2026-08-24T15:01:16-04:00 2024-12-31 920460586 PWC US TAX LLP 4300 E CAMELBACK ROAD STE 475 PHOENIX AZ 85018 990 2024-01-01 636019848 W H BURRITT TEST TR (PRE 1969 CHARITABL BURR 2058203141 P O BOX 11647 BIRMINGHAM AL 35202 REGIONS BANK TRUSTEE TRUST OFFICER 2058203141 2026-08-24 true true JEFFREY E KUHLIN P00353001 4123556000 2026-08-24 X 2024 2025-03-06 01:10:19Z REGIONS BANK TRUSTEE 1570146 false X N/A X 1955 AL TO PROVIDE FUNDS TO MAINTAIN THE BURRITT HOMEPLACE PARK AND MUSEUM, AND TO PROVIDE FUNDS FOR OTHER NAMED CHARITABLE BENEFICIARIES AS DESCRIBED IN THE LAST WILL AND TESTAMENT OF W. H. BURRITT 1 1 0 1 0 0 0 0 347410 238179 0 347410 238179 532991 347410 0 64130 64700 0 0 5995 5798 603116 417908 -255706 -179729 5207456 5026582 0 0 5207456 5026582 X TO PROVIDE FUNDS TO MAINTAIN THE BURRITT HOMEPLACE PARK AND MUSEUM, AND TO PROVIDE FUNDS FOR OTHER NAMED CHARITABLE BENEFICIARIES AS DESCRIBED IN THE LAST WILL AND TESTAMENT OF W. H. BURRITT false false 84353 84353 FUNDS FOR THE FURTHERANCE OF HEALTH SERVICES PROVIDED BY THE MADISON COUNTY HEALTH CENTER 84353 84353 FUNDS FOR THE FUTHERANCE OF THE MISSION OF THE EPISCOPAL CHUIRCH OF THE NATIVITY, HUNTSVILLE, AL 168705 168705 FUNDS FOR THE FURTHERANCE OF HEALTHCARE AUTH CITY OF HUNTSVILLE 10000 10000 10000 10000 347411 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 true X 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 TRUSTEE 2058203141 250 RIVERCHASE PARKWAY EAST BIRMINGHAM AL 35244 REGIONS BANK TRUSTEE 1.0 X 64700 0 0 64700 0 0 false false false 170729 170729 1399417 1331967 67450 67450 67450 238179 238179 347410 347410 64700 64700 1000 1000 4798 4798 INVESTMENT EXPENSES FOREIGN TAXES 417908 347410 70498 0 83317 86462 5124139 4940120 5207456 5026582 0 0 X 5207456 5026582 5207456 5026582 5207456 5026582 X -179729 -1145 X false false false X X 4 HEALTHCARE AUTH OF CITY OF HUNTSVILLE 630845288 6 true 168705 0 CHURCH OF THE NATIVITY 630324703 1 true 84353 0 CITY OF HUNTSVILLE 630868992 6 true 10000 0 MADISON CO HEALTH CENTER 631106545 7 true 84353 0 4 347411 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 BOX 1 THIS TRUST WAS CREATED ON 04/28/1955 FOR THE PURPOSE OF PAYING INCOME TO FOUR CHARITIES: THE HUNTSVILLE/BURRITT MUSEUM, THE HUNTSVILLE HOSPITAL, THE MADISON COUNTY HEALTH CENTER, AND THE EPISCOPAL CHURCH OF THE NATIVITY, HUNTSVILLE, AL. ALL UNEXPIRED INTERESTS 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 BOX 1 (CONT'D) SUCH INTEREST UNDER CODE SECTION 170. THE TRUST HAS NOT RECEIVED ANY GRANT, CONTRIBUTION OR BEQUEST SINCE NOVEMBER 20,1970. ACCORDING TO THE GOVERNING INSTRUMENT, REGIONS BANK, AS TRUSTEE OF THE TRUST, MUST DISTRIBUTE ALL OF THE TRUST'S INCOME TO THE FOUR ABOVE-NAMED CHARITIES. BOX 1 (CONT'D) REGIONS BANK, AS TRUSTEE, HAS NO DISCRETION TO CHANGE THE CHARITABLE BENEFICIARIES OR THE AMOUNTS PAYABLE TO SUCH CHARITABLE BENEFICIARIES. 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 TO COMPLETE PART V, SECTIONS A THROUGH E. PART IV, SEC D, LINES 2 AND 3 THE TRUST MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE SUPPORTED ORGANIZATIONS BY HOLDING QUARTERLY ACCOUNT AND INVESTMENT REVIEW MEETINGS WITH REPRESENTATIVES OF THE SUPPORTED ORGANIZATIONS, INCLUDING THE MAYOR OF THE CITY OF HUNTSVILLE, AL. THE SUPPORTED ORGANIZATIONS AND THE MAYOR ARE ALLOWED OPPORTUNITIES TO VOICE THEIR OPINIONS REGARDING INVESTMENT DECISIONS, PART IV, SEC D LINES 2 AND 3 (CONT'D) THE TIMING OF DISTRIBUTIONS, AND OTHER MATTERS THAT MAY COME TO THEIR ATTENTION. LINE 11,G THE SUPPORTED ORGANIZATION HAS MET THE RESPONSIVENESS TEST BY (1) MAIN TAINING A CLOSE CONTINUOUS WORKING RELATIONSHIP AS DEMONSTRATED BY THE PARTICIPATION IN QUARTERLY MEETINGS WHERE THE SUPPORTED ORGANIZATIONS PROVIDES INPUT ON INVESTMENT DECISIONS AND REQUEST THE TIMING OF DIST RIBUTIONS AND (2) THE SIGNIFICANT VOICE TEST IS MET AS DEMONSTRATED BY THE SUPPORTED ORGANIZATION PARTICATION IN INVESTMENT MEETINGS. LINE 11, G, (CONT'D) DURING THESE MEETINGS THE SUPPORTED ORGANIZATION PROVIDES INPUT ON THE INVESTMENTS, THEIR PROJECTED NEEDS AND INVESTMENT SUGGESTIONS. THE AL TERNATIVE INTEGRAL PART TEST IS MET DUE TO (1) ALL UNEXPIRED INTERESTS ARE DEVOTED TO ONE OR MORE CHARITABLE PROPOSES AND A CHARITABLE DEDUC TION WAS ALLOWED WITH RESPECT TO SUCH INTEREST. LINE 11(G) CONT'D (2) THE TRUST WAS CREATED PRIOR TO 11/20/1970 AND HAS NOT RECEIVED ANY GRANTS, CONTRIBUTIONS, OR BEQUESTS AFTER THAT DATE. (3) PER TRUST DOC UMENT, THE TRUST IS REQUIRED TO DISTRIBUTE ALL OF ITS NET INCOME TO AD ESIGNATED BENEFICIARY SUPPORTED ORGANIZATIONS. LINE 11, G, (CONT'D) (4) NONE OF THE TRUSTEES WOULD BE A DISQUALIFIED PERSON IF THE TRUST W ERE TREATED AS A PRIVATE FOUNDATION SECTION D, LINE 2 THE TRUST HAS MAINTAINED A CLOSE CONTINUOUS WORKING RELATIONSHIP WITH THE SUPPORTED ORGANIZATION AS DEMONSTRATED BY THEIR PARTICIPATION IN Q UARTERLY MEETINGS. DURING THE MEETINGS, THE SUPPORTED ORGANIZATIONS PR OVIDES INPUT ON INVESTMENT DECISIONS AND REQUESTS AS TO THE TIMING OF DISTRIBUTIONS. SECTION D, LINE 3 THE SUPPORTED ORGANIZATION HAS A SIGNIFICANT VOICE AS DEMONSTRATED BY THEIR PARTICIPATION IN INVESTMENT MEETINGS. THE SUPPORTED ORGANIZATION S PROVIDES INPUT AS TO THE INVESTMENT OF ASSETS AND HAS THE ORPPORTUNI TY TO SHARE THEIR NEEDS LINE 1 THIS TRUST WAS CREATED ON 4/28/1955 FOR THE PURPOSE OF PAYING INCOME T O FOUR CHARITIES: BURRITT MUSEUM, THE HUNTSVILLE HOSPITAL, THE MADISON COUNTY HEALTH CENTER, AND THE EPISCOPAL CHURCH OF THE NATIVITY IN HUN TSVILLE AL. ALL UNEXPIERD INTEREST IN THE TRUST ARE DEVOTED TO PURPOSE S DESCRIBED IN SECTION 170(C)(1) OR (C)(2)(B) OF THE CODE AND A DEDUCT ION WAS ALLOWED WITH RESPECT TO SUCH INTEREST UNDER CODE SECTION 170. LINE 1 (CONT'D) THE TRUST HAS NOT RECEIVED ANY GRANT, CONTRIBUTIONS OR BEQUEST SINCE N OVEMBER 20, 1970. ACCORDING TO THE GOVERNING INSTRUMENT, REGIONS BANK, AS TRUSTEE OF THE TRUST, MUST DISTRIBTE ALL OF THE TRUST'S INCOME TO THE FOUR ABOVE NAMED CHARITIES LINE 1 (CONT'D) REGIONS BANK IS NONDISQUALIFIED PERSON WITHIN THE MEANING OF SECTION 4 946(A) WITH RESPECT TO THE TRUST.ACCORDINGLY, THIS TRUST IS NOT REQUIR ED TO COMPLETE PART V SECTION A THROUGH E. true HEALTHCARE AUTH OF CITY OF HUNTSVILLE DBA HUNTSVILLE HOSPITAL 101 SIVLEY ROAD HUNTSVILLE AL 358014421 630845288 501(C)(3) 168705 Book Value FURTHERANCE OF MEDICAL SERVICES EPISCOPAL CHURCH OF THE NATIVITY 208 EUSTIS AVENUE HUNTSVILLE AL 358014233 630324703 501(C)(3) 84353 Book Value FURTHERANCE OF THE MISSION OF THE EPISCOPAL CHURCH OF THE NATIVITY MADISON COUNTY HEALTH CENTER PO BOX 17708 HUNTSVILLE AL 358107708 631106545 501(C)(3) 84353 Book Value FURTHERANCE OF HEALTH SERVICES PROVIDED BY THE MADISON COUNTY HEALTH CENTER CITY OF HUNTSVILLE AL BURRITT MUSEUM 3101 BURRITT DRIVE HUNTSVILLE AL 35801 630868992 501(C)(3) 10000 Book Value MAINTENANCE OF THE BURRITT HOMEPLACE PARK AND MUSEUM EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 THE ORGANIZATION DISTRIBUTES THE ENTIRE NET INCOME TO CHARITABLE BENEFICIARY ORGANIZATIONS NAMED IN THE TRUST DOCUMENT. PART VI, SECTION B, POLICIES, LINES 12a, 13 and 14 WHILE THE W H BURRITT TESTAMENTARY TRUST DOES NOT HAVE A CONFLICT OF INTEREST POLICY, A WRITTEN WHISTLEBLOWER POLICY OR A WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY, REGIONS BANK, THE CORPORATE TRUSTEE, DOES HAVE A CONFLICT OF INTEREST POLICY, A WHISTLEBLOWER POLICY AND A DOCUMENT RETENTION AND DESTRUCTION POLICY. ALL BANK POLICIES ARE MONITORED BY THE BANK'S MANAGEMENT. EXPLANATION FOR FORM 990, PAGE 2, PART III, LINE 4d CITY OF HUNTSVILLE 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 EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 10b N/A FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW THE CORPORTATE 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 FEES ARE BASED UP 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 MUTUAL FUND TIMING ADJ OF ($-36), CY ACCRUED INTEREST ($-540), PY ACCRUED INTEREST ($211), CY PENDING SALES ($-157), PY PENDING SALES ($120), ROC ON CY SALES ($-574), COST BASIS ADJ ($-169) HEALTHCARE AUTH OF CITY OF HUNTSVILLE DBA HUNTSVILLE HOSPITAL 101 SIVLEY ROAD HUNTSVILLE AL 35801 630845288 FURTHERANCE OF MEDICAL SERVICES AL 501(C)(3) 6 NA false EPISCOPAL CHURCH OF THE NATIVITY 208 EUSTIS AVENUE HUNTSVILLE AL 35801 630324703 FURTHERANCE OF THE MISSION OF THE EPISCOPAL C AL 501(C)(3) 1 NA false MADISON COUNTY HEALTH CENTER PO BOX 17708 HUNTSVILLE AL 35810 631106545 FURTHERANCE OF HEALTH SERVICES PROVIDED BY MA AL 501(C)(3) 7 NA false CITY OF HUNTSVILLE BURRITT MUSEUM 3101 BURRITT DRIVE HUNTSVILLE AL 35801 630868992 MUSEUM UPKEEP AL 501(C)(3) 6 NA false false true false false false false false false false false false false false false false false false false false