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THE THOMAS E JERNIGAN FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
THE THOMAS E JERNIGAN FOUNDATION (EIN 63-0935852)
Tax period
2020-04-01 to 2021-03-31
Filed
2021-08-06
IRS object ID
202142189349100809
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-08-06T11:55:36-05:00ReturnTs
Tax Period End2021-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN630813240PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PEARCE BEVILL LEESBURG MOORE PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1110 OFFICE PARK DRAddressLine1Txt
CityBIRMINGHAMCityNm
State AbbreviationALStateAbbreviationCd
ZIP35223ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN630935852EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE THOMAS E JERNIGAN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTHOMBusinessNameControlTxt
Phone2058708560PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12000 MORRIS AVENUE SUITE 1500AddressLine1Txt
CityBIRMINGHAMCityNm
State AbbreviationALStateAbbreviationCd
ZIP352034178ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLISA JERNIGANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2058708560PhoneNum
Signature2021-07-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLISAPersonFirstNm
Person LastJERNIGANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCARLOS MCDONALDPreparerPersonNm
PTINP00236930PTIN
Phone2053235440PhoneNum
Preparation2021-07-28PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$17,180,371FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$18InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$18InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$340,424DividendsRevAndExpnssAmt
Dividends Net Invst Incm$340,424DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$797,915NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,331,834GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$797,915CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,138,357TotalRevAndExpnssAmt
Total Net Invst Incm$1,138,357TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,850AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,425AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,425AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$269,298OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$188,735OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$80,563OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,784TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,784TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$46,544OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$23,344OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$23,200OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$323,476TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$217,288TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$106,188TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$647,651ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$647,651ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$971,127TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$217,288TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$753,839TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$167,230ExcessRevenueOverExpensesAmt
Net Investment Income$921,069NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$12,345CashBOYAmt
Cash EOY$21,020CashEOYAmt
Cash EOYFMV$21,020CashEOYFMVAmt
Sav And Temp Cash Invst BOY$182,561SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$166,053SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$166,053SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$8,190,926CorporateStockBOYAmt
Corporate Stock EOY$8,882,640CorporateStockEOYAmt
Corporate Stock EOYFMV$12,594,290CorporateStockEOYFMVAmt
Corporate Bonds BOY$4,133,483CorporateBondsBOYAmt
Corporate Bonds EOY$3,578,479CorporateBondsEOYAmt
Corporate Bonds EOYFMV$3,938,681CorporateBondsEOYFMVAmt
Other Investments BOY$282,002OtherInvestmentsBOYAmt
Other Investments EOY$320,957OtherInvestmentsEOYAmt
Other Investments EOYFMV$460,327OtherInvestmentsEOYFMVAmt
Total Assets BOY$12,801,317TotalAssetsBOYAmt
Total Assets EOY$12,969,149TotalAssetsEOYAmt
Total Assets EOYFMV$17,180,371TotalAssetsEOYFMVAmt
Accounts Payable BOY$48,839AccountsPayableBOYAmt
Accounts Payable EOY$49,441AccountsPayableEOYAmt
Total Liabilities BOY$48,839TotalLiabilitiesBOYAmt
Total Liabilities EOY$49,441TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$12,752,478RetainedEarningBOYAmt
Retained Earning EOY$12,919,708RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$12,752,478TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$12,919,708TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$12,801,317TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$12,969,149TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$12,752,478TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$167,230ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$12,919,708SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$12,919,708TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
NBC SECURITIESP$2,154,453$1,918,841$235,612$235,612
NBC SECURITIESP$3,177,381$2,615,078$562,303$562,303
FieldValueIRS element (for citing)
Capital Gain Net Income$797,915CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$12,803InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$12,803SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$12,803TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,990EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,990TotalPaymentsAndCreditsAmt
Es Penalty$20EsPenaltyAmt
Tax Due$9,833TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateALOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJACK GRISSOMIndividualWithBooksNm
Phone2053238560PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12000 MORRIS AVENUE SUITE 1500AddressLine1Txt
CityBIRMINGHAMCityNm
State AbbreviationALStateAbbreviationCd
ZIP352034178ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnYes (1)SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonLISA R JERNIGANPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1POST OFFICE BOX 59428AddressLine1Txt
CityBIRMINGHAMCityNm
State AbbreviationALStateAbbreviationCd
ZIP35259ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos5.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$15,844,487AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$204,955AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$16,049,442TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$16,049,442AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$240,742CashDeemedCharitableAmt
Net Vl Noncharitable Assets$15,808,700NetVlNoncharitableAssetsAmt
Minimum Investment Return$790,435MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$790,435MinimumInvestmentReturnAmt
Tax Based On Investment Income$12,803TaxBasedOnInvestmentIncomeAmt
Total Tax$12,803TotalTaxAmt
Distributable Before Adj$777,632DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$777,632DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$777,632DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$753,839ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$753,839QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$753,839AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$777,632DistributableAsAdjustedAmt
Undistributed Income PY$646,806UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$753,839QualifyingDistributionsAmt
Applied To Year1$646,806AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$107,033AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$670,599UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCd
ALABAMA WILDLIFE FEDERATION
3050 LANARK ROADMILLBROOKAL36054NONEPUBLIC CHARITYGENERAL FUND$17,500
ALTADENA VALLEY PRESBYTERIAN CHURCH
4660 CALDWELL MILL ROADBIRMINGHAMAL35243NONECHURCHGENERAL FUND$3,000
AMERICAN CANCER SOCIETY
1100 IRELAND WAY SUITE 300BIRMINGHAMAL35205NONEPUBLIC CHARITYFUND CANCER RESEARCH$10,000
AMERICAN HEART ASSOCIATION
1449 MEDICAL PARK DRIVE SBIRMINGHAMAL35213NONEPUBLIC CHARITYGENERAL FUND$25,000
BIGTIME MINISTRIES
2910 CAHABA HEIGHTS RDMOUNTAIN BROOKAL35243NONECHURCHGENERAL FUND$10,000
BIRMINGHAM HOLOCAUST EDUCATION CENTER
2222 ARLINGTON AVEBIRMINGHAMAL35205NONEPUBLIC CHARITYGENERAL FUND$5,000
BIRMINGHAM ZOO
2630 CAHABA ROADBIRMINGHAMAL35223NONEPUBLIC CHARITYGENERAL FUND$15,000
CAMPFIRE ALABAMA
106 OXMOOR ROAD 152BIRMINGHAMAL35209NONEPUBLIC CHARITYGENERAL FUND$9,600
COASTAL CONSERVATION ASSOCIATION OF ALABAMA
PO BOX 16987MOBILEAL36616NONEPUBLIC CHARITYGENERAL FUND$15,000
COMPREHENSIVE CANCER CENTER
1824 6TH AVENUE SOUTHBIRMINGHAMAL35233NONEPUBLIC CHARITYGENERAL FUND$25,000
COOPER FARM RODEO
14880 HWY 61WILSONVILLEAL35186NONEPUBLIC CHARITYGENERAL FUND$5,000
CRISIS CENTER BIRMINGHAM
3600 8TH AVE S 501BIRMINGHAMAL35222NONEPUBLIC CHARITYGENERAL FUND$25,000
CUMBERLAND SCHOOL OF LAW
305 RILEY ROADBIRMINGHAMAL35229NONEUNIVERSITYGENERAL FUND$25,000
DEMOPOLIS MASONIC LODGE
AL-13DEMOPOLISAL36732NONEPUBLIC CHARITYGENERAL FUND$500
DUCKS UNLIMITED
17 NORTH 20TH STREET SUITE 2000BIRMINGHAMAL35206NONEPUBLIC CHARITYGENERAL FUND$58,001
FRIENDS OF BIRMINGHAM BOTANICAL GARDENS
2612 LANE PARK RDBIRMINGHAMAL35223NONEPUBLIC CHARITYGENERAL FUND$15,000
GLENWOOD AUTISM AND BEHAVIORAL HEALTH CENTER
150 GLENWOOD LANEBIRMINGHAMAL35242NONEPUBLIC CHARITYGENERAL FUND$10,000
GREATER BIRMINGHAM HUMANCE SOCIETY
300 SNOW DRBIRMINGHAMAL35209NONEPUBLIC CHARITYGENERAL FUND$15,000
HIGHLANDS UNITED METHODIST CHURCH
1045 20TH ST SBIRMINGHAMAL35205NONECHURCHGENERAL FUND$3,000
KINGS HOME
KINGS HOME DRCHELSEAAL35043NONEPUBLIC CHARITYGENERAL FUND$25,000
LEUKEMINA AND LYMPHOMA SOCIETY
3500 BLUE LAKE DRIVE 225BIRMINGHAMAL35243NONEPUBLIC CHARITYGENERAL FUND$15,000
LINLEY HEFLIN FOUNDATION
13 OFFICE PARK CIRCLE SUITE 8BIRMINGHAMAL35223NONEPUBLIC CHARITYGENERAL FUND$20,000
MCWANE SCIENCE CENTER
200 19TH STREET NORTHBIRMINGHAMAL35203NONEPUBLIC CHARITYGENERAL FUND$15,000
MOUNTAIN BROOK HIGH SCHOOL ATHLETICS
3650 BETHUNE DRIVEMOUNTAIN BROOKAL35223NONEPUBLIC SCHOOLGENERAL FUND$5,000
MT BROOK CITY SCHOOL FOUNDATION
3650 BETHUNE DRIVEMOUNTAIN BROOKAL35223NONEPUBLIC CHARITYFUND ATHLETIC PROGRAMS$10,000
NATIONAL WILD TURKEY FEDERATION
PO BOX 530EDGEFIELDSC29824NONEPUBLIC CHARITYGENERAL FUND - BIRMINGHAM CHAPTER$1,050
NEW BETHLEHEM BAPTIST
1730 11TH AVENUE NORTHBIRMINGHAMAL35020NONECHURCHRELIGIOUS FELLOWSHIP$3,000
RISE PROGRAM
804 LANDMARK DRIVEGLEN BURNIEMD21061NONEPUBLIC CHARITYGENERAL FUND$12,500
ROBERT E REED FOUNDATION
PO BOX 530186BIRMINGHAMAL35253NONEPUBLIC CHARITYGENERAL FUND$20,000
RONALD MCDONALD HOUSE CHARITIES
1700 4TH AVE SBIRMINGHAMAL35233NONEPUBLIC CHARITYGENERAL FUND$10,000
ST LUKE'S EPISCOPAL CHURCH
3736 MONTROSE RDMOUNTAIN BROOKAL35213NONECHURCHGENERAL FUND$26,000
ST MARY'S ON THE HIGHLANDS EPISCOPAL CHURCH
1910 12TH AVE SBIRMINGHAMAL35205NONECHURCHGENERAL FUND$53,000
ST PAUL UNITED METHODIST
1500 6TH AVE NBIRMINGHAMAL35203NONECHURCHGENERAL FUND$3,000
STUDIO BY THE TRACKS
PO BOX 101144IRONDALEAL35210NONEPUBLIC CHARITYGENERAL FUND$10,000
UNITED ABILITY
100 OSLO CIRCLEBIRMINGHAMAL35211NONEPRIVATE FOUNDATIONGENERAL FUND$10,000
UNITED WAY
3600 8TH AVE SBIRMINGHAMAL35222NONEPUBLIC CHARITYGENERAL FUND$8,500
YWCA
309 23RD ST NBIRMINGHAMAL35203NONEPUBLIC CHARITYGENERAL FUND$6,000
MAGIC MOMENTS
1600 7TH AVENUE SOUTHBIRMINGHAMAL35233NONEPUBLIC CHARITYGENERAL FUND$10,000
VULCAN PARK
1701 VALLEY VIEW DRIVEBIRMINGHAMAL35209NONEPUBLIC CHARITYGENERAL FUND$25,000
ON RIVER TIME
800 CORPORATE PKWY STE 100BIRMINGHAMAL35242NONEPUBLIC CHARITYGENERAL FUND$10,000
ALABAMA LYRIC THEATRE
1800 3RD AVE NBIRMINGHAMAL35203NONEPUBLIC CHARITYGENERAL FUND$10,000
LORD WEDGEWOOD CHARITY
211 SUMMIT PARKWAY STE 100BIRMINGHAMAL35209NONEPUBLIC CHARITYGENERAL FUND$2,500
CRIPPLED CHILDREN'S FOUNDATION
2019 4TH AVE NBIRMINGHAMAL35203NONEPUBLIC CHARITYGENERAL FUND$5,000
BIG OAK RANCH
6000 SHELLEY DRSPRINGVILLEAL35146NONEPUBLIC CHARITYGENERAL FUND$25,000
FRIENDSHIP COMMUNITY CHURCH
CHURCH RDGARDENDALEAL35071NONECHURCHGENERAL FUND$3,000
ESG FOUNDATION
NONEPRIVATE FOUNDATIONGENERAL FUND$2,50093 TABERNACLE DTLONDONEC2A 4BAUK
CASA OF JEFFERSON COUNTY
120 2ND CT NBIRMINGHAMAL35204NONEPUBLIC CHARITYGENERAL FUND$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$647,651TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$18ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$340,424ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$797,915ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,138,357ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,138,357TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,850Amt
Net Investment Income$2,425NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,425DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondNBC SECURITIES PROAM NBCS ASSET MGMT - FIXEDBondNm
EOY Book Value$3,578,479EOYBookValueAmt
EOYFMV$3,938,681EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
NBC SECURITIES PROAM DANA - LARGE GROWTH$1,733,376$2,445,058
NBC SECURITIES PROAM NBCS ASSET MGMT - EQUITY$4,950,417$6,814,030
NBC SECURITIES PROAM WH REAVES$1,004,780$1,453,567
NBC SECURITIES PROAM WH HODGES$327,609$571,501
NBC SECURITIES PROAM DANA - SMALL EQUITY$866,458$1,310,134

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
NBC SECURITIES PROAM WH REAVESAT COST$248,104$382,314
NBC SECURITIES PROAM DANA - SMALL EQUITYAT COST$72,853$78,013

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADMINISTRATIVE MANAGEMENT$46,200$23,100$23,100
BANK CHARGES$144$144$0
BUSINESS LICENSE$200$100$100

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MONEY MANAGEMENT FEES$108,171$108,171$0
MANAGEMENT FEES$161,127$80,564$80,563

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$2,784Amt
Net Investment Income$2,784NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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