2026-09-14T09:29:34-05:00 2025-12-31 631128247 Jones & Kirkpatrick PC 300 Union Hill Dr Suite 100 Birmingham AL 352092059 990PF 2025-01-01 630955085 James Rushton I Foundation JAME 2053221951 3 Office Park Circle 250 Birmingham AL 35223 Deakins F Rushton President 2053221951 2026-09-01 1 David M Wise P01366554 2058708824 2026-09-01 2025 X 41493174 X X 6654 6654 1525970 1525970 696774 1904295 696774 15248 15248 2244646 2244646 95000 23750 71250 50904 0 50904 39764 0 39764 5563 1391 4172 20500 15375 5125 40924 23275 9199 18209 0 18209 181095 103114 77980 451959 166905 276603 1539500 1539500 1991459 166905 1816103 253187 2077741 34554 23023 23023 307962 106048 106048 168967 434292 436364 31265732 31464734 40927739 31777215 32028097 41493174 2305 0 2305 0 X 31774910 32028097 31774910 32028097 31777215 32028097 31774910 253187 0 32028097 0 32028097 Avantis Intl Small Cap Value Fd P 2023-12-11 2025-10-28 220095 143313 76782 76782 DFA US Core Equtiy II P 2014-06-24 2025-10-28 556605 216821 339784 339784 DFA Invt Two Year Global Fixed Inc P 2019-08-27 2025-07-30 657441 668380 -10939 -10939 Fed Home Ln Mtg CRP Pool P 2012-07-09 2025-12-15 128 128 0 0 Fed Home Ln Mtg CRP Pool P 2012-03-06 2025-12-15 99 99 0 0 Uniform MBS Pool P 2012-02-07 2025-12-25 133 133 0 0 Uniform MBS Pool P 2012-04-05 2025-12-25 91 91 0 0 Uniform MBS Pool P 2011-08-09 2025-09-25 110 962 -852 -852 Uniform MBS Pool P 2011-08-09 2025-12-25 175 175 0 0 Uniform MBS Pool P 2011-11-04 2025-12-25 105 105 0 0 Uniform MBS Pool P 2009-09-08 2025-12-25 156 156 0 0 Uniform MBS Pool P 2007-03-07 2025-12-25 478 478 0 0 Uniform MBS Pool P 2007-04-09 2025-12-25 72 72 0 0 Uniform MBS Pool P 2011-08-09 2025-12-25 220 220 0 0 Uniform MBS Pool P 2009-09-08 2025-12-25 64 64 0 0 Uniform MBS Pool P 2007-05-07 2025-12-25 146 146 0 0 Uniform MBS Pool P 2007-12-10 2025-12-25 116 116 0 0 Uniform MBS Pool P 2007-11-08 2025-12-25 62 62 0 0 US Treasury Note P 2023-12-13 2025-02-28 88000 88000 0 0 US Treasury Note P 2023-12-13 2025-01-31 88000 88000 0 0 Capital Gains Dividends P 291999 291999 291999 696774 28881 0 28881 0 28881 21200 0 15000 0 36200 0 7319 7319 0 0 0 0 0 0 0 0 0 0 0 1 1 AL 1 0 0 0 0 1 jr1.org Deakins F Rushton 2053221951 3 Office Park Circle Suite 250 Birmingham AL 35223 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Deakins Ford Rushton 3828 10th Ave S Birmingham AL 35222 President 40.00 95000 0 0 Gail B Rushton 3828 10th Ave S Birmingham AL 35222 Director 0.80 0 0 0 James Rushton 2717 Highland Ave South Unit 106 Birmingham AL 35205 Director 0.80 0 0 0 Beverly Self 357 Mountain Dr Remlap AL 35133 Office Manager 40.00 50904 0 0 0 Porter White & Company 1927 1st Ave N 10th Floor Birmingham AL 35203 Investment Manager 103086 0 0 39410772 252021 0 39662793 0 0 39662793 594942 39067851 1953393 1953393 28881 28881 1924512 0 1924512 0 1924512 1816103 0 1816103 1924512 733168 0 0 1816103 733168 0 0 1082935 0 0 0 0 0 0 0 0 841577 0 0 0 James Rushton X Childcare Resource Center 244 W Valley Ave Ste 200 Birmingham AL 35209 PC To provide quality care and education to children. 20000 Community Foundation of Greater Birmingham 1531 3rd Ave North Suite 100 Birmingham AL 35203 PC Provide funding to nonprofits creating impact, empowering the people and organizations that best understand how to serve their communities with the resources they need. 750000 Impact Alabama 601 Beacon Pkwy West Birmingham AL 35209 PC To activate recent college graduates to address consequences of poverty. 5000 James Rushton Early Learning Center 5512 1st Ave South Birmingham AL 35212 PC Support for the operation of a child development center for ages 6 weeks to 3 years old to provide affordable day care to low income parents to facilitate their ability to be in the work force rather than on government subsidies. Tuition is based on the parents income. 707000 Jones Valley Teaching Farm (Smithsonian Institute) 701 25th St N Birmingham AL 35203 PC Cooperative work toward establishment of a mutual support community; includes activities to bolster community pride and involvement for the Metropolitan Garden residents and former residents who are included in the Ambit of the Hope VI project. 55000 Voices for Alabama's Children PO Box 4576 Montgomery AL 361034576 PC To speak for the well-being of Alabama's children through research, public awareness, and advocacy. 2500 1539500 0 14 6654 14 1525970 14 15248 18 696774 0 2244646 0 2244646 0 0 0 0 0 0 0 0 0 0 Accounting 20500 15375 5125 434292 436364 0 0 Mutual Funds AT COST 30722698 39779598 Accrued Interest AT COST 11 11 Asset Backed Securities AT COST 21318 11327 Commonfund Capital Partners VII AT COST 342507 586545 Commonfund Capital Partners VIII AT COST 378200 550258 Legal 5563 1391 4172 Advisory fees 103086 103086 0 Payroll expenses (admin) 112 28 84 Insurance 15286 0 15286 Miscellaneous 45494 0 45494 Licenses 28 0 28 Office supplies 851 0 851 Postage 78 0 78 Storage 4850 0 4850 Telephone 3710 0 3710 Subscriptions 3507 0 3507 Bank charges 93 0 92 Consulting 4000 0 4000 CF Capital Partners VII 21300 21300 21300 CF Capital Partners VIII -6052 -6052 -6052 Payroll taxes payable 2305 0 Foreign taxes 21652 21652 0 Payroll taxes 10822 1623 9199 Income taxes 8450 0 0