2024-09-04T15:11:22-05:00 2023-12-31 630933119 JAMISONMONEYFARMER PC PO BOX 2347 TUSCALOOSA AL 35403 990PF 2023-01-01 636061552 THE REESE PHIFER JR MEMORIAL ATTN SUSAN CORK REES 2057504434 PO BOX 1700 TUSCALOOSA AL 35403 SUSAN CORK OFFICER 2057504434 2024-07-11 1 0 CARL T JAMISON P00138903 2053458440 2024-06-21 2023 2024-08-08 14:25:15Z X 3720026 X 1400000 87721 87721 -25630 421499 0 1462091 87721 0 0 0 1100 0 1100 19972 19972 0 549 549 0 21621 20521 1100 262850 262850 284471 20521 263950 1177620 67200 23456 159507 159507 80570 142815 142815 2230164 3209488 3417704 2334190 3511810 3720026 0 0 X 0 0 0 0 2334190 3511810 2334190 3511810 2334190 3511810 2334190 1177620 0 3511810 0 3511810 BANK OF AMERICA #8001 S/T COVERED 2023-06-30 2023-12-31 186291 176986 9305 9305 BANK OF AMERICA #8001 L/T COVERED 2022-06-30 2023-12-31 235208 270143 -34935 -34935 -25630 934 0 934 0 934 677 0 0 0 677 0 257 0 0 0 0 0 0 0 0 0 0 1 1 AL 1 0 0 0 0 1 N/A SUSAN P CORK 2057504434 PO BOX 1700 TUSCALOOSA AL 35403 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BEVERLY PHIFER 4400 KAULOOSA AVENUE TUSCALOOSA AL 35401 TRUSTEE 5.00 0 0 0 SUSAN PHIFER CORK 4400 KAULOOSA AVENUE TUSCALOOSA AL 35401 TRUSTEE 5.00 0 0 0 KAREN PHIFER BROOKS 4400 KAULOOSA AVENUE TUSCALOOSA AL 35401 TRUSTEE 5.00 0 0 0 NONE 0 NONE 0 0 2733492 203174 0 2936666 0 0 2936666 44050 2892616 144631 144631 934 934 143697 0 143697 0 143697 263950 0 263950 143697 0 0 342715 327148 151167 97963 250484 1169477 263950 0 0 0 143697 120253 0 0 1289730 0 0 0 0 0 0 342715 947015 327148 151167 97963 250484 120253 SUSAN PHIFER CORK CO PHIFER INC 4400 KAULOOSA AVE TUSCALOOSA AL 35401 2057502807 NO SPECIFIC FORMAT IS REQUIRED NONE NONE ARTS AND AUTISM 2625 8TH STREET TUSCALOOSA AL 35401 ANNUAL GIVING 1000 CARING DAYS 943 31ST STREET E TUSCALOOSA AL 35405 ANNUAL GIVING 1000 CATHOLIC SOCIAL SERVICES OF WEST ALABAMA 608 JAMES I HARRISON JR PKWY TUSCALOOSA AL 35045 ANNUAL GIVING 100 CHAMBER OF COMMERCE (ADOPT A SCHOOL) 2222 9TH STREET TUSCALOOSA AL 35401 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35487 TRUSTEE FUND 5000 THE UNIVERSITY OF ALABAMA 801 UNIVERSITY BLVD TUSCALOOSA AL 35487 CHI PHI FUND 5000 THE UNIVERSITY OF ALABAMA 801 UNIVERSITY BLVD TUSCALOOSA AL 35487 OPERA GUILD 250 THE UNIVERSITY OF ALABAMA 801 UNIVERSITY BLVD TUSCALOOSA AL 35487 CROSSING POINTS 1500 THEATRE TUSCALOOSA 9500 OLD GREENSBORO RD TUSCALOOSA AL 35405 ANNUAL GIVING 5000 TUSCALOOSA CHILDREN'S CENTER 520 LARTIN LUTHER KING FR BLVD TUSCALOOSA AL 35401 ANNUAL GIVING 5000 TUSCALOOSA COUNTY FRATERNAL ORDER OF POLICE 3250 9TH CT TUSCALOOSA AL 35401 COPS AND KIDS BACK TO SCHOOL 500 TUSCALOOSA FIRE AND RESCUE 2201 UNIVERSITY BLVD TUSCALOOSA AL 35401 ANNUAL GIVING 500 TUSCALOOSA SYMPHONY ASSOCIATION 600 GREENSBORO AVENUE TUSCALOOSA AL 35401 ANNUAL GIVING 3000 TUSCALOOSA'S ANGELS PO BOX 3001 TUSCALOOSA AL 35403 ANNUAL GIVING 1500 UNITED WAY OF WEST ALABAMA 2720 6TH STREET 100 TUSCALOOSA AL 35401 ANNUAL GIVING (**5 AGENCIES) 50000 WEST ALABAMA FOOD BANK 3160 MCFARLAND BLVD NORTHPORT AL 35476 CAPITAL CAMPAIGN (2 OF 5) 100000 AMERICAN CANCER SOCIETY 2132 MCFARLAND BLVD E TUSCALOOSA AL 35401 ANNUAL GIVING 5000 ALABAMA CHOIR SCHOOL 605 LURLEEN B WALLACE N BLVD TUSCALOOSA AL 35401 ANNUAL GIVING 500 ALABAMA HEALTH CARE HALL OF FAME 600 CORPORATE PKWY 125 BIRMINGHAM AL 35242 ANNUAL GIVING 500 ALABAMA MARINE FOUNDATION 1655 MCFARLAND N BLVD TUSCALOOSA AL 35406 ANNUAL GIVING 500 DRUID CITY PRIDE PO BOX 1903 TUSCALOOSA AL 35403 FESTIVAL 100 EAGLES' WINGS 12379 EAGLES WINGS DR COKER AL 35452 ANNUAL GIVING TALENT SEARCH 1000 FAMILY COUNSELING SERVICES 2020 PAUL W BRYANT DR TUSCALOOSA AL 35401 ANNUAL GIVING 1000 HABITAT FOR HUMANITY 504 14TH ST TUSCALOOSA AL 35401 CAMPAIGN (1 OF 5) 7000 WELDY HOME FOR CHILDREN 13271 AL 171 WINFIELD AL 35594 FAYETTE KIWANIS KLASSIC 1000 MAGIC MOMENTS 2112 11TH AVE S 219 BIRMINGHAM AL 35205 ANNUAL GIVING 500 MARANATHA SDA CHURCH 2614 HERMAN AVE TUSCALOOSA AL 35401 ANNUAL GIVING 100 O'NEAL COMPREHENSIVE CANCER CENTER AT UAB 1824 6TH AVE S BIRMINGHAM AL 35233 ANNUAL GIVING 1000 PUBLIC AFFAIRS RESEARCH COUNCIL OF AL 800 LAKESHORE PKWY BIRMINGHAM AL 35211 ANNUAL GIVING 250 SALVATION ARMY 2902 GREENSBORO AVE TUSCALOOSA AL 35401 ANNUAL GIVING 5000 SECRET MEALS FOR HUNGRY CHILDREN 220 PAUL W BRYANT DR TUSCALOOSA AL 35401 ANNUAL GIVING 500 SHELTON STATE COMMUNITY COLLEGE 9500 OLD GREENSBORO RD TUSCALOOSA AL 35405 GED SCHOLARSHIPS 250 SPECIAL PROGRAMMING FOR ACHIEVEMENT NETWORK 104 SPACEGATE DRIVE HUNTSVILLE AL 35806 ANNUAL GIVING 500 THE SABAN CENTER 2201 UNIVERSITY BLVD TUSCALOOSA AL 35401 CAPITAL CAMPAIGN (2 OF 5) 20000 TUSCALOOSA CITY SCHOOLS EDUCATION FUND 2222 9TH STREET TUSCALOOSA AL 35401 CAPITAL CAMPAIGN (2 OF 5) 10000 TUSCALOOSA CHILDREN'S THEATRE 601 ENERGY CENTER BLVD NORTHPORT AL 35473 ANNUAL GIVING 1000 TUSCALOOSA CIVIL RIGHTS HISTORY AND RECONCILIATION FOUNDATION PO BOX 71103 TUSCALOOSA AL 35407 ANNUAL GIVING 1000 VETERANS OF FOREIGN WARS 7001 UNIVERSITY BLVD E COTTONDALE AL 35453 ANNUAL GIVING 100 262850 0 14 87721 14 -25630 0 62091 0 62091 0 0 0 0 0 0 0 0 0 0 X X 1 PHIFER INC P O BOX 1700 TUSCALOOSA AL 35403 1400000 X ACCOUNTING FEES-JMF 1100 0 1100 STOCK 3209488 3417704 ML - INVESTMENT FEES 19972 19972 0 ML - FOREIGN TAXES 549 549 0