Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
MAUDE DEAN TR UW FBO CHILD HOSP
 
Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 11647
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BIRMINGHAM, AL35202
A Employer identification number

63-6155149
B Telephone number (see instructions)

(205) 820-3141
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$2,277,447J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 70,525 70,448  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 39,473
b Gross sales price for all assets on line 6a 271,301
7 Capital gain net income (from Part IV, line 2)... 39,473
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 109,998 109,921  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 25,068 20,054   5,014
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,000 0 0 1,000
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,183 685   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 27,251 20,739 0 6,014
25 Contributions, gifts, grants paid....... 131,453 131,453
26 Total expenses and disbursements. Add lines 24 and 25 158,704 20,739 0 137,467
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -48,706
b Net investment income (if negative, enter -0-) 89,182
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 54,552 46,351 46,351
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,001,582 Click to see attachment
List of Attached Documents:
// Content
1,959,971 		2,231,096
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,056,134 2,006,322 2,277,447
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 2,056,134 2,006,322
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 2,056,134 2,006,322
30 Total liabilities and net assets/fund balances (see instructions). 2,056,134 2,006,322
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,056,134
2
Enter amount from Part I, line 27a .....................
2
-48,706
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,007,428
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,106
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,006,322
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 3. ILLINOIS TOOL WKS INC   2017-06-02 2023-01-04
b 6. HONEYWELL INTL INC   2017-06-02 2023-01-19
c 10. INGERSOLL RAND INC   2020-03-05 2023-01-27
d 8. SYNEOS HEALTH INC CL A   2020-06-19 2023-01-27
e 10. HORIZON THERAPEUTICS PLC   2021-01-13 2023-02-08
6. ALPHABET INC/CA   2022-10-05 2023-02-09
8. HORIZON THERAPEUTICS PLC   2020-12-17 2023-02-17
22. BROWN FORMAN CORP   2019-01-04 2023-02-21
13. SCHWAB CHARLES CORP NEW   2021-02-17 2023-03-14
10. ARTISAN PARTNERS ASSET MGMT INC   2015-06-24 2023-03-16
21. WESTERN ALLIANCE BANCORPORATION   2018-09-17 2023-03-16
6. L3HARRIS TECHNOLOGIES INC   2020-05-29 2023-03-24
3. L3HARRIS TECHNOLOGIES INC   2020-03-11 2023-03-27
2. ROPER INDS INC NEW   2016-09-12 2023-03-27
7. SIGNATURE BK NEW YORK N Y   2018-06-20 2023-03-28
2. ROPER INDS INC NEW   2016-08-23 2023-03-31
6. QUALCOMM INC   2020-10-06 2023-04-03
2. ROPER INDS INC NEW   2016-10-12 2023-04-03
1. ROPER INDS INC NEW   2016-10-12 2023-04-05
1. ROPER INDS INC NEW   2022-10-07 2023-04-11
25. CISCO SYSTEMS INC   2021-03-29 2023-04-20
3. MANHATTAN ASSOCS INC   2021-08-10 2023-05-02
18. CISCO SYSTEMS INC   2021-03-29 2023-05-04
5. PPG INDS INC COM W/RTS ATTACHED EXP 04/30/2008   2017-06-02 2023-05-05
8. POWER INTEGRATIONS INC   2021-12-14 2023-05-05
3. PPG INDS INC COM W/RTS ATTACHED EXP 04/30/2008   2020-05-29 2023-05-08
7. CATALENT INC   2022-11-02 2023-05-09
2. CINTAS CORP   2018-02-23 2023-05-09
3. PPG INDS INC COM W/RTS ATTACHED EXP 04/30/2008   2020-05-29 2023-05-09
1. INTUITIVE SURGICAL INC   2022-04-26 2023-05-12
1. SHOPIFY INC-A W/I   2020-12-23 2023-05-16
4. ZOETIS INC   2017-04-21 2023-05-16
62. DISH NETWORK CORP   2020-08-03 2023-05-25
2. NVIDIA CORP   2022-02-17 2023-05-31
5. AMGEN INC   2017-06-02 2023-06-12
22. VERTIV HLDGS CO   2020-08-14 2023-06-16
4. FACEBOOK INC   2022-12-02 2023-06-29
9. INGERSOLL RAND INC   2020-03-05 2023-06-29
14. SHOPIFY INC-A W/I   2020-12-23 2023-07-05
16. SHOPIFY INC-A W/I   2020-10-20 2023-07-11
8. SHOPIFY INC-A W/I   2020-09-18 2023-07-12
24. BANK NEW YORK MELLON CORP   2020-10-08 2023-07-17
1701.662 CALAMOS INVT TR NEW   2022-06-08 2023-07-17
762.302 JPMORGAN TR I   2018-06-05 2023-07-17
7. INGERSOLL RAND INC   2020-03-05 2023-07-31
3521.007 DEUTSCHE DWS MKT TR   2022-06-07 2023-08-09
3. DEERE & CO   2018-08-21 2023-08-17
7. TE CONNECTIVITY LTD   2020-05-29 2023-09-06
14. RAYTHEON TECHNOLOGIES CORP   2020-05-29 2023-09-11
1. HUBSPOT INC   2022-10-25 2023-09-21
2. HUBSPOT INC   2019-11-21 2023-09-21
2042.56 DOUBLELINE FDS TR   2019-03-11 2023-09-25
9. DEXCOM INC   2017-10-23 2023-09-26
23. VERTIV HLDGS CO   2020-08-14 2023-09-27
69. SUMMIT HOTEL PPTYS INC   2019-03-11 2023-10-12
13. DEXCOM INC   2017-10-23 2023-10-13
5. IDEX CORP   2023-07-31 2023-10-13
2. NVIDIA CORP   2022-02-17 2023-10-13
1. DEERE & CO   2018-08-21 2023-10-19
4. TE CONNECTIVITY LTD   2017-06-02 2023-10-19
1. IDEX CORP   2023-06-29 2023-10-24
2. IDEX CORP   2021-02-09 2023-10-24
2519.673 MERGER FD   2022-06-08 2023-10-26
3. SERVICENOW INC   2021-12-10 2023-11-03
20. VERTIV HLDGS CO   2020-08-14 2023-11-03
2. NXP SEMICONDUCTORS NV   2021-02-10 2023-11-03
16. VERTIV HLDGS CO   2020-08-14 2023-11-08
14. LAUDER ESTEE COS INC CL A   2022-07-06 2023-11-13
3. DEERE & CO   2018-08-21 2023-11-20
3. MICROSOFT CORP COM   2022-06-07 2023-11-27
3. FACEBOOK INC   2022-11-10 2023-12-01
6. PROGRESSIVE CORP OH   2017-06-02 2023-12-01
4. MANHATTAN ASSOCS INC   2021-12-15 2023-12-15
2. MOLINA HEALTHCARE INC   2020-01-14 2023-12-15
33. PROPETRO HOLDING CORP   2022-06-07 2023-12-15
2. UNITEDHEALTH GROUP INC   2020-05-29 2023-12-15
8. ALPHABET INC   2011-03-02 2023-12-18
5. AMAZON COM INC   2022-10-07 2023-12-18
1. AMERICAN EXPRESS CO   2020-11-03 2023-12-18
1. AMERICAN TOWER CORP NEW   2017-06-02 2023-12-18
312.866 ARTISAN PARTNERS FDS INC   2022-06-08 2023-12-18
1. ATKORE INC   2022-11-21 2023-12-18
3. ATLASSIAN CORP COM USD0.1 CL A   2022-09-30 2023-12-18
2. AUTODESK INC COM   2018-07-11 2023-12-18
17. BANK AMER CORP   2020-05-29 2023-12-18
130.288 BARON SELECT FDS   2022-06-08 2023-12-18
2. BOOZ ALLEN HAMILTON HLDG CORP   2016-10-27 2023-12-18
2. COMFORT SYS USA INC   2021-06-16 2023-12-18
4. CONOCOPHILLIPS   2021-07-22 2023-12-18
1. COSTCO WHOLESALE CORP NEW   2014-06-26 2023-12-18
8. COSTAR GROUP INC   2023-11-22 2023-12-18
1. EAGLE MATLS INC   2016-11-14 2023-12-18
3. EDWARDS LIFESCIENCES CORP   2020-09-17 2023-12-18
19. ELEMENT SOLUTIONS INC   2020-12-30 2023-12-18
10. FEDERAL SIGNAL CORP   2020-03-06 2023-12-18
2. FIVE BELOW   2015-09-04 2023-12-18
4. GENERAC HOLDINGS INC   2022-10-31 2023-12-18
1. HEXCEL CORP NEW   2018-01-31 2023-12-18
1. HOME DEPOT INC   2017-06-02 2023-12-18
5. INTEL CORP   2022-01-11 2023-12-18
2. INTUIT   2017-04-12 2023-12-18
2. INTUITIVE SURGICAL INC   2014-06-26 2023-12-18
68. ISHARES TR   2014-06-26 2023-12-18
16. ISHARES CORE S&P MIDCAP ETF   2014-06-26 2023-12-18
31. ISHARES CORE S&P SMALL-CAP E   2014-06-26 2023-12-18
2. JPMORGAN CHASE & CO   2017-06-02 2023-12-18
42.75 JOHCM FDS TR   2021-07-22 2023-12-18
2. LINCOLN ELEC HLDGS INC   2022-08-10 2023-12-18
2. MASTERCARD INC   2020-02-25 2023-12-18
9. MATCH GROUP INC   2023-06-02 2023-12-18
1. MICROSOFT CORP COM   2022-06-07 2023-12-18
1. MOTOROLA SOLUTIONS INC   2017-06-02 2023-12-18
1. NORDSON CORP   2014-06-26 2023-12-18
2. NVIDIA CORP   2022-02-17 2023-12-18
18. PHYSICIANS RLTY TR   2016-06-17 2023-12-18
1. PIPER SANDLER COS   2020-08-14 2023-12-18
3. POLARIS INC   2020-01-14 2023-12-18
1. PROGRESSIVE CORP OH   2017-06-02 2023-12-18
11. SM ENERGY CO   2022-10-25 2023-12-18
5. SEMPRA   2020-09-01 2023-12-18
1. SERVICENOW INC   2020-12-08 2023-12-18
2. TEXAS ROADHOUSE INC   2018-08-14 2023-12-18
1. THERMO FISHER SCIENTIFIC INC   2017-02-01 2023-12-18
9. UBER TECHNOLOGIES INC   2023-11-09 2023-12-18
83.445 VANGUARD DEV MKT INDX-ADM   2021-07-22 2023-12-18
4. VEEVA SYSTEMS INC-CLASS A   2021-01-26 2023-12-18
2. VOYA FINL INC   2022-06-07 2023-12-18
2. ZOETIS INC   2022-07-06 2023-12-18
1. TE CONNECTIVITY LTD   2017-06-02 2023-12-18
3. NXP SEMICONDUCTORS NV   2021-02-10 2023-12-18
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 657   433 224
b 1,208   773 435
c 553   283 270
d 287   436 -149
e 1,100   702 398
567   610 -43
876   554 322
1,432   1,031 401
732   754 -22
299   405 -106
758   1,017 -259
1,156   1,178 -22
581   554 27
862   354 508
1   910 -909
878   354 524
745   729 16
885   352 533
435   176 259
439   369 70
1,180   1,315 -135
498   476 22
823   947 -124
688   551 137
630   225 405
416   314 102
245   317 -72
923   340 583
412   305 107
304   249 55
61   121 -60
729   217 512
414   1,990 -1,576
772   489 283
1,077   794 283
494   367 127
1,129   496 633
578   254 324
888   1,600 -712
1,001   1,504 -503
522   721 -199
1,036   889 147
24,776   23,037 1,739
21,413   14,842 6,571
454   198 256
39,083   46,970 -7,887
1,260   431 829
911   558 353
1,075   917 158
481   289 192
961   291 670
17,117   21,271 -4,154
794   101 693
839   383 456
399   1,024 -625
983   147 836
1,006   1,090 -84
910   489 421
380   144 236
476   319 157
193   213 -20
386   395 -9
43,036   44,663 -1,627
1,828   1,921 -93
809   333 476
364   377 -13
643   267 376
1,586   1,223 363
1,144   431 713
1,131   878 253
974   337 637
979   258 721
857   581 276
729   264 465
277   468 -191
1,057   484 573
1,092   120 972
761   600 161
182   96 86
211   133 78
5,228   4,680 548
156   117 39
683   643 40
473   267 206
570   416 154
1,791   1,849 -58
252   61 191
409   166 243
463   229 234
674   116 558
702   675 27
202   95 107
228   251 -23
423   337 86
759   321 438
384   68 316
509   466 43
72   68 4
352   155 197
228   279 -51
1,231   236 995
655   90 565
32,325   13,301 19,024
4,395   2,254 2,141
3,291   1,711 1,580
332   165 167
966   1,345 -379
429   289 140
846   604 242
304   355 -51
371   269 102
314   87 227
251   79 172
994   484 510
235   314 -79
174   77 97
276   280 -4
155   43 112
423   482 -59
376   303 73
700   543 157
234   129 105
518   153 365
552   448 104
1,252   1,374 -122
726   1,161 -435
148   133 15
392   232 160
141   80 61
684   550 134
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
      2,225
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       224
b       435
c       270
d       -149
e       398
      -43
      322
      401
      -22
      -106
      -259
      -22
      27
      508
      -909
      524
      16
      533
      259
      70
      -135
      22
      -124
      137
      405
      102
      -72
      583
      107
      55
      -60
      512
      -1,576
      283
      283
      127
      633
      324
      -712
      -503
      -199
      147
      1,739
      6,571
      256
      -7,887
      829
      353
      158
      192
      670
      -4,154
      693
      456
      -625
      836
      -84
      421
      236
      157
      -20
      -9
      -1,627
      -93
      476
      -13
      376
      363
      713
      253
      637
      721
      276
      465
      -191
      573
      972
      161
      86
      78
      548
      39
      40
      206
      154
      -58
      191
      243
      234
      558
      27
      107
      -23
      86
      438
      316
      43
      4
      197
      -51
      995
      565
      19,024
      2,141
      1,580
      167
      -379
      140
      242
      -51
      102
      227
      172
      510
      -79
      97
      -4
      112
      -59
      73
      157
      105
      365
      104
      -122
      -435
      15
      160
      61
      134
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 39,473
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 1,240
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,240
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,240
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,140
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,140
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 100
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowAL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowREGIONS BANK TRUST DEPT Telephone no.right arrow (205) 820-3141

Located atright arrow250 RIVERCHASE PARKWAY EASTBIRMINGHAMAL ZIP+4right arrow35244
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
REGIONS BANK TRUST DEPT TRUSTEE
1 		25,068    
250 RIVERCHASE PARKWAY EAST
BIRMINGHAM,AL35244
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
2,200,017
b
Average of monthly cash balances.......................
1b
44,876
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,244,893
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
2,244,893
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
33,673
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,211,220
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
110,561
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
110,561
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,240
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,240
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
109,321
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
109,321
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
109,321
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
137,467
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
137,467
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 109,321
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 87,333
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 137,467
a Applied to 2022, but not more than line 2a 87,333
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 50,134
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		59,187
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

THE CHILDREN'S HOSPITAL OF ALABAMA

1600 7TH AVENUE SOUTH
BIRMINGHAM,AL352331711 		NONE PC GENERAL OPERATING 131,453
Total .................................right arrow 3a 131,453
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 70,525  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 39,473  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   109,998  
13Total. Add line 12, columns (b), (d), and (e)..................
13
109,998
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
MAUDE DEAN TR UW FBO CHILD HOSP
EIN:
63-6155149
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,000     1,000

TY 2023 InvestmentsOtherSchedule2
Name:
MAUDE DEAN TR UW FBO CHILD HOSP
EIN:
63-6155149
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
464287200 ISHARES TR AT COST 82,510 202,037
620076307 MOTOROLA SOLUTIONS I AT COST 779 2,818
68389X105 ORACLE CORP AT COST 604 1,476
71943U104 PHYSICIANS RLTY TR AT COST 584 439
89417E109 TRAVELERS COS INC AT COST 1,003 1,524
913017109 UNITED TECHNOLOGIES      
92826C839 VISA INC AT COST 1,829 2,343
H84989104 TE CONNECTIVITY LTD AT COST 953 1,686
N6596X109 NXP SEMICONDUCTORS N AT COST 891 2,297
036752103 ANTHEM INC AT COST 938 2,358
038336103 APTARGROUP INC AT COST 388 742
08579W103 BERRY PLASTICS GROUP      
14040H105 CAPITAL ONE FINL COR      
26969P108 EAGLE MATLS INC AT COST 713 1,623
576485205 MATADOR RES CO AT COST 451 398
670837103 OGE ENERGY CORP      
739276103 POWER INTEGRATIONS I      
74051N102 PREMIER INC-CLASS A      
79466L302 SALESFORCE COM INC      
891092108 TORO CO AT COST 381 1,152
969251750 WILLIAM BLAIR MACRO      
01609W102 ALIBABA GROUP HOLDIN      
128119880 CALAMOS INVT TR NEW AT COST 96,686 110,439
149568107 CAVCO INDS INC DEL AT COST 442 1,733
235851102 DANAHER CORP      
244199105 DEERE & CO AT COST 288 800
252131107 DEXCOM INC      
30231G102 EXXON MOBIL CORP      
452308109 ILLINOIS TOOL WKS IN AT COST 841 1,572
571748102 MARSH & MCLENNAN COS AT COST 696 1,705
594918104 MICROSOFT CORP AT COST 1,214 6,393
718172109 PHILIP MORRIS INTERN      
743315103 PROGRESSIVE CORP OH AT COST 3,421 4,619
776696106 ROPER INDS INC NEW      
82669G104 SIGNATURE BK NEW YOR      
031162100 AMGEN INC      
03524A108 ANHEUSER-BUSCH INBEV      
04316A108 ARTISAN PARTNERS ASS      
28176E108 EDWARDS LIFESCIENCES AT COST 1,626 2,974
36555P107 GARDNER DENVER HOLDI      
384109104 GRACO INC      
438516106 HONEYWELL INTL INC      
44930G107 ICU MED INC      
09857L108 BOOKING HOLDINGS INC      
16119P108 CHARTER COMMUNICATIO AT COST 1,949 1,943
258278100 DORMAN PRODS INC AT COST 523 918
29414B104 EPAM SYSTEMS INC      
02079K107 ALPHABET INC AT COST 448 4,228
126650100 CVS HEALTH CORP AT COST 1,638 1,737
20030N101 COMCAST CORP NEW AT COST 1,626 2,149
25470M109 DISH NETWORK CORP      
258620509 DOUBLELINE FDS TR      
27616P103 EASTERLY GOVT PPTYS AT COST 777 632
285512109 ELECTRONIC ARTS      
30214U102 EXPONENT INC AT COST 189 880
024835100 AMERICAN CAMPUS CMNT      
03073E105 AMERISOURCEBERGEN CO      
052769106 AUTODESK INC COM AT COST 1,866 3,409
090572207 BIO RAD LABS INC CL AT COST 566 646
122017106 BURLINGTON STORES IN AT COST 481 1,167
753422104 RAPID7 INC AT COST 259 685
75524B104 RBC BEARINGS INC AT COST 367 1,709
949746101 WELLS FARGO & CO NEW      
G3922B107 GENPACT LTD USD 0.00      
G50871105 JAZZ PHARMACEUTICALS AT COST 1,162 984
192422103 COGNEX CORP AT COST 644 1,044
22160K105 COSTCO WHOLESALE COR AT COST 1,285 4,621
258620103 DOUBLELINE TOTAL RET      
262037104 DRIL-QUIP INC      
37637Q105 GLACIER BANCORP INC AT COST 378 578
518439104 LAUDER ESTEE COS INC      
66987V109 NOVARTIS AG      
780259206 ROYAL DUTCH SHELL PL      
747316107 QUAKER CHEM CORP AT COST 396 1,067
749685103 RPM INTL INC AT COST 529 1,340
78467J100 SS&C TECHNOLOGIES HO      
824348106 SHERWIN-WILLIAMS CO AT COST 1,385 1,871
98978V103 ZOETIS INC AT COST 801 2,961
G5005R107 JAMES RIVER GROUP HO      
023135106 AMAZON COM INC AT COST 1,124 4,254
057071854 BAIRD FDS INC AT COST 332,201 309,078
060505104 BANK AMER CORP AT COST 2,032 2,963
064058100 BANK NEW YORK MELLON      
09180C106 BJS RESTAURANTS INC      
366651107 GARTNER INC NEW CL A      
00404A109 ACADIA HEALTHCARE CO AT COST 482 1,089
00770G847 JOHCM INTERNATIONAL      
009158106 AIR PRODS & CHEMS IN AT COST 1,491 2,464
025816109 AMERICAN EXPRESS CO AT COST 1,334 3,185
33829M101 FIVE BELOW AT COST 204 1,279
464287804 ISHARES TR AT COST 23,152 45,790
46625H100 JPMORGAN CHASE & CO AT COST 2,068 4,253
573284106 MARTIN MARIETTA MATL AT COST 879 1,996
693506107 PPG INDS INC      
717081103 PFIZER INC      
736508847 PORTLAND GEN ELEC CO AT COST 610 737
00724F101 ADOBE SYS INC COM AT COST 1,428 4,176
02209S103 ALTRIA GROUP INC      
461202103 INTUIT AT COST 934 5,000
464287507 ISHARES TR AT COST 22,648 44,898
46637K265 JPMORGAN TR I AT COST 72,117 104,786
57060D108 MARKETAXESS HLDGS IN AT COST 468 586
655663102 NORDSON CORP AT COST 408 1,585
701877102 PARSLEY ENERGY INC      
70450Y103 PAYPAL HOLDINGS INC      
80689H102 SCHNEIDER NATL INC W AT COST 539 611
866082100 SUMMIT HOTEL PPTYS I      
867224107 SUNCOR ENERGY INC      
883556102 THERMO FISHER SCIENT AT COST 2,292 4,777
902252105 TYLER TECHNOLOGIES I      
808513105 SCHWAB CHARLES CORP AT COST 2,384 3,371
866674104 SUN CMNTYS INC AT COST 532 1,203
91324P102 UNITEDHEALTH GROUP I AT COST 716 2,106
947890109 WEBSTER FINANCIAL CO      
989207105 ZEBRA TECHNOLOGIES C AT COST 267 1,093
00203H859 AQR MANAGED FUTURES      
00206R102 AT&T INC      
03027X100 AMERICAN TOWER CORP AT COST 928 1,511
05605H100 BWX TECHNOLOGIES INC      
06828M876 BARON SELECT FDS AT COST 50,488 63,857
099502106 BOOZ ALLEN HAMILTON AT COST 368 1,535
146229109 CARTERS INC AT COST 747 524
148806102 CATALENT INC AT COST 319 539
166764100 CHEVRON CORP NEW AT COST 1,363 2,237
172908105 CINTAS CORP AT COST 1,019 3,616
21870Q105 CORESITE REALTY CORP      
34959J108 FORTIVE CORP.      
46120E602 INTUITIVE SURGICAL I AT COST 583 4,386
536797103 LITHIA MTRS INC AT COST 479 1,646
59522J103 MID-AMERICA APARTMEN      
596278101 MIDDLEBY CORP      
72346Q104 PINNACLE FINL PARTNE AT COST 1,020 1,570
73278L105 POOL CORP      
78410G104 SBA COMMUNICATIONS C AT COST 2,158 3,805
882681109 TEXAS ROADHOUSE INC AT COST 814 1,589
955306105 WEST PHARMACEUTICAL      
957638109 WESTERN ALLIANCE BAN      
428291108 HEXCEL CORP NEW AT COST 1,080 1,180
437076102 HOME DEPOT INC AT COST 777 1,733
478160104 JOHNSON & JOHNSON AT COST 1,896 2,194
58933Y105 MERCK & CO INC NEW AT COST 788 1,417
64125C109 NEUROCRINE BIOSCIENC AT COST 897 1,449
731068102 POLARIS INC AT COST 719 758
767744105 RITCHIE BROS AUCTION      
816851109 SEMPRA AT COST 3,409 4,185
826919102 SILICON LABORATORIES AT COST 538 926
872540109 TJX COS INC NEW      
902973304 US BANCORP DEL AT COST 1,484 1,428
911312106 UNITED PARCEL SVC IN AT COST 1,681 2,201
921943809 VANGUARD TAX-MANAGED AT COST 105,782 115,387
929740108 WABTEC CORP      
032095101 AMPHENOL CORP      
05550J101 BJ'S WHOLESALE CLUB AT COST 611 1,733
29404K106 ENVESTNET INC      
35137L204 FOX CORP      
87807B107 TC ENERGY CORP AT COST 2,107 1,681
31635T807 FIDELITY SALEM STR T AT COST 332,590 308,668
45784P101 INSULET CORP      
48121L114 JPMORGAN TR I AT COST 43,011 42,824
71377A103 PERFORMANCE FOOD GRO AT COST 1,225 1,590
74440Y884 PGIM HIGH YIELD FUND AT COST 95,281 89,060
91879Q109 VAIL RESORTS INC AT COST 603 640
115637209 BROWN FORMAN CORP      
374689107 GIBRALTAR INDS INC AT COST 654 1,106
443573100 HUBSPOT INC      
49271V100 KEURIG DR PEPPER INC      
872307103 TCF FINANCIAL CORP      
037833100 APPLE INC AT COST 478 1,155
04911A107 ATLANTIC UN BANKSHAR AT COST 997 987
38526M106 GRAND CANYON ED INC AT COST 660 792
452327109 ILLUMINA INC      
502431109 L3HARRIS TECHNOLOGIE      
084670702 BERKSHIRE HATHAWAY I AT COST 948 1,783
281020107 EDISON INTL AT COST 1,910 2,359
G8473T100 STERIS PLC      
29362U104 ENTEGRIS INC AT COST 486 1,438
04314H592 ARTISAN PARTNERS FDS AT COST 22,142 27,122
258620566 DOUBLELINE FDS TR      
09258N570 BLACKROCK FDS AT COST 53,670 50,914
92537N108 VERTIV HLDGS CO      
713448108 PEPSICO INC AT COST 872 1,189
724078100 PIPER SANDLER COS AT COST 616 1,399
G46188101 HORIZON THERAPEUTICS      
451107106 IDACORP INC AT COST 890 983
379577208 GLOBUS MEDICAL INC A AT COST 651 746
87166B102 SYNEOS HEALTH INC CL      
75513E101 RAYTHEON TECHNOLOGIE AT COST 1,098 1,430
82509L107 SHOPIFY INC-A W/I      
28618M106 ELEMENT SOLUTIONS IN AT COST 969 1,273
49714P108 KINSALE CAP GROUP IN AT COST 849 1,675
512807108 LAM RESH CORP AT COST 1,068 1,567
929089100 VOYA FINL INC AT COST 1,382 1,605
45826H109 INTEGER HOLDINGS COR AT COST 911 1,189
81762P102 SERVICENOW INC AT COST 3,671 4,945
68902V107 OTIS WORLDWIDE CORP AT COST 719 1,253
156727109 CERENCE INC      
666807102 NORTHROP GRUMMAN COR AT COST 1,299 1,873
16359R103 CHEMED CORP      
872590104 T -MOBILE US INC      
513847103 LANCASTER COLONY COR AT COST 960 998
20825C104 CONOCOPHILLIPS AT COST 1,566 4,179
57636Q104 MASTERCARD INC AT COST 2,717 3,839
109194100 BRIGHT HORIZONS FAMI AT COST 1,345 1,131
57667L107 MATCH GROUP INC AT COST 4,121 1,679
747525103 QUALCOMM INC      
444097109 HUDSON PAC PPTYS INC      
922020813 VANGUARD MALVERN FDS AT COST 46,446 45,383
313855108 FEDERAL SIGNAL CORP AT COST 469 1,305
60855R100 MOLINA HEALTHCARE IN AT COST 132 361
488401100 KEMPER CORP DEL      
45687V106 INGERSOLL RAND INC      
550021109 LULULEMON ATHLETICA AT COST 1,680 4,090
76171L106 REYNOLDS CONSUMER PR      
114340102 BROOKS AUTOMATION IN AT COST 1,239 1,303
70438V106 PAYLOCITY HOLDING CO AT COST 1,242 989
30212P303 EXPEDIA GROUP INC      
589509207 MERGER FD      
024525669 AMERICAN BEACON FDS AT COST 50,930 44,529
G39108108 GATES INDUSTRIAL COR AT COST 1,157 1,007
25179M103 DEVON ENERGY CORP NE      
25278X109 DIAMONDBACK ENERGY I      
72352L106 PINTEREST INC- CLASS      
69360J107 PS BUSINESS PKS INC      
45167R104 IDEX CORP AT COST 2,565 2,822
922475108 VEEVA SYSTEMS INC-CL AT COST 2,751 1,925
199908104 COMFORT SYS USA INC AT COST 635 1,645
17275R102 CISCO SYS INC      
199333105 COLUMBUS MCKINNON CO AT COST 1,056 819
362014193 GMO TR AT COST 47,934 44,319
22266L106 COUPA SOFTWARE INC      
16679L109 CHEWY INC - CLASS A AT COST 3,881 1,158
37253A103 GENTHERM INC COM AT COST 899 628
655664100 NORDSTROM INC      
562750109 MANHATTAN ASSOCS INC AT COST 772 1,292
G11196105 BIOHAVEN PHARMACEUTI      
46653M849 JOHCM FDS TR AT COST 115,316 114,733
L44385109 GLOBANT SA AT COST 1,816 1,666
78409V104 S&P GLOBAL INC AT COST 3,353 3,965
637870106 NATIONAL STORAGE AFF AT COST 661 498
075887109 BECTON DICKINSON & C AT COST 2,258 2,194
M2682V108 CYBERARK SOFTWARE LT AT COST 1,176 1,752
67066G104 NVIDIA CORP AT COST 1,996 4,457
277276101 EASTGROUP PPTYS INC AT COST 848 918
02079K305 ALPHABET INC/CA AT COST 915 1,257
46116X101 INTRA-CELLULAR THERA AT COST 697 859
25159K705 DEUTSCHE DWS MKT TR      
40637H109 HALOZYME THERAPEUTIC AT COST 950 813
69047Q102 OVINTIV INC AT COST 864 747
436440101 HOLOGIC INC AT COST 756 786
049468101 ATLASSIAN CORP COM U AT COST 2,273 3,330
047649108 ATKORE INC AT COST 936 1,280
78454L100 SM ENERGY CO AT COST 526 465
559663109 MAGNOLIA OIL & GAS C AT COST 839 788
4812C0134 JPMORGAN TR II AT COST 136,541 130,949
368736104 GENERAC HOLDINGS INC AT COST 1,980 2,326
15872M104 CHAMPIONX CORP AT COST 393 526
74347M108 PROPETRO HOLDING COR      
92346J108 VERICEL CORP AT COST 600 534
405552100 HALEON PLC-ADR AT COST 1,200 1,440
50101L106 KRISPY KREME INC AT COST 384 407
008492100 AGREE RLTY CORP AT COST 1,042 944
533900106 LINCOLN ELEC HLDGS I AT COST 829 1,305
016255101 ALIGN TECHNOLOGY INC AT COST 2,741 2,466
30303M102 FACEBOOK INC AT COST 561 1,770
458140100 INTEL CORP AT COST 4,203 5,628
12510Q100 CCC INTELLIGENT SOLU AT COST 1,107 1,082
16115Q308 CHART INDS INC AT COST 666 545
22160N109 COSTAR GROUP INC AT COST 2,531 3,059
45073V108 I T T INC AT COST 640 835
55405Y100 MA-COM TECHNOLOGY SO AT COST 626 1,022
58155Q103 MCKESSON CORP AT COST 1,496 1,852
74275K108 PROCORE TECHNOLOGIES AT COST 930 969
860630102 STIFEL FINL CORP AT COST 638 761
875372203 TANDEM DIABETES CARE AT COST 731 769
90353T100 UBER TECHNOLOGIES IN AT COST 2,673 3,633
90470L360 ABSOLUTE CONVERT ARB AT COST 46,189 46,189
92338C103 VERALTO CORP AT COST 2,546 2,879
92939U106 WEC ENERGY GROUP INC AT COST 911 926
97650W108 WINTRUST FINL CORP AT COST 614 742

TY 2023 OtherDecreasesSchedule
Name:
MAUDE DEAN TR UW FBO CHILD HOSP
EIN:
63-6155149
Description Amount
COST BASIS ADJUSTMENT 59
MUTUAL FUND TIMING ADJ 1,033
ROC ON CY SALES 14


TY 2023 TaxesSchedule
Name:
MAUDE DEAN TR UW FBO CHILD HOSP
EIN:
63-6155149
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 629 629   0
FEDERAL ESTIMATES - PRINCIPAL 498 0   0
FOREIGN TAXES ON NONQUALIFIED 56 56   0