2024-11-12T15:59:52-06:00 2023-12-31 454084437 WARREN AVERETT LLC 2500 ACTON ROAD BIRMINGHAM AL 35243 990PF 2023-01-01 721389140 THE THOMPSON FOUNDATION INC THOM 2058483973 PO BOX 10367 BIRMINGHAM AL 352020367 ANNIE THOMPSON SOMERVILLE EXECUTIVE DIRECTOR 2058483973 2024-10-31 1 1 MEGAN RANDOLPH P00989558 2059794100 2023 2024-10-15 13:58:12Z X 10273044 X 500000 18276 18276 134507 134507 1 1 -11274 55328 616209 54137 11068 0 11068 719180 206921 11068 69708 34854 0 34854 14790 7395 0 7395 3 3 0 0 2207 2207 0 0 11275 11275 11275 87059 73447 0 13612 185042 129181 11275 55861 1099285 1099285 1284327 129181 11275 1155146 -565147 77740 0 138840 73781 73781 8561 8561 8561 9325550 8831054 9604802 439707 104291 346691 335416 585900 9811081 9248812 10273044 0 0 X 9811081 9248812 0 0 0 0 9811081 9248812 9811081 9248812 9811081 -565147 2878 9248812 0 9248812 COOK & BYNUM K-1 P 680 -680 -680 HAINES K-1 P 6 6 6 ML #2711 320090 339569 -19479 -19479 ML #2711 23767 30097 -6330 -6330 REGIONS TRUST 68255 68255 68255 UBS #758 41846 40436 1410 1410 UBS #758 12761 15370 -2609 -2609 UBS #759 8063 9078 -1015 -1015 UBS #759 25999 16847 9152 9152 UBS #760 3169 3227 -58 -58 UBS #760 82207 84675 -2468 -2468 UBS #923 1636 1555 81 81 UBS #923 15748 19347 -3599 -3599 CAPITAL GAINS DIVIDENDS P 11471 11471 11471 54137 1081 0 1081 0 1081 2240 0 2000 0 4240 X 0 3159 3159 0 0 0 0 0 0 0 0 0 0 0 1 1 AL 1 0 0 0 0 1 N/A ANNIE THOMPSON SOMERVILLE 2058483973 PO BOX 10367 BIRMINGHAM AL 352020367 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MICHAEL D THOMPSON PO BOX 10367 BIRMINGHAM AL 352020367 PRESIDENT 1.00 0 0 0 LISA THOMPSON-SMITH PO BOX 10367 BIRMINGHAM AL 352020367 SECRETARY/TREASURER 1.00 0 0 0 LUCY THOMPSON MARSH PO BOX 10367 BIRMINGHAM AL 352020367 DIRECTOR 1.00 0 0 0 JACOB MARSH PO BOX 10367 BIRMINGHAM AL 352020367 DIRECTOR 1.00 0 0 0 BENJAMIN H THOMPSON PO BOX 10367 BIRMINGHAM AL 352020367 DIRECTOR 1.00 0 0 0 NETAGENE R THOMPSON PO BOX 10367 BIRMINGHAM AL 352020367 DIRECTOR 1.00 0 0 0 ANNIE THOMPSON SOMERVILLE PO BOX 10367 BIRMINGHAM AL 352020367 EXECUTIVE DIRECTOR 40.00 69708 0 0 NONE 0 NONE 0 NONE 0 NONE 0 0 9183349 347465 550063 10080877 0 0 10080877 151213 9929664 496483 496483 1081 1081 495402 0 495402 0 495402 1155146 0 1155146 495402 0 0 589702 809401 537347 493878 584270 3014598 1155146 0 0 0 495402 659744 0 0 3674342 0 0 0 0 0 0 589702 3084640 809401 537347 493878 584270 659744 MICHAEL D THOMPSON LISA THOMPSON-SMITH X ADULT HEALTHCARE VARIOUS VARIOUS AL 00000 NONE CHARITABLE 18600 ANIMAL WELFARE VARIOUS VARIOUS AL 00000 NONE CHARITABLE 25000 ARTS GENERAL VARIOUS VARIOUS AL 00000 NONE CHARITABLE 35000 BASIC NEEDS VARIOUS VARIOUS AL 00000 NONE CHARITABLE 43750 CHILDREN'S HEALTHCARE VARIOUS VARIOUS AL 00000 NONE CHARITABLE 37000 CHILDREN'S PROGRAMS VARIOUS VARIOUS AL 00000 NONE CHARITABLE 101500 CIVIC & CULTURE VARIOUS VARIOUS AL 00000 NONE CHARITABLE 58500 DISASTER RELIEF VARIOUS VARIOUS AL 00000 NONE CHARITABLE 98522 EDUCATIONAL VARIOUS VARIOUS AL 00000 NONE CHARITABLE 6500 ENVIORNMENT AND WILDLIFE VARIOUS VARIOUS AL 00000 NONE CHARITABLE 1750 HIGHER EDUCATION VARIOUS VARIOUS AL 00000 NONE CHARITABLE 208333 HOSPITALS & HEALTHCARE VARIOUS VARIOUS AL 00000 NONE CHARITABLE 28250 HUNGER VARIOUS VARIOUS AL 00000 NONE CHARITABLE 80310 K-12 VARIOUS VARIOUS AL 00000 NONE CHARITABLE 81750 MEMORIALS AND GIFTS VARIOUS VARIOUS AL 00000 NONE CHARITABLE 3600 PRE-K VARIOUS VARIOUS AL 00000 NONE CHARITABLE 7500 RELIGION VARIOUS VARIOUS AL 00000 NONE CHARITABLE 51161 RESEARCH VARIOUS VARIOUS AL 00000 NONE CHARITABLE 68300 UNITED WAY VARIOUS VARIOUS AL 00000 NONE CHARITABLE 125001 VETERANS VARIOUS VARIOUS AL 00000 NONE CHARITABLE 1500 VOCATIONAL VARIOUS VARIOUS AL 00000 NONE CHARITABLE 6958 WOMEN SERVICE VARIOUS VARIOUS AL 00000 NONE CHARITABLE 500 HOMELESSNESS VARIOUS VARIOUS AL 00000 NONE CHARITABLE 5000 CHILDREN'S SERVICES VARIOUS VARIOUS AL 00000 NONE CHARITABLE 5000 1099285 0 14 18276 14 134507 -11274 18 55328 2022 INCOME TAX REFUND 11068 0 219179 -11274 207905 5B BUILDING IS LEASED FOR $1 ANNUALLY TO THE GREATER BHM HUMANE SOCIETY 11A 2022 INCOME TAX REFUND 0 0 0 0 0 0 0 0 0 0 X X 1 MICHAEL D THOMPSON 1725 SOMERSET CIRCLE BIRMINGHAM AL 35213 500000 X ACCOUNTING FEES 14790 7395 0 7395 5220 PRINCETON WAY 2014-10-13 439707 93016 SL 39.000000000000 11275 11275 11275 EMPLOYEE FURNITURE SALE PURCHASED 2023-06 1191 COST 0 1191 INVESTMENTS 8831054 9604802 5220 PRINCETON WAY 439707 104291 335416 CONSULTING FEES 792 792 0 0 INVESTMENT FEES 52960 52960 0 0 OTHER DEDUCTIONS FROM K1S 5901 5901 0 0 OTHER PAYROLL EXPENSES 27224 13612 0 13612 HAINES ALL SEASON K1 2 2 0 0 COOK & BYNUM K1 180 180 0 0 2022 INCOME TAX REFUND 11068 11068 BOOK TO TAX DIFFERENCES 2878 FOREIGN TAXES 2207 2207 0 0