STEPHENS FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: STEPHENS FOUNDATION (EIN 63-1035698)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-05-11
IRS object ID: 201201329349101600
Schema version: 2011v1.2
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
Investments Corp Stock Schedule
Investments Other Schedule2
Other Expenses Schedule
Other Income Schedule2

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-05-11T13:32:26-05:00	Timestamp
Tax Period End Date	2011-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	630795199	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LOVOYSUMMERVILLE & SHELTON LLC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	361 SUMMIT BOULEVARD SUITE 210	AddressLine1
City	BIRMINGHAM	City
State	AL	State
ZIP Code	35243	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2011-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	631035698	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	STEPHENS FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	STEP	NameControl
Phone	2059916600	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 1943	AddressLine1
City	BIRMINGHAM	City
State	AL	State
ZIP Code	352011943	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	JAMES T STEPHENS	Name
Title	PRESIDENT	Title
Phone	2059916600	Phone
Date Signed	2012-05-04	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	DONALD HOWELL	Name
PTIN	P00833388	PTIN
Phone	2059709080	Phone
Date Prepared	2012-05-04	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2011	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	7754660	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	29	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	29	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	92247	DividendsRevAndExpnss
Dividends Net Invst Incm	92247	DividendsNetInvstIncm
Gross Rents Rev And Expnss	2424	GrossRentsRevAndExpnss
Gross Rents Net Invst Incm	2424	GrossRentsNetInvstIncm
Net Rental Income Or Loss	-126	NetRentalIncomeOrLoss
Net Gain Sale Assets Rev And Expnss	126464	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	4263265	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	126464	CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss	460	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	460	OtherIncomeNetInvstIncm
Total Revenue And Expenses	221624	TotalRevenueAndExpenses
Total Net Investment Income	221624	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
Accounting Fees Rev And Expnss	1500	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	0	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	0	AccountingFeesDsbrsChrtblPrps
Other Expenses Rev And Expnss	18322	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	18186	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	0	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	19822	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	18186	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	760250	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	795250	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	780072	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	18186	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	795250	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-558448	ExcessOfRevenueOverExpenses
Net Investment Income	203438	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	1483219	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	805399	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	805399	SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY	4831110	InvestmentsCorpStockBOY
Investments Corp Stock EOY	4950022	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	4345295	InvestmentsCorpStockEOYFMV
Investments Land Etc Basis	2600000	InvestmentsLandEtcBasis
Investments Land Etc BOY	2600000	InvestmentsLandEtcBOY
Investments Land Etc EOY	2600000	InvestmentsLandEtcEOY
Investments Land Etc EOYFMV	2600000	InvestmentsLandEtcEOYFMV
Investments Other BOY	3506	InvestmentsOtherBOY
Investments Other EOY	3966	InvestmentsOtherEOY
Investments Other EOYFMV	3966	InvestmentsOtherEOYFMV
Total Assets BOY	8917835	TotalAssetsBOY
Total Assets EOY	8359387	TotalAssetsEOY
Total Assets EOYFMV	7754660	TotalAssetsEOYFMV
Total Liabilities BOY	0	TotalLiabilitiesBOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	11724106	CapitalStockBOY
Capital Stock EOY	11724106	CapitalStockEOY
Paid In Or Capital Surplus BOY	0	PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY	0	PaidInOrCapitalSurplusEOY
Retained Earnings BOY	-2806271	RetainedEarningsBOY
Retained Earnings EOY	-3364719	RetainedEarningsEOY
Total Net Assets BOY	8917835	TotalNetAssetsBOY
Total Net Assets EOY	8359387	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	8917835	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	8359387	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	8917835	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-558448	ExcessOfRevenueOverExpenses
Other Increases	0	OtherIncreases
Subtotal	8359387	Subtotal
Other Decreases	0	OtherDecreases
Total Net Assets Fund Balances EOY	8359387	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
PUBLICLY TRADED SECURITIES-BHCAP	P	3048040	2961409	86631	86631
PUBLICLY TRADED SECURITIES-DANA	P	1215225	1175392	39833	39833

Field	Value	IRS element (for citing)
Capital Gain Net Income	126464	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	691040	QualifyingDistributionsYear1
Noncharitable Assets Year1	9017856	NoncharitableAssetsYear1
Distribution Ratio Year1	0.076630	DistributionRatioYear1
Qualifying Distributions Year2	1581000	QualifyingDistributionsYear2
Noncharitable Assets Year2	9651263	NoncharitableAssetsYear2
Distribution Ratio Year2	0.163813	DistributionRatioYear2
Qualifying Distributions Year3	1022583	QualifyingDistributionsYear3
Noncharitable Assets Year3	10159160	NoncharitableAssetsYear3
Distribution Ratio Year3	0.100656	DistributionRatioYear3
Qualifying Distributions Year4	751759	QualifyingDistributionsYear4
Noncharitable Assets Year4	8635773	NoncharitableAssetsYear4
Distribution Ratio Year4	0.087052	DistributionRatioYear4
Qualifying Distributions Year5	1432360	QualifyingDistributionsYear5
Noncharitable Assets Year5	4290522	NoncharitableAssetsYear5
Distribution Ratio Year5	0.333843	DistributionRatioYear5
Total Distribution Ratio	0.761994	TotalDistributionRatio
Average Distribution Ratio	0.152399	AverageDistributionRatio
Net Noncharitable Assets	8223957	NetNoncharitableAssets
Adjusted Noncharitable Assets	1253323	AdjustedNoncharitableAssets
One Percent Net Investment Income	2034	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	1255357	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	795250	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	4069	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	4069	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	4069	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	4704	EstTaxPaymentsAndOverpayment
Total Credits And Payments	4704	TotalCreditsAndPayments
Overpayment	635	Overpayment
Amount Credited To Next Year	635	AmountCreditedToNextYear
Amount To Be Refunded	0	AmountToBeRefunded

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	J DAVID WALKER	BooksInCareOfPersonName
Books In Care Of Phone Number	2059916600	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 1943	AddressLine1
City	BIRMINGHAM	City
State	AL	State
ZIP Code	35201	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	0	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	0	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	0	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	0	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	0	TransferAssetsToDsqflyPerson
Payment To Government Offical	0	PaymentToGovernmentOffical
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 (4 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
JAMES T STEPHENS
PO BOX 1943	BIRMINGHAM	AL	352011943	PRESIDENT	0.00	0	0	0
ELTON B STEPHENS JR
PO BOX 1943	BIRMINGHAM	AL	352011943	TREASURER	0.00	0	0	0
DELL S BROOKE
PO BOX 1943	BIRMINGHAM	AL	352011943	SECRETARY	0.00	0	0	0
JANE S COMER
PO BOX 1943	BIRMINGHAM	AL	352011943	VICE PRESIDENT	0.00	0	0	0

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	4604886	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	1144309	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	2600000	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	8349195	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	8349195	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	125238	CashDeemedCharitable
Net Noncharitable Assets	8223957	NetNoncharitableAssets
Minimum Investment Return	411198	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	411198	MinimumInvestmentReturn
Tax Based On Investment Income	4069	TaxBasedOnInvestmentIncome
Total Tax	4069	TotalTax
Distributable Amount Before Adj	407129	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	35000	RecoveriesQlfyDistributions
Distributable Amount Before Ded	442129	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	442129	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	795250	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	795250	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	0	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	795250	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	442129	DistributableAmountAsAdjusted
Undistributed Income Prior Year	0	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Excess Distri Carryover Year5	1222474	ExcessDistriCarryoverYear5
Excess Distri Carryover Year4	336846	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	520812	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	1100922	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	243651	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	3424705	TotalExcessDistriCarryover
Qualifying Distributions	795250	QualifyingDistributions
Applied To Year1	0	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	442129	AppliedToCurrentYear
Remaining Distri From Corpus	353121	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	3777826	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	0	UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g3	0	DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5	1222474	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	2555352	ExcessDistriCyovToNextYear
Excess From Year4	336846	ExcessFromYear4
Excess From Year3	520812	ExcessFromYear3
Excess From Year2	1100922	ExcessFromYear2
Excess From Year1	243651	ExcessFromYear1
Excess From Current Year	353121	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (86 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
ALABAMA ASSOCIATION FOR NON PROFITS
PO BOX 292305	BIRMINGHAM	AL	35229	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$2,000
ALABAMA DANCE COUNCIL
PO BOX 2126	BIRMINGHAM	AL	35201	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$5,000
ALABAMA BALLET
2726 1ST AVENUE SOUTH	BIRMINGHAM	AL	35233	PUBLIC CHARITY	SUPPORT OF ARTS	$5,500
ALABAMA CITIZENS FOR CONSTITUTIONAL REFORM
PO BOX 10746	BIRMINGHAM	AL	35202	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$500
ALABAMA ENVIRONMENTAL COUNCIL
2717 7TH AVE SOUTH	BIRMINGHAM	AL	35203	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$1,250
ALABAMA HUMANITIES FOUNDATION
1100 IRELAND WAY STE 201	BIRMINGHAM	AL	35205	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$13,500
ALABAMA RIVERS ALLIANCE
2027 2ND AVENUE NORTH	BIRMINGHAM	AL	35203	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$2,750
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	$105,000
ALS ASSOCIATION - AL CHAPTER
PO BOX 2888	HUNTSVILLE	AL	358042888	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$1,000
ALTAMONT SCHOOL
PO BOX 131429	BIRMINGHAM	AL	35213	PUBLIC CHARITY	SUPPORT OF EDUCATION	$7,250
ALYS STEPHENS CENTER
1530 3RD AVE S	BIRMINGHAM	AL	35294	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$5,000
AMERICAN RIVERS
1101 14TH STREET NW	WASHINGTON	DC	20005	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$250
AMERICAN COLLEGE OF THE BUILDING ARTS
21 MAGAZINE ST	CHARLESTON	SC	29401	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$5,000
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
BIRMINGHAM FAITH IN ACTION
2100 4TH AVENUE NORTH	BIRMINGHAM	AL	35203	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$1,000
BIG BROTHERS BIG SISTERS
1901 14TH AVE S	BIRMINGHAM	AL	35205	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$5,000
BIRMINGHAM BOTANICAL GARDENS
2612 LANE PARK ROAD	BIRMINGHAM	AL	35223	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$6,000
BIRMINGHAM MUSEUM OF ART
2000 8TH AVE N	BIRMINGHAM	AL	35203	PUBLIC CHARITY	SUPPORT OF ARTS	$155,000
BIRMINGHAM SOUTHERN COLLEGE
PO BOX 549003	BIRMINGHAM	AL	35254	PUBLIC CHARITY	SUPPORT OF EDUCATION	$4,000
BLACK WARRIOR RIVERKEEPER
712 37TH STREET SOUTH	BIRMINGHAM	AL	35259	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$20,250
BOYS & GIRLS CLUB OF CENTRAL ALABAMA
PO BOX 10391	BIRMINGHAM	AL	35202	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$5,000
BIRMINGHAM PLEDGE FOUNDATION
2829 2ND AVE S	BIRMINGHAM	AL	35223	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$1,000
BIRMINGHAM ZOO
2630 CAHABA ROAD	BIRMINGHAM	AL	35223	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$112,000
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	$250
CAMP MCDOWELL
105 DELONG ROAD	NAUVOO	AL	35578	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$500
CENTER FOR WATERSHED PROTECTION
8390 MAIN STREET	ELLICOTT CITY	MD	21043	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$250
CHARLESTON WATERKEEPER
360 CONCORD STREET SUITE 103	CHARLESTON	SC	29401	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$3,000
CHILDRENS MUSEUM OF WINSTON SALEM
390 SOUTH LIBERTYQ	WINSTONSALEM	NC	27101	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$2,100
CHILDRENS HOSPITAL
1600 7TH AVENUE SOUTH	BIRMINGHAM	AL	35233	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$25,000
CHOCTAWATCHEE RIVERKEEPER
PO BOX 6734	BANKS	AL	36005	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$250
CHURCH TONIGHT MINISTRIES
239 LEXINGTON PLACE	SEVIERVILLE	TN	37862	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$3,000
CITIZENS COAL COUNCIL
PO BOX 964	WASHINGTON	PA	15301	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$250
CITY WORKS
4912 LLOYD NOLAND PARKWAY	FAIRFIELD	AL	35064	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$2,000
COOSA RIVER KEEPER
PO BOX 373	RIVERSIDE	AL	35135	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$1,000
DOCTORS WITHOUT BORDERS
333 SEVENTH AVE 32ND FLOOR	NEW YORK	NY	100015004	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$5,000
FRESH AIR FAMILY
PO BOX 321038	BIRMINGHAM	AL	35233	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$4,500
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 HURRICANE CREEK
PO BOX 40836	TUSCALOOSA	AL	35404	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$1,000
FRIENDS OF LOCUST FORK RIVER
PO BOX 245	HAYDEN	AL	35079	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$3,000
GIBBES MUSEUM
135 MEETING STREET	CHARLESTON	SC	29401	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$2,000
GIRLSPRING INC
2001 PARK PLACE	BIRMINGHAM	AL	35203	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$30,000
GOD'S OUTREACH CENTER
4418 US HWY 280	HARPERSVILLE	AL	35078	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$5,000
GREATER BIRMINGHAM MINISTRIES
2304 12TH AVENUE NORTH	BIRMINGHAM	AL	35234	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$1,000
INSTITUTE FOR THE VISUAL ARTS
1530 3RD AVE S	BIRMINGHAM	AL	35294	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$6,250
IMPACT
1901 6TH AVE NORTH	BIRMINGHAM	AL	35202	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$5,500
INDEPENDENT PRESBYTERIAN CHURCH
3100 HIGHLAND AVENUE	BIRMINGHAM	AL	35205	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$5,000
JONES VALLEY URBAN FARMS
PO BOX 55357	BIRMINGHAM	AL	35255	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$1,750
LEADING EDGE
PO BOX 59402	BIRMINGHAM	AL	35259	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$3,000
MAGIC CITY HARVEST
PO BOX 11292	BIRMINGHAM	AL	35202	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$15,000
MAGIC MOMENTS
1600 7TH AVENUE SOUTH	BIRMINGHAM	AL	35233	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$2,000
METROPOLITAN OPERA
LINCOLN CENTER	NEW YORK	NY	10023	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$4,000
MOMENTUM
2821 2ND AVENUE SOUTH	BIRMINGHAM	AL	25233	PUBLIC CHARITY	SUPPORT OF EDUCATION	$1,000
MS FOUNDATION
12 METRO TECH CENTER	BROOKLYN	NY	11201	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$10,000
NORWOOD RESOURCE CENTER
1501 27TH ST NORTH	BIRMINGHAM	AL	35234	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$2,000
NATURE CONSERVANCY
PO BOX 6017	ALBERT LEA	MN	560079823	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$250
OASIS WOMEN'S COUNSELING CENTER
1900 14TH AVE SOUTH	BIRMINGHAM	AL	35205	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$3,000
PLANNED PARENTHOOD
434 WEST 33RD STREET	NEW YORK	NY	10001	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$3,000
RED MOUNTAIN PARK FUND
277 LYON LANE	BIRMINGHAM	AL	35211	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$1,200
RED MOUNTAIN THEATER
PO BOX 278	BIRMINGHAM	AL	35201	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$5,000
RIVER NETWORK
520 SW 6TH AVE SUITE 1130	PORTLAND	OR	972041535	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$5,250
RUFFNER MOUNTAIN NATURE CENTER
1214 81ST STREET SOUTH	BIRMINGHAM	AL	35206	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$250
SAMPSON'S SANCTUARY
2229 COLD BRANCH RD	BLOUNTSVILLE	AL	35031	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$1,500
SOUTH CAROLINA MARITIME HERITAGE FOUNDATION
PO BOX 22405	CHARLESTON	SC	29413	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$300
SOUTHERN ENVIRONMENT LAW CENTER
PO BOX 320189	CHARLOTTESVILLE	VA	22902	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$33,600
SOUTHWINGS
35 HAYWOOD STREET SUITE 201	ASHEVILLE	NC	28801	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$1,000
SUMMIT SCHOOL
2100 REYNOLD ROAD	WINSTONSALEM	NC	27106	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$5,000
TAMPA BAY HISTORY CENTER
100 N TAMPA STREET STE 4100	TAMPA	FL	336023644	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$2,500
TAMPA MUSEUM OF ART
2306 N HOWARD AVE	TAMPA	FL	33607	PUBLIC CHARITY	SUPPORT OF ARTS	$5,000
TAMPA BAY WATCH
3000 PINELLAS BAYWAY S	TIERRA VERDE	FL	33715	PUBLIC CHARITY	SUPPORT OF ARTS	$2,500
THE SALVATION ARMY
PO BOX 11005	BIRMINGHAM	AL	35202	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$53,000
UNICEF HOUSE
3 UNITED NATIONS PLAZA	NEW YORK	NY	10017	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$5,000
UNITED WAY
PO BOX 320189	BIRMINGHAM	AL	35232	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$20,000
UROLOGY HEALTH FOUNDATION
3485 INDEPENDENCE DR	HOMEWOOD	AL	35209	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$5,000
VESTAVIA HILL UNITED METHODIST CHURCH
2061 KENTUCKY AVE	VESTAVIA HILLS	AL	35216	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$3,000
WAKE FOREST UNIV HEALTH SCIENCES
MEDICAL CTR BLVD	WASHINGTON	NC	27157	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$9,000
WASHINGTON AND LEE UNIVERSITY
204 WEST WASHINGTON STREET	LEXINGTON	VA	24450	PUBLIC CHARITY	SUPPORT OF EDUCATION	$5,000
WATERKEEPER ALLIANCE
50 SOUTH BUCKHOUT	IRVINGTON	NY	10533	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$6,000
WBHM PUBLIC RADIO
650 11TH STREET SOUTH	BIRMINGHAM	AL	35294	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$1,550
WILD SOUTH
16 EAGLE STREET	ASHEVILLE	NC	28801	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$1,000
WOMEN'S FUND OF GREATER BIRMINGHAM
2100 1ST AVENUE NORTH	BIRMINGHAM	AL	35203	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$3,000
YWCA
309 NORTH 23RD STREET	BIRMINGHAM	AL	35203	PUBLIC CHARITY	SUPPORT OF THE ORGANIZATION	$4,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	795250	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	$29	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$92,247	ExclusionAmount

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

Field	Value	IRS element (for citing)
Exclusion Code	16	ExclusionCode
Exclusion	-$126	ExclusionAmount

Other Investment Income Part VII OtherInvestmentIncomePartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$460	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$126,464	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$219,074	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	219074	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	PROFESSIONAL FEES	Category
Amount	$1,500	Amount
Net Investment Income	0	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Field	Value	IRS element (for citing)
Name Of Stock	STOCKS	NameOfStock
EOY Book Value	4950022	EOYBookValue
EOYFMV	4345295	EOYFMV

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

Field	Value	IRS element (for citing)
Category Or Item	STOWERS LEASEHOLD POOL	CategoryOrItem
Listed At Cost Or FMV	AT COST	ListedAtCostOrFMV
Book Value	3966	BookValue
EOYFMV	3966	EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome
BANK FEES	9544	9544
INVESTMENT ADVISORY FEE	6092	6092
MISCELLANEOUS	136	0
FARM EXPENSE	2550	2550

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Field	Value	IRS element (for citing)
Description	STOWERS LEASEHOLD	Description
Revenue And Expenses Per Books	460	RevenueAndExpensesPerBooks
Net Investment Income	460	NetInvestmentIncome
Adjusted Net Income	460	AdjustedNetIncome

STEPHENS FOUNDATION: Form 990PF, tax year 2011

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (86 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

Other Investment Income Part VII OtherInvestmentIncomePartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (4 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

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