2024-05-14T11:31:40-05:00 2023-12-31 630721243 BORLAND BENEFIELD PC 800 SHADES CREEK PARKWAY - SUITE 875 BIRMINGHAM AL 35209 990PF 2023-01-01 631035698 STEPHENS FOUNDATION STEP 2059916600 PO BOX 1943 BIRMINGHAM AL 352011943 JAMES T STEPHENS PRESIDENT 2059916600 2024-05-08 1 JAMES STEPHENS XXX-XX-XXXX 1 SUSAN R WALLER CPA P01048625 2058027212 2024-05-08 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 4408027 X X 2172 2172 62559 62559 1000 1000 -2194 85080 454493 85080 204 204 151015 151015 0 0 0 1600 400 0 4303 3333 0 5903 3733 0 562000 562000 567903 3733 562000 -416888 147282 164851 117172 117172 1276456 907043 1483968 2600000 2600000 2600000 2800000 6683 6887 6887 4047990 3631102 4408027 0 0 X 11724106 11724106 0 0 -7676116 -8093004 4047990 3631102 4047990 3631102 4047990 -416888 0 3631102 0 3631102 PUBLICLY TRADED SECURITIES 2023-12-31 454493 369413 85080 85080 85080 2047 0 2047 0 2047 900 0 0 0 900 X 1 1148 0 0 0 0 0 0 0 0 0 0 1 1 AL 1 0 0 0 0 1 N/A JILL PHILLIPS 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 0 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 NONE 0 NONE 0 0 1455126 137605 2806687 4399418 0 0 4399418 65991 4333427 216671 216671 2047 2047 214624 0 214624 0 214624 562000 0 562000 214624 0 0 57697 498016 328880 285500 333985 1504078 562000 0 0 0 214624 347376 0 0 1851454 0 0 0 0 0 0 57697 1793757 498016 328880 285500 333985 347376 X ACADEMY PREP CENTER OF TAMPA 1407 E COLUMBUS DR TAMPA FL 33605 PC SUPPORT OF THE ORGANIZATION 5000 ALABAMA BALLET 2726 1ST AVENUE SOUTH BIRMINGHAM AL 35233 PC SUPPORT OF ARTS 10000 ALABAMA HUMANITIES FOUNDATION 1100 IRELAND WAY STE 201 BIRMINGHAM AL 35205 PC SUPPORT OF THE ORGANIZATION 3000 ALABAMA INSTITUTE FOR DEAF AND BLIND FOUNDATION 205 EAST SOUTH STREET TALLADEGA AL 35203 PC SUPPORT OF THE ORGANIZATION 5000 ALABAMA SYMPHONY ORCHESTRA 3621 SIXTH AVENUE SOUTH BIRMINGHAM AL 35222 PC SUPPORT OF THE ARTS 66000 ALABAMA WALDORF SCHOOL 5901 CRESTWOOD BLVD BIRMINGHAM AL 35212 PC SUPPORT OF EDUCATION 2500 ALS ASSOCIATION OF ALABAMA PO BOX 2888 HUNTSVILLE AL 358042888 PC SUPPORT OF THE ORGANIZATION 3000 ALYS STEPHENS CENTER 1200 10TH AVENUE SOUTH BIRMINGHAM AL 35294 PC SUPPORT OF THE ORGANIZATION 12250 ALZHEIMER'S OF CENTRAL ALABAMA 300 OFFICE PARK DR STE225 BIRMINGHAM AL 35223 PC SUPPORT OF THE ORGANIZATION 5000 BETTER BASICS 211 SUMMIT PARKWAY SUITE 108 BIRMINGHAM AL 35209 PC SUPPORT OF THE ORGANIZATION 10000 BIG BROTHERS BIG SISTERS OF GREATER BIRMINGHAM 1901 14TH AVENUE SOUTH BIRMINGHAM AL 35205 PC SUPPORT OF THE ORGANIZATION 5000 BIRMINGHAM CHILDREN'S THEATRE PO BOX 1362 BIRMINGHAM AL 35201 PC SUPPORT OF THE ORGANIZATION 3500 BIRMINGHAM MUSEUM OF ART 2000 8TH AVE N BIRMINGHAM AL 35203 PC SUPPORT OF ARTS 25000 CAHABA RIVER SOCIETY 2717 7TH AVENUE SOUTH SUITE 205 BIRMINGHAM AL 35233 PC SUPPORT OF THE ORGANIZATION 3000 CHILDRENS HOSPITAL FOUNDATION 1600 7TH AVENUE SOUTH BIRMINGHAM AL 35233 PC SUPPORT OF THE ORGANIZATION 25000 CHURCH TONIGHT MINISTRIES 239 LEXINGTON PLACE SEVIERVILLE TN 37862 PC SUPPORT OF THE ORGANIZATION 1500 COOSA RIVERKEEPER 13521 OLD HWY 280 SUITE 133 BIRMINGHAM AL 35242 PC SUPPORT OF THE ORGANIZATION 7500 DOCTORS WITHOUT BORDERS 333 SEVENTH AVE 2ND FLOOR NEW YORK NY 10001 PC SUPPORT OF THE ORGANIZATION 30000 ENVISION OBOE 3014 CHARDALE COURT CINCINNATI OH 45248 PC SUPPORT OF THE ORGANIZATION 4000 FRESH AIR FAMILY PO BOX 321038 BIRMINGHAM AL 35233 PC SUPPORT OF THE ORGANIZATION 4000 FRIENDS OF HALE COUNTY 700 27TH PLACE SOUTH BIRMINGHAM AL 35233 PC SUPPORT OF THE ORGANIZATION 4000 FRIENDS OF HURRICANE CREEK PO BOX 40836 TUSCALOOSA AL 35404 PC SUPPORT OF THE ORGANIZATION 5000 GATEWAY 1401 20TH STREET SOUTH BIRMINGHAM AL 35205 PC SUPPORT OF THE ORGANIZATION 3000 GIRLSPRING INC PO BOX 530248 BIRMINGHAM AL 35203 PC SUPPORT OF THE ORGANIZATION 26000 GOD'S OUTREACH CENTER 4418 US HWY 280 HARPERSVILLE AL 35078 PC SUPPORT OF THE ORGANIZATION 2000 JOYCE THEATER 175 8TH AVE 19TH ST NEW YORK NY 11011 PC SUPPORT OF THE ORGANIZATION 3000 LAKESHORE FOUNDATION 4000 RIDGEWAY DRIVE BIRMINGHAM AL 35259 PC SUPPORT OF THE ORGANIZATION 5000 LIFE SKILLS FOUNDATION PO BOX 51129 DURHAM NC 27717 PC SUPPORT OF THE ORGANIZATION 10000 LINLEY HEFLIN UNIT 13 OFFICE PARK CIRCLE SUITE 8 BIRMINGHAM AL 35223 PC SUPPORT OF THE ORGANIZATION 8000 MARANATHAN ACADEMY 200 BEACON PKWY W SUITE 206 BIRMINGHAM AL 35209 PC SUPPORT OF THE ORGANIZATION 5000 METROPOLITAN MINISTRIES 2002 NORTH FLORIDA AVENUE TAMPA FL 336023644 PC SUPPORT OF THE ORGANIZATION 2500 METROPOLITAN OPERA LINCOLN CENTER NEW YORK NY 10023 PC SUPPORT OF THE ORGANIZATION 3000 MISSION WOLF PO BOX 1211 WESTCLIFFE CO 81252 PC SUPPORT OF THE ORGANIZATION 1250 MOMENTUM 2821 2ND AVENUE SOUTH BIRMINGHAM AL 25233 PC SUPPORT OF EDUCATION 2000 OASIS WOMEN'S COUNSELING CENTER 1900 14TH AVE SOUTH BIRMINGHAM AL 35205 PC SUPPORT OF THE ORGANIZATION 1000 PLANNED PARENTHOOD 434 WEST 33RD STREET NEW YORK NY 10001 PC SUPPORT OF THE ORGANIZATION 5000 QUARTERBACKING CHILDREN'S HEALTH FOUNDATION 2019 4TH AVENUE N STE 101 BIRMINGHAM AL 35203 PC SUPPORT OF THE ORGANIZATION 1000 RED MOUNTAIN THEATRE COMPANY 277 LYON LANE BIRMINGHAM AL 35211 PC SUPPORT OF THE ORGANIZATION 10000 SAMPSON'S SANCTUARY 2229 COLD BRANCH RD BLOUNTSVILLE AL 35031 PC SUPPORT OF THE ORGANIZATION 2000 SIMON CYRENE FOUNDATION 310 RICHARD ARRINGTON BLVD SUITE 400 BIRMINGHAM AL 35203 PC SUPPORT OF THE ORGANIZATION 1000 SOUTH CAROLINA COASTAL CAROLINA LEAGUE FOR GROWFOODS CAROLINA 131 SPRING STREET CHARLESTON SC 29403 PC SUPPORT OF THE ORGANIZATION 20000 SOUTHERN ENVIRONMENT LAW CENTER 201 WEST MAIN STREET SUITE 14 CHARLOTTESVILLE VA 229025065 PC SUPPORT OF THE ORGANIZATION 25000 ST JOHN'S EPISCOPAL PARISH DAY SCHOOL 240 PLANT AVENUE TAMPA FL 33606 PC SUPPORT OF THE ORGANIZATION 4000 STAIR OF BIRMINGHAM 3100 HIGHLAND AVENUE BIRMINGHAM AL 35205 PC SUPPORT OF THE ORGANIZATION 5000 SUMMIT SCHOOL 2100 REYNOLDA ROAD WINSTONSALEM NC 27104 PC SUPPORT OF THE ORGANIZATION 15000 TAMPA BAY WATER KEEPER 260 1ST AVE S ST PETERSBURG FL 33701 PC SUPPORT OF THE ORGANIZATION 2000 TAMPA MUSEUM OF ART 2306 N HOWARD AVE TAMPA FL 33607 PC SUPPORT OF ARTS 7500 THE PISTON FOUNDATION PO BOX 4611 GREENWICH CT 06830 PC SUPPORT OF THE ORGANIZATION 10000 THE SARARA FOUNDATION 1031 33RD STREET DENVER CO 80205 PC SUPPORT OF THE ORGANIZATION 16000 THE SPRING OF TAMPA BAY 209 N WILLOW AVE TAMPA BAY FL 33606 PC SUPPORT OF THE ORGANIZATION 3000 UNICEF 1447 PEACHTREE STREET NE STE 310 ATLANTA GA 30309 PC SUPPORT OF THE ORGANIZATION 65000 UNITED WAY OF CENTRAL ALABAMA PO BOX 320189 BIRMINGHAM AL 35232 PC SUPPORT OF THE ORGANIZATION 50000 WAKE FOREST UNIVERSITY PO BOX 7227 WINSTONSALEM NC 27109 PC SUPPORT OF EDUCATION 5000 WBHM PUBLIC RADIO 650 11TH STREET SOUTH BIRMINGHAM AL 35294 PC SUPPORT OF THE ORGANIZATION 2000 WHITBY SCHOOL 969 LAKE AVE GREENWICH CT 068313028 PC SUPPORT OF EDUCATION 2500 562000 0 14 2172 14 62559 16 -2194 14 204 18 85080 0 147821 0 147821 0 0 0 0 0 0 0 0 0 0 PROFESSIONAL FEES 1600 400 0 BANCORPSOUTH STOCK 907043 1483968 STOWERS LEASEHOLD POOL AT COST 6887 6887 BANK FEES 139 139 0 FEDERAL EXCISE TAX 970 0 0 BARBOUR COUNTY MANAGEMENT EXPENSES 3194 3194 0 STOWERS LEASEHOLD 204 204 204