2026-06-23T12:30:55-05:00 2025-12-31 631128247 Jones & Kirkpatrick PC 300 Union Hill Dr Suite 100 Birmingham AL 352092059 990PF 2025-01-01 813930067 Donald M James Family Foundation DONA 2054924420 16497 Perdido Key Drive Unit 602 Pensacola FL 32507 Donald M James Director 2054924420 2026-06-16 1 David M Wise P01366554 2058708824 2026-06-16 2025 2025-03-06 01:10:19Z X 41807056 X X 422424 422424 1394510 4676452 1394510 1119 1119 1818053 1816934 0 0 0 320 240 80 4974 3730 1243 77631 77631 0 48949 0 0 83 62 21 131957 81663 1344 1847076 1847076 1979033 81663 1848420 -160980 1735271 489215 34652 34652 357109 48871 48871 18576905 19178726 41723533 19423229 19262249 41807056 0 0 X 19423229 19262249 19423229 19262249 19423229 19262249 19423229 -160980 0 19262249 0 19262249 Vulcan Materials Co D 2008-01-30 2025-12-18 28952 7460 21492 21492 Comm Serv Select Sector P 2025-04-08 2025-11-03 80846 65610 15236 15236 Cons Direct Sel Sect P 2025-04-08 2025-11-03 46524 35237 11287 11287 Cons Staples Sel 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197041 Health Care Sel Sect P 2017-01-31 2025-11-03 153731 77643 76088 76088 Ishares Core MSCI Europe P 2021-05-06 2025-07-08 6426 6009 417 417 The Technology Sel Sec P 2017-01-31 2025-11-03 234889 39383 195506 195506 Vanguard FTSE Pacific P 2024-08-06 2025-11-03 700402 608893 91509 91509 Vanguard Intl Equity Index P 2017-01-31 2025-08-13 30946 22513 8433 8433 Vulcan Materials Co D 2015-07-21 2025-12-18 855974 263189 592785 592785 1394510 24120 0 24120 0 24120 24240 0 7000 0 31240 249 6871 6871 0 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 39674404 698587 0 40372991 0 0 40372991 605595 39767396 1988370 1988370 24120 24120 1964250 0 1964250 0 1964250 1848420 0 1848420 1964250 1846163 0 0 1848420 1846163 0 0 2257 0 0 0 0 0 0 0 0 1961993 0 0 0 X A Education Partnership PO Box 4433 Montgomery AL 36103 None PC Support of programs 1000 Alabama Archieves 624 Washington Avenue Montgomery AL 36103 None PC Support of programs 10000 Alabama Symphony Orchestra 3621 Sixth Avenue South Birmingham AL 35222 None PC Support of programs 5000 American Friends of Combatants for Peace PO Box 27671 San Francisco CA 94127 None PC Support of programs 2000 American Friends of the EPISCO Old Kings Highway North Suite 13 Darien CT 06820 None PC Support of programs 2000 Birmingham Museum of Art 2000 Eighth Avenue North Birmingham AL 35203 None PC Support of programs 25300 Birmingham Zoo One Wild Place Birmingham AL 35223 None PC Support of programs 12176 Birth Sanctuary PO Box 40 Gainesville AL 35464 None PC Support of Programs 1000 Boy Scouts of Greater AL 516 Liberty Parkway Birmingham AL 35242 None PC Support of programs 5000 Collat Jewish Family Services 3940 Montclair Rd 205 Birmingham AL 35213 None PC Support of Programs 1000 Community Foundation of Greater Birmingham 1531 3rd Ave N 100 Birmingham AL 35203 None PC Support of Programs 446000 First Light 2230 4th Avuenue North Birmingham AL 35203 None PC Support of programs 1000 Grace House Ministries 4947 Farrell Ave Fairfield AL 35064 None PC Support of Programs 2000 Independent Presbyterian Church 3100 Highland Avenue Birmingham AL 35205 None PC Support of programs 100100 Junior League of Birmingham 2212 Twentieth Avenue South Birmingham AL 35223 None PC Support of programs 1000 Kirkwood by the River 3605 Ratliff Road Birmingham AL 35210 None PC Support of programs 10000 Leadership Alabama PO Box 131394 Birmingham AL 35213 None PC Support of programs 1500 Leadership Birmingham 600 18th Street North Birmingham AL 35203 None PC Support of programs 1000 Louisville Presbyterian Theological Seminary 1044 Alta Vista Road Louisville KY 40205 None PC Support of programs 10000 Lovelady Center 7916 2nd Avenue South Birmingham AL 35206 None PC Support of programs 2000 McWane Science Center 200 19th Street North Birmingham AL 35203 None PC Support of programs 5000 Mountain Brook Library Foundation 50 Oak Street Mountain Brook AL 35213 None PC Support of Programs 1000 Mountain Brook Schools Foundation 32 Vine Street Mountain Brook AL 35213 None PC Support of programs 105000 Nature Conservancy 3700 1st Ave N Birmingham AL 35222 None PC Support of Programs 1000 Presbyterian Home for Children PO Drawer 577 Talladega AL 35161 None PC Support of programs 2000 Quarterbacking Children Health Foundation PO Box 10367 Birmingham AL 35202 None PC Support of Programs 2000 Rand Corp PO Box 2138 Santa Monica CA 90407 None PC Support of programs 100000 Russellville City Schools Education Foundation 1945 Waterloo Road Russellville AL 35653 None PC Support of programs 5000 STAIR of Birmingham 3703 5th Avenue South Suite 400 Birmingham AL 35222 None PC Support of programs 5000 United Way of Central Alabama PO Box 320189 Birmingham AL 35232 None PC Support of programs 40000 United Way of Escambia County 1301 West Government Street Pensacola FL 32502 None PC Support of programs 20000 University of Alabama PO Box 870100-0100 Tuscaloosa AL 35487 None PC Support of programs 9000 University of Virginia 580 Massie Road Charlottesville VA 22907 None PC Support of programs 25000 WBHM Public Radio 650 11th Street South Birmingham AL 35233 None PC Support of Programs 1000 Woodlawn United 5529 1st Avenue South Birmingham AL 35212 None PC Support of Programs 5000 WSRE-TV Foundation 1000 College Boulevard Pensacola FL 32504 None PC Support of programs 1000 JGJ Gene Research 3808 Woodley Road NW Washington DC 20016 None PC Support of programs 881000 1847076 0 14 422424 18 1394510 1119 0 1816934 1119 1818053 10 Other Income from lapsed contributions that were outstanding in PY 0 0 0 0 0 0 0 0 0 0 Accounting Fee 4974 3730 1243 Goldman Sachs 2318705 5720943 Morgan Stanley #0723 1121234 3222416 Morgan Stanley #1694 6455766 10055841 Vanguard 9283021 22724333 Legal Fee 320 240 80 Shipping and Postage 83 62 21 Morgan Stanley Advisory Fee 77631 77631 0 Foreign Taxes 6695 0 0 Income Tax 42254 0 0