2023-09-05T11:46:02-04:00 2023-04-30 261161272 JOSEPH M BRODAY PC 3940 MONTCLAIR RD STE 201 BIRMINGHAM AL 352132421 990PF 2022-05-01 721372677 EDWALDAN FOUNDATION EDWA 2059676482 3017 WARRINGTON ROAD BIRMINGHAM AL 352232719 JUDITH W DANIEL DIRECTOR 2059676482 2023-08-29 true JUDITH DANIEL XXX-XX-XXXX true JOSEPH M BRODAY CPA P00290534 2058719148 2023-09-05 2022 2023-04-26 12:10:37Z X 216078 X X 4136 4136 4136 4394 74137 6489 8530 10625 4136 1505 1505 1818 1818 176 176 6000 6000 212 212 9711 1818 7893 17600 17600 27311 1818 25493 -18781 8807 4136 13024 12529 12529 1804 2053 2053 226198 207663 201496 241026 222245 216078 0 X 241026 222245 241026 222245 241026 222245 241026 -18781 222245 222245 6489 122 122 122 122 false false false false false false false true true AL true false false false false true N/A JUDITH W DANIEL 2059676482 3017 WARRINGTON ROAD BIRMINGHAM AL 35223 false false false false false false false false false false false false false false false false false false false false JUDITH W DANIEL 3017 WARRINGTON ROAD BIRMINGHAM AL 35223 DIRECTOR 5.00 0 0 0 W ANDREW DANIEL 3017 WARRINGTON ROAD BIRMINGHAM AL 35223 DIRECTOR 1.00 0 0 0 HEATHER L PRECISE 3429 SAGEWOOD TRAIL BIRMINGHAM AL 35243 DIRECTOR 1.00 0 0 0 JAMES C MUSGRAVE 9116 PROVIDENCE AVE SILVER SPRINGS MD 20901 DIRECTOR 1.00 0 0 0 NONE NONE TO MAKE DONATIONS TO RELIGIOUS, CHARITABLE, EDUCATIONAL AND SCIENTIFIC ENDEAVORS. N/A 211265 14707 0 225972 225972 3390 222582 11129 11129 122 122 11007 11007 11007 25493 25493 11007 20443 14186 16253 14988 10551 76421 25493 11007 14486 90907 0 20443 70464 14186 16253 14988 10551 14486 X JUDITH DANIEL 3017 WARRINGTON DRIVE BIRMINGHAM AL 35223 2059676482 A WIDER CIRCLE 9159 BROOKVILLE RD SILVER SPRING MD 20910 SELF-HELP/AID 500 ALABAMA CHILDRENS HOSPITAL FDN 1600 7TH AVE S LEE BUILDING SUITE 201 BIRMINGHAM AL 35233 MEDICAL 5000 ALZHEIMER'S ASSOCIATION 1 METROPLEX DR SUITE 230 BIRMINGHAM AL 35209 MEDICAL 1000 AMERICAN HORTICULTURAL SO 7931 EAST BOULEVARD DR ALEXANDRIA VA 22308 ENVIRONMENTAL 1000 BIRMINGHAM MUSIC CLUB GUILD 1807 3RD AVE N BIRMINGHAM AL 35203 ARTS 500 BREAST CANCER RESEARCH FOUNDATION 28 WEST 44TH STREET SUITE 609 NEW YORK NY 10036 MEDICAL 2000 CHESAPEAKE BAY FOUNDATION 6 HERDON AVE ANNAPOLIS MD 21403 ENVIRONMENT 500 GREATER BIRMINGHAM HUMANE SOCIETY 300 SNOW DRIVE BIRMINGHAM AL 35209 SELF-HELP/AID 500 LEUKEMIA LYMPHOMA SOCIETY 3500 BLUE LAKE DRIVE SUITE 225 BIRMINGHAM AL 35243 MEDICAL 1000 OHIO WESLEYAN UNIVERSITY 61 S SANDUSKY STREET DELAWARE OH 43015 EDUCATIONAL 1000 PARKINSON ASSOCIATION OF ALABAMA 837 ABERLADY PLACE BIRMINGHAM AL 35242 MEDICAL 100 SHEPHERD'S TABLE INC 8106 GEORGIA AVE SILVER SPRING MD 20910 SELF-HELP/AID 500 SMILE-A-MILE 1600 2ND AVE S BIRMINGHAM AL 35233 SELF -HELP/AID 1000 THE NATURE CONSERVANCY OF AL 2100 1ST AVE N BIRMINGHAM AL 35203 ENVIRONMENTAL 500 UAB DIV OF ADOLESCENT MEDICINE 1720 2ND AVE S BIRMINGHAM AL 35294 MEDICAL 2000 WBHM PUBLIC RADIO 650 11TH STREET S BIRMINGHAM AL 35233 ARTS 500 17600 4136 4394 8530 8530 4 INCOME FROM INVESTMENTS DONATED TO OTHER CHARITABLE ORGANIZATIONS. 8 INCOME FROM INVESTMENTS DONATED TO OTHER CHARITABLE ORGANIZATIONS. false false false false false false false false false false ANNUAL 990PF PREPARATION FEE 1505 1505 AB INCOME FUND ADVISOR PURCHASE 2023-04 1780 2185 -405 AMG YACKTMAN FUND I PURCHASE 2023-04 1960 1930 30 ARTISAN INTERNATIONAL ADV PURCHASE 2023-04 5330 4103 1227 BLACKROCK STRATEGIC MUNI OPPOR PURCHASE 2023-04 8130 9209 -1079 CATALYST MILLBURN HEDGE STRATEGY PURCHASE 2023-04 3280 3011 269 CAUSEWAY INTERNATIONAL VALUE INSTL PURCHASE 2023-04 9050 7650 1400 DELAWARE SMALL CAP VALUE INSTL PURCHASE 2023-04 1560 1531 29 FIDELITY ADVISOR INTL SMALL CAP CL Z PURCHASE 2023-04 11849 11497 352 FIDELITY LOW PRICED STOCK PURCHASE 2022-04 2040 2118 -78 INVESCO DEVELOPING MARKETS Y PURCHASE 2023-04 13799 16601 -2802 PIMCO INCOME CL I3 CONF PURCHASE 2023-04 3070 3440 -370 PIMCO INTL BD US DOLLAR HEDGED PURCHASE 2023-04 2010 2262 -252 T ROW PRICE QM US SML CAP GROWTH PURCHASE 2023-04 3790 4206 -416 INVESTMENTS AT COST 207663 201496 EXPENSES POSTAGE 212 212 INVESTMENT FEES 1818 1818 FEDERAL INCOME TAXES 176 176