2023-11-02T14:25:53-05:00 2022-12-31 631034180 HORTON LEE BURNETT ET AL PC 3800 COLONNADE PKWY SUITE 500 BIRMINGHAM AL 35243 990 2022-01-01 631231049 THE DIANE S AND P TRAM SESSIONS JR FOUNDATION INC DIAN 2059679744 3800 COLONNADE PARKWAY 500 BIRMINGHAM AL 35243 HB LEE JR DIRECTOR 2059679744 2023-11-02 1 HB LEE JR 999009999 0 LEE BENSON P01231759 2059679744 2023-11-02 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z HB LEE JR 3800 COLONNADE PKWY SUITE 500 BIRMINGHAM AL 35243 962509 0 X N/A X 1999 AL SUPPORTING CHARITABLE ORGANIZATION TO THE BHAM AUDUBON SOCIETY 5 5 0 0 0 0 0 0 0 0 767944 388858 640 4480 768584 393338 275000 300000 0 0 0 0 0 0 0 36700 34789 311700 334789 456884 58549 6942455 6980760 0 0 6942455 6980760 TO OPERATE IN CONNECTION WITH AND SUPPORT THE BIRMINGHAM AUDUBON SOCIETY. 0 0 300000 300000 THE BIRMINGHAM AUDUBON SOCIETY - TO PROVIDE GENERAL SUPPORT. 300000 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X HB LEE JR 2059679744 3800 COLONNADE PARKWAY SUITE 500 BIRMINGHAM AL 35243 X HB LEE JR PRESIDENT 1.00 X 0 0 0 HENRY S LYNN JR TREASURER 1.00 X 0 0 0 ROBERT G TATE DIRECTOR 1.00 X 0 0 0 ANNE W MITCHELL SECRETARY 1.00 X 0 0 0 JOE WATTS DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 365278 365278 592751 569171 23580 23580 23580 RETURN OF CAPITAL 900099 4480 4480 4480 393338 0 0 393338 300000 300000 3334 3334 31430 31430 25 25 334789 300000 34789 0 349834 212993 1419022 1453255 5173599 5314512 6942455 6980760 0 0 X 6942455 6980760 6942455 6980760 6942455 6980760 58549 -20244 0 X 0 0 0 X X 1 THE BIRMINGHAM AUDUBON SOCIETY 510198925 7 1 300000 0 1 300000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 10306 0 0 0 327276 369758 337582 369758 0 0 0 0 0 0 337582 369758 9276480 8101443 274182 322834 0 0 9550662 8424277 0 0 0 9550662 8424277 143260 212993 9407402 8211284 329259 287395 0 0 329259 287395 337582 286945 329259 329259 0 329259 300000 0 34789 0 0 0 334789 300000 329259 91.110000000000 329259 0 0 0 0 0 69696 69696 0 69696 0 0 334789 0 259563 75226 0 0 75226 0 0 0 0 75226 PART IV, SECTION D, LINE 2: THE BENEFICIARY ORGANIZATIONS HAVE AN ADVISORY ROLE, INCLUDING REGULAR MEETINGS WITH THE BENEFICIARY ORGANIZATIONS TO ALLOW THEM TO HAVE INPUT WITH REGARDS TO INVESTMENT DECISIONS AND GRANT MAKING. PART IV, SECTION D, LINE 3: THE BENEFICIARY ORGANIZATIONS HAVE AN ADVISORY ROLE, INCLUDING REGULAR MEETINGS WITH THE BENEFICIARY ORGANIZATIONS TO ALLOW THEM TO HAVE INPUT WITH REGARDS TO INVESTMENT DECISIONS AND GRANT MAKING. 0 ALPS COR MGT COMPLETE COMMODITIES 50000 C AMERICAN BEACON INNOVATION 5000 C ARES CAPITAL CORP 20294 C BLACKROCK EQUITY DIVIDEND 100000 C BLACKROCK GLOBAL 149931 C BLACKROCK INNOVATION AND GROWTH TRUST 144750 C BLACKROCK SCIENCE & TECH 48897 C CALAMOS CONVERTIBLE 25194 C CALAMOS GLOBAL GROWTH 5000 C COLUMBIA FLEXIBLE CAP INC INSTL CL 160000 C COLUMBIA SELIGMAN GLOBAL TECH 100000 C EIC VALUE 205041 C FIRST TRUST HIGH YIELD OPPORTUNITIES 21050 C FRANKLIN INC ADVISOR 96301 C GROWTH FUND AMER INC CL A 87784 C HARDING LOEVNER FRONTIER EMERGING MKTS 20000 C HARTFORD BALANCED INC CL I 50000 C HERCULES CAPITAL INC 19300 C HOLBROOK INCOME 50000 C INVESCO CONVERTIBLE SEC 76394 C INVESCO DEVELOPING MARKETS 50003 C INVESCO GLOBAL 100974 C JP MORGAN INC BUILDER 184086 C LOOMIS SAYLES 113262 C MAINSTAY CBRE GLOBAL INFRASTRUCTURE MEGATRENDS FUND 35000 C MET WEST HIGH YIELD 54055 C NUVEEN VARIABLE RATE PFD & INCOME FUND 35000 C NXG NEXTGGEN INFRASTRUCTURE FUND 56462 C OURCROWD 99590 C PIMCO ACCESS INCOME FUND 50000 C PIONEER MULTI ASSET ULTRASHORT 104465 C PIONEER SELECT MID CAP GROWTH 50000 C PIONEER STRAT INC 110777 C PRINCIPAL PREF SEC 153635 C REAVES UTILITY INCOME FUND 265014 C ROYCE MICRO-CAP TRUST 41131 C ROYCE VALUE TRUST INC 144259 C STEELPATH OPP 68144 C T ROWE PRICE BLUE CHIP GROWTH 50000 C TEKLA HEALTHCARE OPPTYS FUND 200000 C TEKLA WORLD HEALTHCARE 34655 C THORNBURG INC BUILDER 234716 C TOUCHSTONE MID CAP 309551 C VIRTUS CONV & INCOME 287440 C VULCAN VALUE PARTNERS INSTL 438631 C VULCAN VALUE PARTNERS SM CAP 150000 C WCM FOCUSED INTL GROWTH 278556 C WESTERN ASSET DIVERSIFIED INCOME FUND 50000 C YORKTOWN SHORT TERM BOND INSTL 130170 C 5314512 1 THE BIRMINGHAM AUDUBON SOCIETY PO BOX 314 BIRMINGHAM AL 352010314 510198925 170(B)(1)(A)(VI) 300000 0 TO PROVIDE GENERAL SUPPORT PART I, LINE 2: THE ORGANIZATION MAINTAINS CLOSE RELATIONSHIPS THROUGHOUT THE YEAR WITH THE SUPPORTED ORGANIZATIONS TO MONITOR THE USE OF GRANT FUNDS IN THE UNITED STATES. A DIRECTOR OF THE BIRMINGHAM AUDUBON SOCIETY IS ON THE BOARD OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B CERTAIN DIRECTORS REVIEW FORM 990 EACH YEAR FOR ACCURACY OF INFORMATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. BIRMINGHAM AUDUBON SOCIETY PO BOX 314 BIRMINGHAM AL 352010314 510198925 EDUCATION AND PROTECTION OF BIRDS AL 501(C)(3) 170(B)(1) (A)(VI) 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BIRMINGHAM AUDUBON SOCIETY B 300000 CASH