2025-09-17T14:16:44-05:00 2024-12-31 582098191 LUANN MABRY CPA 4542 FIRESTONE DR SE MARIETTA GA 30067 990PF 2024-01-01 721373393 B STEPHEN SCHLOSS FOUNDATION BSTE 3342818354 3572 THOMAS AVE MONTGOMERY AL 36111 B STEPHEN SCHLOSS TRUSTEE 3342818354 2025-08-18 1 1 LUANN MABRY CPA P00042385 6784190640 X 2024 2025-03-06 01:10:19Z X 796948 X 357860 13 13 8218 8218 9124 37199 29692 375215 37923 0 0 0 788 262 526 1681 22 0 2469 284 526 32156 32156 34625 284 32682 340590 37639 19410 83660 83660 78930 78930 455862 0 276340 257426 98340 438930 796948 0 0 X 0 0 0 0 98340 438930 98340 438930 98340 438930 98340 340590 0 438930 0 438930 333 SHS SOUTHERN CO. 2001-05-08 2024-12-13 27308 7507 19801 19801 CAPITAL GAINS DIVIDENDS P 9891 9891 9891 29692 523 0 523 0 523 960 0 200 0 1160 0 637 637 0 0 0 0 0 0 0 0 0 0 0 1 1 AL 1 0 1 0 0 1 N/A B STEPHEN SCHLOSS TRUSTEE 3342818354 3572 THOMAS AVENUE MONTOMGERY AL MONTGOMERY AL 36111 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 B STEPHEN SCHLOSS 3572 THOMAS AVENUE MONTGOMERY AL 36111 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 464362 11748 0 476110 0 0 476110 7142 468968 23448 23448 523 523 22925 0 22925 0 22925 32682 0 2582 35264 22925 0 0 18730 26174 49468 94372 35264 0 0 0 22925 12339 0 0 106711 0 0 0 0 0 0 18730 87981 26174 49468 12339 B STEPHEN SCHLOSS X BOY SCOUTS OF AMERICA TUKABATCHEE AREA COUNCIL 3067 CARTER HILL RD MONTGOMERY AL 36111 NONE PC 501(C)(3) EXEMPT PURPOSES 4500 BOYS & GIRLS CLUBS OF THE RIVER REGION PO BOX 234-36101 MONTGOMERY AL 36104 NONE PC 501(C)(3) EXEMPT PURPOSES 1000 CAPRI COMMUNITY FILM SOCIETY INC 1045 E FAIRVIEW AVE MONTGOMERY AL 36106 NONE PC 501(C)(3) EXEMPT PURPOSES 60 CHILD PROTECT 935 S PERRY ST MONTGOMERY AL 36104 NONE PC 501(C)(3) EXEMPT PURPOSES 500 CLOVERDALE PLAYHOUSE 960 CLOVERDALE RD MONTGOMERY AL 36106 NONE PC 501(C)(3) EXEMPT PURPOSES 500 FAMILY SUNSHINE CENTER PO BOX 5160 MONTGOMERY AL 36103 NONE PC 501(C)(3) EXEMPT PURPOSES 1000 FOLDS OF HONOR 5971 N PATRIOT DR OWASSO OK 74055 NONE PC 501(C)(3) EXEMPT PURPOSES 750 GLACIER JEWISH COMMUNITY B'NAI SHALOM PO BOX 615 KALISPELL MT 59903 NONE PC 501(C)(3) EXEMPT PURPOSES 200 HEART OF ALABAMA FOOD BANK 521 TRADE CTR ST MONTGOMERY AL 36108 NONE PC 501(C)(3) EXEMPT PURPOSES 100 HILLSDALE COLLEGE 33 EAST COLLEGE ST HILLSDALE MI 49242 NONE PC 501(C)(3) EXEMPT PURPOSES 1000 HOPE INSPIRED MINISTRIES 145 COLISEUM BLVD MONTGOMERY AL 36109 NONE PC 501(C)(3) EXEMPT PURPOSES 1000 HUMANE SOCIETY OF ELMORE COUNTY 255 CENTRAL PLANK RD WETUMPKA AL 36092 NONE PC 501(C)(3) EXEMPT PURPOSES 200 JEWISH FEDERATION OF CENTRAL ALA 3525 CLOVERDALE RD MONTGOMERY AL 36111 NONE PC 501(C)(3) EXEMPT PURPOSES 3000 LOGAN HEALTH FOUNDATION-ALERT 310 SUNNYVIEW LN KALISPELL MT 59901 NONE PC 501(C)(3) EXEMPT PURPOSES 2000 MEDICAL OUTREACH MINISTRIES 5741 CARMICHAEL PKWY MONTGOMERY AL 36117 NONE PC 501(C)(3) EXEMPT PURPOSES 1000 MONTGOMERY AREA COUNCIL ON AGING 115 EAST JEFFERSON ST MONTGOMERY AL 36104 NONE PC 501(C)(3) EXEMPT PURPOSES 500 MONTGOMERY COUNTY HISTORICAL SOCIETY PO BOX 1829 MONTGOMERY AL 36102 NONE PC 501(C)(3) EXEMPT PURPOSES 40 NORTHWEST FILM FORUM 1515 12TH AVE SEATTLE WA 98122 NONE PC 501(C)(3) EXEMPT PURPOSES 1000 TEMPLE BETH ORKAHL MONTGOMERY 2246 NARROW LANE RD MONTGOMERY AL 36106 NONE PC 501(C)(3) EXEMPT PURPOSES 10106 TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 NONE PC 501(C)(3) EXEMPT PURPOSES 2500 VALIANT CROSS ACADEMY 301 DEXTER AVE MONTGOMERY AL 36104 NONE PC 501(C)(3) EXEMPT PURPOSES 1000 WHITEFISH COMMUNITY FDN 214 SECOND ST WEST SUITE 1 WHITEFISH MT 59937 NONE PC 501(C)(3) EXEMPT PURPOSES 200 32156 0 14 13 14 8218 18 9124 0 17355 0 17355 0 0 0 0 0 0 0 0 0 0 X X 1 SAMUEL L SCHLOSS FAMILY FOUNDATION TR 3305 BOXWOOD DRIVE MONTGOMERY AL 36111 357860 X X 1 333 SHS SOUTHERN CO STOCK 28075 2024-12-09 1 808.255 SHS AMERICAN GROWTH FD OF AMERICA (AGTHX) 68710 2024-12-16 1 2903.363 SHS AMERICAN INCOME FD OF AMERICA (AMECX) 72352 2024-12-16 1 1715.399 SHS AMERICAN WASHINGTON MUTUAL FD (AWSHX) 113731 2024-12-16 1 194.753 SHS AMERICAN EURO PACIFIC FUND (AEPGX) 11327 2024-12-16 PREPARATION OF FORM 990PF 788 262 526 MICROSOFT CORP 9648 158484 UNION PACIFIC 34033 142525 JP MORGAN CHASE 35249 154853 AMER GR FD OF AMERICA AGTHX FMV 68710 60183 AMER INC FD OF AMERICA AMECX FMV 72352 70900 AMER WASH MUTUAL FD AWSHX FMV 113731 105634 AMER EURO PAC FD AEPGX FMV 11327 10462 AMER GR FD OF AMERICA AGTHX-DRP SHS FMV 5408 5378 AMER WASH MUTUAL FD AWSHX-DRP SHS FMV 4812 4869 SAMUEL L SCHLOSS FAMILY FOUNDATION TRUST 3305 BOXWOOD DRIVE MONTGOMERY AL 361111701 EXCISE TAX ON NET INVESTMENT INCOME 1659 0 0 FOREIGN TAXES W/H 22 22 0