAD MOBILE AL 36608 NONE QUALIFIED UNRESTRICTED CONTRIBUTION 26000 WISE 2305 MONTEVALLO ROAD BIRMINGHAM AL 34223 NONE QUALIFIED UNRESTRICTED CONTRIBUTION 5000 WOMEN'S RESOURCE CENTER 9953 WEDGEFIELD BLVD MOBILE AL 36608 NONE QUALIFIED UNRESTRICTED CONTRIBUTION 10000 CENTRAL FORSYTH HIGH SCHOOL 131 ALMON C HILL CUMMING GA 30528 NONE QUALIFIED UNRESTRICTED CONTRIBUTION 5000 CHRIST EPISCOPAL CHURCH 605 LURLEEN B WALLACE BLVD N TUSCALOOSA AL 35401 NONE QUALIFIED UNRESTRICTED CONTRIBUTION 24750 CLEVELAND CONGRETIONAL HOLINESS CHURCH PO BOX 667 CLEVELAND GA 30528 NONE QUALIFIED UNRESTRICTED CONTRIBUTION 12000 MERCY COMMUNITY HEALTHCARE PO BOX 681449 FRANKLIN TN 37068 NONE QUALIFIED UNRESTRICTED CONTRIBUTION 24750 MONDAY MORNING QUARTERBACK CLUB 2019 4TH AVENUE NORTH BIRMINGHAM AL 35203 NONE QUALIFIED UNRESTRICTED CONTRIBUTION 2500 MOUNT YONAH ELEMENTARY SCHOOL 1161 DUNCAN BRIDGE ROAD SAUTEENACOOCHEE GA 35071 NONE QUALIFIED UNRESTRICTED CONTRIBUTION 15000 NEST OF MOBILE PO BOX 16144 MOBILE AL 36616 NONE QUALIFIED UNRESTRICTED CONTRIBUTION 2000 O'NEAL COMPREHENSIVE CANCER CENTER AT UAB 1720 SECOND AVENUE SOUTH BIRMINGHAM AL 352943300 NONE QUALIFIED UNRESTRICTED CONTRIBUTION 2360 WINGS OF COMPASSION 407 AIRPORT ROAD PLANT CITY FL 33563 NONE QUALIFIED UNRESTRICTED CONTRIBUTION 25000 UNIVERSITY OF ALABAMA PO BOX 870342 TUSCALOOSA AL 354870342 NONE QUALIFIED UNRESTRICTED CONTRIBUTION 2500 447860 0 14 83670 14 120850 18 173545 LOSS FROM PASSTHROUGH-EASTSIDE PARTNERS IV 01 -19992 LITIGATION SETTLEMENT FUND 01 216 OTHER REVENUE 01 12905 0 371194 0 371194 0 0 0 0 0 0 0 0 0 0 5575 5575 0 0 66,000 ABBBOTT LABORATORIES 66275 65211 36,000 AMGEN INC 33593 34135 34,000 ANHEUSER-BUSCH INVEV WOR 33979 33377 34,000 ANTHEM INC 33499 33076 71,000 APPLE INC 68711 68555 36,000 AT&T INC 4.300% 31985 33264 65,000 BP CAP MARKETS AMERICA 65039 64706 34,000 CAPITAL ONE FINANCIAL CO 33369 33195 35,000 CITIGROUP INC 32340 33685 37,000 COMCAST CORP 38323 36084 70,000 CVS HEALTH CORP 70368 68407 34,000 DUKE ENERGY CORP 32370 32911 36,000 FISERV INC 33121 33951 67,000 GOLDMAN SACHS GROUP INC 66671 66260 70,000 HP ENTERPRISE CO 70190 69994 66,000 JPMORGAN CHASE & CO 65993 65764 72,000 LOWE'S COS INC 69133 70143 34,000 MCDONALD'S CORP 33991 33737 35,000 MERCK & CO INC 34663 34933 33,000 MORGAN STANLEY 32429 32340 35,000 NORTHROP GRUMMAN CORP 33821 33457 66,000 SALESFORCE.COM INC 63911 64271 34,000 SHIRE ACQ INV IRELAND DA 32915 33222 70,000 UNITED TECHNOLOGIES CORP 69638 69672 37,000 US BANCORP 35453 35767 35,000 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36,000 MORGAN STANLEY 3.625% 35207 35344 41,000 NEWMOUNT CORP 35383 34826 40,000 NEXTERA ENERGY CAPITAL 36518 36276 36,000 NORTHROP GRUMMAN CORP 4.700% 35784 34896 37,000 PFIZER INC 3.450% 35698 35271 28,000 PFIZER INVESTMENTS ENTER 4.650% 28025 27705 37,000 PHILLIPS 66 35991 34493 61,000 PHILLIP MORRIS INTL INC 5.625% 63709 62831 38,000 PNC FINANCIAL SERVICES 3.450% 36111 35959 43,000 QUALCOMM INC 34943 34271 35,000 ROYAL BANK OF CANADA 35717 34561 37,000 TARGET CORP 35860 36094 42,000 THERMO FISHER SCIENTIFIC 35514 34946 42,000 TORONTO DOMINION BANK 35264 34815 34,000 TRUIST FINANCIAL BANK 35235 34615 35,000 UNITEDHEALTH GROUP INC 3.750% 34596 34855 1,000 UNITEDHEALTH GROUP INC 4.200% 954 942 42,000 VERIZON COMMUNICATIONS 1.500% 35266 34839 36,000 WALMART INC 35525 35175 36,000 WELLS FARGO & COMPANY VAR% 33206 34768 402 ABBVIE INC SHS 42317 71435 164 ADOBE SYSTEMS INC RSTD SHS 80721 72928 198 ADVNCD MICRO D INC 19203 23916 113 AIR PRODUCTS&CHEM 26608 32775 445 ALCON SA ACT NOM 27109 37776 301 ALPHABET INC SHS CLC 31469 57322 497 AMAZON COM INC 72030 109037 116 AMERIPRISE FINL INC 23487 61762 152 AMGEN INC COM 34418 39617 676 AMPHENOL CORP CL A NEW 25543 46948 140 ANSYS INC COM 35548 47226 311 APPLE INC 36854 77881 325 ATMOS ENERGY CORP COM 34915 45263 141 AUTOMATIC DATA PROC 29282 41275 238 BLACKSTONE INC 28361 41036 67 BOOZ ALLEN HAMILTON 5547 8623 666 BROADCOM LTD 33169 154405 263 CAPITAL ONE FINL 29014 46898 275 CHEVRON CORP 37590 39831 82 CHURCH&DWIGHT CO INC 5123 8586 1,812 CIE GENERALE DES 28139 29699 187 CISCO SYSTEMS INC COM 10312 11070 581 COCA COLA COM 29374 36173 303 COMMERCE BANCSHARES 15396 18880 123 CONSTELLATION BRANDS INC 29480 27183 88 COOPER COS INC COM NEW 7813 8090 432 COPART INC COM 14824 24792 568 CORNING INC 21282 26991 927 CORTEVA INC REG 29969 52802 1,380 COTERRA ENERGY INC 25866 35245 197 CULLEN FRST BKRS PV$0.01 20035 26447 251 DANAHER CORP DEL COM 54938 57617 56 DECKERS OUTDOORS CORP 2979 11373 200 EATON CORP PLC 32477 66374 177 ECOLAB INC 38405 41475 158 ELI LILLY & CO 31649 121976 23 EMCOR GROUP INC 3508 10440 425 EQTY LIFESTYLS PPTYS INC 27376 28305 39 FACTSET RESH SYS INC 17098 18731 187 GENL DYNAMICS CORP 40321 49273 210 HOME DEPOT INC 69339 81688 173 HONEYWELL INTL INC 38366 39079 146 ILLINOIS TOOL WORKS INC 26446 37020 222 INTERCONTINENTAL EXCHANGE INC 26727 33080 72 INTUITIVE SURGICAL INC 17263 37581 756 KEURIG DR PEPPER INC 27131 24283 704 KINDER MORGAN INC DEL 12036 19290 375 LENNAR CORP CLA 25258 51139 61 LOCKHEED MARTIN CORP 23656 29642 220 MARSH & MCLENNAN COS INC 27294 46730 84 MARTIN MARIETTA MATLS 26875 43386 127 MASTERCARD INC 43339 66874 173 MCDONALDS CORP COM 39088 50151 322 MEDTRONIC PLC SHS 35259 25721 977 MERCK AND CO INC 85366 97192 772 MICROCHIP TECHNOLOGY INC 52155 44274 495 MICROSOFT CORP 129097 208643 2,587 MITSUBISHI UFJ FINL GRP INC 13847 30320 931 MONDELEZ INTERNATIONAL 57014 55609 10 MONOLITHIC PWR SYSTEMS INC 2886 5917 91 MOTOROLA SOLUTIONS INC 18492 42063 688 NEXTERA ENERGY INC SHS 41345 49323 250 NVIDIA 4184 33573 26 O' REILLY AUTOMOTIVE INC 13079 30831 236 OSHKOSH CORPORATION 24801 22437 113 PARKER HANNIFIN CORP 25566 71871 207 PAYCHEX INC 18457 29026 496 PEPSICO INC 77633 75422 252 PHILLIPS 66 SHS 23824 28710 444 PNC FINCL SERVICES GROUP 69295 85625 575 PROCTER & GAMBLE CO 82004 96399 120 PROGRESSIVE CRP OHIO 14119 28753 169 PROLOGIS INC 22385 17863 53 QUALYS INC COM 4763 7432 594 QUALCOMM INC 86969 91250 71 RAYMOND JAMES FINL INC 5690 11028 556 REALTY INCM CRP MD PV$1. REIT 36759 29696 41 RESMED INC 5964 9376 42 ROCKWELL AUTOMATION INC 11036 12003 185 ROSS STORES INC COM 17760 27985 328 RPM INTERNATIONAL INC 22472 40364 20 SAIA INC 4328 9115 123 SALESFORCE COM INC 27182 41123 591 SCHLUMBERGER LTD 20842 22659 446 SEMPRA ENERGY 29960 39123 2,100 SONY GROUP CORP 37455 44436 53 SPS COMM INC 7851 9751 50 TAKE TWO INTER SOFTWARE 6849 9204 89 TELEDYNE TECH INC 36079 41307 208 TEXAS INSTRUMENTS 29208 39002 60 THERMO FISHER SCIENTIFIC INC 24731 31214 265 TJX COS INC NEW 18254 32015 67 UNITED PARCEL SVC CL B 12890 8449 882 US BANCORP 30179 42186 97 VISA INC CL A SHRS 21684 30656 189 WEC ENERGY GROUP INC SHS 15150 17773 23 WEST PHARMACTL SVCS INC 5579 7534 1,210 WILLIAMS COMPANIES DEL 43851 65485 519 XCEL ENERGY INC 34231 35043 330 XYLEM INC SHS ISSUED 29096 38287 103 BROWN & BROWN INC FLA 7448 10508 111 CME GROUP INC 23742 25778 233 COLGATE PALMOLIVE 18598 21182 58 CRANE HOLDINGS CO REG 4933 8802 237 DELL TECHNOLOGIES INC 19203 27312 232 DISNEY(WALT) CO COM STK 24204 25833 206 EXXON MOBIL CORP COM 23661 22159 148 FASTENAL COMPANY 8242 10643 70 INTUIT INC COM 36963 43995 156 LOWE'S COMPANIES INC 32919 38501 111 NVENT ELEC PLC REG SHS 6179 7566 126 RTX CORP 12374 14581 223 TRAVELERS COS INC 43038 53718 667 UBER TECHNOLOGIES INC 40851 40233 198 VALVOLINE INC SHS 7432 7164 169 VERALTO CORP 14182 17213 67 VERTEX PHARMCTLS INC 27994 26981 44 WATTS WATER TECH INC 7560 8945 432 AMERICAN EAGLE OUTFITTERS 9080 7201 525 AMERICAN INTERNATIONAL 38944 38220 249 AMERICAN WTR WKS CO INC 30586 30998 57 APTARGROUP INC 9006 8955 28 ASML HLDG NV NY REG SHS 19283 19406 22 CASEYS GEN STORES INC 6998 8717 31 CURTISS WRIGHT 8498 11001 95 DESCARTES SYSTEMS GROUP 8933 10792 106 DEXCOM INC 8076 8244 173 DYNATRACE INC REG SHS 9720 9403 42 GODADDY INC SHS CLA 8452 8290 142 HALOZYME THERAPEUTICS 8975 6789 491 HP INC 18109 16021 202 JOHNSON AND JOHNSON COM 30916 29213 172 JP MORGAN CHASE & CO 32428 41230 32 MARKETAXESS HIKDINGS INC 9174 7233 92 OLLIES BARGAIN OUTLET 8560 10095 211 ONEOK INC (OKLAHOMA) 17373 21184 41 ONTO INNOVATION INC 9371 6833 302 ORACLE CORP $0.01 44774 50325 44 PENUMBRA INC 8307 10449 820 PPL CORPORATION 24009 26617 46 PTC INC SHS 8329 8458 162 PURE STORAGE INC SHS 8692 9952 56 SPROUTS FARMERS MARKETS 8474 7116 558 TOTALENERGIES SE 36561 30411 149 US FOODS HLDG CORP SHS 8591 10051 933 VERIZON COMMUNICATNS COM 38603 37311 75 WEATHERFORD INTL PLC REG 8686 5372 EASTSIDE PARTNERS IV LP AT COST 473358 759000 TIMING DIFFERENCE 261 191 191 ADVISORY FEES 62011 62011 0 0 ADMIN FEES 206 206 0 0 MISCELLANEOUS 156 156 0 0 LOSS FROM PASSTHROUGH-EASTSIDE PARTNERS IV -19992 -19992 -19992 LITIGATION SETTLEMENT FUND 216 216 216 OTHER REVENUE 12905 12905 12905 FOREIGN TAXES WITHHELD 935 935 0 0 EXCISE TAX 4817 4817 0 0