BETA

THE THOMAS E JERNIGAN FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
THE THOMAS E JERNIGAN FOUNDATION (EIN 63-0935852)
Tax period
2018-04-01 to 2019-03-31
Filed
2019-07-29
IRS object ID
201922109349101107
Schema version
2018v3.1
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)
Return2019-07-29T14:52:33-05:00ReturnTs
Tax Period End2019-03-31TaxPeriodEndDt

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 Begin2018-04-01TaxPeriodBeginDt

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
Signature2019-07-22SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCARLOS MCDONALDPreparerPersonNm
PTINP00236930PTIN
Phone2053235440PhoneNum
Preparation2019-07-16PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address50.58.253.10IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-07-22IPDt
IP Tm14:10:37IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id571E0E3FE201E9EABA7D3EA55CFD3FD099585042AtSubmissionCreationDeviceId
At Submission Filing Device Id1EA374C183E84A304B1A1B5C23968386A5D20F48AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$15,164,770FMVAssetsEOYAmt
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$498InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$498InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$472,514DividendsRevAndExpnssAmt
Dividends Net Invst Incm$472,514DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$423,891NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,486,049GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$423,891CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$896,903TotalRevAndExpnssAmt
Total Net Invst Incm$896,903TotalNetInvstIncmAmt
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$3,930AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,965AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,965AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$247,613OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$174,160OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$73,453OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,369TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,369TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$46,543OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$23,343OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$23,200OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$299,455TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$200,837TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$98,618TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$661,150ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$661,150ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$960,605TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$200,837TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$759,768TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$63,702ExcessRevenueOverExpensesAmt
Net Investment Income$696,066NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$8,979CashBOYAmt
Cash EOY$18,567CashEOYAmt
Cash EOYFMV$18,567CashEOYFMVAmt
Sav And Temp Cash Invst BOY$197,088SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$171,225SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$171,225SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$7,960,426CorporateStockBOYAmt
Corporate Stock EOY$8,206,475CorporateStockEOYAmt
Corporate Stock EOYFMV$9,697,915CorporateStockEOYFMVAmt
Corporate Bonds BOY$5,182,730CorporateBondsBOYAmt
Corporate Bonds EOY$4,781,978CorporateBondsEOYAmt
Corporate Bonds EOYFMV$4,934,887CorporateBondsEOYFMVAmt
Other Investments BOY$168,671OtherInvestmentsBOYAmt
Other Investments EOY$277,419OtherInvestmentsEOYAmt
Other Investments EOYFMV$342,176OtherInvestmentsEOYFMVAmt
Total Assets BOY$13,517,894TotalAssetsBOYAmt
Total Assets EOY$13,455,664TotalAssetsEOYAmt
Total Assets EOYFMV$15,164,770TotalAssetsEOYFMVAmt
Accounts Payable BOY$47,309AccountsPayableBOYAmt
Accounts Payable EOY$48,781AccountsPayableEOYAmt
Total Liabilities BOY$47,309TotalLiabilitiesBOYAmt
Total Liabilities EOY$48,781TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$13,470,585RetainedEarningBOYAmt
Retained Earning EOY$13,406,883RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$13,470,585TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$13,406,883TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$13,517,894TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$13,455,664TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$13,470,585TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$63,702ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$13,406,883SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$13,406,883TotNetAstOrFundBalancesEOYAmt

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$1,610,816$1,653,385-$42,569-$42,569
NBC SECURITIESP$2,875,233$2,408,773$466,460$466,460
FieldValueIRS element (for citing)
Capital Gain Net Income$423,891CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$761,842AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$15,185,743NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.050168DistributionYr1Rt
Adjusted Qlfy Distri Yr2$716,816AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$15,095,690NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.047485DistributionYr2Rt
Adjusted Qlfy Distri Yr3$719,847AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$14,898,607NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.048316DistributionYr3Rt
Adjusted Qlfy Distri Yr4$751,947AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$14,224,655NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.052862DistributionYr4Rt
Adjusted Qlfy Distri Yr5$733,594AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$15,746,125NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.046589DistributionYr5Rt
Total Distribution0.245420TotalDistributionRt
Average Distribution0.049084AverageDistributionRt
Net Vl Noncharitable Assets$14,688,626NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$720,977AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$6,961NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$727,938AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$759,768QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$6,961InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$6,961SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$6,961TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$14,336EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$14,336TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$7,375OverpaymentAmt
Applied To ES Tax$7,375AppliedToESTaxAmt
Refund$0RefundAmt

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$14,728,791AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$183,520AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$14,912,311TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$14,912,311AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$223,685CashDeemedCharitableAmt
Net Vl Noncharitable Assets$14,688,626NetVlNoncharitableAssetsAmt
Minimum Investment Return$734,431MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$734,431MinimumInvestmentReturnAmt
Tax Based On Investment Income$6,961TaxBasedOnInvestmentIncomeAmt
Total Tax$6,961TotalTaxAmt
Distributable Before Adj$727,470DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$727,470DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$727,470DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$759,768ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$759,768QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$6,961PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$752,807AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$727,470DistributableAsAdjustedAmt
Undistributed Income PY$657,040UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$759,768QualifyingDistributionsAmt
Applied To Year1$657,040AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$102,728AppliedToCurrentYearAmt
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$624,742UndistributedIncomeCYAmt
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 (49 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALABAMA CASA NETWORK
1919 OXMOOR RD 381BIRMINGHAMAL35209NONEPUBLIC CHARITYGENERAL FUND$10,000
ALABAMA SPORTS HALL OF FAME
2150 RICHARD ARRINGTON BLVDBIRMINGHAMAL35203NONEPUBLIC CHARITYGENERAL FUND$20,000
ALABAMA WILDLIFE FEDERATION
3050 LANARK ROADMILLBROOKAL36054NONEPUBLIC CHARITYGENERAL FUND$33,000
ALTADENA VALLEY PRESBYTERIAN CHURCH
4660 CALDWELL MILL ROADBIRMINGHAMAL35243NONECHURCHGENERAL FUND$3,000
AMERICAN CANCER SOCIETY
1100 IRELAND WAY SUITE 300BIRMINGHAMAL35205NONEPUBLIC CHARITYFUND CANCER RESEARCH$30,000
AMERICAN HEART ASSOCIATION
1449 MEDICAL PARK DRIVE SBIRMINGHAMAL35213NONEPUBLIC CHARITYGENERAL FUND$10,000
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$5,000
BREAST CANCER RESEARCH FOUNDATION
PO BOX 531225BIRMINGHAMAL35253NONEPUBLIC CHARITYGENERAL FUND$5,000
CAMPFIRE ALABAMA
106 OXMOOR ROAD 152BIRMINGHAMAL35209NONEPUBLIC CHARITYGENERAL FUND$10,000
COASTAL CONSERVATION ASSOCIATION OF ALABAMA
PO BOX 16987MOBILEAL36616NONEPUBLIC CHARITYGENERAL FUND$15,000
CUMBERLAND SCHOOL OF LAW
305 RILEY ROADBIRMINGHAMAL35229NONEUNIVERSITYGENERAL FUND$25,000
DAYSTAR CHURCH
200 DAYSTAR DRIVECULLMANAL35057NONECHURCHGENERAL FUND$3,000
DUCKS UNLIMITED
17 NORTH 20TH STREET SUITE 2000BIRMINGHAMAL35206NONEPUBLIC CHARITYGENERAL FUND$58,000
ESPN
2 RIVERCHASE OFFICE PLAZA SUITE 110BIRMINGHAMAL35244NONEPUBLIC CHARITYBIRMINGHAM BOWL$5,000
EXCEPTIONAL FOUNDATION
1616 OXMOOR ROADBIRMINGHAMAL35209NONEPUBLIC CHARITYGENERAL FUND$2,500
FAUNSDALE FOUNDATION
PO BOX 222FAUNSDALEAL36738NONEPUBLIC CHARITYGENERAL FUND$10,000
FRIENDS OF BIRMINGHAM BOTANICAL GARDENS
2612 LANE PARK RDBIRMINGHAMAL35223NONEPUBLIC CHARITYGENERAL FUND$17,000
GLENWOOD AUTISM AND BEHAVIORAL HEALTH CENTER
150 GLENWOOD LANEBIRMINGHAMAL35242NONEPUBLIC CHARITYGENERAL FUND$10,000
HIGHLANDS UNITED METHODIST CHURCH
1045 20TH ST SBIRMINGHAMAL35205NONECHURCHGENERAL FUND$3,000
LINLEY HEFLIN FOUNDATION
13 OFFICE PARK CIRCLE SUITE 8BIRMINGHAMAL35223NONEPUBLIC CHARITYGENERAL FUND$20,000
MCWANE SCIENCE CENTER
200 19TH STREET NORTHBIRMINGHAMAL35203NONEPUBLIC CHARITYGENERAL FUND$25,000
MOUNTAIN BROOK HIGH SCHOOL ATHLETICS
3650 BETHUNE DRIVEMOUNTAIN BROOKAL35223NONEPUBLIC SCHOOLGENERAL FUND$8,000
NATIONAL WILD TURKEY FEDERATION
PO BOX 530EDGEFIELDSC29824NONEPUBLIC CHARITYGENERAL FUND - BIRMINGHAM CHAPTER$2,500
NEW BETHLEHEM BAPTIST
1730 11TH AVENUE NORTHBIRMINGHAMAL35020NONECHURCHRELIGIOUS FELLOWSHIP$3,000
PROGRESSIVE BAPTIST CHURCH
215 84TH STREET SOUTHBIRMINGHAMAL35206NONECHURCHRELIGIOUS FELLOWSHIP$3,000
RISE PROGRAM
804 LANDMARK DRIVEGLEN BURNIEMD21061NONEPUBLIC CHARITYGENERAL FUND$10,000
ROBERT E REED FOUNDATION
PO BOX 530186BIRMINGHAMAL35253NONEPUBLIC CHARITYGENERAL FUND$15,000
RONALD MCDONALD HOUSE CHARITIES
1700 4TH AVE SBIRMINGHAMAL35233NONEPUBLIC CHARITYGENERAL FUND$15,000
SAWYERVILLE DAY CAMP
521 20TH ST NBIRMINGHAMAL35203NONECHURCHGENERAL FUND$15,000
ST LUKE'S EPISCOPAL CHURCH
3736 MONTROSE RDMOUNTAIN BROOKAL35213NONECHURCHGENERAL FUND$46,000
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$20,000
UNITED WAY
3600 8TH AVE SBIRMINGHAMAL35222NONEPUBLIC CHARITYGENERAL FUND$60,000
UNIVERSITY OF ALABAMA AT BIRMINGHAM
1720 2ND AVE SBIRMINGHAMAL35233NONEPUBLIC UNIVERSITYGENERAL FUND$10,000
YWCA
309 23RD ST NBIRMINGHAMAL35203NONEPUBLIC CHARITYGENERAL FUND$6,000
BALLET GUILD OF BIRMINGHAM
PO BOX 530204BIRMINGHAMAL35253NONEPUBLIC CHARITYGENERAL FUND$2,000
LEUKEMINA AND LYMPHOMA SOCIETY
3500 BLUE LAKE DRIVE 225BIRMINGHAMAL35243NONEPUBLIC CHARITYGENERAL FUND$2,500
UNITED ABILITY
100 OSLO CIRCLEBIRMINGHAMAL35211NONEPRIVATE FOUNDATIONGENERAL FUND$10,000
JERRY PATE NATIONAL INTERCOLLEGIATE
7251 OLD OVERTON CLUB DRVESTAVIA HILLSAL35242NONEUNIVERSITYGENERAL FUND$5,000
DEMOPOLIS HIGH SCHOOL SOFTBALL
701 HWY 80 WDEMOPOLISAL36732NONESCHOOLGENERAL FUND$150
THE THOMAS PLOTT FOUNDATION
PO BOX 2649TUSCALOOSAAL35403NONEPUBLIC CHARITYGENERAL FUND$1,500
THE CRIPPLED CHILDRENS' FOUNDATION
2019 4TH AVE NBIRMINGHAMAL35203NONEPUBLIC CHARITYGENERAL FUND$1,500
THE MIKE SLIVE FOUNDATION
PO BOX 530748BIRMINGHAMAL35253NONEPRIVATE FOUNDATIONGENERAL FUND$10,000
ALZHEIMERS OF CENTRAL ALABAMA
300 OFFICE PARK DR STE 225BIRMINGHAMAL35223NONEPUBLIC CHARITYGENERAL FUND$2,000
GREATER BIRMINGHAM HUMANCE SOCIETY
300 SNOW DRBIRMINGHAMAL35209NONEPUBLIC CHARITYGENERAL FUND$20,000
GREATER ALABAMA COUNCIL
516 LIBERTY PARKWAYVESTAVIA HILLSAL35242NONEPUBLIC CHARITYGENERAL FUND$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$661,150TotalGrantOrContriPdDurYrAmt
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$498ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$472,514ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$423,891ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$896,903ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$896,903TotalIncomeProducingActyAmt

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$3,930Amt
Net Investment Income$1,965NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,965DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondNBC SECURITIES PROAM NBCS ASSET MGMT - FIXEDBondNm
EOY Book Value$4,781,978EOYBookValueAmt
EOYFMV$4,934,887EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
NBC SECURITIES PROAM DANA - LARGE GROWTH$1,265,124$1,586,734
NBC SECURITIES PROAM NBCS ASSET MGMT - EQUITY$2,369,380$3,063,387
NBC SECURITIES PROAM WH REAVES$962,814$1,278,861
NBC SECURITIES PROAM WH HODGES$512,672$476,591
NBC SECURITIES PROAM NBCS ASSET MGMT - ENERGY$2,262,626$2,356,160
NBC SECURITIES PROAM DANA - SMALL EQUITY$833,859$936,182

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
NBC SECURITIES PROAM WH REAVESAT COST$211,457$267,639
NBC SECURITIES PROAM DANA - SMALL EQUITYAT COST$65,962$74,537

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$143$143$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$100,706$100,706$0
MANAGEMENT FEES$146,907$73,454$73,453

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$1,369Amt
Net Investment Income$1,369NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.