TY 2023 Form 990PF

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	8,095	6,874	6,874
	2	Savings and temporary cash investments.........
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	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).......	267,322	List of Attached Documents: // Content 179,799	332,110
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	69,741	List of Attached Documents: // Content 69,805	83,438
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	345,158	256,478	422,422
	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 )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	211,889	211,889
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	1	1
	28	Retained earnings, accumulated income, endowment, or other funds	133,268	44,588
	29	Total net assets or fund balances (see instructions).....	345,158	256,478
	30	Total liabilities and net assets/fund balances (see instructions).	345,158	256,478

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

345,158

Enter amount from Part I, line 27a .....................

36,134

Other increases not included in line 2 (itemize) right arrow

Add lines 1, 2, and 3 ..........................

381,292

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

124,814

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

256,478

(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	Ishares TR US Treas BD ETF		2023-04-05	2023-11-06
b	National Vision Hldings Inc Com		2022-09-01	2023-07-21
c	Teleflex Incorporated Com		2022-09-01	2023-03-17
d	Vanguard BD Index FDS Total Bnd Mrkt		2022-05-09	2023-04-05
e	Alphabet Inc		2016-08-05	2023-11-02
	Amazon Inc		2013-10-16	2023-11-02
	Apple Inc		2007-01-10	2023-05-19
	Apple Inc		2012-11-14	2023-11-09
	Broadcom Inc		2020-03-18	2023-05-19
	BWX Technologies Inc		2018-10-24	2023-07-21
	Cisco Systems Inc		2018-12-14	2023-07-21
	Cisco Systems Inc		2021-10-18	2023-07-21
	Colgate-Palmolive Co		1986-08-04	2023-08-18
	Eaton Corporation PLC		2018-05-25	2023-02-10
	Eaton Corporation PLC		2018-05-25	2023-07-21
	Elevance Health Inc		2021-08-30	2023-02-10
	Equinix Inc Com		2021-08-30	2023-09-25
	Eversource		2019-05-03	2023-09-25
	GSK PLC Spon ADS Each Rep		2013-02-20	2023-05-19
	Ishares TR US Treas BD ETF		2022-08-03	2023-11-06
	JPMorgan Chase & Co		1995-08-14	2023-11-09
	Merck & Co Inc		2021-10-18	2023-11-02
	Microsoft Corp		2020-09-29	2023-05-19
	National Vision Hldings Inc Com		2021-11-12	2023-07-21
	Nestle ADR		2021-10-18	2023-08-18
	NVIDIA Corporation Com		2019-07-16	2023-11-09
	Qualcomm Inc		2021-08-30	2023-05-19
	SPDR S&P500		2016-12-15	2023-11-02
	Steel Dynamics Inc		2021-08-30	2023-02-10
	Target Corp		2022-04-19	2023-07-21
	Teleflex Incorporated Com		2018-10-24	2023-03-17
	United Parcel Service Inc		2021-08-30	2023-02-10
	Vanguard BD Index FDS Total Bnd Mrkt		2018-10-24	2023-04-05
	Verizon Communications Inc		1983-03-03	2023-11-09
	Capital Gains Dividends	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	1,998	2,152	-154
b	989	1,373	-384
c	1,867	1,806	61
d	1,639	1,662	-23
e	3,868	1,175	2,693
	9,644	1,085	8,559
	4,553	88	4,465
	13,482	1,426	12,056
	1,363	348	1,015
	634	527	107
	526	461	65
	1,209	1,268	-59
	7,424	250	7,174
	1,363	591	772
	623	222	401
	493	371	122
	3,673	4,176	-503
	3,086	4,193	-1,107
	3,554	4,844	-1,290
	6,323	6,965	-642
	3,608	412	3,196
	3,084	2,321	763
	1,907	1,323	584
	1,520	3,209	-1,689
	2,346	2,493	-147
	9,400	3,619	5,781
	211	293	-82
	9,318	5,003	4,315
	1,099	637	462
	1,340	2,471	-1,131
	2,566	2,623	-57
	1,295	1,364	-69
	6,405	6,717	-312
	3,562	551	3,011
	6		6

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			-154
b			-384
c			61
d			-23
e			2,693
			8,559
			4,465
			12,056
			1,015
			107
			65
			-59
			7,174
			772
			401
			122
			-503
			-1,107
			-1,290
			-642
			3,196
			763
			584
			-1,689
			-147
			5,781
			-82
			4,315
			462
			-1,131
			-57
			-69
			-312
			3,011
			6

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	47,959
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 ...................		3

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	723
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	723
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	723
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a	1,305
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	0

7	Total credits and payments. Add lines 6a through 6d..............		7	1,305
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.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	582
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax582	Refunded	11	0

(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
B Hanson Slaughter	President 0.00	0	0	0
2311 Highland Ave South Suite 190 Birmingham,AL35205
Melissa C Slaughter	Secretary/Treasurer 0.00	0	0	0
2311 Highland Ave South Suite 190 Birmingham,AL35205
Diana R Slaughter	Vice President 0.00	0	0	0
2311 Highland Ave South Suite 190 Birmingham,AL35205

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

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

		(a) Corpus	(b) Years prior to 2022	(c) 2022	(d) 2023
1 Distributable amount for 2023 from Part X, line 7					18,790
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......				0
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2022:
a From 2018......
b From 2019......
c From 2020......
d From 2021......	853
e From 2022......	4,915
f Total of lines 3a through e ........		5,768
4Qualifying distributions for 2023 from Part
XI, line 4: $ 50,000
a Applied to 2022, but not more than line 2a				0
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.....					18,790
e Remaining amount distributed out of corpus		31,210
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		36,978
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 ..........					0
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 ......		36,978
10 Analysis of line 9:
a Excess from 2019....
b Excess from 2020....
c Excess from 2021....	853
d Excess from 2022....	4,915
e Excess from 2023....	31,210

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	(e) Total

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

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:

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
Indian Springs School 190 Woodward Dr Pelham,AL35124		PC	General Support	20,000
University of Virginia PO Box 400314 Charlottesville,VA22904		PC	General Support	30,000
Total ................................. 3a				50,000

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	34,104
2	Check .............
3	Interest on savings and temporary cash investments	114		114
4	Dividends and interest from securities...	7,164		7,164
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		47,959
b	Gross sales price for all assets on line 6a 115,978
7	Capital gain net income (from Part IV, line 2)...			47,959
8	Net short-term capital gain.........
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........	89,341		55,237
13	Compensation of officers, directors, trustees, etc.	0		0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	1,200	1,200	0
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	1,965	1,965	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	42	42	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	3,207		3,207	0
25	Contributions, gifts, grants paid.......	50,000			50,000
26	Total expenses and disbursements. Add lines 24 and 25	53,207		3,207	50,000
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	36,134
b	Net investment income (if negative, enter -0-)			52,030
c	Adjusted net income (if negative, enter -0-)...

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

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	(e) Related or exempt function income (See instructions.)
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 ...........			14	114
4 Dividends and interest from securities ....			14	7,164
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 .....			14
8 Gain or (loss) from sales of assets other than inventory ............			18	47,959
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) ..		0		55,237	0

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.


(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...................				0

bApproved for future payment

Total ................................. 3b				0

Name of organization Melissa Clark & Hanson Slaughter Family

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
1	Hanson Slaughter 3146 Pine Ridge Road Birmingham, AL35213	$ 5,683	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
2	Hanson Slaughter 3146 Pine Ridge Road Birmingham, AL35213	$ 14,448	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
3	Hanson Slaughter 3146 Pine Ridge Road Birmingham, AL35213	$ 13,972	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)

Name of organization Melissa Clark & Hanson Slaughter Family		Employer identification number 27-3722008

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
1	40 shares of Amazon.com Inc at 142.08	$ 5,683	2023-11-08
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
2	79 shares of Apple Inc at 182.89	$ 14,448	2023-11-08
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
3	30 shares of NVIDIA Corporation Com at 465.74	$ 13,972	2023-11-08
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (2023)


Name of organization Melissa Clark & Hanson Slaughter Family			Employer identification number 27-3722008
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

Name of Stock	End of Year Book Value	End of Year Fair Market Value
Alphabet Inc Cap Stk CL C	4,308	15,502
Amazon Inc	1,860	18,233
Anthem Inc	3,342	4,244
AON PLC Shares CL A	2,960	4,365
Apple Inc	483	23,104
Autodesk Inc	4,933	4,870
Becton Dickinson	5,451	5,852
Boston Scientific	3,723	5,029
Broadcom Inc	1,218	7,814
BWX Technologies	2,634	3,453
Cheveron Corp	4,488	7,458
Cintas Group	1,873	6,629
Cisco Systems Inc	4,306	4,850
Eaton Corp	1,625	5,298
Fortinet Inc Com	1,980	4,390
Home Depot	4,690	6,931
Honey Well International Inc	4,644	4,404
IQVIA Holdings Inc	2,863	4,628
JP Morgan Chase	825	8,505
Linde PLC Com Euro 0.001	5,302	6,982
Microsoft Corp	7,658	23,691
Netflix	5,647	4,869
NVIDIA	1,046	12,381
Pfizer	4,341	3,397
Qualcomm	4,101	4,050
Reinsurance Grp of America Inc	2,823	3,236
Sales Force Inc	4,200	6,315
Schlumberger Limited Com	2,631	2,498
Schwab Charles Corporation	5,665	6,467
ServisFirst Brancshares	4,460	19,989
Southern Company	3,202	4,207
Steel Dynamics	2,904	4,842
Thermo Fisher Scientific Inc	3,696	3,716
Union Pacifiic Corp	2,421	4,176
United Health Group	3,166	6,318
United Parcel Service Inc	4,480	3,616
Valero Energy Corp	2,834	5,200
Verizon Communications	826	5,655
Walmart Inc	5,230	6,306
Zimmer	4,585	3,651
Zoetis Inc	3,467	4,145
Analog Devices Inc	2,287	2,383
Boeing Co	3,052	3,910
Costco Wholesale Corp	4,349	5,281
Eli Lilly & Co	4,413	5,829
Nextera Energy Inc	3,033	2,733
Nutrien LTD Com	3,746	3,380
Proctor and Gamble Co	4,418	4,250
Rockwell Automation Inc	2,285	2,484
S&P Global Inc	2,966	3,084
Visa Inc	3,206	3,645
Workday Inc	3,153	3,865

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
Crown Castle INTL Corp	AT COST	3,539	4,147
Ishares TR SH CRPORT ETF	AT COST	8,266	7,880
Prologis Inc	AT COST	2,242	3,999
SPDR S&P 500 ETF	AT COST	11,371	23,766
Vanguard Mid Cap Index Admiral	AT COST	10,365	9,756
Vanguard Total Bd Mkt Index Admiral	AT COST	10,489	9,544
Ishares TR Core MSCI Total	AT COST	10,894	11,363
Ishares TR MBS ETF	AT COST	4,891	4,798
Ishares TR 10-20 Yr TRS ETF	AT COST	3,891	4,330
Ishares TR Short Treas BD	AT COST	3,857	3,855

Description	Amount
Adjustment for book/tax difference in stock basis	94,108
Current year stock donation book/tax difference	30,706

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