2024-05-13T09:01:32-05:00 2023-12-31 920460586 PWC US TAX LLP 4300 E CAMELBACK ROAD STE 475 PHOENIX AZ 85018 990 2023-01-01 626185748 DR J E GREEN EDUCATIONAL TRUST GREE 2058203141 P O BOX 11647 BIRMINGHAM AL 35202 REGIONS BANK TRUSTEE TRUST OFFICER 2058203141 2024-05-07 true true JEFFREY E KUHLIN P00353001 4123556000 2024-05-07 X 2023 2023-04-26 12:10:37Z REGIONS BANK 201 MILAN PWKY Birmingham AL 35211 18631 false X N/A X 1999 TN DISTRIBUTE TO THE VESTRY & RECTOR OF ST PETERS & SAINT ANDREW'S-SEWANEE SCHOOL JENNIFER 1 0 0 0 0 0 0 51932 18849 0 51932 18849 46853 45160 0 12939 11976 0 0 1514 1549 61306 58685 -9374 -39836 715545 676214 0 0 715545 676214 X DISTRIBUTE TO THE VESTRY & RECTOR OF ST PETERS & SAINT ANDREW'S-SEWANEE SCHOOL JENNIFER false false 22580 22580 THE VESTRY & RECTOR OF ST PETER 22580 22580 ST. ANDREW'S SCHOOL FOR BOYS 45160 45160 45160 45160 90320 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 true false false false false false false false false false false false false false false false false false false false true 0 0 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 true false false false true true true false false false false false TN X REGIONS BANK TRUSTEE 2058203141 250 RIVERCHASE PARKWAY EAST BIRMINGHAM AL 35244 Regions Bank Trust Dept Trustee X 11975 0 0 11975 0 0 false false false 18872 18872 -241 -218 -23 -23 -23 18849 18849 45160 45160 11976 11976 1000 1000 549 549 FOREIGN TAXES ADR FEES 58685 45160 13525 0 24827 12321 690718 663893 715545 676214 0 0 X 715545 676214 715545 676214 715545 676214 X -39836 505 X false false false X X 2 ST ANDREW'S SEWANEE SCHOOL 620475694 2 true 22580 0 ST PETER'S EPISCOPAL THEOLOGICAL EDUCATION FUND 620605175 1 true 22580 0 2 45160 0 true false false false false false false false false false false true false false false false false true false 0 0 30146 18872 30146 18872 0 0 427 29719 18872 828114 785516 26864 14181 0 854978 799697 0 0 854978 799697 12825 11995 842153 787702 29475 27570 0 29475 27570 29719 25261 29475 29475 0 29475 0 0 0 0 0 0 0 0 29475 0 29475 0 0 0 0 0 24240 24240 0 24240 0 0 0 0 0 0 5235 0 0 0 0 0 0 PART IV, SECTION D, LINE 2 REGIONS BANK IS THE SOLE TRUSTEE. REGIONS MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE SCHOOL AND CHURCH BY HAVING REGULAR MEETINGS WITH EACH RESPECTIVE COMMITTEES. PART IV, SECTION D, LINE 3 REGIONS BANK AND THE SCHOOL AND CHURCH FINANCE COMMITTE HAVE REGULAR MEETINGS TO DISCUSS THE FINANCIAL WELL BEING OF THE TRUST AND REGIONS INVEST THE FUNDS WITH THE INFLUENCE OF THE RESPECTIVE COMMITTEE'S OPINIONS. PART V THIS TRUST WAS CREATED ON 8/2/1985 FOR THE PURPOSE OF PAYING INCOME TO ST. PETER'S EPISCOPAL THEOLOGICAL FUND AND ST. ANDREW'S SEWANEE SCHOOL. 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 ST. PETER'S EPISCOPAL THEOLOGICAL FUND AND ST. ANDREW'S SEWANEE SCHOOL.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 PART V (CONTINUED) RESPECT TO THE TRUST. true ST ANDREW'S SEWANEE SCHOOL 290 QUINTARD RD SEWANEE TN 37375 620475694 22580 THE VESTRY & RECTOR OF ST PETER'S 848 ASHLAND TERRACE CHATTANOOGA TN 37415 620605175 22580 EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 FUNDS ARE DISTRIBUTED ANNUALLY FOR THE BENEFIT OF ST. ANDREWS SCHOOL FOR BOYS AND THE VESTRY & RECTOR OF ST. PETER FORM 990, PART III, LINE 4D ALL OTHER ACCOMPLISHMENTS DISTRIBUTE TO ORIGINAL CHARITIES FORM 990, PART VI, LINE 11B ORGANIZATION'S PROCESS TO REVIEW FORM 990. NO REVIEW WAS OR WILL BE CONDUCTED. FORM 990, PART VI, LINE 12C ENFORCEMENT OF CONFLICTS POLICY PER BANK POLICY FORM 990, PART VII, LINE 19 GOVERNING DOCUMENTS DISCLOSURE EXPLANATION. NO DOCUMENTS AVAILABLE TO THE PUBLIC. EXPLANATION FOR FORM 990, PAGE 2, PART III, LINE 4d PROVIDED GRANTS FOR THE VESTRY & RECTOR OF ST PETER & ST. ANDREW'S SCHOOL FOR BOYS FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW ORGANIZATION'S PROCESS TO REVIEW FORM 990. NO REVIEW WAS OR WILL BE CONDUCTED. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c ENFORCEMENT OF CONFLICTS POLICY PER BANK POLICY FORM 990, PAGE 6, PART VI, LINE 19 DOCUMENTS AVAILABLE UPON WRITTEN REQUEST EXPLANATION FOR FORM 990, PART XI, LINE 9 MUTUAL FUND TIMING ADJ (-$18), CY POAI (-$16), PY POAI ($15), CY PENDING SALES (-$13), PY PENDING SALES (-$7), MISC. ITEMIZED DEDUCTION ($-257), INCOME POSTED IN FUTURE YEAR TAXABLE IN CY (-$209) ST ANDREWS SCHOOL SEWANEE SCHOOL 290 QUINTARD RD SEWANEE TN 37375 620475694 FOR THE BENEFIT OF ONE OR MORE STUDENTS ENROL TN 501(C)(3) LINE 9, 509(A)(2) N/A false ST PETER'S EPISCOPAL THEOLOGICAL EDUCATION FUND 848 ASHLAND TER CHATTANOOGA TN 37415 621178117 FOR THE BENEFIT OF ONE OR MORE DESERVING STUD TN 501(C)(3) LINE 9, 509(A)(2) N/A false false true false false false false false false false false false false false false false false false false ST PETERS EPISCOPAL THEOLOGICAL EDUCATION FUND b 23427 NET INCOME ST ANDREW'S SEWANEE SCHOOL b 23427 NET INCOME