2026-06-15T17:14:32-05:00 2026-01-31 464120276 SHELDON ROGERS & BRYAN PC PO BOX 70226 MOBILE AL 36670 990PF 2025-02-01 630368954 AS MITCHELL FOUNDATION INC MITC 2514321711 PO BOX 1126 MOBILE AL 36633 MARGARET L MEAHER TREASURER 2514321711 2026-06-15 1 JOHN J SHELDON CPA P00168042 2513451251 2026-06-08 2025 2025-03-06 01:10:19Z X 17350231 X X 29566 29566 424894 424894 677575 3796728 677575 1132035 1132035 205000 102500 102500 40000 20000 20000 3621 3621 0 151818 151818 0 9 9 0 36367 18184 18184 22254 0 22254 1244 0 1244 15419 5139 10280 475732 301271 174462 637000 637000 1112732 301271 811462 19303 830764 575659 841708 841708 771577 768252 768252 11299912 11446323 11446323 4340331 4293948 4293948 16987479 17350231 17350231 5058 8282 5058 8282 X 0 0 6983410 6983410 9999011 10358539 16982421 17341949 16987479 17350231 16982421 19303 340225 17341949 0 17341949 WELLS FARGO 2361-3480 APR LTCG P 2017-06-21 2025-04-15 150000 150000 0 0 WELLS FARGO 2361-3480 JUN LTCG P 2009-01-26 2025-06-15 105000 122330 -17330 -17330 WELLS FARGO 3105-1243 FEB STCG P 2024-04-10 2025-02-15 65 65 0 0 WELLS FARGO 3105-1243 FEB LTCG P 2023-07-24 2025-02-15 181120 175908 5212 5212 WELLS FARGO 3105-1243 MAR STCG P 2024-04-10 2025-03-15 19294 24215 -4921 -4921 WELLS FARGO 3105-1243 MAR LTCG P 2019-12-27 2025-03-15 225385 200399 24986 24986 WELLS FARGO 3105-1243 APR STCG P 2024-12-02 2025-04-15 26733 36713 -9980 -9980 WELLS FARGO 3105-1243 APR LTCG P 2021-09-28 2025-04-15 266579 201927 64652 64652 WELLS FARGO 3105-1243 MAY LTCG P 2019-02-13 2025-05-15 287415 155337 132078 132078 WELLS FARGO 3105-1243 JUN STCG P 2024-06-12 2025-06-15 4840 5019 -179 -179 WELLS FARGO 3105-1243 JUN LTCG P 2020-02-27 2025-06-15 288428 146513 141915 141915 WELLS FARGO 3105-1243 JUL STCG P 2025-04-04 2025-07-15 39752 30970 8782 8782 WELLS FARGO 3105-1243 JUL LTCG P 2017-12-18 2025-07-15 283583 234230 49353 49353 WELLS FARGO 3105-1243 AUG STCG P 2024-09-20 2025-08-15 45278 62283 -17005 -17005 WELLS FARGO 3105-1243 AUG LTCG P 2020-03-09 2025-08-15 240405 281360 -40955 -40955 WELLS FARGO 3105-1243 SEP LTCG P 2020-12-18 2025-09-15 97785 49642 48143 48143 WELLS FARGO 3105-1243 OCT STCG P 2025-10-10 2025-10-15 35296 75164 -39868 -39868 WELLS FARGO 3105-1243 OCT LTCG P 2019-12-27 2025-10-15 157501 153253 4248 4248 WELLS FARGO 3105-1243 NOV STCG P 2025-11-03 2025-11-15 37660 25011 12649 12649 WELLS FARGO 3105-1243 NOV LTCG P 2023-10-31 2025-11-15 78304 65184 13120 13120 WELLS FARGO 3105-1243 DEC STCG P 2025-06-17 2025-12-15 149384 139748 9636 9636 WELLS FARGO 3105-1243 DEC LTCG P 2017-12-18 2025-12-15 813662 575278 238384 238384 WELLS FARGO 3105-1243 JAN STCG P 2025-11-17 2026-01-15 14928 11321 3607 3607 WELLS FARGO 3105-1243 JAN LTCG P 2024-04-11 2026-01-15 248331 173661 74670 74670 OTHER GAINS AND LOSSES P 2025-01-01 2026-01-31 23622 -23622 -23622 677575 11548 0 11548 0 11548 16000 0 0 0 16000 0 4452 4452 0 0 0 0 0 0 0 0 0 0 0 1 1 AL 1 0 0 0 0 1 NONE MARGARET L MEAHER 2514321711 PO BOX 1126 MOBILE AL 36633 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID D DUKES PO BOX 1126 MOBILE AL 36633 SECRETARY 6.00 35000 0 0 FRANK B VINSON PO BOX 1126 MOBILE AL 36633 VICE PRESIDENT 6.00 30000 0 0 HELEN B MEAHER PO BOX 1126 MOBILE AL 36633 DIRECTOR 2.00 20000 0 0 BENJAMIN VINSON PO BOX 1126 MOBILE AL 36633 DIRECTOR 2.00 20000 0 0 MARGARET L MEAHER PO BOX 1126 MOBILE AL 36633 TREASURER 6.00 35000 0 0 JOANNA VINSON PO BOX 1126 MOBILE AL 36633 DIRECTOR 2.00 20000 0 0 JANE DUKES PO BOX 1126 MOBILE AL 36633 PRESIDENT 6.00 45000 0 0 NONE 0 NONE 0 THE FOUNDATION'S CHARTERED ACTIVITY IS TO DISTRIBUTE INCOME FOR EDUCATION, RELIGIOUS, SCIENTIFIC, LITERARY OR OTHER CHARITABLE PURPOSES. 0 THE FOUNDATION MADE DISTRIBUTIONS TO ELIGIBLE 501(C)(3) ORGANIZATIONS DURING THIS TAX YEAR. 0 0 16325049 766302 0 17091351 0 0 17091351 256370 16834981 841749 841749 11548 11548 830201 0 830201 0 830201 811462 0 811462 830201 0 0 4200 4200 811462 0 0 0 811462 0 4200 4200 0 0 0 0 0 14539 0 0 0 X ANIMAL MEDICAL CENTER 510 E 62ND ST NEW YORK NY 10065 PC LLOYD FUND FOR GUIDE DOGS 8000 ANIMAL RESCUE FOUNDATION PO BOX 1032 MILLEDGEVILLE GA 31059 PC OPERATING EXPENSES 6000 BELLINGRATH GARDENS & HOME 12401 BELLINGRATH ROAD THEODORE AL 36582 PC CAPITAL NEEDS 17500 BIG BROTHERS BIG SISTER OF S AL 3 S ROYAL ST SUITE 300 MOBILE AL 36602 PC PROGRAM COSTS 10000 CASA OF MOBILE 2315 COSTARIDES ST MOBILE AL 36617 PC VOLUNTEER PROGRAM 3000 CENTRE OF THE LIVING ARTS 301 CONTI ST MOBILE AL 36602 PC CAPITAL NEEDS 10000 CHRIST CHURCH CATHEDRAL 115 S CONCEPTION ST MOBILE AL 36602 PC OUTREACH MINISTRY 7000 COMMUNITY OF MOBILE PO BOX 70212 MOBILE AL 36670 PC CAPITAL NEEDS 5000 COMMUNITY SVC FOR VISION REHAB 600 BEL AIR BLVD MOBILE AL 36606 PC PROGRAM COSTS 2500 DALLAS WOMAN'S CLUB PO BOX 862 DALLAS GA 30132 PC CAPITAL NEEDS 7000 DAUPHIN WAY UMC 1507 DAUPHIN ST MOBILE AL 36604 PC CAPITAL NEEDS 26000 DUMAS WESLEY COMMUNITY CTR PO BOX 7325 MOBILE AL 36670 PC PROGRAM COSTS 30000 FRIENDS OF MAGNOLIA CEMETERY PO BOX 6383 MOBILE AL 36660 PC CAPITAL NEEDS 16000 FRIENDS OF MOBILE ANIMAL SHELTER 855 OWENS ST MOBILE AL 36604 PC SPAY/NEUTER FUND 9500 FUSE PROJECT PO BOX 1134 MOBILE AL 36633 PC PROGRAM COSTS 5000 GATEWAY TO VICTORY 114 OLD GRIFFIN RD DALLAS GA 30157 PC CAPITAL NEEDS 2000 GULF COAST EXPLOREUM PO BOX 1968 MOBILE AL 36633 PC HISTORIC RESTORATION 130000 GULF QUEST MUSEUM 155 S WATER ST MOBILE AL 36602 PC CAPITAL NEEDS 10500 HISTORIC MOBILE PRESERVATION SOCIETY 300 OAKLEIGH PLACE MOBILE AL 36604 PC CAPITAL NEEDS 4000 HISTORIC RESTORATION SOCIETY PO BOX 1566 MOBILE AL 36633 PC HISTORIC RESTORATION 10000 INFIRMARY FOUNDATION PO BOX 2226 MOBILE AL 36652 PC CAPITAL NEEDS 10000 LAKE OCONEE ACADEMY 1021 TITAN CIRCLE GREENSBORO GA 30642 PC PROGRAM COSTS 33000 LAKESIDE CHURCH 5800 LAKE OCONEE PKWY GREENSBORO GA 30642 PC PROGRAM COSTS 6000 LAURENS WILDLIFE RESCUE 742 MORTON DRIVE GLENWOOD GA 30428 PC OPERATING EXPENSES 15000 MOBILE BAYKEEPER 450C GOVERNMENT ST MOBILE AL 36602 PC PROGRAM COSTS 12500 MOBILE CARNIVAL ASSOCIATION PO BOX 2121 MOBILE AL 36652 PC CAPITAL NEEDS 15000 MOBILE CARNIVAL MUSEUM PO BOX 2121 MOBILE AL 36652 PC RESTORATION PROJECT 10000 MOBILE MUSEUM OF ART 4850 MUSEUM DRIVE MOBILE AL 36608 PC EXHIBIT COSTS 5000 MOBILE SYMPHONY ORCHESTRA 257 DAUPHIN ST MOBILE AL 36602 PC PROGRAM COSTS 5000 MULHERIN HOME 2496 HALLS MILL ROAD MOBILE AL 36606 PC OPERATING EXPENSES 10000 NEIGHBORS HELPING NEIGHBORS 6350 LAKE OCONEE PARKWAY GREENSBORO GA 30642 PC PROGRAM COSTS 1000 OCONEE PERFORMING ARTS SOCIETY 4980-A CAREY STATION RD GREENSBORO GA 30642 PC OPERATING EXPENSES 5000 ONE SIMON TWO RUBYS & A HAMP 3409 MAUREEN DR MOBILE AL 36605 PC HISTORIC RESTORATION 7500 PRICHARD PREPARATORY SCHOOL 743 MR SINAI AVE WHISTLER AL 36612 PC TUITION ASSISTANCE 5000 RONALD MCDONALD HOUSE - CLT 1613 E MOREHEAD STREET CHARLOTTE NC 28207 PC CAPITAL NEEDS 5000 RUFF WILSON YOUTH ORGANIZATION 1317 JOHNSON RD DAPHNE AL 36526 PC PROGRAM COSTS 5000 SENIORS CITZENS SERVICES (VIA) 1717 DAUPHIN STREET MOBILE AL 36604 PC PROGRAM COSTS 9500 ST FRANCIS STREET CHURCH 4255 COTTAGE HILL RD MOBILE AL 36609 NC HISTORIC RESTORATION 5000 ST MARY'S GOOD SAMARITAN FDN 1230 BAXTER STREET ATHENS GA 30606 PC EVENT SPONSORSHIP 1000 ST PAUL'S EPISCOPAL SCHOOL 161 DOGWOOD LANE MOBILE AL 36608 PC CAPITAL NEEDS 6000 THE LAKE COUNTRY PLAYERS 6350 LAKE OCONEE PARKWAY GREENSBORO GA 30642 PC OPERATING EXPENSES 1000 THE PINEY WOODS SCHOOL PO BOX 100 PINEY WOODS MS 39148 PC TUITION ASSISTANCE 18000 THOMAS HOSPITAL FOUNDATION PO BOX 929 FAIRHOPE AL 36532 PC CAPITAL NEEDS 3500 TULANE UNIVERSITY PO BOX 61075 NEW ORLEANS LA 70161 PC RESEARCH PROGRAM & CAPITAL IMPROVEMENTS 12000 UGA FOUNDATION 225 HERTY DRIVE ATHENS GA 30602 PC PRESERVATION OF HISTORIC MATERIALS AT THE LAW SCHOOL LIBRARY 5000 UMS-WRIGHT PREPARATORY SCHOOL 65 MOBILE STREET MOBILE AL 36607 PC TUITION ASSISTANCE & CAPITAL IMPROVEMENTS 50000 USA HEALTH 650 CLINIC DR MOBILE AL 36688 PC CAPITAL NEEDS 10000 WILMER HALL 3811 OLD SHELL RD MOBILE AL 36608 PC PROGRAM COSTS AND CAPITAL NEEDS 32000 YOUNG LIFE - MOBILE PO BOX 851025 MOBILE AL 36685 PC MINISTRY PROGRAMS 15000 637000 0 29566 424894 677575 0 0 1132035 1132035 4 THE FOUNDATION RECEIVES INCOME FROM STOCKS AND BONDS WHICH ARE DISTRIBUTED TO QUALFIED ORGANIZATIONS FOR EDUCATIONAL, CHARITABLE, RELIGIOUS, SCIENTIFIC OR LITERARY PURPOSES. 8 THE CORPORATE CHARTER GRANTS THE AUTHORITY TO INVEST AND RE-INVEST THE PRINCIPAL OF THE FOUNDATION. 0 0 0 0 0 0 0 0 0 0 PROFESSIONAL AND ACCOUNTING 3621 3621 0 PREFERREDS 564266 564266 CORPORATE BONDS 1953044 1953044 OPEN END MUTUAL FUNDS 1776638 1776638 STOCKS 11446323 11446323 768252 768252 0 0 OFFICE SUPPLIES 8068 2689 5379 TELEPHONE 2562 854 1708 INSURANCE 4789 1596 3193 UNREALIZED GAIN ON INVESTMENTS 340225 MONEY MANAGERS 151818 151818 0 PAYROLL TAXES 14153 7076 7076 FEDERAL EXCISE TAX 17831 8916 8916 PENALTIES 4383 2192 2192