THE THOMAS E JERNIGAN FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE THOMAS E JERNIGAN FOUNDATION (EIN 63-0935852)
- Tax period
- 2012-04-01 to 2013-03-31
- Filed
- 2013-08-14
- IRS object ID
- 201342269349100614
- Schema version
- 2012v2.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Applied To Prior Year Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-14T09:02:41-05:00 | Timestamp |
| Tax Period End Date | 2013-03-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 721396621 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARR RIGGS & INGRAM LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 55765 | AddressLine1 |
| City | BIRMINGHAM | City |
| State | AL | State |
| ZIP Code | 35255 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-04-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 630935852 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE THOMAS E JERNIGAN FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | THOM | NameControl |
| Phone | 2058708560 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 MORRIS AVENUE SUITE 1500 | AddressLine1 |
| City | BIRMINGHAM | City |
| State | AL | State |
| ZIP Code | 352034178 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LISA R JERNIGAN BRUHM | Name |
| Title | PRESIDENT | Title |
| Phone | 2058708560 | Phone |
| Date Signed | 2013-08-01 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID COMPHER | Name |
| PTIN | P00369019 | PTIN |
| Phone | 2059337822 | Phone |
| Date Prepared | 2013-08-01 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 15949473 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 9757 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 9757 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 656401 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 656401 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 163051 | NetGainSaleAssetsRevAndExpnss |
| Capital Gain Net Incm Net Invst Incm | 163051 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 829209 | TotalRevenueAndExpenses |
| Total Net Investment Income | 829209 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 24476 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 12238 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 12238 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3570 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1785 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1785 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 155791 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 122387 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 33404 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 7659 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2321 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 58278 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 28868 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 29411 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 249774 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 167599 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 76838 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 672035 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 672035 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 921809 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 167599 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 748873 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -92600 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 661610 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 13807 | CashBOY |
| Cash EOY | 17409 | CashEOY |
| Cash EOYFMV | 17409 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 190751 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 246499 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 246499 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 6503992 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 6534161 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 7805922 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 7528371 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 7394785 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 7823292 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 27179 | InvestmentsOtherBOY |
| Investments Other EOY | 44870 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 55767 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 0 | OtherAssetsBOY |
| Other Assets EOY | 584 | OtherAssetsEOY |
| Other Assets EOYFMV | 584 | OtherAssetsEOYFMV |
| Total Assets BOY | 14264100 | TotalAssetsBOY |
| Total Assets EOY | 14238308 | TotalAssetsEOY |
| Total Assets EOYFMV | 15949473 | TotalAssetsEOYFMV |
| Accounts Payable EOY | 66808 | AccountsPayableEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 66808 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 14264100 | RetainedEarningsBOY |
| Retained Earnings EOY | 14171500 | RetainedEarningsEOY |
| Total Net Assets BOY | 14264100 | TotalNetAssetsBOY |
| Total Net Assets EOY | 14171500 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 14264100 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 14238308 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 14264100 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -92600 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 14171500 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 14171500 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | NBC SECURITIES | DescriptionOfAsset |
| Gain Or Loss | 163051 | GainOrLoss |
| Gains Minus Excess Or Losses | 163051 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 163051 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 734099 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 14393730 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.051001 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 768419 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 14879011 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.051644 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 607822 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 15121005 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.040197 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 391889 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 15319283 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.025581 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 109083 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 9953409 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.010959 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.179382 | TotalDistributionRatio |
| Average Distribution Ratio | 0.035876 | AverageDistributionRatio |
| Net Noncharitable Assets | 14838862 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 532359 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 6616 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 538975 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 748873 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 6616 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 6616 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 6616 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 4760 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 4760 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Tax Due | 1856 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | AL | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | JACK GRISSOM | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2053238560 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 MORRIS AVENUE SUITE 1500 | AddressLine1 |
| City | BIRMINGHAM | City |
| State | AL | State |
| ZIP Code | 352034178 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 1 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 1 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | LISA R JERNIGAN | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POST OFFICE BOX 59428 | AddressLine1 |
| City | BIRMINGHAM | City |
| State | AL | State |
| ZIP Code | 35259 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | Title |
| Avg Hours Per Wk Devoted To Position | 5.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 14861420 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 203415 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 15064835 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 15064835 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 225973 | CashDeemedCharitable |
| Net Noncharitable Assets | 14838862 | NetNoncharitableAssets |
| Minimum Investment Return | 741943 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 741943 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 6616 | TaxBasedOnInvestmentIncome |
| Total Tax | 6616 | TotalTax |
| Distributable Amount Before Adj | 735327 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 735327 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 735327 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 748873 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 748873 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 6616 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 742257 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 735327 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 670413 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 748873 | QualifyingDistributions |
| Applied To Year1 | 670413 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 78460 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 656867 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (66 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AG GASTON BOYS & GIRLS CLUB | |||||||
| PO BOX 110308 | BIRMINGHAM | AL | 35211 | NONE | PUBLIC CHARITY | GENERAL FUND | $7,500 |
| ALABAMA ARCHIVES & HISTORY | |||||||
| PO BOX 300100 624 WASHINGTON AVE | MONTGOMERY | AL | 36130 | NONE | PUBLIC CHARITY | GENERAL FUND | $50,000 |
| ALABAMA BALLET | |||||||
| 2726 1ST AVE SOUTH | BIRMINGHAM | AL | 35233 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| ALABAMA EAR INSTITUTE | |||||||
| 300 OFFICE PARK DRIVE STE 210 | MOUNTAIN BROOK | AL | 35223 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| ALABAMA GOLF ASSOCIATION | |||||||
| 1025 MONTGOMERY HIGHWAY SUITE 210 | BIRMINGHAM | AL | 35216 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| ALABAMA SHERIFFS YOUTH RANCH | |||||||
| 15 IRA HANKS MEMORIAL DRIVE | PELL CITY | AL | 35128 | NONE | PUBLIC CHARITY | CHILDRENS HOME | $2,500 |
| ALABAMA SPORTS FESTIVAL | |||||||
| PO BOX 20327 | MONTGOMERY | AL | 36120 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| ALABAMA SPORTS HALL OF FAME | |||||||
| 2150 RICHARD ARRINGTON BLVD | BIRMINGHAM | AL | 35203 | NONE | PUBLIC CHARITY | GENERAL FUND | $20,000 |
| ALABAMA SYMPHONY ORCHESTRA | |||||||
| 3621 SIXTH AVENUE SOUTH | BIRMINGHAM | AL | 35222 | NONE | PUBLIC CHARITY | SYMPHONY 30 PICNIC | $2,500 |
| ALABAMA TREASURE FOREST ASSOCIATION | |||||||
| 11570 OLD CITRONELLE HWY | CHUNCHULA | AL | 36521 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,000 |
| ALABAMA WILDLIFE FEDERATION | |||||||
| 3050 LANARK RD PO BOX 1339 | MILLBROOK | AL | 36054 | NONE | PUBLIC CHARITY | PROMOTES THE CONSERVATION OF ALABAMA'S WILDLIFE | $15,000 |
| ALTADENA VALLEY PRESBYTERIAN CHURCH | |||||||
| 4660 CALDWELL MILL ROAD | BIRMINGHAM | AL | 35243 | NONE | PUBLIC CHARITY | GENERAL FUND | $3,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 1100 IRELAND WAY SUITE 300 | BIRMINGHAM | AL | 35205 | NONE | PUBLIC CHARITY | FUND CANCER RESEARCH | $15,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 1449 MEDICAL PARK DRIVE | BIRMINGHAM | AL | 35213 | NONE | PUBLIC CHARITY | FUND CARDIOVASCULAR DISEASE RESEARCH | $5,000 |
| AMERICAN NICARAGUAN FOUNDATION | |||||||
| 1000 NW 57TH CT SUITE 770 | MIAMI | FL | 33126 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| BAPTIST HEALTH FOUNDATION | |||||||
| PO BOX 830605 | BIRMINGHAM | AL | 35283 | NONE | PUBLIC CHARITY | GENERAL FUND | $23,000 |
| BELL CENTER | |||||||
| 1700 29TH CT SOUTH | BIRMINGHAM | AL | 35209 | NONE | PUBLIC CHARITY | THE BELL CENTER FOR EARLY INTERVENTION PROGRAMS | $5,000 |
| BETTER BASICS | |||||||
| 211 SUMMIT PARKWAY SUITE 108 | BIRMINGHAM | AL | 35209 | NONE | PUBLIC CHARITY | GENERAL FUND | $3,000 |
| BIRMINGHAM BOTANICAL GARDENS | |||||||
| 2612 LANE PARK ROAD | BIRMINGHAM | AL | 35223 | NONE | PUBLIC CHARITY | ANTIQUES AT THE GARDEN | $10,000 |
| 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 | $75,000 |
| BREAST CANCER RESEARCH FOUNDATION | |||||||
| PO BOX 531226 | BIRMINGHAM | AL | 35253 | NONE | PUBLIC CHARITY | FUND CANCER RESEARCH | $10,000 |
| CAMP FIRE USA | |||||||
| 1100 WALNUT STREET SUITE 1900 | KANSAS CITY | MO | 64106 | NONE | PUBLIC CHARITY | GENERAL FUND | $27,000 |
| CAMP SMILE A MILE | |||||||
| PO BOX 550155 | BIRMINGHAM | AL | 35255 | NONE | PUBLIC CHARITY | GENERAL FUND | $4,500 |
| CHILDREN'S HARBOR | |||||||
| 1600 6TH AVENUE SOUTH | BIRMINGHAM | AL | 35233 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| CHILDREN'S HOSPITAL FOUNDATION | |||||||
| 1600 7TH AVENUE SOUTH | BIRMINGHAM | AL | 35233 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| CHILDREN'S MIRACLE NETWORK | |||||||
| 205 WEST 700 SOUTH | SALT LAKE CITY | UT | 84101 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,500 |
| COASTAL CONSERVATION ASSOCIATION OF ALABAMA | |||||||
| PO BOX 16987 | MOBILE | AL | 36616 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,500 |
| CORNERSTONE RANCH | |||||||
| 6313 PINNACLE DRIVE | MT OLIVE | AL | 35117 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,500 |
| CORNERSTONE SCHOOLS OF ALABAMA | |||||||
| 135 54TH ST NORTH | BIRMINGHAM | AL | 35212 | NONE | PUBLIC CHARITY | EDUCATION | $5,000 |
| CRIPPLED CHILDRENS FOUNDATION | |||||||
| 2019 4TH AVE NORTH | BIRMINGHAM | AL | 35203 | NONE | FOUNDATION | GENERAL FUND | $5,000 |
| DUCKS UNLIMITED | |||||||
| 17 NORTH 20TH STREET SUITE 2000 | BIRMINGHAM | AL | 35206 | NONE | PUBLIC CHARITY | GENERAL FUND | $20,500 |
| EXCEPTIONAL FOUNDATION | |||||||
| 1616 OXMOOR ROAD | BIRMINGHAM | AL | 35209 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| GLENWOOD AUTISM & BEHAVORIAL HEALTH CENTER | |||||||
| 150 GLENWOOD LANE | BIRMINGHAM | AL | 35242 | NONE | PUBLIC CHARITY | MEDICAL | $5,000 |
| GREATER BIRMINGHAM HUMANE SOCIETY | |||||||
| 300 SNOW DR | BIRMINGHAM | AL | 35209 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| HIGHLAND UNITED METHODIST CHURCH | |||||||
| 1045 20TH STREET SOUTH | BIRMINGHAM | AL | 35205 | NONE | PUBLIC CHARITY | RELIGIOUS FELLOWSHIP | $3,000 |
| INDEPENDENCE PLACE INC | |||||||
| 128 NORTH CHALKVILLE ROAD | TRUSSVILLE | AL | 35173 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,500 |
| JH ISRAEL | |||||||
| 402 OFFICE PARK DRIVE SUITE 215 | BIRMINGHAM | AL | 35223 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,200 |
| JUNIOR ACHIEVEMENT | |||||||
| 1901 6TH AVENUE NORTH | BIRMINGHAM | AL | 35203 | NONE | PUBLIC CHARITY | GENERAL FUND | $4,500 |
| JUNIOR LEAGUE OF BIRMINGHAM | |||||||
| 2212 20TH AVENUE SOUTH | BIRMINGHAM | AL | 35222 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| KING'S RANCH | |||||||
| PO BOX 162 | CHELSEA | AL | 35043 | NONE | PUBLIC CHARITY | GENERAL | $1,500 |
| LAKESHORE FOUNDATION | |||||||
| 4000 RIDGEWAY DRIVE | BIRMINGHAM | AL | 35209 | NONE | PUBLIC CHARITY | GENERAL FUND | $6,000 |
| LAPS FOR CYSTIC FIBROSIS | |||||||
| 3918 MONTCLAIR ROAD SUITE 201 | BIRMINGHAM | AL | 35213 | NONE | PUBLIC CHARITY | FUND CYSTIC FIBROSIS RESEARCH | $2,500 |
| LINLY HEFLIN FOUNDATION | |||||||
| 13 OFFICE PARK CIRCLE SUITE 8 | BIRMINGHAM | AL | 35223 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| LITERACY COUNCIL | |||||||
| 2301 1ST AVE NORTH SUITE 102 | BIRMINGHAM | AL | 25203 | NONE | PUBLIC CHARITY | GENERAL | $500 |
| LOG A LOAD FOR KIDS | |||||||
| 600 JEFFERSON PLAZA SUITE 350 | ROCKVILLE | MD | 20852 | NONE | PUBLIC CHARITY | GENERAL FUND | $3,500 |
| LOVELADY CENTER | |||||||
| 7916 2ND AVENUE SOUTH | BIRMINGHAM | AL | 35206 | NONE | PUBLIC CHARITY | GENERAL | $7,500 |
| MCWANE SCIENCE CENTER | |||||||
| 200 19TH STREET NORTH | BIRMINGHAM | AL | 35203 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| MOUNTAIN BROOK HIGH SCHOOL | |||||||
| 205 OVERBROOK ROAD | MOUNTAIN BROOK | AL | 35213 | NONE | PUBLIC CHARITY | FUND ATHLETIC PROGRAMS | $159,485 |
| MT CALVARY BAPTIST CHURCH | |||||||
| 1133 TUSCALOOSE AVENUE SW | BIRMINGHAM | AL | 35211 | NONE | PUBLIC CHARITY | RELIGIOUS FELLOWSHIP | $3,000 |
| NATIONAL WILD TURKEY FEDERATION | |||||||
| 770 AUGUSTA ROAD | EDGEFIELD | SC | 29824 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,500 |
| NEW BETHLEHEM BAPTIST | |||||||
| 1730 11TH AVENUE NORTH | BIRMINGHAM | AL | 35020 | NONE | PUBLIC CHARITY | RELIGIOUS FELLOWSHIP | $3,000 |
| NEW TEMPLE BAPTIST CHURCH | |||||||
| 4501 GREATHOUSE ROAD | DORA | AL | 35062 | NONE | PUBLIC CHARITY | RELIGIOUS FELLOWSHIP | $3,000 |
| NICARAGUAN HEALTH FOUNDATION | |||||||
| 3120 WARRINGTON ROAD | BIRMINGHAM | AL | 35223 | NONE | PUBLIC CHARITY | GENERAL FUND | $40,000 |
| NORTH JEFFERSON MIDDLE SCHOOL | |||||||
| 8350 WARRIOR KIMBERLY ROAD | KIMBERLY | AL | 35091 | NONE | PUBLIC CHARITY | GENERAL FUND | $100 |
| OPERA BIRMINGHAM | |||||||
| 3601 6TH AVENUE SOUTH | BIRMINGHAM | AL | 35222 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| PROGRESSIVE BAPTIST CHURCH | |||||||
| 215 84TH STREET SOUTH | BIRMINGHAM | AL | 35206 | NONE | PUBLIC CHARITY | RELIGIOUS FELLOWSHIP | $3,000 |
| RISE CAPSTONE FOUNDATION | |||||||
| PO BOX 870142 | TUSCALOOSA | AL | 35487 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| RONALD MCDONALD HOUSE | |||||||
| 1700 4TH AVE SOUTH | BIRMINGHAM | AL | 35233 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| SALVATION ARMY | |||||||
| 2130 11TH AVENUE NORTH | BIRMINGHAM | AL | 35234 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| ST PAUL UNITED METHODIST CHURCH | |||||||
| 1500 6TH AVE N | BIRMINGHAM | AL | 35203 | NONE | PUBLIC CHARITY | RELIGIOUS FELLOWSHIP | $3,000 |
| STUDIO BY THE TRACKS | |||||||
| PO BOX 101144 | IRONDALE | AL | 35210 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| THREE HOTS & A COT | |||||||
| 300 81ST STREET SOUTH | BIRMINGHAM | AL | 35206 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,500 |
| UNITED PRESBYTERIAN CHURCH | |||||||
| 1375 TOMAHAWK ROAD | BIRMINGHAM | AL | 35214 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,500 |
| VFW | |||||||
| PO BOX 2484 | MONTGOMERY | AL | 36102 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| WALTER MOORE SCHOLARSHIP FOUNDATION | |||||||
| 1016 RUTLEDGE DRIVE | MIDFIELD | AL | 35228 | NONE | PUBLIC CHARITY | GENERAL FUND | $750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 672035 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $9,757 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $656,401 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $163,051 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $829,209 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 829209 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $3,570 | Amount |
| Net Investment Income | 1785 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1785 | DisbursementsCharitablePrps |
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). | Election |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (2 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| NBC SECURITIES PROAM ROUMELL ASSET MGMT | 123900 | 130000 |
| NBC SECURITIES PROAM NBCS ASSET MGMT-FIXED | 7270885 | 7693292 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (7 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| NBC SECURITIES PROAM DANA-LARGE GROWTH | 479366 | 592631 |
| NBC SECURITIES PROAM NBCS ASSET MGMT-EQUITY | 1623581 | 1874840 |
| NBC SECURITIES PROAM WH REAVES | 866880 | 1074584 |
| NBC SECURITIES PROAM WH HODGES | 412427 | 419637 |
| NBC SECURITIES PROAM ROUMELL ASSET MGMT | 426829 | 469900 |
| NBC SECURITIES PROAM NBCS ASSET MGMT-ENERGY | 2243792 | 2731013 |
| NBC SECURITIES PROAM DANA-SMALL EQUITY | 481286 | 643317 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | NBC SECURITIES PROAM WH REAVES | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 44870 | BookValue |
| EOYFMV | 55767 | EOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ACCRUED INTEREST | Description |
| EOY Book Value | 584 | EOYBookValue |
| EOYFMV | 584 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (7 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INSURANCE | 1767 | 442 | 1325 |
| OFFICE EXPENSES | 3091 | 1545 | 1546 |
| ADMINISTRATIVE MANAGEMENT | 49369 | 24685 | 24685 |
| POSTAGE | 32 | 32 | 0 |
| BUSINESS LICENSE | 3710 | 1855 | 1855 |
| BANK CHARGES | 146 | 146 | 0 |
| BOND AMORTIZATION | 163 | 163 | 0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| MONEY MANAGEMENT | $88,983 | 88983 | 0 |
| MANAGEMENT FEES | $66,808 | 33404 | 33404 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| EXCISE TAX | $5,338 | 0 | 0 |
| FOREIGN TAXES | $2,321 | 2321 | 0 |
Comments