2024-04-29T08:01:21-05:00 2023-12-31 920460586 PWC US TAX LLP 4300 E CAMELBACK ROAD STE 475 PHOENIX AZ 85018 990 2023-01-01 636019563 TUTWILER FD FBO BHAM PUBLIC LIBRARY CO TUTW 2058203141 P O BOX 11647 BIRMINGHAM AL 35202 REGIONS BANK TRUSTEE TRUST OFFICER 2058203141 2024-04-18 true true JEFFREY E KUHLIN P00353001 4123556000 2024-04-18 X 2023 2023-04-26 12:10:37Z REGIONS BANK 250 RIVERCHASE PARKWAY EAST BIRMINGHAM AL 35244 102118 false X N/A X 1926 AL TO PROVIDE SUPPORT FOR THE BIRMINGHAM PUBLIC LIBRARY FOR MAINTENANCE AND DEVELOPMENT OF CERTAIN COLLECTIONS OF BOOKS AND MATERIALS PERTAINING TO ALABAMA AND SOUTHERN STATES 1 1 0 0 0 0 0 5641 37039 0 5641 37039 0 0 5744 5704 0 0 1421 1499 7165 7203 -1524 29836 588502 618165 0 0 588502 618165 TO PROVIDE SUPPORT FOR THE BIRMINGHAM PUBLIC LIBRARY FOR MAINTENANCE AND DEVELOPMENT OF CERTAIN COLLECTIONS OF BOOKS AND MATERIALS PERTAINING TO ALABAMA AND SOUTHERN STATES false false BIRMINGHAM PUBLIC LIBRARY 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 false false false false false false false false false false false false false false false false false true false false true 0 0 0 false false false false false false false false false true false false false false X 1 1 false false false false false false false true false false false true false false false true false false AL X REGIONS BANK 2058203141 250 RIVERCHASE PARKWAY EAST BIRMINGHAM AL 35244 REGIONS BANK TRUSTEE 1.0 X 5741 0 0 5741 0 0 false false false 18923 18923 83195 65079 18116 18116 18116 37039 37039 5704 5704 1300 1300 199 199 FOREIGN TAXES 7203 0 7203 0 69468 83376 519034 534789 588502 618165 0 0 X 588502 618165 588502 618165 588502 618165 X 29836 -173 X false false false X X 1 BIRMINGHAM PUBLIC LIBRARY 636001201 6 true 0 0 1 0 0 true false false false false false false false false false false true 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 SCH A, PART I, LINE 12d THE TUTWILER TRUST FUND WAS ESTABLISHED BY MARGARET O. TUTWILER, TEMPL E W. TUTWILER, EDWARD MAGRUDER TUTWILER, JR AND HERBERT TUTWILER IN 19 26. $50,000 WAS DEPOSITED BY THESE INDIVIDUALS TO ESTABLISH THIS TRUST FUND IN MEMORY OF MAJOR EDWARD MAGRUDER TUTWILER, AN EARLY BIRMINGHAM ENTREPRENEUR. INVESTMENT DECISIONS ARE APPROVED BY THE BIRMINGHAM PUB LIC LIBRARIES BOARD OF TRUSTEES, WHO ALSO DETERMINE AMOUNT AND TIMING SCH A, PART I, LINE 12d (CONTINUED) OF DISTRIBUTIONS NEEDED IN ORDER TO ACCOMPLISH THE TRUST'S PRIMARY PUR POSE OF THE ESTABLISHMENT, MAINTENANCE AND DEVELOPMENT IN THE PUBLIC L IBRARY, OF A COLLECTION OF, BOOKS, PAMPHLETS, MANUSCRIPTS, WORKS OF AR T, AND OTHER APPROPRIATE ARTICLES AND PARAPHERNALIA PERTAINING TO ALAB AMA, THE BIRMINGHAM DISTRICT AND SOUTHERN STATES. REGIONS BANK, TRUSTE E, HAS AN ONGOING RELATIONSHIP WITH THE BIRMINGHAM PUBLIC LIBRARY SCH A, PART I, LINE 12d (CONTINUED) BOARD OF TRUSTEES SINCE THE TRUST FUND'S ESTABLISHMENT. SCH A, PART IV, SECTION D, LINE 2 SINCE THIS TRUST BEGAN IN 1926, THE SUPPORTED ORGANIZATION PARTICIPATE S IN MEETINGS AND NOTIFIES THE TRUSTEE OF THEIR FINANCIAL STATUS, NEED S, AND ALSO DIRECTS THE TIMING OF THE DISTRBUTIONS ALONG WITH WHEN AND HOW THEY ARE REMITTED. MEETING MINUTES ARE KEPT IN THE TRUSTEES ACCT FILE. SCH A, PART IV, SECTION D, LINE 3 UNDER THE GOVERNING DOCUMENT, THE SUPPORTED ORGANIZATION HAS AUTHORITY TO APPROVE INVESTMENTS AND REINVESTMENTS OF THE ASSETS OF THE TRUST. THE BOARD PARTICIPATES IN INVESTMENT MEETINGS AND DECISIONS. THEY MA KE REQUESTS KNOWN THROUGH COMMUNICATION WITH OFFICERS OF REGIONS BANK, THE TRUSTEE. SCH A, PART V, LINE 1 THIS TRUST FUND WAS CREATED ON NOVEMBER 8, 1926, FOR THE PURPOSE OF PA YING INCOME TO THE BIRMINGHAM PUBLIC LIBRARY. ALL UNEXPIRED INTEREST IN THE TRUST ARE DEVOTED TO PURPOSES DESCRIBED IN SECTION 170(c)(1) or (c)(2)(B) OF THE CODE, AND A DEDUCTION WAS ALLOWED WITH RESPECT TO SU CH INTEREST UNDER SECTION 170. SCH A, PART V, LINE 1 (CONTINUED) THE TRUST FUND HAS NOT RECEIVED ANY GRANT, CONTRIBUTION OR BEQUEST SIN CE NOVEMBER 20, 1970. ACCORDING TO THE GOVERNING INSTRUMENT, REGIONS B ANK, THE TRUSTEE OF THE TRUST, MUST DISTRIBUTE ALL OF THE TRUST'S NET INCOME TO THE BIRMINGHAM PUBLIC LIBRARY. REGIONS BANK, AS TRUSTEE, HAS NO DISCRETION TO CHANGE THE SCH A, PART V, LINE 1 (CONTINUED) 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. ACCORDINGLY, THIS TRUST IS NOT REQUIRED OT COMPLETE PART V, SECTIONS A THROUGH E. PART IV, SECTION D, LINE 2 THE TRUST HAS MAINTAINED A CLOSE CONTINUOUS WORKING RELATIONSHIP WITH THE SUPPORTED ORGANIZATION AS DEMONSTRATED BY THEIR PARTICIPATION IN B OARD MEETINGS. DURING THE MEETINGS, THE SUPPORTED ORGANIZATION PROVID ES INPUT ON INVESTMENT DECISIONS AND REQUESTS AS TO THE TIMING OF DIST RIBUTIONS. PART IV, SECTION , LINE 3 THE SUPPORTED ORGANIZATION HAS A SIGNIFICANT VOICE AS DEMONSTRATED BY THEIR PARTICIPATION IN INVESTMENT MEETINGS. THE SUPPORTED ORGANIZATIO N PROVIDES INPUT AS TO THE INVESTMENT OF ASSETS AND HAS THE OPPORTUNIT Y TO SHARE THEIR NEEDS. PART V, LINE 1 THIS TRUST WAS CREATED ON 11/08/1926 FOR THE PURPOSE OF PAYING INCOME TO THE BIRMINGHAM PUBLIC LIBRARY. ALL UNEXPIRED INTEREST IN THE TRUST ARE DEVOTED TO PURPOSES DESCRIBED IN SECTION 170(c)(1) OR (c)(2)(B) O F THE CODE AND A DEDUCTION WAS ALLOWED WITH RESPECT TO SUCH INTEREST U NDER SECTION 170. THE TRUST HAS NOT RECEIVED ANY GRANT, CONRIBUTION O R BEQUEST SINCE NOVEMBER 20, 1970. ACCORDING TO THE GOVERNING PART V, LINE 1 INSTRUMENT, REGIONS BANK, AS TRUSTEE OF THE TRUST, MUST DISTRIBUTE ALL OF THE TRUST'S NET INCOME TO THE BIRMINGHAM PUBLIC LIBRARY. REGIONS BANK, AS TRUSTEE, HAS NO DISCRETION TO CHANGE THE CHARITABLE BENEFICIA RY OR THE AMOUNTS PAYABLE TO SUCH CHARITABLE BENEFICIARY. REGIONS BAN K IS NOT A DISQUALIFIED PERSON WITHIN THE MEANING OF SECTION 4946(a) W ITH RESPECT TO THE TRUST. ACCORDINGLY, THIS TRUST IS NOT REQUIRED PART V, LINE 1 TO COMPLETE PART V, SECTIONS A THROUGH E. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b CORPORATE TRUSTEE HAS NOT SET UP ANY COMMITTEES TO ACT ON ITS BEHALF .THE LIBRARY BOARD OF THE BIRMINGHAM PUBLIC LIBRARY DOCUMENTS ITS PERIODIC MEETINGS AND CONTACTS THE CORPORATE TRUSTEE WITH ITS RECOMMENDATIONS. FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW THE CORPORATE TRUSTEE PREPARES THE FORM 990. SENIOR TAX DEPARTMENT STAFF REVIEWS THE RETURN FOR ACCURACY AS TO CONTENT AND CALCULATIONS ,AND CONSULTS WITH THE ACCOUNT ADMINISTRATIVE OFFICER, WHO IS PROVIDED WITH A COPY OF THE 990 RETURN PRIOR TO ITS BEING FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PAGE 6, PART VI, LINE 15a CORPORATE TRUSTEE FEES ARE BASED UPON PUBLISHED FEE SCHEDULES. FORM 990, PAGE 6, PART VI, LINE 19 THE CORPORATE TRUSTEE MAKES THE TAX RETURN AND GOVERNING DOCUMENTS AVAILABLE UPON WRITTEN REQUEST. PAPER COPIES WILL BE PROVIDED. EXPLANATION FOR FORM 990, PART XI, LINE 9 MUTUAL FUND TIMING ADJ (-$165), COST BASIS ADJUSTMENT (-$8) BIRMINGHAM PUBLIC LIBRARY 2100 PARK PLACE BIRMINGHAM AL 352032744 636001201 PUBLIC LIBRARY AL 501(C)(3) 6 N/A false false false false false false false false false false false false false false false false false false false false