2026-03-12T12:48:07-05:00 2025-12-31 454084437 WARREN AVERETT LLC 2500 ACTON ROAD BIRMINGHAM AL 35243 990PF 2025-01-01 205592026 THE JAMES MILTON AND SALLIE R JOHNSON FOUNDATION JAME 2052228858 PO BOX 530965 BIRMINGHAM AL 352530965 SUMNER JOHNSON RIVES PRESIDENT 2052228858 2026-03-08 1 MEGAN RANDOLPH P00989558 2059794100 2026-03-08 2025 2025-03-06 01:10:19Z X 16379257 X 454288 453594 453594 1039612 2917717 1039612 319 319 0 1947813 1493525 0 50000 25000 0 25000 3415 1708 0 1707 42357 42356 0 0 2345 0 0 0 5000 2500 0 2500 1733 0 0 1733 104850 71564 0 30940 1893180 1893180 1998030 71564 0 1924120 -50217 1421961 0 73380 1365 1365 188422 340028 340856 12054966 11108449 16037036 12316768 11449842 16379257 0 0 X 0 0 0 0 12316768 11449842 12316768 11449842 12316768 11449842 12316768 -50217 0 12266551 816709 11449842 CAPITAL GAIN DIVIDENDS P 4847 4847 4847 PUBLICLY TRADED SECURITIES P 2912870 1878105 1034765 1034765 1039612 1039612 19765 0 19765 0 19765 7440 0 0 0 7440 0 12325 0 0 0 0 0 0 0 0 0 0 1 1 AL 1 0 0 0 0 1 N/A THE FOUNDATION 2052228858 PO BOX 530965 BIRMINGHAM AL 352530965 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SUMNER JOHNSON RIVES PO BOX 530965 BIRMINGHAM AL 35253 PRESIDENT 1.00 50000 0 0 MILTON R JOHNSON PO BOX 530965 BIRMINGHAM AL 35253 DIRECTOR 1.00 0 0 0 KATE FISHER JOHNSON PO BOX 530965 BIRMINGHAM AL 35253 SECRETARY/TREASURER 1.00 0 0 0 JOHN CHRISTIAN RIVES PO BOX 530965 BIRMINGHAM AL 35253 DIRECTOR 1.00 0 0 0 JAMES MILTON JOHNSON PO BOX 530965 BIRMINGHAM AL 35253 DIRECTOR 1.00 0 0 0 SALLIE R JOHNSON PO BOX 530965 BIRMINGHAM AL 35253 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 15667779 205776 0 15873555 0 0 15873555 238103 15635452 781773 781773 19765 19765 762008 0 762008 0 762008 1924120 0 1924120 762008 0 0 65620 9724 177680 253024 1924120 0 0 0 762008 1162112 0 0 1415136 0 0 0 0 0 0 0 1415136 65620 9724 177680 1162112 SUMNER JOHNSON RIVES MILTON R JOHNSON X SUMNER JOHNSON RIVES PO BOX 530965 BIRMINGHAM AL 35253 2052228858 N/A N/A N/A ALABAMA APPLESEED CENTER FOR LAW AND JUSTICE 2 OFFICE PARK CIRCLE SUITE 10 BIRMINGHAM AL 35223 NONE NC SUPPORT OF PROGRAMS 20000 BIRMINGHAM MUSEUM OF ART 219 W 19TH ST FL 2 NEW YORK CITY NY 100114001 NONE NC SUPPORT OF PROGRAMS 120122 BIRMINGHAM BOTANICAL GARDENS 2612 LANE PARK ROAD BIRMINGHAM AL 35223 NONE NC SUPPORT OF PROGRAMS 15000 BIRMINGHAM EDUCATION FOUNDATION (SAIL PROGRAM) PO BOX 1476 BIRMINGHAM AL 35201 NONE NC SUPPORT OF PROGRAMS 50000 CHILDCARE RESOURCES 1817 3RD AVE N BIRMINGHAM AL 35203 NONE NC SUPPORT OF PROGRAMS 2000 COMMUNITY FOODBANK OF CENTRAL ALABAMA 107 WALTER DAVIS DRIVE BIRMINGHAM AL 35209 NONE NC SUPPORT OF PROGRAMS 100000 CRISIS CENTER 3620 8TH AVE S SUITE 110 BIRMINGHAM AL 35222 NONE NC SUPPORT OF PROGRAMS 5000 EMPOWER COMMUNITY SCHOOL 751 ACADEMY DRIVE BESSEMER AL 35022 NONE NC SUPPORT OF PROGRAMS 83333 FOUNDATIONS EARLY LEARNING CENTER 6505 J D OLIVER BOULEVARD FAIRFIELD AL 35064 NONE NC SUPPORT OF PROGRAMS 25000 FOUNDERS PLACE 3736 MONTROSE ROAD BIRMINGHAM AL 35213 NONE NC SUPPORT OF PROGRAMS 10000 GLENWOOD INC 150 GLENWOOD LANE BIRMINGHAM AL 35242 NONE NC SUPPORT OF PROGRAMS 2500 GRACE KLEIN COMMUNITY INC 2652 OLD ROCKY RIDGE ROAD HOOVER AL 35216 NONE NC SUPPORT OF PROGRAMS 15000 I3 ACADEMY 230 49TH ST N BIRMINGHAM AL 35212 NONE NC SUPPORT OF PROGRAMS 1500 JONES VALLEY TEACHING FARM 701 25TH STREET NORTH BIRMINGHAM AL 35203 NONE NC SUPPORT OF PROGRAMS 1500 MAGIC MOMENTS INC 2112 11TH AVENUE SOUTH SUITE 219 BIRMINGHAM AL 35205 NONE NC SUPPORT OF PROGRAMS 2500 MERRIE-WOODE FOUNDATION INC 100 MERRIE WOODE ROAD SAPPHIRE NC 28774 NONE NC SUPPORT OF PROGRAMS 500 MODERN CLASSROOMS PROJECT 15 14TH STREET SE WASHINGTON DC 20003 NONE NC SUPPORT OF PROGRAMS 75000 MSU FOUNDATION 600 RUSSELL STREET STARKVILLE MS 39759 NONE NC SUPPORT OF PROGRAMS 5000 O'NEAL LIBRARY CAPITAL CAMPAIGN 50 OAK STREET MOUNTAIN BROOK AL 35213 NONE NC SUPPORT OF PROGRAMS 30000 PRESCHOOL PARTNERS 4447 MONTEVALLO ROAD BIRMINGHAM AL 35223 NONE NC SUPPORT OF PROGRAMS 15000 QUARTERBACKING CHILDREN'S HEALTH FOUNDATION 2019 4TH AVENUE NORTH SUITE 101 BIRMINGHAM AL 35203 NONE NC SUPPORT OF PROGRAMS 1500 RED MOUNTAIN THEATRE 1600 3RD AVE S BIRMINGHAM AL 35233 NONE NC SUPPORT OF PROGRAMS 15000 SMILE-A-MILE 1600 2ND AVE S BIRMINGHAM AL 35233 NONE NC SUPPORT OF PROGRAMS 5000 SPARTAN ATHELETIC FOUNDATION 32 VINE STREET BIRMINGHAM AL 35213 NONE NC SUPPORT OF PROGRAMS 2000 ST JOHN'S EPISCOPAL CHURCH 1525 H STREET NW WASHINGTON DC 20005 NONE NC SUPPORT OF PROGRAMS 5000 STAIR 120 18TH STREET SOUTH SUITE 202 BIRMINGHAM AL 35233 NONE NC SUPPORT OF PROGRAMS 25000 THE LOVELADY CENTER 7916 2ND AVENUE SOUTH BIRMINGHAM AL 35206 NONE NC SUPPORT OF PROGRAMS 25000 TUMTUM TREE FOUNDATION PO BOX 43651 BIRMINGHAM AL 352430651 NONE NC SUPPORT OF PROGRAMS 2500 TURNING POINT FOUNDATION 1881 COUNTY ROAD 627 THORSBY AL 35171 NONE NC SUPPORT OF PROGRAMS 3000 UNITED WAY OF CENTRAL ALABAMA 3600 8TH AVE SOUTH PO BOX 320189 BIRMINGHAM AL 35232 NONE NC SUPPORT OF PROGRAMS 1045000 VULCAN PARK AND MUSEUM 1701 VALLEY VIEW DRIVE BIRMINGHAM AL 35209 NONE NC SUPPORT OF PROGRAMS 10000 WIMBERLY HOUSE MINISTRIES INC 521 S LIBERTY ST WAYNESBORO GA 30830 NONE NC SUPPORT OF PROGRAMS 10000 WOLFORD COLLEGE 429 N CHURCH STREET SPARTANBURG SC 29303 NONE NC SUPPORT OF PROGRAMS 134225 WOMEN'S FOUNDATION OF ALABAMA 2213 1ST AVENUE SOUTH BIRMINGHAM AL 35233 NONE NC SUPPORT OF PROGRAMS 6000 YOUTH LEADERSHIP FORUM 2025 2ND AVENUE NORTH BIRMINGHAM AL 35203 NONE NC SUPPORT OF PROGRAMS 10000 YWCA OF CENTRAL ALABAMA 309 23RD ST N BIRMINGHAM AL 35203 NONE NC SUPPORT OF PROGRAMS 15000 1893180 0 14 453594 14 319 18 1039612 0 1493525 0 1493525 0 0 0 0 0 0 0 0 0 0 X X 1 JOHNSON FAMILY ENTERPRISE FUND PO BOX 530451 BIRMINGHAM AL 35253 20566 X 2 JIM AND SALLIE JOHNSON 2840 MONTEVALLO ROAD BIRMINGHAM AL 35223 433722 X X 2 1,980 OF NVDA SHARES 360063 2025-09-30 ACCOUNTING FEES 3415 1708 0 1707 MUTUAL FUND AT COST 11108449 16037036 ADJUSTMENT TO DONATED STOCK BASIS 816709 POSTAGE 382 0 0 382 MEALS 1351 0 0 1351 OTHER INCOME 314 314 0 NONDIVIDEND DISTRIBUTIONS 5 5 0 INVESTMENT MANAGEMENT FEES 11619 11619 0 0 CUSTODIAN FEES 30738 30737 0 0 FEDERAL TAXES 2345 0 0 0