2025-11-12T09:32:57-06:00 2025-06-30 631035228 JACKSON THORNTON & CO PC PO BOX 96 MONTGOMERY AL 361010096 990 2024-07-01 636069709 JOHN A PETERSON CHARITABLE TRUST JOHN 3342306103 P O BOX 2450 MONTGOMERY AL 361022450 REGIONS BANK TRUST DEPARTMENT TRUSTEE 3342306103 2025-11-11 1 1 CHRISTINE K COOK P00537690 3348347660 2025-11-10 2024 2025-03-06 01:10:19Z REGIONS BANK TRUST DEPART PO BOX 2450 MONTGOMERY AL 361022450 569960 0 X N/A X 1968 AL DISTRIBUTE FUNDS TO KIWANIS INTERNATIONAL MONTGOMERY CHAPTER, THE ORGANZIATION NAMED IN THE TRUST DOCUMENT AND EXEMPT UNDER IRC SECTION 501(C)(4) 0 0 0 0 0 0 0 0 0 0 89381 168218 121 40 89502 168258 85000 145450 0 0 28557 30455 0 0 0 0 200 113557 176105 -24055 -7847 2255574 2247727 0 0 2255574 2247727 NONE 0 0 145450 145450 GRANTS PAID TO KIWANIS INTERNATIONAL MONTGOMERY CHAPTER, THE ORGANZIATION NAMED IN THE TRUST DOCUMENT AND EXEMPT UNDER IRC SECTION 501(C)(4) 145450 1 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X REGIONS BANK 3342306103 201 MONROE STREET MONTGOMERY AL 36104 REGIONS BANK TRUST DEPARTMENT NA TRUSTEE 1.00 X 30455 0 0 30455 0 0 0 0 0 0 0 71985 71985 497935 401702 96233 96233 96233 OTHER REVENUE 523000 40 40 40 168258 0 0 168258 145450 145450 30455 30455 200 200 176105 145450 30655 0 31666 70549 2223908 2177178 2255574 2247727 0 0 X 2255574 2247727 0 0 0 0 2255574 2247727 2255574 2247727 -7847 0 X 0 0 0 X X 1 KIWANIS INT'L - MTGY 630144686 7 1 145450 0 1 145450 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 62624 69785 62624 69785 0 0 28557 30455 0 0 34067 39330 2619757 2751198 34626 59426 0 0 2654383 2810624 0 0 0 2654383 2810624 39816 42159 2614567 2768465 91510 96896 0 0 91510 96896 34067 28957 91510 91510 0 91510 145450 0 0 0 0 0 145450 145450 91510 100.000000000000 91510 0 0 132028 150000 135000 85000 502028 0 91510 0 410518 145450 0 145450 0 0 555968 40518 150000 135000 85000 145450 PART IV, SECTION A, LINE 3B THE SUPPORTED ORGANIZATION WAS FOUNDED IN 1919 AS A 501(C)(4) ORGANIZATION. AT THE TIME THAT THE CHARITABLE TRUST WAS CREATED, IT WAS DETERMINED THAT THE SUPPORTED ORGANIZATION QUALIFIED AS A 501(C)(4) ORGANIZATION. THE CHARITABLE TRUST REVIEWS THE SUPPORTED ORGANIZATION'S PRIOR THREE YEARS OF FORM 990 WHICH INCLUDES MEMBERSHIP DUES AS THE MAIN FUNDING SOURCE OUTSIDE OF THE TRUST CONTRIBUTIONS. THE SUPPORTED ORGANIZATION HAS APPROXIMATELY 300 MEMBERS; THEREFORE IT IS REASONABLE TO ASSUME THAT THE ORGANIZATION HAS SATISFIED THE PUBLIC SUPPORT TESTS UNDER SECTION 509(A)(2). PART IV, SECTION A, LINE 3C THE SUPPORTED ORGANIZATION DIRECTS THE FUNDS RECEIVED FROM THE CHARITABLE TRUST TO THE KIWANIS CLUB OF MONTGOMERY FOUNDATION WHICH IS A RELATED ORGANIZATION OF THE THE SUPPORTED ORGANIZATION. THIS FOUNDATION IS A 501(C)(3) ORGANIZATION WHOSE MISSION IS TO ASSIST YOUTH IN THE RIVER REGION ATTAIN VOCATIONAL AND SCHOLASTIC EXCELLENCE AND TO AID HANDICAPPED PERSONS IN REGAINING HAPPY AND USEFUL LIVES THROUGH GRANTS TO ORGANIZATIONS ORGANIZED FOR CHARITABLE, SCIENTIFIC RESEARCH, OR EDUCATIONAL PURPOSES, OR FOR THE PREVENTION OF CRUELTY TO CHILDREN. PART IV, SECTION D, LINE 2 THE CHARITABLE TRUST MEETS ANNUALLY WITH THE BOARD MEMBERS OF THE SUPPORTED ORGANIZATION. AT THIS MEETING, THE TRUSTEES OF THE CHARITABLE TRUST REVIEW THE ACCOUNT INCLUDING THE INVESTMENT OBJECTIVE, ASSET ALLOCATION, INVESTMENT STRATEGY, PERFORMANCE, AND AN ECONOMIC OVERVIEW. IN ADDITION, THROUGHOUT THE YEAR, THE CHARITABLE TRUST PROVIDES PERIODIC STATEMENTS TO THE BOARD OF THE SUPPORTED ORGANIZATION FOR THEIR REVIEW. PART IV, SECTION D, LINE 3 DURING THE ANNUAL MEETING MENTIONED IN LINE 2, THE TRUSTEES OF THE CHARITABLE TRUST SOLICIT COMMENTS AND SUGGESTIONS FROM THE BOARD MEMBERS OF THE SUPPORTED ORGANIZATION REGARDING THE INVESTMENT OBJECTIVES AND POLICIES OF THE TRUST AND THE USE OF THE CHARITABLE TRUST'S INCOME AND ASSETS. THESE COMMENTS AND SUGGESTIONS ARE DISCUSSED AND DOCUMENTED IN THE MINUTES OF THE MEETING. IN ADDITION, THE CHARITABLE TRUST PROVIDES STATEMENTS ON A QUARTERLY BASIS TO THE SUPPORTED ORGANIZATION. THE SUPPORTED ORGANIZATION REVIEWS THESE STATEMENTS AND REPORTS BACK TO THE CHARITABLE TRUST REGARDING ANY COMMENTS OR SUGGESTIONS THE SUPPORTED ORGANIZATION HAS REGARDING THE INVESTMENTS OBJECTIVES AND POLICIES OF THE TRUST. PART V, SECTION E, LINE 8 THE CHARITABLE TRUST WAS BOTH RESPONSIVE AND ATTENTIVE TO THE KIWANIS CLUB, INTERNATIONAL (SUPPORTED ORGANIZATION IDENTIFIED IN PART I, LINE 11G). THE CHARITABLE TRUST WAS RESPONSIVE TO THE SUPPORTED AS DESCRIBED IN THE EXPLANATION FOR PART IV, SECTION D, LINE 2. THE CHARITABLE TRUST WAS ATTENTIVE TO THE KIWANIS CLUB BY PROVIDING MORE THAN 10% OF OF THE KIWANIS CLUB'S TOTAL SUPPORT. 10% OF THE KIWANIS CLUB'S TOTAL SUPPORT FOR ITS FISCAL YEAR ENDED 09/30/2024 (LAST RETURN SHOWN ON GUIDESTAR) WAS $27,043. THE AMOUNT OF DISTRIBUTIONS TO THE KIWANIS CLUB WAS $145,450. 1 KIWANIS INT'L - MTGY 1695 PERRY HILL ROAD MONTGOMERY AL 36106 630144686 501(C)(4) 145450 0 DISTRIBUTIONS TO CHARITABLE ORGANZIATIONS IN THE RIVER REGION 0 1 PART I, LINE 2: THE CHARITABLE TRUST ONLY GRANTS FUNDS TO ITS SUPPORTED ORGANIZATION. THE TWO ENTITIES COMMUNICATE REGULARLY REGARDING THE USE OF GRANT FUNDS. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION IS A CHARITABLE TRUST AND IS NOT REQUIRED TO HAVE A GOVERNING BODY. THE FORM 990 IS REVIEWED BY THE TRUSTEE PRIOR TO ITS FILING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST. THE ORGANIZATION DOES NOT HAVE A CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENT, THEREFORE THIS INFORMATION IS NOT AVAILABLE FOR INSPECTION. KIWANIS INTERNATIONAL MONTGOMERY CHAPTER 1695 PERRY HILL ROAD MONTGOMERY AL 36106 630144686 FORM FRIENDSHIPS, RENDER ALTRUISTIC SERVICE AND BUILD A BETTER COMMUNITY AL 501(C)(4) 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KIWANIS INTERNATIONAL MONTGOMERY CHAPTER B 145450 CASH