2012-07-13T11:22:33-05:00 2012-03-31 721396621 CARR RIGGS & INGRAM LLC P O BOX 55765 BIRMINGHAM AL 35255 990PF 2011-04-01 630935852 THE THOMAS E JERNIGAN FOUNDATION THOM 2058708560 2000 MORRIS AVENUE SUITE 1500 BIRMINGHAM AL 352034178 LISA R JERNIGAN BRUHM 2058708560 2012-06-19 1 DAVID COMPHER P00369019 2059337822 2012-06-19 2011 2016-02-24 21:20:13Z X 14797056 X X 17702 17702 588499 588499 -37542 0 568659 606201 0 0 0 26359 13180 13179 5547 2773 2774 85953 85953 0 9220 2095 0 55981 28389 27592 183060 132390 43545 695292 695292 878352 132390 738837 -309693 473811 8444 13807 13807 848549 190751 190751 2437 6053587 6503992 6870357 7593687 7528371 7690631 67089 27179 31510 14573793 14264100 14797056 0 0 X 0 0 0 0 14573793 14264100 14573793 14264100 14573793 14264100 14573793 -309693 0 14264100 0 14264100 NBC SECURITIES -37542 -37542 -37542 0 768419 14879011 0.051644 607822 15121005 0.040197 391889 15319283 0.025581 109083 9953409 0.010959 500 195300 0.002560 0.130941 0.026188 14393730 376943 4738 381681 738837 X 4738 0 4738 0 4738 4160 4160 X 578 0 0 0 0 0 0 0 0 0 0 1 1 AL 1 0 0 0 0 1 N/A JACK GRISSOM 2053238560 2000 MORRIS AVENUE SUITE 1500 BIRMINGHAM AL 352034178 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LISA R JERNIGAN POST OFFICE BOX 59428 BIRMINGHAM AL 35259 5.00 0 0 0 NONE 0 NONE 0 0 14215718 397206 0 14612924 0 0 14612924 219194 14393730 719687 719687 4738 4738 714949 0 714949 0 714949 738837 0 738837 4738 734099 714949 694301 0 0 738837 694301 0 0 44536 0 0 0 0 0 0 0 0 670413 0 0 0 X ALABAMA BALLET 2726 1ST AVE SOUTH BIRMINGHAM AL 35233 NONE PUBLIC CHARITY GENERAL FUND 10000 ALABAMA SHERIFFS YOUTH RANCH 15 IRA HANKS MEMORIAL DRIVE PELL CITY AL 35128 NONE PUBLIC CHARITY CHILDRENS HOMES 10000 ALABAMA SPORTS HALL OF FAME 2150 RICHARD ARRINGTON BLVD BIRMINGHAM AL 35203 NONE PUBLIC CHARITY GENERAL FUND 20000 ALABAMA SYMPHONY ORCHESTRA 3621 SIXTH AVENUE SOUTH BIRMINGHAM AL 35222 NONE PUBLIC CHARITY SYMPHONY 30 PICNIC 2500 ALABAMA WILDLIFE FEDERATION 3050 LANARK RD PO BOX 1339 MILLBROOK AL 36054 NONE PUBLIC CHARITY PROMOTES THE CONSERVATION OF ALABAMA'S WILDLIFE 1000 ALYS ROBINSON STEPHENS PERFORMING ARTS CENTER 1200 10TH AVENUE SOUTH BIRMINGHAM AL 35294 NONE UNIVERSTIY GENERAL FUND 15000 AMERICAN CANCER SOCIETY 1100 IRELAND WAY SUITE 300 BIRMINGHAM AL 35205 NONE PUBLIC CHARITY FUND CANCER RESEARCH 42500 AMERICAN HEART ASSOCIATION 1449 MEDICAL PARK DRIVE BIRMINGHAM AL 35213 NONE PUBLIC CHARITY FUND CARDIOVASCULAR DISEASE RESEARCH 10000 AMERICAN LEGION 4 HOLLYWOOD BOULEVARD HOMEWOOD AL 35209 NONE PUBLIC CHARITY GENERAL FUND 500 AMERICAN RED CROSS 2250 9TH AVENUE SOUTH BIRMINGHAM AL 35203 NONE PUBLIC CHARITY GENERAL FUND 15000 AMERICAN VILLAGE CITIZENSHIP TRUST 3727 HIGHWAY 119 S MONTEVALLO AL 35115 NONE PUBLIC CHARITY GENERAL FUND 5000 BAPTIST HEALTH FOUNDATION PO BOX 830605 BIRMINGHAM AL 35283 NONE PUBLIC CHARITY GENERAL FUND 28000 BIG OAK RANCH CAHABA HEIGHTS CT SPRINGVILLE AL 35146 NONE PUBLIC CHARITY GENERAL FUND 10000 BIGTIME MINISTRIES PO BOX 43707 BIRMINGHAM AL 43707 NONE CHURCH GENERAL FUND 15000 BIRMIMGHAM MUSEUM OF ART 2000 8TH AVE N BIRMINGHAM AL 35203 NONE PUBLIC CHARITY GENERAL FUND 50000 BIRMINGHAM HUMANE SOCIETY 300 SNOW DRIVE BIRMINGHAM AL 35209 NONE PUBLIC CHARITY GENERAL FUND 500 BIRMINGHAM MUSEUM OF HISTORY 1731 FIRST AVENUE NORTH BIRMINGHAM AL 35203 NONE PUBLIC CHARITY GENERAL FUND 75000 BIRMINGHAM ZOO 2630 CAHABA ROAD BIRMINGHAM AL 35223 NONE PUBLIC CHARITY GENERAL FUND 10000 BO JOHNSON CHARITABLE FOUNDATION 317 DULAINE COVE BIRMINGHAM AL 35210 NONE FOUNDATION BO JOHNSON MEMORIAL GOLF TOURNAMENT 50000 BOY SCOUTS OF AMERICA PO BOX 43307 BIRMINGHAM AL 35243 NONE PUBLIC CHARITY GENERAL FUND 5000 CAMP NORTHSTAR PO BOX 11512 BIRMINGHAM AL 35202 NONE PUBLIC CHARITY RELIGIOUS 500 CAMP SMILE A MILE PO BOX 550155 BIRMINGHAM AL 35255 NONE PUBLIC CHARITY GENERAL FUND 4500 CHANGED LIVES CHRISTIAN CENTER PO BOX 66 BIRMINGHAM AL 35201 NONE PUBLIC CHARITY GENERAL FUND 2500 CHARITABLE RESOURCE GROUP 2 METROPLEX DR STE 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NORTHPORT AL 35473 NONE CHURCH GENERAL FUND 5000 GARDENDALE HIGH SCHOOL 800 MAIN STREET GARDENDALE AL 35071 NONE PUBLIC CHARITY SPECIAL OLYMPICS EVENT 518 GRANDFATHER HOME FOR CHILDREN 158 GRANDFATHER HOME DRIVE BANNER ELK NC 28604 NONE PUBLIC CHARITY GENERAL FUND 1500 HIGHLAND UNITED METHODIST CHURCH 1045 20TH STREET SOUTH BIRMINGHAM AL 35205 NONE PUBLIC CHARITY RELIGIOUS FELLOWSHIP 3000 JUNIOR ACHIEVEMENT 1901 6TH AVENUE NORTH BIRMINGHAM AL 35203 NONE PUBLIC CHARITY GENERAL FUND 2000 JUNIOR LEAGUE OF BIRMINGHAM 2212 20TH AVENUE SOUTH BIRMINGHAM AL 35222 NONE PUBLIC CHARITY GENERAL FUND 1000 JUNIOR WOMENS COMMITTEE OF 100 32 VINE STREET BIRMINGHAM AL 35213 NONE PUBLIC CHARITY GENERAL FUND 1000 KID ONE TRANSPORT 3535 7TH COURT SOUTH BIRMINGHAM AL 35222 NONE PUBLIC CHARITY GENERAL FUND 1000 KING'S RANCH PO BOX 162 CHELSEA AL 35043 NONE PUBLIC CHARITY GENERAL 1500 LAKESHORE FOUNDATION 4000 RIDGEWAY DRIVE BIRMINGHAM AL 35209 NONE PUBLIC CHARITY GENERAL FUND 6000 LIBERTY BAPTIST CHURCH 11050 CHELSEA ROAD CHELSEA AL 35043 NONE CHURCH RELIGIOUS FELLOWSHIP 3000 LINLY HEFLIN FOUNDATION 13 OFFICE PARK CIRCLE SUITE 8 BIRMINGHAM AL 35223 NONE PUBLIC CHARITY GENERAL 10000 MADD 511 E JOHN CARPENTER FREEWAY IRVING TX 75062 NONE PUBLIC CHARITY GENERAL FUND 500 MAGIC MOMENTS 1600 7TH AVENUE SOUTH BIRMINGHAM AL 35233 NONE PUBLIC CHARITY GENERAL FUND 10000 MAKE A WISH PO BOX 97104 WASHINGTON DC 20090 NONE PUBLIC CHARITY GENERAL FUND 2000 MCWANE SCIENCE CENTER 200 19TH STREET NORTH BIRMINGHAM AL 35203 NONE PUBLIC CHARITY GENERAL FUND 2500 MT BROOK ATHLETICS PO BOX 530774 BIRMINGHAM AL 35253 NONE PUBLIC CHARITY FUND ATHLETIC PROGRAMS 1500 NATIONAL MULTIPLE SCLEROSIS SOCIETY 3840 RIDGEWAY DRIVE BIRMINGHAM AL 35209 NONE PUBLIC CHARITY GENERAL FUND 5000 NEW BETHLEHEM BAPTIST 1730 11TH AVENUE NORTH BIRMINGHAM AL 35020 NONE PUBLIC CHARITY RELIGIOUS FELLOWSHIP 3000 NEW TEMPLE BAPTIST CHURCH 4501 GREATHOUSE ROAD DORA AL 35062 NONE PUBLIC CHARITY RELIGIOUS FELLOWSHIP 3000 OPERA BIRMINGHAM 3601 6TH AVENUE SOUTH BIRMINGHAM AL 35222 NONE PUBLIC CHARITY GENERAL FUND 10000 PROGRESSIVE BAPTIST CHURCH 215 84TH STREET SOUTH BIRMINGHAM AL 35206 NONE PUBLIC CHARITY RELIGIOUS FELLOWSHIP 3000 RANGELINE BAPTIST CHURCH 5805 COUNTY ROAD 19 LINDEN AL 36748 NONE CHURCH RELIGIOUS FELLOWSHIP 1000 RISE PROGRAM 804 LANDMARK DRIVE GLEN BURNIE MD 21061 NONE PUBLIC CHARITY GENERAL 10000 ROBERT E REED FOUNDATION PO BOX 530186 BIRMINGHAM AL 35253 NONE FOUNDATION GENERAL 15000 RONALD MCDONALD HOUSE 1700 4TH AVE SOUTH BIRMINGHAM AL 35233 NONE PUBLIC CHARITY GENERAL FUND 5000 ROTARY CLUB OF BIRMINGHAM 2019 4TH AVE NORTH BIRMINGHAM AL 35203 NONE PUBLIC CHARITY GENERAL FUND 30000 SPECIAL OLYMPICS PO BOX 1087 MONTGOMERY AL 36101 NONE PUBLIC CHARITY GENERAL FUND 500 ST CLAIR COUNTY BOYS RANCH 2680 BELL ROAD PO BOX 240009 MONTGOMERY AL 36124 NONE PUBLIC CHARITY GENERAL FUND 7024 ST LUKE EPISCOPAL CHURCH 3736 MONTROSE ROAD BIRMINGHAM AL 35213 NONE PUBLIC CHARITY RELIGIOUS FELLOWSHIP 20000 ST MARY'S ON THE HIGHLANDS 1910 12TH AVENUE SOUTH BIRMINGHAM AL 35202 NONE PUBLIC CHARITY RELIGIOUS FELLOWSHIP 23000 ST PAUL UNITED METHODIST CHURCH 1500 6TH AVE N BIRMINGHAM AL 35203 NONE PUBLIC CHARITY RELIGIOUS FELLOWSHIP 3000 UAB CENTER FOR AGING 1530 3RD AVENUE SOUTH CH-19 ROOM 201 BIRMINGHAM AL 35294 NONE UNIVERSTIY GENERAL FUND 5000 UNITED CEREBAL PALSY 120 OLSO CIRCLE BIRMINGHAM AL 35211 NONE PUBLIC CHARITY MEDICAL 10000 UNITED WAY OF CENTRAL ALABAMA 3600 8TH AVENUE SOUTH BIRMINGHAM AL 35232 NONE PUBLIC CHARITY GENERAL FUND 40000 UNITED WAY OF WEST ALABAMA 2720 6TH ST 100 TUSCALOOSA AL 35401 NONE PUBLIC CHARITY GENERAL FUND 5000 WALTER MOORE SCHOLARSHIP FOUNDATION 1016 RUTLEDGE DRIVE MIDFIELD AL 35228 NONE PUBLIC CHARITY GENERAL FUND 750 YMCA OF CENTRAL AL 309 23RD ST NORTH BIRMINGHAM AL 35212 NONE PUBLIC CHARITY PURSE & PASSION LUNCHEON 6000 695292 0 14 17702 14 588499 18 -37542 0 568659 0 568659 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 5547 2773 2774 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). NBC SECURITIES PROAM ROUMELL ASSET MGMT 179981 171090 NBC SECURITIES PROAM NBCS ASSET MGMT-FIXED 7348390 7519541 NBC SECURITIES PROAM DANA-LARGE GROWTH 469409 538235 NBC SECURITIES PROAM NBCS ASSET MGMT-EQUITY 1581304 1677466 NBC SECURITIES PROAM WH REAVES 890191 979236 NBC SECURITIES PROAM WH HODGES 468545 439059 NBC SECURITIES PROAM ROUMELL ASSET MGMT 567797 500330 NBC SECURITIES PROAM NBCS ASSET MGMT-ENERGY 2069701 2202639 NBC SECURITIES PROAM DANA-SMALL EQUITY 457045 533392 NBC SECURITIES PROAM WH REAVES AT COST 27179 31510 INSURANCE 1475 369 1106 OFFICE EXPENSES 2583 1291 1292 ADMINISTRATIVE MANAGEMENT 48940 24470 24470 MISCELLANEOUS 24 24 0 BUSINESS LICENSE 1447 723 724 BANK CHARGES 147 147 0 BOND AMORTIZATION 1365 1365 0 MONEY MANAGEMENT 85953 85953 0 EXCISE TAX 7125 0 0 FOREIGN TAXES 2095 2095 0