2013-05-13T18:57:02-05:00 2012-12-31 630795199 LOVOYSUMMERVILLE & SHELTON LLC 361 SUMMIT BOULEVARD SUITE 210 BIRMINGHAM AL 35243 990PF 2012-01-01 631035698 STEPHENS FOUNDATION STEP 2059916600 PO BOX 1943 BIRMINGHAM AL 352011943 JAMES T STEPHENS 2059916600 2013-05-13 1 DONALD HOWELL P00833388 2059709080 2013-05-13 2012 2016-02-25 16:41:14Z X 7740721 X X 23 23 102519 102519 19231 19231 16674 139352 1396865 139352 495 495 261620 261620 0 0 0 2070 0 0 23802 23712 0 25872 23712 0 746200 746200 772072 23712 746200 -510452 237908 805399 148825 148825 4950022 5095649 4987435 2600000 2600000 2600000 2600000 3966 4461 4461 8359387 7848935 7740721 0 0 X 11724106 11724106 0 0 -3364719 -3875171 8359387 7848935 8359387 7848935 8359387 -510452 0 7848935 0 7848935 PUBLICLY TRADED SECURITIES-BHMCAP P 57387 66397 -9010 -9010 PUBLICLY TRADED SECURITIES-DANA P 1339478 1191116 148362 148362 139352 0 795250 8223957 0.096699 691040 9017856 0.076630 1581000 9651263 0.163813 1022583 10159160 0.100656 751759 8635773 0.087052 0.524850 0.104970 7631476 801076 2379 803455 746200 4758 0 4758 0 4758 635 635 73 4196 0 0 0 0 0 0 0 0 0 0 1 1 AL 1 0 0 0 0 1 N/A J DAVID WALKER 2059916600 PO BOX 1943 BIRMINGHAM AL 35201 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES T STEPHENS PO BOX 1943 BIRMINGHAM AL 352011943 0.00 0 0 0 ELTON B STEPHENS JR PO BOX 1943 BIRMINGHAM AL 352011943 0.00 0 0 0 DELL S BROOKE PO BOX 1943 BIRMINGHAM AL 352011943 0.00 0 0 0 JANE S COMER PO BOX 1943 BIRMINGHAM AL 352011943 0.00 0 0 0 NONE 0 NONE 0 0 4670579 477112 2600000 7747691 0 0 7747691 116215 7631476 381574 381574 4758 4758 376816 0 376816 0 376816 746200 0 746200 0 746200 376816 0 0 336846 520812 1100922 243651 353121 2555352 746200 0 0 0 376816 369384 0 0 2924736 0 0 0 0 0 0 336846 2587890 520812 1100922 243651 353121 369384 X AG GASTON BOYS & GIRLS CLUB 2900 SOUTH PARK DRIVE SW BIRMINGHAM AL 35211 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 3000 ALABAMA ASSOCIATION FOR NON PROFITS PO BOX 292305 BIRMINGHAM AL 35229 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 1000 ALABAMA BALLET 2726 1ST AVENUE SOUTH BIRMINGHAM AL 35233 PUBLIC CHARITY SUPPORT OF ARTS 1500 ALABAMA CITIZENS FOR CONSTITUTIONAL REFORM PO BOX 10746 BIRMINGHAM AL 35202 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 1000 ALABAMA HUMANITIES FOUNDATION 1100 IRELAND WAY STE 201 BIRMINGHAM AL 35205 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 7500 ALABAMA RIVERS ALLIANCE 2027 2ND AVENUE NORTH BIRMINGHAM AL 35203 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 2000 ALABAMA SUSTAINABLE AGRICULTURE NETWORK PO BOX 18782 HUNTSVILLE AL 35804 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 250 ALABAMA SYMPHONY ENDOWMENT 3621 SIXTH AVENUE SOUTH BIRMINGHAM AL 35222 PUBLIC CHARITY SUPPORT OF ARTS 35000 ALS ASSOCIATION - AL CHAPTER PO BOX 2888 HUNTSVILLE AL 358042888 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 7500 ALTAMONT SCHOOL PO BOX 131429 BIRMINGHAM AL 35213 PUBLIC CHARITY SUPPORT OF EDUCATION;LISTTOTAL 7250 2250 AMERICAN RIVERS 1101 14TH STREET NW WASHINGTON DC 20005 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 250 APPALACHIAN VOICES 191 HOWARD STREET BOONE NC 28607 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 250 ARISE CITIZENS' POLICY PROJECT PO BOX 1188 MONTGOMERY AL 36101 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 500 ATCHAFALAYA BASINKEEPER 162 CROYDON BATON ROUGE LA 70764 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 500 BETTER BASICS 211 SUMMIT PARKWAY SUITE 108 BIRMINGHAM AL 35209 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 5000 BIRMINGHAM CIVIL RIGHTS INSTITUTE 520 16TH STREET N BIRMINGHAM AL 35203 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 1000 BIRMINGHAM FAITH IN ACTION 2100 4TH AVENUE NORTH BIRMINGHAM AL 35203 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 500 BIRMINGHAM MUSEUM OF ART 2000 8TH AVE N BIRMINGHAM AL 35203 PUBLIC CHARITY SUPPORT OF ARTS 205000 BIRMINGHAM MUSIC CLUB PO BOX 10486 BIRMINGHAM AL 35202 PUBLIC CHARITY SUPPORT OF ARTS 250 BIRMINGHAM ZOO 2630 CAHABA ROAD BIRMINGHAM AL 35223 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 2000 BLACK WARRIOR RIVERKEEPER 712 37TH STREET SOUTH BIRMINGHAM AL 35259 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 31000 BOYS & GIRLS CLUB OF CENTRAL ALABAMA PO BOX 10391 BIRMINGHAM AL 35202 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 4000 CAHABA RIVER KEEPER 4650 OLD LOONEY MILL RD BIRMINGHAM AL 35243 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 500 CAHABA RIVER SOCIETY 2717 7TH AVE SOUTH BIRMINGHAM AL 35203 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 6250 CAMP MCDOWELL 105 DELONG ROAD NAUVOO AL 35578 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 500 CAROLINA OUTREACH FOUNDATION 2670 DURHAM-CHAPEL HILL BLVD DURHAM NC 27707 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 10000 CHILDRENS HOSPITAL 1600 7TH AVENUE SOUTH BIRMINGHAM AL 35233 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 25000 CHOCTAWATCHEE RIVERKEEPER PO BOX 6734 BANKS AL 36005 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 500 CHURCH TONIGHT MINISTRIES 239 LEXINGTON PLACE SEVIERVILLE TN 37862 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 8000 CITY WORKS 4912 LLOYD NOLAND PARKWAY FAIRFIELD AL 35064 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 2000 COOSA RIVER KEEPER PO BOX 373 RIVERSIDE AL 35135 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 3500 COVENANT VILLAGE OF COLORADO 9153 YARROW STREET WESTMINSTER CO 80021 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 2000 CRIPPLED CHILDRENS FOUNDATION 400 SHADES CREEK PARKWAY BIRMINGHAM AL 35209 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 1000 DOCTORS WITHOUT BORDERS 333 SEVENTH AVE 32ND FLOOR NEW YORK NY 100015004 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 5000 FRESH AIR FAMILY PO BOX 321038 BIRMINGHAM AL 35233 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION;LISTTOTAL 4500 500 FRESHWATER LAND TRUST PO BOX 549071 BIRMINGHAM AL 35254 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 250 FRIENDS OF BIG CANOE CREEK PO BOX 10 SPRINGVILLE AL 35146 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 250 FRIENDS OF HALE COUNTY 700 27TH PLACE SOUTH BIRMINGHAM AL 35233 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 2500 FRIENDS OF HURRICANE CREEK PO BOX 40836 TUSCALOOSA AL 35404 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 1000 FRIENDS OF LOCUST FORK RIVER PO BOX 245 HAYDEN AL 35079 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION;LISTTOTAL 3000 500 GASP 732 MONTGOMERY HWY BIRMINGHAM AL 35216 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 1000 GIRLSPRING INC 2001 PARK PLACE BIRMINGHAM AL 35203 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 50000 GOD'S OUTREACH CENTER 4418 US HWY 280 HARPERSVILLE AL 35078 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 3000 GREATER BIRMINGHAM MINISTRIES 2304 12TH AVENUE NORTH BIRMINGHAM AL 35234 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 1000 HIGHLANDS SCHOOL 4901 OLD LEEDS ROAD BIRMINGHAM AL 35213 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 3000 IMPACT 1901 6TH AVE NORTH BIRMINGHAM AL 35202 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 8500 INDEPENDENT PRESBYTERIAN CHURCH 3100 HIGHLAND AVENUE BIRMINGHAM AL 35205 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 5000 JONES VALLEY URBAN FARMS PO BOX 55357 BIRMINGHAM AL 35255 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 4000 KING'S HOME 221 KINGS HOME DRIVE CHELSEA AL 35043 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 500 LEADING EDGE PO BOX 59402 BIRMINGHAM AL 35259 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 2000 MAGIC MOMENTS 1600 7TH AVENUE SOUTH BIRMINGHAM AL 35233 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 2000 METROPOLITAN OPERA LINCOLN CENTER NEW YORK NY 10023 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 5000 MISSION WOLF PO BOX 1211 WESTCLIFFE CO 81252 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 6000 MOUNDVILLE ARCHAEOLOGICAL PARK PO BOX 870122 TUSCALOOSA AL 35487 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 3000 MS FOUNDATION 12 METRO TECH CENTER BROOKLYN NY 11201 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 50000 NATURE CONSERVANCY PO BOX 6017 ALBERT LEA MN 560079823 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 3250 NORWOOD RESOURCE CENTER 1501 27TH ST NORTH BIRMINGHAM AL 35234 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 1500 OASIS WOMEN'S 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BOX 549003 BIRMINGHAM AL 35254 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 5000 SOUTHERN ENVIRONMENT LAW CENTER PO BOX 320189 CHARLOTTESVILLE VA 22902 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 37500 SOUTHWINGS 35 HAYWOOD STREET SUITE 201 ASHEVILLE NC 28801 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 500 STAIR OF BIRMINGHAM 3100 HIGHLAND AVENUE BIRMINGHAM AL 35205 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 750 STRAIGHT CARIBBEAN SPINE FOUNDATION 99 NEW ROAD RIDGEFIELD CT 06877 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 5000 THE BOY SCOUTS OF AMERICA PO BOX 43307 BIRMINGHAM AL 35243 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 20000 UNICEF HOUSE 3 UNITED NATIONS PLAZA NEW YORK NY 10017 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 7000 UNITED WAY PO BOX 320189 BIRMINGHAM AL 35232 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 50000 UNIVERSITY OF ALABAMA 420 ALSTON HALL BOX 870223 TUSCALOOSA AL 35487 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 25000 UNIVERSITY OF MONTEVALLO FOUNDATION STATION 6001 MONTEVALLO AL 35115 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 10000 VESTAVIA HILL UNITED METHODIST CHURCH 2061 KENTUCKY AVE VESTAVIA HILLS AL 35216 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 3000 WATERKEEPER ALLIANCE 50 SOUTH BUCKHOUT IRVINGTON NY 10533 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 1000 WBHM PUBLIC RADIO 650 11TH STREET SOUTH BIRMINGHAM AL 35294 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 1750 WILD SOUTH 16 EAGLE STREET ASHEVILLE NC 28801 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 1000 WILDERNESS SOCIETY 1615 M ST NW WASHINGTON DC 20036 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 1000 WOMEN'S FUND OF GREATER BIRMINGHAM 2100 1ST AVENUE NORTH BIRMINGHAM AL 35203 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 2000 YWCA 309 NORTH 23RD STREET BIRMINGHAM AL 35203 PUBLIC CHARITY SUPPORT OF THE ORGANIZATION 2500 746200 0 14 23 14 102519 16 16674 14 495 18 139352 0 259063 0 259063 0 0 0 0 0 0 0 0 0 0 PROFESSIONAL FEES 2070 0 0 STOCKS 5095649 4987435 STOWERS LEASEHOLD POOL AT COST 4461 4461 BANK FEES 7297 7297 0 INVESTMENT ADVISORY FEE 13858 13858 0 MISCELLANEOUS 90 0 0 FARM EXPENSE 2557 2557 0 STOWERS LEASEHOLD 495 495 495