2024-05-06T13:01:25-05:00 2023-12-31 920460586 PWC US TAX LLP 4300 E CAMELBACK ROAD STE 475 PHOENIX AZ 85018 990 2023-01-01 237025751 BOY SCOUTS OF AMERICA FOR TUKABATCHE AREA BOYS 2058203141 P O BOX 11647 BIRMINGHAM AL 35202 REGIONS BANK TRUSTEE TRUST OFFICER 2058203141 2024-04-29 true true JEFFREY E KUHLIN P00353001 4123556000 2024-04-29 X 2023 2023-04-26 12:10:37Z REGIONS BANK TRUST DEPT 360514 false X N/A X 1969 AL MANAGEMENT OF INVESTMENTS, REMIT THE INCOME TO SUPPORT THE BOY SCOUTS OF AMERICA - TUKABATCHEE AREA. 1 0 0 0 0 50000 79841 0 92619 36643 0 142619 116484 537616 93026 0 12218 8709 0 0 1552 1534 551386 103269 -408767 13215 784043 797131 0 0 784043 797131 MANAGEMENT OF INVESTMENTS, REMIT THE INCOME TO SUPPORT THE BOY SCOUTS OF AMERICA - TUKABATCHEE AREA. false false 93026 93026 THE TRUST'S ONLY FUNCTION IS THE MANAGEMENT OF INVESTMENTS AND REMITTANCE OF THE INCOME TO THE SOLE BENEFICIARY, BOY SCOUTS OF AMERICA - TUKABATCHEE AREA. 93026 true true false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false true false false false true 0 0 true 0 false false false false false false false false false false false false false X 1 0 false false false false false false false true false false false true false false false true false false AL X REGIONS BANK TRUST DEPT 2058203141 250 RIVERCHASE PARKWAY EAST BIRMINGHAM AL 35244 REGIONS BANK TRUSTEE 1.0 X 8719 0 0 RICHARD P MORTHLAND PRESIDENT 1.0 X 0 0 0 PETE HAMILTON BOARDMEMBER 1.0 X 0 0 0 WILLIAM T MORGAN SECRETARY 1.0 X 0 0 0 DR JIM LAROSE BOARD MEMBER 1.0 X 0 0 0 LAWRENCE OAKLEY BOARD MEMBER 1.0 X 0 0 0 ARNOLD DOPSON BOARDMEMBER 1.0 X 0 0 0 RICK MCKENZIE BOARDMEMBER 1.0 X 0 0 0 RODNEY G COUSIN CORPORATE SECRETARY 1.0 X 0 0 0 8719 0 0 false false false 79841 79841 15041 15041 265632 244030 21602 21602 21602 FULL CALL 1.06431 USD CATERPILLAR I 900099 116484 36643 93026 93026 8709 8709 1300 1300 234 234 FOREIGN TAXES OTHER EXPENSES 103269 93026 10243 0 12918 18513 771125 778618 784043 797131 0 0 X 784043 797131 784043 797131 784043 797131 X 13215 -127 X false false false X X 1 BOY SCOUTS OF AMERICA-TUC 237025751 7 true 93026 0 1 93026 0 true false false false false false false false false false false false false false false true false true X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SECTION D, QUESTION 2 REGIONS, AS SOLE TRUSTEE, CONTINUES TO MAINTAIN A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE BOY SCOUTS BY PARTICIPATING IN THEIR AN NUAL MEETING TO DISCUSS FINANCIAL NEEDS AND STATUS. REGIONS PROVIDES M ONTHLY REPORTING TO THE BOY SCOUTS AND FOLLOWS A JOINTLY DEVELOPED INV ESTMENT POLICY. SECTION D, QUESTION 3 THE INVESTMENT POLICY FOR THE TRUST WAS ESTABLISHED JOINTLY BY REGIONS AND THE BOY SCOUTS, BUT REGIONS HAS SOLE DISCRETION. THE TRUST DOCUME NT DIRECTS THE INCOME AND SETS FORTH THE PURPOSE FOR THE INCOME TO BE USED FOR GENERAL PURPOSES OF PROMOTING AND CONDUCTING BOY SCOUT WORK I N THE JURISDICTION THE LOCAL COUNCIL IS LOCATED IN. PART V THIS TRUST WAS CREATED ON 06/06/1969 FOR THE PURPOSE OF PAYING INCOME TO BOY SCOUTS OF AMERICA. ALL UNEXPIRED INTEREST IN THE TRUST ARE DEVOTED TO PURPOSES DESCRIBED IN SECTION 170(C)(1) OF THE CODE AND A DEDUCTION WAS ALLOWED WITH RESPECT TO SUCH INTEREST UNDER SECTION 642(C). PART V (CONTINUED) ACCORDING TO THE GOVERNING INSTRUMENT, REGIONS BANK, AS TRUSTEE MUST DISTRIBUTE ALL OF THE TRUST'S NET INCOME TO BOY SCOUTS OF AMERICA. REGIONS BANK, AS TRUSTEE, HAS NO DISCRETION TO CHANGE THE CHARITABLE BENEFICIARY OR THE AMOUNTS PAYABLE TO SUCH CHARITABLE BENEFICIARY. REGIONS BANK IS NOT A DISQUALIFIED PERSON WITHIN THE MEANING OF SECTION 4946(a) WITH RESPECT TO THE TRUST. PART V (CONTINUED) ACCORDINGLY, THIS TRUST IS NOT REQUIRED TO COMPLETE PART V, SECTIONS A THROUGH E. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true BOY SCOUTS OF AMERICA - TUKABATCHEE AREA PO BOX 11106 MONTGOMERY AL 36111 630302109 501(c)(3) 93026 FMV TO PROVIDE FUNDS TO BOY SCOUTS OF AMERICA - TUKABATCHEE AREA FOR YOUTH PROGRAMS EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 THE ORGANIZATION DISTRIBUTES FUNDS TO THE BOY SCOUTS OF AMERICA -TUKABATCHEE AREA IN MONTGOMERY, AL TO SUPPORT YOUTH PROGRAMS. LINES 12, 13, AND 14 WHILE THIS TRUST DOES NOT HAVE A WRITTEN CONFLICT OF INTEREST POLICY, A WRITTEN WHISTLEBLOWER POLICY, OR A WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY, REGIONS BANK AS CORPORATE TRUSTEE DOES HAVE ALL OF THE ABOVE POLICIES. ALL BANK POLICIES ARE MONITORED BY THE BANK'S MANAGEMENT. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b THE ENTITY IS A TRUST AND NO COMMITTEES HAVE BEEN GIVEN AUTHORITY TO ACT ON BEHALF OF THE TRUSTEE. FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW THE CORPORATE TRUSTEE, AS SOLE MEMBER OF THE GOVERNING BODY, PREPARES THE FORM 990. SENIOR TAX DEPARTMENT STAFF REVIEWS THE RETURN FOR ACCURACY IN CONTENT AND CALCULATIONS PRIOR TO FILING WITH THE IRS. FORM 990, PAGE 6, PART VI, LINE 15a THE CORPORATE TRUSTEE FESS ARE BASED UPON PUBLISHED FEE SCHEDULES. FORM 990, PAGE 6, PART VI, LINE 19 THE TRUSTEE MAKES THE ANNUAL TAX RETURN AND DOCUMENTATION AVAILABLE UPON WRITTEN REQUEST. PAPER COPIES WILL BE PROVIDED. EXPLANATION FOR FORM 990, PART XI, LINE 9 CY PURCHASE OF ACCRUED INTEREST (-$120) COST BASIS ADJUSTMENT (-$7) BOY SCOUTS OF AMERICA -TUKABATCHEE AREA COUNCIL 3067 CARTER HILL ROAD MONTGOMERY AL 36111 630302109 TO SUPPORT BOY SCOUT YOUTH PROGRAMS AL 501 (C) (3) 7 NA false false true false false false false false false false false false false false false false false false false false