2015-01-12T10:16:29-06:00 2014-07-31 630590670 L Paul Kassouf & Co PC 2208 University Boulevard Birmingham AL 352332393 990PF 2013-08-01 237015591 The Kimerling Foundation KIME 2054106900 PO Box 131423 Birmingham AL 352136423 David Kimerling President/Treasurer 2054106900 2014-12-22 1 David P Kassouf P00047363 2054432500 2013 2016-02-25 16:41:14Z X X 0 X X 30379 30379 38989 2010262 38989 69368 69368 0 0 0 6106 0 0 255 0 0 2495 1591 0 146 0 0 9002 1591 0 1321352 1321352 1330354 1591 1321352 -1260986 67777 396625 864361 0 0 1260986 0 0 0 0 X 0 0 0 0 1260986 0 1260986 0 1260986 0 1260986 -1260986 0 0 0 0 30,000 Kit Digital Inc - worthless security 2013-04-05 2013-09-13 8400 -8400 -8400 sold 2,000 Microsoft Corp 2013-09-04 2013-10-30 71996 62615 9381 9381 sold 2,500 Teva Pharmaceutical Industries Ltd 2013-04-05 2013-11-29 100522 98425 2097 2097 sold 1,000 Verizon Communications Inc 2013-04-05 2013-11-29 49605 49300 305 305 sold 2,500 Orasure Technologies Inc 2013-10-16 2013-12-03 15476 16369 -893 -893 sold 2,500 Teva Pharmaceutical Industries Ltd 2013-04-05 2014-01-31 110863 98425 12438 12438 sold 2,500 Teva Pharmaceutical Industries Ltd 2013-04-05 2014-02-25 120883 98425 22458 22458 sold 2,500 Halcon Res Corp 2013-06-14 2014-04-17 12550 12927 -377 -377 sold 7,500 Halcon Res Corp 2013-04-05 2014-04-14 37317 54000 -16683 -16683 sold 3,000 Southern Company 2013-09-04 2014-04-21 134870 123194 11676 11676 sold 5,000 Halcon Res Corp 2013-06-03 2014-04-23 26493 26919 -426 -426 sold 5,000 Halcon Res Corp 2013-08-19 2014-04-24 26447 24454 1993 1993 sold 10,000 Halcon Res Corp 2014-01-16 2014-04-25 52813 35106 17707 17707 sold 1,000 Potash Corp 2013-09-23 2014-05-24 36843 32405 4438 4438 sold 5,000 Orasure Technologies Inc 2014-04-23 2014-06-19 40176 35256 4920 4920 sold 5,000 Orasure Technologies Inc 2014-04-15 2014-06-23 42573 31370 11203 11203 sold 1,750 Apple Inc 2014-01-28 2014-07-22 162616 128091 34525 34525 sold 2,500 Altria Group Inc 2013-09-04 2014-07-22 103743 85734 18009 18009 sold 3,000 Verizon Communication Inc 2013-04-05 2014-07-22 150717 147900 2817 2817 sold 2,500 Mix Telematics 2014-06-19 2014-07-22 25279 25436 -157 -157 sold 2,500 Alcentra Cap Corp 2014-05-09 2014-07-22 34314 37506 -3192 -3192 sold 2,000 Bank of America 2014-01-08 2014-07-22 30164 33385 -3221 -3221 sold 4,000 AT&T Inc 2013-04-05 2014-07-22 144200 151640 -7440 -7440 sold 1,000 AT&T Inc 2013-10-25 2014-07-22 36050 35004 1046 1046 sold 2,500 Sony Corp 2014-03-03 2014-07-22 41674 43253 -1579 -1579 sold 1,000 Control4 Corp 2014-03-12 2014-07-23 17726 22756 -5030 -5030 sold 5,000 Mattson Technology Inc 2014-02-06 2014-07-23 10969 13505 -2536 -2536 sold 3,000 Groupon Inc 2014-02-21 2014-07-23 18539 27166 -8627 -8627 sold 10,000 Mattson Technology Inc 2014-06-12 2014-07-24 22239 20406 1833 1833 sold 10,000 Falconstar Software Inc 2013-04-05 2014-07-24 15878 23600 -7722 -7722 sold 10,000 Falconstar Software Inc 2013-04-05 2014-07-24 15751 23600 -7849 -7849 30,000 Falconstar Software Inc - charitable contribution 2013-04-05 2014-07-24 48870 70800 -21930 -21930 30,000 Piksel Inc Cl A-2 - worthless security 2013-10-14 2014-07-28 6150 -6150 -6150 sold 500 Altria Group Inc 2013-09-04 2014-04-04 18620 17147 1473 1473 sold 1,000 Altria Group Inc 2013-10-25 2014-04-04 37240 36194 1046 1046 sold 5,000 Halcon Res Corp 2013-09-10 2014-04-24 26447 25055 1392 1392 sold 2,500 Mix Telematics 2014-07-07 2014-07-22 25279 25306 -27 -27 sold 2,500 Sony Corp 2014-04-01 2014-07-22 41673 48704 -7031 -7031 sold 1,000 Control4 Corp 2014-05-29 2014-07-23 17725 17305 420 420 sold 2,000 Groupon Inc 2014-03-04 2014-07-23 12359 17526 -5167 -5167 sold 5,000 Groupon Inc 2014-05-06 2014-07-23 30898 34805 -3907 -3907 sold 5,000 Groupon Inc 2014-07-10 2014-07-23 30897 32506 -1609 -1609 sold 5,000 Mattson Technology Inc 2014-03-04 2014-07-23 10968 13203 -2235 -2235 38989 0 43900 436234 0.100634 47500 88561 0.536353 247600 227719 1.087305 203567 435174 0.467783 203837 584496 0.348740 2.540815 0.508163 999832 508078 678 508756 1321352 X 678 0 678 0 678 1120 1120 2 440 0 440 0 0 0 0 0 0 0 0 0 1 1 1 AL 1 0 0 0 0 1 N/A David Kimerling 2058704561 PO Box 131423 Birmingham AL 35213 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 David Kimerling PO Box 131423 Birmingham AL 35213 President/Treasurer 2.00 0 0 0 Jonathan Kimerling PO Box 131423 Birmingham AL 35213 Secretary 2.00 0 0 0 Sheryl Kimerling PO Box 131423 Birmingham AL 35213 Officer 2.00 0 0 0 Mary Kimerling PO Box 131423 Birmingham AL 35213 Officer 2.00 0 0 0 NONE 0 NONE 0 None 0 None 0 0 933205 81853 0 1015058 0 0 1015058 15226 999832 49992 49992 678 678 49314 0 49314 0 49314 1321352 0 1321352 678 1320674 49314 0 0 174938 181874 236214 43072 23189 659287 1321352 0 0 0 49314 1272038 0 0 1931325 0 0 0 0 0 0 174938 1756387 181874 236214 43072 23189 1272038 X Birmingham Jewish Federation 3966 Montclair Rd Birmingham AL 35213 General Fund 1217502 Birmingham Holocaust Education Center 2222 Arlington Ave Birmingham AL 35205 General Fund 2000 Children's Hospital of Alabama 1600 7th Avenue S Birmingham AL 35233 General Fund 1800 Collat Jewish Family Services 3940 Montclair Rd Birmingham AL 35213 General Fund 5000 Jewish Community Center 3960 Montclair Rd Birmingham AL 35213 General Fund 5000 Temple Beth-El 2179 Highland Avenue Birmingham AL 35205 General Fund 12550 Tikva Children's Home 475 10th Ave New York NY 10018 General Fund 2500 United Way of Central Alabama 3600 8th Ave S Birmingham AL 35222 General Fund 25000 YWCA of Birmingham 309 23rd St N Birmingham AL 35203 General Fund 50000 1321352 0 14 30379 523000 38989 38989 30379 0 69368 0 0 0 0 0 0 0 0 0 0 Professional fees 6106 0 0 Birmingham Jewish Federation 3966 Montclair Rd Birmingham AL 35213 In July 2014, The Kimerling Foundation donated its remaining assets to the Birmingham Jewish Federation with the final distribution date being the 28th day of July, 2014. These assets consisted of cash of $1,018,632 and publicly traded stock with a fair market value of $48,870. 1067502 Various Marketable Securities 0 0 In July 2014, The Kimerling Foundation liquidated its assets by selling its investments and donating the proceeds to the Birmingham Jewish Federation. Along with the cash donation was the donation of publicly traded stock to the Birmingham Jewish Federation. The date of the final distribution was the 28th day of July, 2014. After all assets were distributed, The Kimerling Foundation filed Articles of Dissolution on the 28th day of August, 2014. As of that date, the foundation elects to terminate its private foundation status under section 507(b)(1)(A). Miscellaneous 146 0 0 Taxes withheld on foreign dividends 904 0 0 Prior year balance due - excise tax 1591 1591 0