THE THOMAS E JERNIGAN FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE THOMAS E JERNIGAN FOUNDATION (EIN 63-0935852)
- Tax period
- 2014-04-01 to 2015-03-31
- Filed
- 2015-08-12
- IRS object ID
- 201502249349100215
- Schema version
- 2014v5.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Applied To Prior Year Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-12T09:02:33-05:00 | ReturnTs |
| Tax Period End | 2015-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 721396621 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARR RIGGS & INGRAM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 55765 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35255 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 630935852 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE THOMAS E JERNIGAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 2058708560 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 MORRIS AVENUE SUITE 1500 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 352034178 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA R JERNIGAN BRUHM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2058708560 | PhoneNum |
| Signature | 2015-06-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID COMPHER | PreparerPersonNm |
| PTIN | P00369019 | PTIN |
| Phone | 2059337822 | PhoneNum |
| Preparation | 2015-06-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,676,717 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,004 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,004 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $628,425 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $628,425 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $380,648 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $380,648 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,011,077 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,011,077 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $228,939 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $168,012 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $60,927 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,567 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,412 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $46,516 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $23,316 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $23,200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $289,622 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $195,540 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $85,927 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $674,175 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $674,175 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $963,797 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $195,540 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $760,102 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $47,280 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $815,537 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,741 | CashBOYAmt |
| Cash EOY | $1,224 | CashEOYAmt |
| Cash EOYFMV | $1,224 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $262,934 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $216,557 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $216,557 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $2,405 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,405 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $6,946,397 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,505,011 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,302,399 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,170,715 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,675,200 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,966,684 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $122,689 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $151,367 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $187,448 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $14,508,476 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,551,764 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,676,717 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $42,210 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $38,218 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $42,210 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $38,218 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $14,466,266 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,513,546 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,466,266 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,513,546 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,508,476 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,551,764 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,466,266 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $47,280 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $14,513,546 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,513,546 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | NBC SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gain Or Loss | $380,648 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $380,648 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $380,648 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $733,594 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $15,746,125 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046589 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $742,257 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,838,862 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050021 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $734,099 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $14,393,730 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051001 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $768,419 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $14,879,011 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051644 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $607,822 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $15,121,005 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.040197 | DistributionYr5Rt |
| Total Distribution | 0.239452 | TotalDistributionRt |
| Average Distribution | 0.047890 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,224,655 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $681,219 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,155 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $689,374 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $760,102 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $8,155 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,155 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,155 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,560 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,560 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $2,405 | OverpaymentAmt |
| Applied To ES Tax | $2,405 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JACK GRISSOM | IndividualWithBooksNm |
| Phone | 2053238560 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 MORRIS AVENUE SUITE 1500 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 352034178 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | Yes (1) | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA R JERNIGAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POST OFFICE BOX 59428 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35259 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,212,336 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $228,938 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,441,274 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,441,274 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $216,619 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,224,655 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $711,233 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $711,233 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,155 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,155 | TotalTaxAmt |
| Distributable Before Adj | $703,078 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $703,078 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $703,078 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $760,102 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $760,102 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8,155 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $751,947 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $703,078 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $689,493 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $760,102 | QualifyingDistributionsAmt |
| Applied To Year1 | $689,493 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $70,609 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $632,469 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALABAMA ARCHIVES & HISTORY | |||||||
| PO BOX 300100 624 WASHINGTON AVE | MONTGOMERY | AL | 36130 | NONE | PUBLIC CHARITY | GENERAL FUND | $50,000 |
| ALABAMA SPORTS HALL OF FAME | |||||||
| 2150 RICHARD ARRINGTON BLVD | BIRMINGHAM | AL | 35203 | NONE | PUBLIC CHARITY | GENERAL FUND | $21,500 |
| ALTADENA VALLEY PRESBYTERIAN CHURCH | |||||||
| 4660 CALDWELL MILL ROAD | BIRMINGHAM | AL | 35243 | NONE | CHURCH | GENERAL FUND | $1,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 1100 IRELAND WAY SUITE 300 | BIRMINGHAM | AL | 35205 | NONE | PUBLIC CHARITY | FUND CANCER RESEARCH | $25,000 |
| BAPTIST HEALTH FOUNDATION | |||||||
| PO BOX 830605 | BIRMINGHAM | AL | 35283 | NONE | PUBLIC CHARITY | GENERAL FUND | $20,000 |
| BIRMIMGHAM MUSEUM OF ART | |||||||
| 2000 8TH AVE N | BIRMINGHAM | AL | 35203 | NONE | PUBLIC CHARITY | GENERAL FUND | $50,000 |
| BIRMINGHAM IRISH CULTURAL SOCIETY | |||||||
| 236 WEATHERLY CLUB DR | ALABASTER | AL | 35007 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| BIRMINGHAM MUSEUM OF HISTORY | |||||||
| 1731 FIRST AVENUE NORTH | BIRMINGHAM | AL | 35203 | NONE | PUBLIC CHARITY | GENERAL FUND | $65,000 |
| BIRMINGHAM ZOO | |||||||
| 2630 CAHABA ROAD | BIRMINGHAM | AL | 35223 | NONE | PUBLIC CHARITY | GENERAL FUND | $3,750 |
| BO JOHNSON CHARITABLE FOUNDATION | |||||||
| 317 DULAINE COVE | BIRMINGHAM | AL | 35210 | NONE | FOUNDATION | BO JOHNSON MEMORIAL GOLF TOURNAMENT | $25,000 |
| CAMP SMILE A MILE | |||||||
| PO BOX 550155 | BIRMINGHAM | AL | 35255 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| CAMPFIRE ALABAMA | |||||||
| 106 OXMOOR ROAD 152 | BIRMINGHAM | AL | 35209 | NONE | PUBLIC CHARITY | GENERAL FUND | $27,000 |
| CHILDREN'S HOSPITAL FOUNDATION | |||||||
| 1600 7TH AVENUE SOUTH | BIRMINGHAM | AL | 35233 | NONE | PUBLIC CHARITY | RACING FOR CHILDREN | $20,000 |
| COASTAL CONSERVATION ASSOCIATION OF ALABAMA | |||||||
| PO BOX 16987 | MOBILE | AL | 36616 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| CRIPPLED CHILDRENS FOUNDATION | |||||||
| 2019 4TH AVE NORTH | BIRMINGHAM | AL | 35203 | NONE | FOUNDATION | GENERAL FUND | $5,125 |
| DUCKS UNLIMITED | |||||||
| 17 NORTH 20TH STREET SUITE 2000 | BIRMINGHAM | AL | 35206 | NONE | PUBLIC CHARITY | GENERAL FUND | $12,500 |
| EBENEZER MISSIONARY BAPTIST | |||||||
| 3510 TODD AVENUE SW | BIRMINGHAM | AL | 35228 | NONE | CHURCH | GENERAL FUND | $1,000 |
| EXCEPTIONAL FOUNDATION | |||||||
| 1616 OXMOOR ROAD | BIRMINGHAM | AL | 35209 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,500 |
| GREATER ALABAMA COUNCIL BOY SCOUTS OF AMERICA | |||||||
| 516 LIBERTY PARKWAY | BIRMINGHAM | AL | 35243 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| HIGHLAND UNITED METHODIST CHURCH | |||||||
| 1045 20TH STREET SOUTH | BIRMINGHAM | AL | 35205 | NONE | CHURCH | RELIGIOUS FELLOWSHIP | $1,000 |
| HILLDALE BAPTIST CHURCH | |||||||
| 533 SUNHILL RD NW | CENTER POINT | AL | 35215 | NONE | CHURCH | RELIGIOUS FELLOWSHIP | $400 |
| KING'S RANCH | |||||||
| PO BOX 162 | CHELSEA | AL | 35043 | NONE | PUBLIC CHARITY | GENERAL | $1,400 |
| LINLY HEFLIN FOUNDATION | |||||||
| 13 OFFICE PARK CIRCLE SUITE 8 | BIRMINGHAM | AL | 35223 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| LIVE BEYOND | |||||||
| 1508 DELMAR AVENUE | NASHVILLE | TN | 37212 | NONE | PUBLIC CHARITY | GENERAL FUND | $25,000 |
| LOG A LOAD FOR KIDS | |||||||
| 600 JEFFERSON PLAZA SUITE 350 | ROCKVILLE | MD | 20852 | NONE | PUBLIC CHARITY | GENERAL FUND | $3,500 |
| MCWANE SCIENCE CENTER | |||||||
| 200 19TH STREET NORTH | BIRMINGHAM | AL | 35203 | NONE | PUBLIC CHARITY | GENERAL FUND | $15,000 |
| MT BROOK SPORTS CORP | |||||||
| 66D CHURCH STREET | BIRMINGHAM | AL | 35213 | NONE | PUBLIC CHARITY | FUND ATHLETIC PROGRAMS | $100,000 |
| NEW BETHLEHEM BAPTIST | |||||||
| 1730 11TH AVENUE NORTH | BIRMINGHAM | AL | 35020 | NONE | CHURCH | RELIGIOUS FELLOWSHIP | $1,000 |
| NEW TEMPLE BAPTIST CHURCH | |||||||
| 4501 GREATHOUSE ROAD | DORA | AL | 35062 | NONE | CHURCH | RELIGIOUS FELLOWSHIP | $1,000 |
| PROGRESSIVE BAPTIST CHURCH | |||||||
| 215 84TH STREET SOUTH | BIRMINGHAM | AL | 35206 | NONE | CHURCH | RELIGIOUS FELLOWSHIP | $1,000 |
| RISE PROGRAM | |||||||
| 804 LANDMARK DRIVE | GLEN BURNIE | MD | 21061 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| ST LUKE EPISCOPAL CHURCH | |||||||
| 3736 MONTROSE ROAD | BIRMINGHAM | AL | 35213 | NONE | PUBLIC CHARITY | RELIGIOUS FELLOWSHIP | $45,000 |
| ST PAUL UNITED METHODIST CHURCH | |||||||
| 1500 6TH AVE N | BIRMINGHAM | AL | 35203 | NONE | PUBLIC CHARITY | RELIGIOUS FELLOWSHIP | $1,000 |
| STUDIO BY THE TRACKS | |||||||
| PO BOX 101144 | IRONDALE | AL | 35210 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| UNIVERSITY OF ALABAMA | |||||||
| PO BOX 870101 | TUSCALOOSA | AL | 35487 | NONE | PUBLIC UNIVERSITY | KA BUILDING FUND | $100,000 |
| YWCA OF CENTRAL AL | |||||||
| 309 23RD ST NORTH | BIRMINGHAM | AL | 35212 | NONE | PUBLIC CHARITY | PURSE & PASSION LUNCHEON | $3,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $674,175 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,004 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $628,425 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $380,648 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,011,077 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,011,077 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,600 | Amt |
| Net Investment Income | $1,800 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,800 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | TAXPAYER ELECTS UNDER REGULATION 53.4942(A)-3(D)(2) TO MAKE A DISTRIBUTION OUT OF THE UNDISTRIBUTED INCOME OF 2007 TO YEARS BEFORE 2006 (2005). | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NBC SECURITIES PROAM ROUMELL ASSET MGMT | $0 | $0 |
| NBC SECURITIES PROAM NBCS ASSET MGMT-FIXED | $6,675,200 | $6,966,684 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NBC SECURITIES PROAM DANA-LARGE GROWTH | $922,481 | $1,240,673 |
| NBC SECURITIES PROAM NBCS ASSET MGMT-EQUITY | $2,016,552 | $2,384,592 |
| NBC SECURITIES PROAM WH REAVES | $922,457 | $1,171,491 |
| NBC SECURITIES PROAM WH HODGES | $455,746 | $549,171 |
| NBC SECURITIES PROAM ROUMELL ASSET MGMT | $0 | $0 |
| NBC SECURITIES PROAM NBCS ASSET MGMT-ENERGY | $2,551,556 | $3,093,954 |
| NBC SECURITIES PROAM DANA-SMALL EQUITY | $636,219 | $862,518 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NBC SECURITIES PROAM WH REAVES | AT COST | $89,706 | $106,594 |
| NBC SECURITIES PROAM ROUMELL ASSET MGMT | AT COST | $0 | $0 |
| NBC SECURITIES PROAM DANA-SMALL EQUITY | AT COST | $61,661 | $80,854 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATIVE MANAGEMENT | $46,200 | $23,100 | $23,100 |
| BUSINESS LICENSE | $200 | $100 | $100 |
| BANK CHARGES | $116 | $116 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MONEY MANAGEMENT | $107,085 | $107,085 | $0 |
| MANAGEMENT FEES | $121,854 | $60,927 | $60,927 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $8,155 | $0 | $0 |
| FOREIGN TAXES | $2,412 | $2,412 | $0 |
Comments