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 636101728 ANNIE SUE KELLY HUMPHREY MEM TRUST HUMP 2058203141 P O BOX 11647 BIRMINGHAM AL 35202 REGIONS BANK TRUSTEE TRUST OFFICER 2058203141 2024-05-06 true true JEFFREY E KUHLIN P00353001 4123556000 2024-05-06 X 2023 2023-04-26 12:10:37Z REGIONS BANK TRUSTEE 1900 5TH AVENUE NORTH BIRMINGHAM AL 35203 544727 false X N/A X 1976 AL TO PROVIDE AND TRANSFER HOMES TO THE BOARD OF SUPERANNUATE HOMES FOR SUPERANNUATE MINISTERS OF THE NORTH ALABAMA CONFERENCE OF THE UNITED METHODIST CHURCH 1 0 0 0 0 0 0 45383 99542 0 45383 99542 21827 22000 0 19534 19385 0 0 2852 2920 44213 44305 1170 55237 1589227 1643289 0 0 1589227 1643289 X TO PROVIDE AND TRANSFER HOMES TO THE BOARD OF SUPERANNUATE HOMES FOR SUPERANNUATE MINISTERS OF THE NORTH ALABAMA CONFERENCE OF THE UNITED METHODIST CHURCH false false 22000 22000 TRANSFER HOMES TO THE BOARD OF SUPERANNUATE HOMES FOR THE NORTH ALABAMA CONFERENCE OF THE UNITED METHODIST CHURCH. 22000 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 true false false false true X 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 true false false false false true false AL X REGIONS BANK TRUSTEE 2058203141 250 RIVERCHASE PARKWAY EAST BIRMINGHAM AL 35244 X REGIONS BANK TRUSTEE 1.0 X 15938 0 0 15938 0 0 false false false 47562 47562 497165 445185 51980 51980 99542 47562 22000 22000 19385 19385 1300 1300 1620 1620 FOREIGN TAX INVESTMENT EXPENSES ADR FEES 44305 22000 22305 0 31081 35428 1558146 1607861 1589227 1643289 0 0 X 1589227 1643289 1589227 1643289 1589227 1643289 X 55237 -1175 X false false false X X 1 UNITED METHODIST CHURCH 630463951 1 true 22000 0 1 22000 0 true false false false false false false false false false false true false false false false true false true 0 17000 42917 47562 59917 47562 0 19534 19385 1552 38831 28177 1778677 1789687 45663 42026 0 1824340 1831713 0 0 1824340 1831713 27365 27476 1796975 1804237 62894 63148 0 62894 63148 38831 33006 62894 62894 0 62894 22000 0 2920 0 0 0 24920 22000 62894 0.35 62894 0 0 0 0 0 249155 249155 0 62894 0 186261 24920 0 24920 0 0 211181 0 0 0 186261 24920 IV, D, 2 AND 3 Trustee and supported organization meet annually to discuss the trust's investment performance and upcoming cash needs for homes for retired ministers. IV, D, 2 AND 3 Trustee is heavily involved in the construction of homes. Involvement includes putting projects out for bid, bid selection and contracting for construction. Trustee makes distributions for construction as needed. IV, D, 2 AND 3 Trustee inspects construction progress at least monthly and monitors amounts distributed versus construction progress. When homes are completed, Trustee makes final inspections and turns keys over to retired ministers. VI, D, 8 The trustee is heavily involved and monitors the progress and bidding progress. The supported organization is responsive and receptive to the trustee. The supported organization is dependent on the trustee to perform this function. true UNITED METHODIST CHURCH BOARD OF SUPERANNUATE HOMES 898 ARKADELPHIA RD BIRMINGHAM AL 352043436 630463951 501(C)(3) 22000 Book Value HOMES CONSTRUCTED FOR SUPERANNUATE MINISTERS AND REPAIRS TO PREVIOUSLY COMPLETED HOMES HOMES FOR SUPERANNUATE MINISTERS EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 THE CORPORATE TRUSTEE EXPENDS MONEY TOWARD THE CONSTRUCTION OF HOMES FOR SUPERANNUATE MINISTERS IN THE NORTH ALABAMA CONFERENCE OF ALABAMA AFTER CONSTRUCTION HAS BEEN AGREED TO BY THE BOARD OF TRUSTEES OF SUPERANNUATE HOMES OF THE NORTH ALABAMA CONFERENCE OF THE UNITED METHODIST CHURCH, A CORPORATION. GRANTS ARE MADE WHEN PROPERTIES AND CONSTRUCTED DWELLINGS ARE DEEDED TO THE BOARD OF TRUSTEES OF SUPERANNUATE HOMES OF THE NORTH ALABAMA CONFERENCE OF THE UNITED METHODIST CHURCH FOR USE BY ITS SUPERANNUATE MINISTERS. PART V. 1C. THERE WAS NO BACKUP WITHHOLDING FOR THIS ORGANIZATION WHO DOES NOT HAVE ANY GAMING (GAMBLING) WINNINGS TO PRIZE WINNERS. PART VI, SECTION B, POLICIES, 12a, 13 and 14 WHILE THE ANNIE SUE KELLY HUMPHREY MEMORIAL TRUST DOES NOT HAVE A CONF LICT OF INTEREST POLICY, A WRITTEN WHISTLE BLOWER POLICY AND A WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY, REGIONS BANK, THE CORPORAT E TRUSTEE, DOES HAVE A CONFLICT OF INTEREST POLICY, A WHISTLEBLOWER PO LICY AND A DOCUMENT RETENTION AND DESTRUCTION POLICY. ALL BANK POLICIE S ARE MONITORED BY THE BANK'S MANAGEMENT. FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW COPY OF FORM 990 PROVIDED TO THE ORGANIZATION'S GOVERNING BODY FOR REVIEW PRIOR TO FILING. CHANGES AS NEEDED INCORPORATED INTO FINAL FORM WHICH IS FILED WITH THE IRS. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c BANK EMPLOYEE CONFLICTS OF INTEREST ARE MONITORED REGIONS BANK MANAGEMENT FORM 990, PAGE 6, PART VI, LINE 15b BANK FEES ARE BASED ON PUBLISHED FEE SCHEDULES. FORM 990, PAGE 6, PART VI, LINE 18 DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PAGE 6, PART VI, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST, BY PAPER COPY OR VIA E-MAIL. EXPLANATION FOR FORM 990, PART XI, LINE 9 MUTUAL FUND TIMING DIFFERENCE (-$614), CY PURCHASE OF ACCRUED INTEREST (-$50), PY PURCHASE OF ACCRUED INTEREST ($29), CY PENDING SALES (-$17), PY PENDING SALES (-$6), ROC ADJ. ON CY SALES (-$49), COST BASIS (-$468) UNITED METHODIST CHURCH 898 ARKADELPHIA ROAD BIRMINGHAM AL 352043436 630463951 CHURCH AL 501(c)(3) 1 N/A false false true false false false false false false false false false false false false false false false false false PART V, LINE 2 (a) (1) CONTRIBUTION EQUALS CONSTRUCTION COSTS INCURRED BY TRUSTEE IN COMPLETING HOMES FOR SUPERANNUATE MINISTERS AND IN REPAIRING PREVIOUSLY COMPLETED HOMES