2026-04-21T08:02:08-05:00 2025-12-31 920460586 PWC US TAX LLP 4300 E CAMELBACK ROAD STE 475 PHOENIX AZ 85018 990PF 2025-01-01 636053159 JOHN M WILL JOURNALISM SCHOLARSHIP FOUNDATION WILL 2058203141 P O BOX 11647 BIRMINGHAM AL 35202 REGIONS BANK TRUSTEE TRUST OFFICER 2058203141 2026-04-06 true JEFFREY E KUHLIN P00353001 4123556000 2026-04-06 X 2025 2025-03-06 01:10:19Z X 148563 X 5115 5106 1535 86157 1535 0 6650 6641 3000 3000 0 0 0 0 0 0 1000 0 0 1000 0 0 119 0 0 0 0 0 0 0 4119 3000 0 1000 0 0 4119 3000 0 1000 2531 3641 0 6300 17363 17363 0 0 0 118052 109309 131200 124352 126672 148563 0 X 124352 126672 124352 126672 124352 126672 124352 2531 0 126883 211 126672 53. AT&T INC 2023-05-31 2025-10-09 1391 976 415 415 283.483 BAIRD FDS INC 2018-02-14 2025-10-09 2826 3005 -179 -179 14. FIDELITY NATL INFORMATION SVCS INC 2022-12-27 2025-10-09 956 940 16 16 2. GALLAGHER ARTHUR J & CO 2019-04-30 2025-10-09 607 167 440 440 2. GENERAL DYNAMICS CORP 2019-08-29 2025-10-09 690 379 311 311 5. HERSHEY CO 2020-05-15 2025-10-09 961 656 305 305 1. HOME DEPOT INC 2019-04-02 2025-10-09 380 195 185 185 2. LILLY ELI & CO 2019-04-02 2025-10-09 1705 259 1446 1446 2. LOCKHEED MARTIN CORP COM 2024-09-13 2025-10-09 1023 1135 -112 -112 5. NEXTERA ENERGY INC 2023-05-31 2025-10-09 420 363 57 57 2. PACKAGING CORP AMER 2021-08-20 2025-10-09 425 296 129 129 3. QUALCOMM INC 2019-04-02 2025-10-09 491 175 316 316 3. TJX COMPANIES INC 2021-01-20 2025-10-09 417 205 212 212 3. UNITEDHEALTH GROUP INC 2021-12-10 2025-10-09 1114 934 180 180 55.145 VANGUARD MALVERN FDS 2024-05-07 2025-10-09 1355 1394 -39 -39 6. WALMART STORES INC COM 2019-04-02 2025-10-09 606 194 412 412 3. WASTE MGMT INC DEL COM 2019-04-02 2025-10-09 653 312 341 341 4. EVEREST RE GROUP LTD 2021-12-08 2025-10-09 1414 1094 320 320 5. CHUBB LIMITED COM 2019-04-30 2025-10-09 1426 725 701 701 7. LYONDELLBASELL INDU-CL A 2019-04-02 2025-10-09 334 626 -292 -292 2112.907 BAIRD FDS INC 2024-05-07 2025-12-08 21023 22041 -1018 -1018 35. COMCAST CORP NEW 2019-04-02 2025-12-08 943 1404 -461 -461 13. CROWN CASTLE INTL CORP NEW 2023-05-31 2025-12-08 1175 1850 -675 -675 96.492 FIDELITY SALEM STR TR 2025-10-09 2025-12-08 706 707 -1 -1 3260.823 FIDELITY SALEM STR TR 2024-05-07 2025-12-08 23869 25267 -1398 -1398 1390.916 JPMORGAN TR II 2024-05-07 2025-12-08 10182 10367 -185 -185 17. MCCORMICK & CO INC NON-VOTING 2024-09-13 2025-12-08 1079 1423 -344 -344 16. MICROCHIP TECHNOLOGY INC 2025-10-09 2025-12-08 1074 1050 24 24 5. MICROCHIP TECHNOLOGY INC 2024-05-07 2025-12-08 336 463 -127 -127 18. MONDELEZ INTL INC 2022-01-26 2025-12-08 989 1196 -207 -207 37. VERIZON COMMUNICATIONS COM 2021-12-09 2025-12-08 1524 2062 -538 -538 26. FIFTH THIRD BANCORP 2024-05-06 2025-12-17 1236 985 251 251 2. HOME DEPOT INC 2019-04-02 2025-12-17 713 389 324 324 6. UNION PAC CORP 2020-09-14 2025-12-17 1417 1194 223 223 6. WALMART STORES INC COM 2019-04-02 2025-12-17 697 194 503 503 1535 51 0 51 0 51 72 0 0 72 0 21 21 0 false false false false false false false true true AL true false false false false true N/A REGIONS BANK TRUST DEPT 2058203141 250 RIVERCHASE PARKWAY EAST BIRMINGHAM AL 35244 false false false false true false false false false false false false false false false true false false false false false false false JOHN SELERS 1217 HILLCREST CROSSING W MOBILE AL 36695 BOARD MEMBER 1 0 DEVON WALSH 3705 TUDOR LANE MOBILE AL 36608 BOARD MEMBER 1 0 DR JAMES AUCOIN UNIV OF S ALABAMA MOBILE AL 36688 CHAIRMAN 1 0 KATHY DEAN PO BOX 13220 MOBILE AL 36663 BOARD MEMBER 1 0 CAROLYN AKERS 6054 BEL AIR BLVD STE 400 MOBILE AL 36606 BOARD MEMBER 1 0 STUART BABINGTON 4000 DAUPHIN ST MOBILE AL 36608 BOARD MEMBER 1 0 ROGER VARNER JR PO BOX 290 MOBILE AL 36601 ATTORNEY 1 0 JASMINE WILLIAMS 7341 OLD MILITARY RD THEODORE AL 36582 BOARD MEMBER 1 0 RENA PHILLIPS 1 MAGNUM PASS MOBILE AL 36618 BOARD MEMBER 1 0 REGIONS BANK 2050 PARKWAY OFFICE CIRCLE HOOVER AL 35244 TRUSTEE 1 3000 NONE 0 NONE 0 137328 7568 0 144896 0 0 144896 2173 142723 7136 7136 51 51 7085 0 7085 0 7085 1000 0 0 0 0 1000 7085 0 0 0 5214 781 0 0 5995 1000 0 0 0 1000 0 5995 5995 0 0 0 0 0 90 0 0 0 0 0 0 0 0 JOHN WILL FOUNDATION CO ROGER VARN PO BOX 290 MOBILE AL 36601 2514051300 N/A A STANDARD APPL. FORM WITH BASIC PERSONAL INFO, EDU., AND EMP. HISTORY IS SUBMITTED. ALSO APPLICANTS MUST SEND SAMPLES OF THEIR JOURNALISM WORK. ANNUALLY, VARIES EACH YEAR MUST PLAN TO ATTEND A REGIONALLY ACCREDITED COLLEGE FULL-TIME PREPARING FOR A CAREER IN JOURNALISM. APPLICANTS MUST BE RESIDENTS OF CERTAIN SPECIFIED COUNTIES IN AL, FL, AND MS. 14 5115 18 1535 6650 6650 false false false false false false false false false true MOBILE CHAPTER SIGMA DELTA CHI 501 (C) (10) SETTLOR OF THE WILL FOUNDATION TAX PREPARATION FEE (NON-ALLOC 1000 1000 258620103 DOUBLELINE TOTAL RET 258620509 DOUBLELINE FDS TR 057071854 BAIRD FDS INC 30231G102 EXXON MOBIL CORP AT COST 1538 2888 58933Y105 MERCK & CO INC NEW AT COST 1340 1789 631103108 NASDAQ INC 871829107 SYSCO CORP AT COST 969 958 911312106 UNITED PARCEL SERVIC 92343V104 VERIZON COMMUNICATIO G491BT108 INVESCO LTD 09247X101 BLACKROCK INC 110122108 BRISTOL MYERS SQUIBB 126650100 CVS HEALTH CORP 11135F101 BROADCOM INC AT COST 1031 1038 166764100 CHEVRON CORP NEW AT COST 1680 1677 17275R102 CISCO SYS INC 20825C104 CONOCOPHILLIPS AT COST 529 842 418056107 HASBRO INC AT COST 975 1066 553530106 MSC INDUSTRIAL DIREC 747525103 QUALCOMM INC G29183103 EATON CORP PLC 037833100 APPLE INC 060505104 BANK AMER CORP AT COST 1644 1650 29476L107 EQUITY RESIDENTIAL 316773100 FIFTH THIRD BANCORP 369550108 GENERAL DYNAMICS COR AT COST 568 1010 46625H100 JPMORGAN CHASE & CO AT COST 1263 3867 713448108 PEPSICO INC 742718109 PROCTER & GAMBLE CO 89832Q109 TRUIST FINL CORP 942622200 WATSCO INC H84989104 TE CONNECTIVITY LTD 191216100 COCA-COLA CO/THE 375558103 GILEAD SCIENCES INC 682680103 ONEOK INC 94106L109 WASTE MGMT INC DEL AT COST 808 1758 N53745100 LYONDELLBASELL INDU- 437076102 HOME DEPOT INC AT COST 195 344 59156R108 METLIFE INC AT COST 573 1026 31635T807 FIDELITY SALEM STR T 363576109 GALLAGHER ARTHUR J & AT COST 417 1294 594918104 MICROSOFT CORP AT COST 931 2902 681919106 OMNICOM GROUP INC 74440Y884 PGIM HIGH YIELD FUND 806857108 SCHLUMBERGER LTD 189054109 CLOROX CO/THE 65339F101 NEXTERA ENERGY INC AT COST 994 1525 69351T106 PPL CORP 755111507 RAYTHEON CO H1467J104 CHUBB LTD 931142103 WAL MART STORES INC AT COST 582 2005 20030N101 COMCAST CORP NEW 532457108 LILLY ELI & CO AT COST 129 1075 902973304 US BANCORP DEL 26614N102 DUPONT DE NEMOURS IN 882508104 TEXAS INSTRS INC AT COST 551 867 018802108 ALLIANT ENERGY CORP AT COST 706 975 25746U109 DOMINION ENERGY INC 30161N101 EXELON CORP AT COST 1062 1569 427866108 HERSHEY CO 922020813 VANGUARD MALVERN FDS AT COST 1965 2168 443510607 HUBBELL INC AT COST 222 888 00287Y109 ABBVIE INC AT COST 1809 2056 438516106 HONEYWELL INTL INC 91324P102 UNITEDHEALTH GROUP I 907818108 UNION PAC CORP 009158106 AIR PRODS & CHEMS IN 372460105 GENUINE PARTS CO 478160104 JOHNSON & JOHNSON AT COST 1629 2276 258620566 DOUBLELINE FDS TR 695156109 PACKAGING CORP AMER AT COST 741 1031 872540109 TJX COS INC NEW AT COST 1023 2304 22822V101 CROWN CASTLE INTL CO 770323103 ROBERT HALF INTL INC G3223R108 EVEREST RE GROUP LTD 87165B103 SYNCHRONY FINL 609207105 MONDELEZ INTL INC 31620M106 FIDELITY NATL INFORM 863667101 STRYKER CORP AT COST 979 1406 00206R102 AT&T INC AT COST 753 1192 4812C0134 JPMORGAN TR II 580135101 MC DONALDS CORPORATI AT COST 1339 1528 12572Q105 CME GROUP INC 237194105 DARDEN RESTAURANTS I AT COST 1282 1472 693475105 PNC FINL SVCS GROUP AT COST 942 1670 98389B100 XCEL ENERGY INC AT COST 1224 1403 04314H568 ARTISAN PARTNERS FDS AT COST 3280 3375 09290D101 BLACKROCK INC AT COST 876 2141 49271V100 KEURIG DR PEPPER INC AT COST 1002 924 52472T718 BRNDYWNGLBL HIGH YLD AT COST 3280 3280 539830109 LOCKHEED MARTIN CORP 579780206 MC CORMICK & CO INC 595017104 MICROCHIP TECHNOLOGY 872590104 T -MOBILE US INC AT COST 1102 1218 G87052109 TE CONNECTIVITY PLC AT COST 507 1365 020002101 ALLSTATE CORP AT COST 1257 1249 126408103 CSX CORP AT COST 1351 1341 254687106 DISNEY WALT CO AT COST 1112 1138 256677105 DOLLAR GEN CORP NEW AT COST 977 1328 54401E143 LORD ABBETT INVT TR AT COST 55000 55141 693390882 PIMCO FDS PAC INVT M AT COST 4981 4986 G1151C101 ACCENTURE PLC-CL A AT COST 1264 1342 G54950103 LINDE PLC AT COST 927 853 MUTUAL FUND TIMING ADJ 138 ROC ON CY SALES 9 COST BASIS ADJUSTMENT 64 FEDERAL TAX PAYMENT - PRIOR YE 47 0 0 FEDERAL ESTIMATES - PRINCIPAL 72 0 0