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
ALTECSTYSLINGER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)210 INVERNESS CENTER DR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BIRMINGHAM, AL35242
A Employer identification number

72-1372302
B Telephone number (see instructions)

(205) 991-7733
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$170,731,380J 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) 10,000,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 1,000 1,000  
4 Dividends and interest from securities... 2,325,739 2,325,739  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,710,343
b Gross sales price for all assets on line 6a 4,593,449
7 Capital gain net income (from Part IV, line 2)... 1,710,343
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)....... Click to see attachment
List of Attached Documents:
// Content
-455,879 -546,097  
12 Total. Add lines 1 through 11........ 13,581,203 3,490,985  
Operating and Administrative Expenses 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)......... Click to see attachment
List of Attached Documents:
// Content
3,087 772   2,315
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
27,525 6,881   20,644
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
131,044 131,044   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
96,739 43,031   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
646,200 646,200   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 904,595 827,928   22,959
25 Contributions, gifts, grants paid....... 8,106,501 8,106,501
26 Total expenses and disbursements. Add lines 24 and 25 9,011,096 827,928   8,129,460
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,570,107
b Net investment income (if negative, enter -0-) 2,663,057
c Adjusted net income (if negative, enter -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............. 956,859 486,818 486,818
2 Savings and temporary cash investments......... 2,273,174 2,463,555 2,463,555
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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 arrow        
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)....... 95,687,647 Click to see attachment
List of Attached Documents:
// Content
94,162,198 		112,250,147
c Investments—corporate bonds (attach schedule)....... 60,965 Click to see attachment
List of Attached Documents:
// Content
41,035 		40,943
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).......... 36,182,828 Click to see attachment
List of Attached Documents:
// Content
42,475,619 		55,489,917
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) 135,161,473 139,629,225 170,731,380
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 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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 135,161,473 139,629,225
29 Total net assets or fund balances (see instructions)..... 135,161,473 139,629,225
30 Total liabilities and net assets/fund balances (see instructions). 135,161,473 139,629,225
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
135,161,473
2
Enter amount from Part I, line 27a .....................
2
4,570,107
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
28,126
4
Add lines 1, 2, and 3 ..........................
4
139,759,706
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
130,481
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
139,629,225
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 PASSTHROUGH ACTIVITY - LT P    
b PASSTHROUGH ACTIVITY - ST P    
c PUBLICLY TRADED SECURITIES - LT P    
d PUBLICLY TRADED SECURITIES - ST P    
e CAPITAL GAINS 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       957,358
b       274,788
c 3,689,720   3,215,439 474,281
d 865,148   899,813 -34,665
e 38,581     38,581
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       957,358
b       274,788
c       474,281
d       -34,665
e       38,581
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 1,710,343
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 37,016
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 37,016
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 37,016
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 36,800
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 46,800
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 102
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 9,682
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow9,682 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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 arrowHUDSON MOORE Telephone no.right arrow (205) 991-7733

Located atright arrow210 INVERNESS CENTER DRBIRMINGHAMAL ZIP+4right arrow35242
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)
Yes
 
(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)
 
No
(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
Yes
 
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
LEE J STYSLINGER III CHAIRMAN
1.00 		0 0 0
210 INVERNESS CENTER DRIVE
BIRMINGHAM,AL35242
ALLEN W RITCHIE SECRETARY
1.00 		0 0 0
210 INVERNESS CENTER DRIVE
BIRMINGHAM,AL35242
JON STYSLINGER DIRECTOR
1.00 		0 0 0
210 INVERNESS CENTER DRIVE
BIRMINGHAM,AL35242
MARK STYSLINGER DIRECTOR
1.00 		0 0 0
210 INVERNESS CENTER DRIVE
BIRMINGHAM,AL35242
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
FIDELITY INVESTMENTS INVESTMENT ADVISORY SERVICES 82,093
PO BOX 28019
ALBUQUERQUE,NM871258019
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 arrow0
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
104,829,332
b
Average of monthly cash balances.......................
1b
2,366,791
c
Fair market value of all other assets (see instructions)................
1c
55,489,917
d
Total (add lines 1a, b, and c).........................
1d
162,686,040
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
162,686,040
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,440,291
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
160,245,749
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
8,012,287
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
8,012,287
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
37,016
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
37,016
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
7,975,271
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
7,975,271
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
7,975,271
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
8,129,460
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
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
8,129,460
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 7,975,271
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...... 580,072
b From 2019......  
c From 2020...... 663,553
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 1,243,625
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 8,129,460
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..... 7,975,271
e Remaining amount distributed out of corpus 154,189
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 1,397,814
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) ... 		580,072
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		817,742
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020.... 663,553
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 154,189
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).)
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.
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

A EDUCATION FOUNDATION

PO BOX 4433
MONTGOMERY,AL36103 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 15,000

ALABAMA APPLESEED CENTER FOR LAW & JUSTICE

PO BOX 4864
MONTGOMERY,AL361034864 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500

ALABAMA ASSOCIATIONS OF NONPROFITS HBS FELLOWSHIP

PO BOX 292305
BIRMINGHAM,AL35229 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

ALABAMA AVIATION EDUCATION CENTER

2000 AEROSPACE DR
MOBILE,AL366151213 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 25,799

ALABAMA GOLF CHARITIES

301 SCHUBERT DR
PENSACOLA,FL325046958 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

ALABAMA KIDNEY FOUNDATION

265 RIVERCHASE PKWY E STE 106
HOOVER,AL352442815 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500

ALABAMA POSSIBLE

PO BOX 55058
BIRMINGHAM,AL35255 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500

ALABAMA WILDLIFE FEDERATION

3050 LANARK ROAD
MILLBROOK,AL36054 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 50,000

ALLIED ARTS COUNCIL OF ST JOSEPH MO

118 S 8TH STREET
ST JOSEPH,MO64501 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 50

ALS ASSOCIATION OF ALABAMA

300 CAHABA PARK CIR STE 209
BIRMINGHAM,AL35242 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

ALZHEIMER'S ASSOCIATION

225 NORTH MICHIGAN AVENUE FLOOR 17
CHICAGO,IL60601 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 100

AMERICAN CANCER SOCIETY

1100 IRELAND WAY STE 201
BIRMINGHAM,AL352057014 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 11,000

AMERICAN HEART ASSOCIATION INC

1818 PATTERSON STREET
NASHVILLE,TN37203 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 27,485

AMERICAN RED CROSS

PO BOX 37295
WASHINGTON,DC20013 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000

ARCHIMEDES SOCIETY OF MCWANE SCIENCE CENTER

200 19TH STREET N
BIRMINGHAM,AL35203 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

ARTS FUND

118 SOUTH 8TH STREET
ST JOSEPH,MO64501 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,500

BAPTIST HEALTH FOUNDATION

1130 22ND ST S STE 3200
BIRMINGHAM,AL352052867 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,000

BARBARA BUSH FOUNDATION

1307 NEW YORK AVENUE NW SUITE 701
WASHINGTON,DC20005 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000

BARTOW FAMILY FOUNDATION

1124 BARKLEY LN
BIRMINGHAM,AL352424674 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500

BETHLEHEM HIGH SCHOOL

309 W STEPHEN FOSTER AVE
BARDSTOWN,KY400041420 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 250

BETTER BASICS

1231 2ND AVENUE SOUTH
BIRMINGHAM,AL35233 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000

BIRMINGHAM EDUCATION FOUNDATION

PO BOX 1476
BIRMINGHAM,AL35201 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 75

BIRMINGHAM SOUTH YOUNG LIFE

2727 19TH PL S
HOMEWOOD,AL35209 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 7,500

BIRMINGHAM TALKS

351 24TH STREET NORTH 785
BIRMINGHAM,AL35203 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 7,500

BLUE RIDGE WOMEN'S CENTER

5034 WILLIAMSON RD NW
ROANOKE,VA240121736 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 500

BOTETOURT TECHNICAL EDUCATION CENTER

143 POOR FARM RD
FINCASTLE,VA240903988 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 36,000

BOY SCOUTS OF AMERICA PONY EXPRESS COUNCIL

1704 BUCKINGHAM
ST JOSEPH,MO64506 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 4,100

BOYS & GIRLS CLUBS OF THE TEXAS HILLS COUNTY

808 N LLANO STREET
FREDERICKSBURG,TX78624 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

BRAIN INJURY ASSOCIATION OF KANSAS CITY

6701 W 64TH ST STE 120
OVERLAND PARK,KS662024091 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 3,000

BREAKTHROUGH T1D (FORMALLY JDRF)

200 VESEY STREET 28TH FLOOR
NEW YORK,NY10281 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 3,800

BUILDING PEACE INC

2019 4TH AVENUE N
BIRMINGHAM,AL35203 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

CALERA INTERMEDIATE SCHOOL

8454 HIGHWAY 31
CALERA,AL35040 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 50

CANTERBURY UMC - FOOD BANK

350 OVERBROOK ROAD
BIRMINGHAM,AL35213 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500

CASSVILLE PANTRY

800 W 10TH ST
CASSVILLE,MO656251099 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 500

CATHEDRAL EARLY CHILDHOOD CENTER

518 NORTH 11TH STREET
SAINT JOSEPH,MO64501 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,700

CHI OMEGA FOUNDATION

3395 PLAYERS CLUB PKWY
MEMPHIS,TN381258863 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 300

CHILD ADVOCATES

3701 KIRBY DRIVE SUITE 400
HOUSTON,TX77098 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 3,000

CHILDREN FIRST ALLIANCE OF ALABAMA

PO BOX 5248
MONTGOMERY,AL36103 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

CHILDRENS HARBOR INC

1600 6TH AVE S
BIRMINGHAM,AL35233 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 6,000

CHILDREN'S OF ALABAMA

1600 7TH AVENUE SOUTH
BIRMINGHAM,AL35233 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

COLORECTAL CANCER ALLIANCE

1025 VERMONT AVENUE NW SUITE 1066
WASHINGTON,DC20005 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 150

COLTS YOUTH ORGANIZATION

2300 TWIN VALLEY DR
DUBUQUE,IA52003 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 300

COMMUNITY FOOD BANK OF CENTRAL ALABAMA

107 WALTER DAVIS DR
BIRMINGHAM,AL352092803 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500

COMMUNITY FOUNDATION FOR THE CSRA

20 ST SEBASTIAN WAY 160
AUGUSTA,GA30901 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 200,000

COMMUNITY FURNITURE BANK

219 DISTRIBUTION DR
BIRMINGHAM,AL352096310 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

CORNERSTONE COMMUNITY SCHOOL ASSOCIATION

1915 RHODE ISLAND ST
LAWRENCE,KS660462961 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

CORNERSTONE SCHOOLS FOUNDATION

7401 EMILY STREET
DETROIT,MI48234 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 15,000

CREEK VIEW ELEMENTARY

3995 WEBB BRIDGE RD
ALPHARETTA,GA300054142 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 105

CRESTLINE ELEMENTARY

PO BOX 530834
BIRMINGHAM,AL352530834 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 150

CROHN'S & COLITIS FOUNDATION

733 THIRD AVENUE STE 510
NEW YORK,NY10017 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 11,000

CROSSPOINT CHURCH CROSSPOINT MANNA STREAM

PO BOX 850591
YUKON,OK730850591 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

DIOCESE OF BIRMINGHAM

2121 3RD AVE N
BIRMINGHAM,AL352033314 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

DOLLY PARTON'S IMAGINATION LIBRARY OF BOTETOURT COUNTY

111 E MAIN ST 2ND FLOOR
SEVIERVILLE,TN37862 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 11,500

DOWNS SYNDROME AWARENESS GROUP OF EAST TN

PO BOX 53575
KNOXVILLE,TN37950 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 163

DULUTH CROSS COUNTRY SKI CLUB

1346 W ARROWHEAD RD PMB 344
DULUTH,MN558112218 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 50

EASTER SEALS GREATER HOUSTON

4888 LOOP CENTRAL DRIVE SUITE 200
HOUSTON,TX77081 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 7,500

ELEVATE BIRMINGHAM

700 HUFFMAN RD
BIRMINGHAM,AL352157835 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000

EMORY UNIVERSITY

1599 CLIFTON RD NE 3RD FLR
ATLANTA,GA303224250 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 100

ENDEAVOR

900 BROADWAY SUITE 301
NEW YORK,NY10003 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 50,000

EPILEPSY FOUNDATION

3100 LORNA ROAD SUITE 311
BIRMINGHAM,AL35216 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500

EWI SCHOLARSHIP PROGRAM

2860 SOUTH 2300 EAST STE 211
SALT LAKE CITY,UT84109 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

FCA AUBURN UNIVERSITY CENTER

PO BOX 68
AUBURN,AL36831 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

FOOD CULTURE

1130 22ND ST S STE 3500
BIRMINGHAM,AL352052885 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000

FORWARD TO FREEDOM

PO BOX 661162
BIRMINGHAM,AL35266 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

FRESH WATER LAND TRUST

2308 FIRST AVENUE NORTH
BIRMINGHAM,AL35203 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 30,000

FRIENDS OF BIRMINGHAM BOTANICAL GARDENS

2612 LANE PARK RD
MOUNTAIN BROOK,AL352231802 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,000

FRIENDS OF JEMISON PARK

PO BOX 530813
MOUNTAIN BROOK,AL35253 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 150,000

GW CARVER HIGH SCHOOL

3900 24TH ST N
BIRMINGHAM,AL35207 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000

GIRLS ON THE RUN

5540 CENTERVIEW DR SUITE 204 PMB
65493
RALEIGH,NC276068012 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 500

GIRLSPRING

2101 HIGHLAND AVE
BIRMINGHAM,AL35205 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 3,000

GLENWOOD

150 GLENWOOD LN
BIRMINGHAM,AL352425700 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

GRACE HOUSE

4911 FARRELL AVENUE
FAIRFIELD,AL35064 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000

GRACE KLEIN COMMUNITY

2652 OLD ROCKY RIDGE ROAD
HOOVER,AL35216 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,200

GRANT COUNTY 4-H PROGRAM

916 EAST ELM STREET SUITE A
LANCASTER,WI53813 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 50

GREATER ALABAMA COUNCIL BOY SCOUTS OF AMERICA

PO BOX 43307
BIRMINGHAM,AL35243 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 60

GREATER BIRMINGHAM HUMANE SOCIETY

300 SNOW DR
BIRMINGHAM,AL352096301 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 4,000

GREATER ROANOKE WORKFORCE DEVELOPMENT BOARD

4419 PHEASANT RIDGE RD STE 301
ROANOKE,VA240145267 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,000

GREENFIELD ELEMENTARY SCHOOL PTA

200 N 5TH ST
GREENFIELD,OH451231373 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 120

HABITAT FOR HUMANITY HARDIN COUNTY

2816 RING RD
ELIZABETHTOWN,KY427019114 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 250

HACKENSACK UNIVERSITY MEDICAL CENTER FOUNDATION

155 POLIFLY ROAD SUITE 106
HACKENSACK,NJ07601 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 625

HAVEN OF THE OZARKS

9617 FARM ROAD 2190
WASHBURN,MO657727211 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 250

HEART GALLERY ALABAMA

3100 INDEPENDENCE DR STE 200
BIRMINGHAM,AL35209 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

HEART N HAND MINISTRIES

200 B ST
BELTON,MO64012 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 100

HEARTLAND ELEMENTARY SCHOOL PTO INC

2300 NELSON DR
ELIZABETHTOWN,KY427015945 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 70

HERITAGE MIDDLE SCHOOL PTA

3300 HEARTLAND DR
GENEVA,IL60134 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 250

HICA

117 SOUTHCREST DRIVE
BIRMINGHAM,AL35209 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

HOLY FAMILY CRISTO REY CATHOLIC HIGH SCHOOL

1822 CENTER WAY SOUTH
BIRMINGHAM,AL35205 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 50,000

HOOVER CITY SCHOOLS FOUNDATION

2810 METROPOLITAN WAY
BIRMINGHAM,AL352432944 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 500

HOPE INSTITUTE

PO BOX 530491
MOUNTAIN BROOK,AL35253 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000

HOSPICE OF THE UPSTATE

1835 ROGERS RD
ANDERSON,SC296212278 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 400

INDEPENDENCE PLACE OF ALABAMA INC

PO BOX 1237
TRUSSVILLE,AL35173 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

INNOVATION DEPOT INC

1500 FIRST AVENUE NORTH
BIRMINGHAM,AL35203 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 333

INTERNATIONAL TENNIS HALL OF FAME

194 BELLUVUE AVENUE
NEWPORT,RI02840 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000

JEFFERSON STATE COMMUNITY COLLEGE FOUNDATION INC

PO BOX 94956
BIRMINGHAM,AL35220 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 50,000

JONES VALLEY TEACHING FARM

701 25TH STREET NORTH
BIRMINGHAM,AL35203 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000

JOURNEY FORWARD

5 SHAWMUT RD
CANTON,MA02021 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 100,000

JUNA OF ALABAMA

106 CRESTVIEW DRIVE
BIRMINGHAM,AL35213 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

JUNIOR ACHIEVEMENT OF GREATER BIRMINGHAM

PO BOX 19307
BIRMINGHAM,AL35219 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,660

KING'S HOME

221 KINGS HOME DRIVE
CHELSEA,AL35043 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

LAKE SUMTER STATE COLLEGE FOUNDATION

9501 US HIGHWAY 441
LEESBURG,FL347883950 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

LARUE COUNTY HIGH SCHOOL

925 S LINCOLN BLVD
HODGENVILLE,KY42748 		  GOV TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000

LEADERSHIP ALABAMA

PO BOX 631
MONTGOMERY,AL36101 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 3,500

LETTERMEN OF THE USA

1919 OXMOOR ROAD PMB 371
HOMEWOOD,AL35209 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

LEVITE JEWISH COMMUNITY CENTER

3960 MONTCLAIR RD
MOUNTAIN BROOK,AL352132413 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

LIFELINE CHILDREN'S SERVICES INC

200 MISSIONARY RDG
BIRMINGHAM,AL352425238 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 20,000

LOAVES AND FISHES

PO BOX 98
HOBE SOUND,FL33475 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

MADE 4 ME INC

5540 ATLANTIC SPRINGS ROAD SUITE
101
RALEIGH,NC27616 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

MAKE-A-WISH ALABAMA

1 PERIMETER PARK SOUTH SUITE 100S
BIRMINGHAM,AL35243 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

MARCH OF DIMES INC

3500 BLUE LAKES DRIVE 198
BIRMINGHAM,AL35243 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,050

MAYLAND COMMUNITY COLLEGE

51 MANNAKEE ST
ROCKVILLE,MD20850 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 20,000

MAYO CLINIC

200 1ST STREET SW
ROCHESTER,MN55905 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 35,000

MIKE NAFF MEMORIAL GOLF TOURNAMENT

815 GEORGE EDWARD VIA
BLACKSBURG,VA240731459 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 200

MOMENTUM

2821 2ND AVE S
BIRMINGHAM,AL35233 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000

MONTEREY PENINSULA FOUNDATION

1 LOWER RAGSDALE DRIVE BLD 3 STE
100
MONTEREY,CA93940 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 100,000

M-POWER MINISTRIES

4022 4TH AVENUE SOUTH
BIRMINGHAM,AL35222 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500

NATIONAL CENTER FOR FAMILY PHILANTHROPY

1101 CONNECTICUT AVENUE NW SUITE
220
WASHINGTON,DC20036 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,500

NATIONAL CHRISTIAN FOUNDATION

1150 SANCTUARY PKWY STE 350
ALPHARETTA,GA300098678 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500

NATIONAL MULTIPLE SCLEROSIS SOCIETY

733 THIRD AVENUE 3RD FLOOR
NEW YORK,NY10017 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,100

NEVERTHIRST

6230 CARDINAL ST
VENTURA,CA930036514 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 158

OPAL'S DREAM FOUNDATION INC

1355 BARDSTOWN RD 105
LOUISVILLE,KY40204 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 250

OPERATION UNDERGROUND RAILROAD

PO BOX 57338
SALT LAKE CITY,UT841570338 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 248

ORCHARD HILLS ACHEIVEMENT CENTER

6032 CLOVERDALE RD
ROANOKE,VA240198387 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

PCCA EDUCATION AND RESEARCH FOUNDATION

PO BOX 638
CHURCHTON,MD20733 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 25,000

PLANET WORD MUSEUM

925 13TH STREET NW
WASHINGTON,DC20005 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000

PRESCHOOL PARTNERS

4447 MONTEVALLO ROAD SOUTH
BIRMINGHAM,AL35213 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

PROSPER BIRMINGHAM LLC

1900 5TH AVE NORTH 30TH FLOOR
BIRMINGHAM,AL35203 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 500,000

PROSPER FOUNDATION

505 20TH STREET NORTH STE 200
BIRMINGHAM,AL352034617 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

PUBLIC AFFAIRS RESEARCH COUNCIL OF ALABAMA

800 LAKESHORE DRIVE BH 219
BIRMINGHAM,AL352293931 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 7,500

PUSH FOR EMPOWERED PREGNANCY

34 QUICKS LN
KATONAH,NY105361006 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 50

QUARTERBACKING CHILDREN'S HEALTH FOUNDATION

PO BOX 13067
BIRMINGHAM,AL35202 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,000

QUEST

2200 BRIARWOOD WAY
BIRMINGHAM,AL35243 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500

RED MOUNTAIN GRACE

2120 16TH AVE S STE 201
BIRMINGHAM,AL35205 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000

RED MOUNTAIN THEATRE COMPANY

PO BOX 278
BIRMINGHAM,AL35201 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000

RENEW BIRMINGHAM

222 6TH AVE SW
BIRMINGHAM,AL352112204 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000

REVIVED SOLDIERS UKRAINE

PO BOX 3196
STATELINE,NV89449 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000

ROANOKE VALLEY ECONOMIC DEVELOPMENT CENTER

111 FRANKLIN ROAD SE
ROANOKE,VA24011 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 3,000

ROANOKE VALLEY SPCA

1340 BALDWIN AVENUE NE
ROANOKE,VA24012 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 400

ROCKHURST UNIVERSITY

1100 ROCKHURST ROAD
KANSAS CITY,MO64110 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 50,000

RONALD MCDONALD HOUSE CHARITIES OF ALABAMA

1700 4TH AVE SOUTH
BIRMINGHAM,AL35233 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 25,000

RONALD MCDONALD HOUSE CHARITIES PHILADELPHIA REGION

3925 CHESTNUT ST
PHILADELPHIA,PA19104 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 625

SABAN CENTER

2201 UNIVERSITY BLVD
TUSCALOOSA,AL35401 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 20,000

SAINT BERNARD PREPARATORY SCHOOL

1600 SAINT BERNARD DRIVE SE
CULLMAN,AL350553057 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 500,000

SAMFORD UNIVERSITY

800 LAKESHORE DRIVE
BIRMINGHAM,AL35229 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 4,000

SAWYERVILLE DAY CAMP

521 20TH STREET NORTH
BIRMINGHAM,AL35203 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

SECOND HARVEST COMMUNITY FOOD BANK

915 DOUGLAS STREET
SAINT JOSEPH,MO64505 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 300

SECOND HARVEST FOOD BANK OF CENTRAL FLORIDA

411 MERCY DRIVE
ORLANDO,FL32805 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 328

SECOND HELPINGS

1121 SOUTHEASTERN AVENUE
INDIANAPOLIS,IN46202 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 250

SERVICE DOGS ALABAMA

8365 MOBILE HWY
HOPE HULL,AL360434402 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500

SHOAL CREEK

7000 NE BARRY RD
KANSAS CITY,MO641561278 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000

SIDEWALK CINEMA & FILM FESTIVAL

1821 2ND AVE N
BIRMINGHAM,AL352033156 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

SIGHT SAVERS OF AMERICA

337 BUSINESS CIRCLE
PELHAM,AL351241772 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

SNAP CATS

4663 PETALUMA HILL ROAD
SANTA ROSA,CA95404 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 600

SOLUTIONS FOR GIRL CHILD DEVELOPMENT INITIATIVE

6065 HILLCROFT STREET
HOUSTON,TX770811087 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

SOROPTIMIST INTERNATIONAL OF BARRY COUNTY

PO BOX 368
CASSVILLE,MO656250368 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 250

SOUTHERN METHODIST UNIVERSITY

PO BOX 750402
DALLAS,TX752750402 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000,000

SOUTHERN RESEARCH

2000 9TH AVE S
BIRMINGHAM,AL352052708 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 7,500

SPECIAL OLYMPICS MISSOURI

7205 S WOODBINE ROAD
ST JOSEPH,MO64507 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,085

SPRING VALLEY SCHOOL

2701 SYDNEY DRIVE
BIRMINGHAM,AL35211 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

ST BALDRICK'S FOUNDATION

1333 SOUTH MAYFLOWER AVENUE SUITE
400
MONROVIA,CA91016 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 625

ST JOSEPH CHRISTIAN SCHOOL

5401 GENE FIELD ROAD
ST JOSEPH,MO64506 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 100,000

ST JOSEPH PREGNANCY RESOURCE CLINIC

1502 N 36TH ST STE D
ST JOSEPH,MO64506 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 150

ST JOSEPH SCHOOL DISTRICT

1415 N 26TH STREET
ST JOSEPH,MO64506 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 250,000

ST JUDE'S CHILDREN'S RESEARCH HOSPITAL

262 DANNY THOMAS PLACE
MEMPHIS,TN38105 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,500

ST KOLBE PUCKETT CENTER FOR HEALING

210 N 7TH ST
ST JOSEPH,MO645011906 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

STAIR

3703 5TH AVE S STE 400
BIRMINGHAM,AL352222403 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000

STRIVE

205 EAST 122ND STREET THIRD FLOOR
NEW YORK,NY10035 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 50,000

THE ADDICTION PREVENTION COALITION

324 COMMONS DR
BIRMINGHAM,AL35209 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500

THE BOY SCOUTS OF AMERICA BLUE RIDGE MTNS COUNCIL

PO BOX 7606
ROANOKE,VA240190606 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500

THE HUMANE SOCIETY OF THE UNITED STATES

1255 23RD STREET NW SUITE 450
WASHINGTON,DC20037 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 150

THE JUNIOR LEAGUE OF BIRMINGHAM

2212 TWENTIETH AVE SOUTH
BIRMINGHAM,AL35223 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000

THE LEARNING TREE

101 S DUBOIS STREET
TALLASSEE,AL36078 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500

THE LEUKEMIA & LYMPHOMA SOCIETY

3 INTERNATIONAL DRIVE SUITE 200
RYE BROOK,NY10573 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,250

THE MISSOURI WESTERN STATE UNIVERSITY FOUNDATION

4525 DOWNS DRIVE SPRATT 111
ST JOSEPH,MO645072246 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 250,000

THE MOSAIC LIFE FOUNDATION

234 OKEECHOBEE W
SANTA ROSA BCH,FL324590709 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 50,000

THE SALVATION ARMY

1424 NORTHEAST EXPY NE
BROOKHAVEN,GA303292018 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,050

THE UNIVERSITY OF ALABAMA - BLACKBURN INSTITUTE

203 ROSE ADMIN BUILDING BOX 870100
TUSCALOOSA,AL354870100 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

THE WELLHOUSE

PO BOX 868
ODENVILLE,AL35120 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000

THE WINSTON-SALEM FOUNDATION

751 WEST FOURTH STREET SUITE 200
WINSTONSALEM,NC27101 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 250

TREE FUND

552 S WASHINGTON ST SUITE 109
NAPERVILLE,IL60540 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000

TURN 2 FOUNDATION

1360 EAST 9TH ST
CLEVELAND,OH441141782 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

UAB ALYS STEPHENS CENTER

1720 2ND AVE SOUTH
BIRMINGHAM,AL35294 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 35,000

UAB

1720 2ND AVENUE SOUTH
BIRMINGHAM,AL35294 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000,000

UNITED ABILITY INC

100 OSLO CIRCLE
BIRMINGHAM,AL35211 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

UNITED WAY OF CENTRAL ALABAMA

3600 8TH AVENUE SOUTH
BIRMINGHAM,AL35232 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 236,974

UNITED WAY OF E-TOWN

640 NORTH MAIN STREET
ELIZABETHTOWN,KY42701 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 15,000

UNITED WAY OF GRANVILLE

PO BOX 1542 600 COLLEGE ST RM 220
OXFORD,NC27565 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 15,000

UNITED WAY OF MID-WEST

118 SOUTH 5TH STREET
ST JOSEPH,MO64501 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 25,000

UNITED WAY OF SURRY

141 MOORE AVENUE
MOUNT AIRY,NC27030 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

UNIVERSITY OF VIRGINIA DARDEN SCHOOL OF BUSINESS

PO BOX 7263
CHARLOTTESVILLE,VA229067263 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,150,000

UNTIED WAY OF ROANOKE

325 CAMPBELL AVENUE SW
ROANOKE,VA24016 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

US SKI & SNOWBOARD FOUNDATION

1 VICTORY LANE
PARK CITY,UT84060 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 35,000

VENTURE FOR AMERICA INC

40 WEST 29TH STREET SUITE 301
NEW YORK,NY10001 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 50,000

VESTAVIA HILLS ELEMENTARY DOLLY RIDGE PTO

2109 TYSON DR
VESTAVIA HILLS,AL35216 		  GOV TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 150

VULCAN PARK & MUSEUM

1701 VALLEY VIEW DRIVE
BIRMINGHAM,AL35209 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

WINSHIP CANCER INSTITUTE OF EMORY UNIVERSITY

1599 CLIFTON RD NE 3RD FLR
ATLANTA,GA303224250 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,225

WOMEN HELPING WOMEN

215 E 9TH STREET
CINCINNATI,OH452022139 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 3,000

WOODLAWN FOUNDATION

3800 COLONNADE PKWY STE 430
BIRMINGHAM,AL352433369 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 100,000

YMCA OF GREATER BIRMINGHAM

240 20TH PLACE SOUTH
BIRMINGHAM,AL35223 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

YMCA OF THE TRIANGLE

801 CORPORATE CENTER DR SUITE 200
RALEIGH,NC27607 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 535

YOUNG LIFE CLEARWATER COVE

PO BOX 70065
PRESCOTT,AZ863047065 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 33,000

YOUNG LIFE MISSOURI

321 VA AVE STE B
JOPLIN,MO64802 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 11,000

YOUTH LEADERSHIP FORUM - LEADERSHIP BIRMINGHAM

PO BOX 2641
BIRMINGHAM,AL35291 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 15,000

YOUTH SERVE

8599 FLAT CREEK RD
KERSHAW,SC290679090 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 153

ZION LUTHERAN CHURCH

PO BOX 266
SILVERHILL,AL365760266 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,000
Total .................................right arrow 3a 8,106,501
bApproved for future payment
Total ................................. right arrow 3b 0
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 ........... 		    14 1,000  
4 Dividends and interest from securities ....     14 2,325,739  
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 98,369  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,710,343  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aALTERNATIVE INVESTMENT INCOME REPORTED ON K-1S 		    14 -554,248  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 3,581,203 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,581,203
(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
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
ALTECSTYSLINGER FOUNDATION
 
Employer identification number

72-1372302
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
ALTECSTYSLINGER FOUNDATION
  		Employer identification number
72-1372302
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
GLOBAL RENTAL COMPANY
 
33 INVERNESS CENTER PKWY SUITE 250
 
BIRMINGHAM, AL35242

$ 10,000,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
ALTECSTYSLINGER FOUNDATION
  		Employer identification number

72-1372302
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
 
$    
(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
 
$    
(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)
Schedule B (Form 990) (2023)
Page 4
Name of organization
ALTECSTYSLINGER FOUNDATION
  		Employer identification number

72-1372302
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 $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
ALTECSTYSLINGER FOUNDATION
EIN:
72-1372302
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 27,525 6,881   20,644

TY 2023 InvestmentsCorpBondsSchedule
Name:
ALTECSTYSLINGER FOUNDATION
EIN:
72-1372302
Name of Bond End of Year Book Value End of Year Fair Market Value
SPDR BLOOMBERG 1-3 MONTH 41,035 40,943

TY 2023 InvestmentsCorpStockSchedule
Name:
ALTECSTYSLINGER FOUNDATION
EIN:
72-1372302
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABS 24,363 26,527
ABBOTT LABS 25,654 27,958
ABBVIE INC COM 24,110 25,880
ACCENTURE PLC IRELAND CL A 23,880 29,827
ACCENTURE PLC IRELAND CL A 24,953 31,231
ACCENTURE PLC IRELAND CL A 23,545 29,126
ADOBE INC (DELAWARE) 25,982 48,921
ADVANTEST CORP ADR 21,144 18,225
ADYEN N V ADR 34,002 33,192
AFLAC INC 6,408 8,003
AGILENT TECHNOLOGIES INC 5,964 6,395
AIR PROD & CHEMICAL INC 24,192 26,011
AIR PROD & CHEMICAL INC 20,876 22,999
AIRBNB INC CL A 24,503 30,087
AIRBUS 548,511 962,579
AKAMAI TECHNOLOGIES INC 7,958 10,652
ALBANY INTL CORP NEW CL A 5,552 6,384
ALBERMARLE CORP 15,328 7,802
ALIGN TECHNOLOGY INC 5,803 7,124
ALLEGION PLC 25,763 32,559
ALLEGION PLC 12,684 16,216
ALPHABET INC 290,452 815,421
ALPHABET INC CL C 39,275 55,667
ALTRIA GROUP INC 14,854 13,433
ALTRIA GROUP INC 24,928 21,542
AMAZON COM INC 85,371 118,665
AMAZON.COM 443,948 750,584
AMERICAN HOMES 4 RENT CLA 25,841 27,078
AMERICAN TOWER CORP REIT 34,602 34,109
AMERPRISE FINANCIAL INC 22,982 29,247
ANALOG DEVICES INC 426,680 572,647
ANALOG DEVICES INC 19,515 26,408
ANSYS INC 1,625 2,540
ANSYS INC 7,328 10,886
ANSYS INC 14,029 22,136
AON PLC CL A 26,632 27,647
AON PLC CL A 2,826 2,910
APPLE INC 32,012 40,239
APPLIED MATERIALS INC 22,036 39,383
ARCH CAPITAL GROUP LTD 3,943 6,090
ARCH CAPITAL GROUP LTD 20,765 22,949
ARCHROCK INC 5,224 11,165
ARES MANAGEMENT CORP CL 1,690 2,735
ARROW ELECTRONICS INC 7,377 8,802
ASM INTL NV EUR 12,956 27,518
ASML HLDG NV SPON ADR 22,459 36,332
ASPEN TECHNOLOGY INC 18,544 18,272
ASTRAZENECA PLC SPON ADR 21,739 24,179
ATLAS COPCO AB NEW REPSTG COM 12,086 20,532
ATLASSIAN CORP CL A 30,393 39,722
AUTODESK INC 20,376 24,591
AUTODESK INC 6,258 7,548
AUTOMATIC DATA PROCESSING INC 23,589 25,627
AUTOZONE INC 20,684 23,270
AVERY DENNISON CORP 26,191 28,909
BAE SYSTEMS PLC SPON ADR 26,526 29,372
BENTLEY SYSTEMS INC CL B 18,677 27,603
BERKLEY W R CORP 18,227 19,094
BERKSHIRE HATHAWAY INC NEW 23,145 28,889
BERRY GLOBAL GROUP INC 44,898 58,292
BIO RAD LABORATORIES INC CL A 9,107 6,781
BLACKROCK INC 22,980 29,225
BLACKROCK INC 11,547 15,424
BOOZ ALLEN HAMILTON HLDG CORP 16,463 21,105
BORGWARNER INC 6,003 6,668
BOSTON PROPERTIES INC 5,522 5,333
BOX INC CL A 7,870 7,427
BRIGHT HORIZONS FAMILY SOLUTIONS INC 8,953 12,722
BROADCOM INC 17,832 42,418
BROOKFIELD ASSET MGMT LTD CL A CAD 3,756 4,379
BROOKFIELD CORP CL A CAD 19,852 22,668
BROOKFIELD INFRASTRUCTURE A CAD 12,295 10,408
BROOKFIELD RENEWABLE COR CAD 5,303 4,376
BROWN & BROWN INC 10,648 12,302
BROWN FORMAN CRP CL B 1,989 1,884
CABOT CORP 7,154 8,267
CANADIAN NAT RESOURCES LTD CAD 17,225 17,756
CANADIAN PAC RAILWAY LTD CAD 45,293 47,989
CARMAX INC 10,418 9,746
CARRIER GLOBAL CORP 32,014 36,423
CBRE GROUP INC CL A 10,184 12,567
CBRE GROUP INC CL A 7,310 8,844
CENTENE CORP 7,639 6,530
CF INDUSTRIES HOLDINGS INC 17,362 12,641
CHARLES RIVER LABORATORIES 17,113 19,858
CHARLES RIVER LABORATORIES 9,236 10,874
CHARTER COMMUNICATIONS INC 604,406 624,220
CHEMED CORP NEW 12,076 15,204
CHEVRON CORP 22,610 20,435
CHOICE HOTELS INTL INC NEW 12,829 11,783
CHUBB LTD CHF 3,637 3,842
CINN FINANCIAL CORP 12,706 13,346
CINTAS CORP 29,191 42,186
CIRRUS LOGIC INC 6,963 7,570
CISCO SYSTEMS INC 16,660 19,046
CLEAN HARBORS INC 33,107 49,910
COGNEX CORP 791 751
COMCAST CORP NEW CL A 10,967 14,427
COMPASS GROUP PLC SPON ADR 18,600 18,216
CONMED CORP 5,723 7,775
COOPER COMPANIES INC NEW 18,208 24,220
COPART INC 12,928 21,756
CORPORATE OFFICE PPTYS NEW SBI 5,710 5,741
CORTEVA INC 36,492 29,087
COSTAR GROUP INC 16,503 19,575
CRACKER BARREL OLD CTRY STORE INC 8,372 5,935
CROWN CASTLE INC REIT 22,531 17,163
CROWN CASTLE INTL CO 1,646,855 1,092,199
CROWN HOLDINGS INC 14,479 17,037
CSX CORPORATION 32,475 36,057
CUBESMART SBI 24,912 27,439
CVS HEALTH CORP 22,185 19,582
D R HORTON INC 5,081 10,487
DANAHER CORPORATION 284,533 757,407
DARDEN RESTAURANTS INC 7,132 8,872
DIAGEO PLC NEW GB SPON ADR 21,109 17,771
DIGITAL REALTY TRUST 1,637,495 1,511,351
DIODES INC 6,713 7,730
DISCOVER FINANCIAL SERVICES 25,764 31,922
DOLBY LABORATORIES INC CL A 13,930 17,236
DOMINION ENERGY INC 22,628 14,053
DOMINO'S PIZZA INC 8,527 9,894
EASTMAN CHEMICAL CO 7,956 8,533
EBAY INC 13,169 12,650
ELEVANCE HEALTH INC 31,303 30,180
ENOVIS CORP 402 448
EPAM SYSTEMS INC 18,670 15,164
EQUIFAX INC 15,125 20,030
EVOLUTIONS AB UNSPONSORED ADR 18,914 26,509
EXPERIAN PLC SPON ADR 19,274 25,992
EXPONENT INC 16,386 15,143
FAIR ISAAC CORP 5,916 15,132
FASTENAL CO 5,234 6,866
FASTENAL CO 16,118 21,309
FEDEX CORP 23,344 31,874
FERGUSON PLC 23,324 34,946
FERGUSON PLC 17,699 29,154
FERRARI N V EUR 24,460 42,642
FIDELITY NATL INFORMATION SCVC 25,893 19,643
FIRSTCASH HLDGS INC 5,563 7,262
FORMFACTOR INC 5,027 8,008
GARTNER INC 6,884 9,924
GARTNER INC 12,185 18,496
GATX CORP 9,860 12,022
GOLDMAN SACHS GROUP INC 22,191 26,232
GRAPHIC PACKAGING HOLDING 38,952 43,779
GUIDEWIRE SOFTWARE INC 16,175 18,517
HEICO CORP NEW CL A 13,378 18,755
HENRY JACK & ASSOC INC 19,479 17,321
HEXCEL CORP NEW 8,183 10,473
HOLOGIC INC 9,747 10,217
HOME DEPOT INC 23,514 28,070
HOULIHAN LOKEY INC 8,165 11,991
HOWARD HUGHES CORP 1,400 1,968
HUNT J B TRANS SVCS INC 10,474 11,984
HUNTINGTON INGALLS INDS INC 7,628 8,308
HYATT HOTELS CORP CL A 2,949 4,304
ICICI BANK LTD SPON ADR 21,405 22,863
ICON PLC EUR 30,489 40,762
IDEXX LABS 2,747 4,440
INSPERITY INC COM 11,049 10,901
INTERACTIVE BROKERS GROUP INC 11,489 13,761
INTUIT 24,892 37,502
IRON MTN INC 1,843,889 3,692,638
ISHARES MSCI EAFE ETF 12,249,803 12,683,727
ISHARES MSCI EMERGING 4,153,848 3,283,443
ISHARES RUSSELL 2000 16,308,545 19,026,767
JOHNSON & JOHNSON COM 20,011 18,652
JOHNSON & JOHNSON COM 27,030 25,235
KEYCORP NEW 6,798 5,602
KKR & CO INC CL A 11,297 19,221
KNIGHT-SWIFT TRANSN HLDGS INC CLA 26,943 30,555
LASERTEC CORP ADR 18,083 23,410
LENNAR CORP CL A 5,072 9,539
LENNOX INTL INC 13,182 24,614
LIBERTY MEDIA CORP - LIBERTY FORMULA ONE SER A 326 348
LIBERTY MEDIA CORP - LIBERTY FORMULA ONE SER C 4,582 4,798
LILLY ELI & CO 7,753 7,578
LIVE NATION ENTERTAINMENT INC 8,553 9,547
LKQ CORP NEW 48,600 46,404
LOREAL CO ADR FRANCE ADR 22,152 23,759
LOWES COMPANIES INC 30,503 34,273
LOWES COMPANIES INC 223,073 659,193
LOWES COMPANIES INC 23,741 26,706
LPL FINL HLDGS INC COM 20,192 19,803
LVMH MOET HENNESSY LOUIS ADR 18,630 24,043
MARKEL CORP (HOLDING CO) 9,417 11,359
MARSH & MCLENNAN COS INC 4,530 5,305
MARTIN MARIETTA MATERIALS INC 4,406 6,486
MASCO CORP 18,692 25,854
MASTERCARD INC CL A 27,287 36,253
MASTERCARD INC CL A 28,833 37,959
MERCADOLIBRE INC 33,719 37,717
MERCK & CO INC COM 9,614 10,793
MERCK & CO INC COM 20,456 24,202
METLIFE INC 13,199 13,358
MICROCHIP TECHNOLOGY INC 20,204 22,455
MICROCHIP TECHNOLOGY INC 5,355 7,575
MICROSCHIP TECHNOLOGY INC 26,148 36,162
MICROSOFT CORP 25,403 38,732
MICROSOFT CORP 271,095 1,032,606
MICROSOFT CORP 56,221 73,704
MICROSOFT CORP 22,891 35,348
MICROSOFT CORP 19,388 29,707
MONOLITHICH POWER SYSTEMS INC 9,312 13,877
MOODY'S CORP 2,604 3,906
MOODY'S CORP 26,483 37,884
MOOG INC CL A 6,277 11,293
MOTOROLA SOLUTIONS INC 8,243 10,645
MSCI INC 5,466 6,222
MSCI INC 27,504 33,939
MYRIAD GENETICS INC NEW 6,645 5,800
NASDAQ INC 24,514 26,105
NESTLE S A SPONSORED ADR 14,035 14,454
NESTLE S A SPONSORED ADR 23,630 24,282
NETFLIX INC 21,167 39,924
NIKE INC CL B 12,298 13,354
NINTENDO LTD ADR NEW JAPAN ADR 12,260 15,354
NORDSON CORP 19,853 22,982
NORFOLK STHN CORP 26,777 28,366
NORTHROP GRUMMAN CORP 19,958 20,598
NOVO NORDISK ADR DENMARK ADR 14,565 16,242
NOVO NORDISK ADR DENMARK ADR 25,628 50,484
ON SEMICONDUCTOR CORP 11,236 14,033
O'REILLY AUTOMOTIVE INC 14,798 19,002
PAPA JOHNS INTL INC 10,419 9,376
PAYCHEX INC 20,200 19,891
PAYPAL HOLDINGS INC 35,302 27,696
PENN ENTERTAINMENT INC 8,485 7,546
PEPSICO INC 27,508 27,004
PERIMETER SOLUTIONS SA 1,455 727
PHILIP MORRIS INTL INC 25,941 26,531
PINNACLE FINANCIAL PARTNERS INC 16,616 21,195
POOL CORP 22,070 26,315
PPG INDUSTRIES INC 31,669 32,602
PROGRESSIVE CORP OHIO 5,800 7,327
PROGRESSIVE CORP OHIO 28,382 34,882
PROGRESSIVE CORP OHIO 16,910 21,662
PROLOGIS INC 1,641,242 1,999,079
PUBLIC STORAGE 1,738,882 2,150,180
QIAGEN NV EUR 6,867 6,688
RAYMOND JAMES FINANCIAL CORP 10,129 10,481
RB GLOBAL INC 30,483 34,448
REINSURANCE GROUP AMER INC NEW 10,026 12,295
REPUBLIC SERVICES INC 7,335 8,575
ROLLINS INC 14,888 17,817
ROPER TECHNOLOGIES INC 11,921 15,810
ROPER TECHNOLOGIES INC 28,164 38,162
ROSS STORES INC 1,203 1,799
RYDER SYSTEM INC 7,301 10,816
S&P GLOBAL INC 564,211 614,085
SAFRAN SA ADR 25,443 25,154
SAFRAN SA EURO.20 435,850 531,085
SAIA INC 9,573 15,338
SALESFORCE INC 23,660 40,524
SBA COMMUNICATIONS CORP NEW REIT 11,440 9,640
SBA COMMUNICATIONS CORP NEW REIT 10,433 9,640
SCHLUMBERGER LIMITED COM 448,889 543,089
SCHNEIDER ELEC SE UNSPONSORED ADR 13,404 19,310
SCHWAB CHARLES CORP 887,771 932,722
SCHWAB CHARLES CORP NEW 23,770 29,584
SCHWAB CHARLES CORP NEW 19,776 24,699
SCOTTS MIRACLE-GRO CO CL A 10,017 10,838
SERVICENOW INC 32,544 55,106
SHERWIN WILLIAMS CO 2,047 2,495
SHERWIN WILLIAMS CO 27,522 37,740
SITEONE LANDSCAPE SUPPLY INC 11,602 16,250
SKYWORKS SOLUTIONS INC 6,956 6,745
SMITH A O CORP 8,685 12,861
SNAP ON INC 8,518 11,265
SONOCO PRODUCTS CO 9,329 8,492
SPDR S&P 500 ETF 38,075,834 47,237,814
SPIRIT AEROSYSTEMS HOLDINGS 8,107 9,216
STARBUCKS CORP 26,184 28,899
STARBUCKS CORP 20,790 23,042
STERICYCLE INC 6,811 7,087
STERIS PLC 20,483 24,843
SUMMIT MATLS INC CL A 1,330 1,923
SUN COMMUNITIES 1,748,384 1,480,569
TELEDYNE TECHNOLOGIES INC 10,917 12,942
TELEDYNE TECHNOLOGIES INC 13,587 16,066
TERADYNE INC 15,616 19,642
TEXAS INSTRUMENTS 27,951 28,979
THERMO FISHER SCIENTIFIC INC 35,461 36,094
THERMO FISHER SCIENTIFIC INC 21,541 20,701
THOMSON REUTERS CORP CAD 15,728 20,177
THOR INDUSTRIES INC 15,547 22,468
TRANSDIGM GROUP INC 13,286 23,267
TYLER TECHNOLOGIES INC 8,193 9,617
UBS GROUP AG 19,939 20,147
UNITED HEALTH GROUP 349,721 754,432
UNITED HEALTH GROUP 30,590 30,009
UNITED HEALTH GROUP 26,258 26,324
UNITED PARCEL SERVICE INC CL B 23,037 20,440
UNITED PARCEL SERVICE INC CL B 14,851 13,522
VAIL RESORTS INC 5,090 4,910
VENTAS INC 1,878,483 1,903,583
VERISIGN INC 6,899 7,620
VERISK ANALYTICS INC 3,530 4,538
VERIZON COMMUNCATIONS INC 12,479 12,027
VISA INC 27,875 36,189
VISA INC 594,744 797,712
VISA INC 25,785 33,846
VISTEON CORP COM NEW 20,520 20,858
VULCAN MATERIALS CO NEW 10,202 14,075
WASTE CONNECTIONS INC CAD 19,080 21,196
WATERS CORP 1,894 2,304
WATSCO INC 13,322 20,568
WEBSTER FINANCIAL CORP 7,613 7,919
WEC ENERGY GROUP INC COM 5,055 4,293
WIX COM LTD ILS 1,284 1,968
WOODWARD INC 6,858 10,210
WORKDAY INC CL A 14,917 18,495
ZEBRA TECHNOLOGIES CORP CL A 18,398 16,946
ZOETIS INC 15,912 20,329
ZOETIS INC 28,269 36,513
ZURN ELKAY WATER SOLUTION CORP 15,722 16,440

TY 2023 InvestmentsOtherSchedule2
Name:
ALTECSTYSLINGER FOUNDATION
EIN:
72-1372302
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BREP EUROPE VI LP AT COST 1,717,263 2,258,531
CATALIO NEXUS FUND III LP AT COST 1,817,985 1,896,211
CATALIO STRUCTURED OPPORTUNITIES FUND I LP AT COST 524,004 733,878
CENTENNIAL REAL ESTATE FUND VI AT COST 2,087,414 2,087,414
CENTENNIAL REAL ESTATE FUND VII AT COST 67,500 67,500
CLEARVUE PARTNERS II LTD. AT COST 1,720,920 2,135,179
CLEARVUE PARTNERS III LTD. AT COST 1,014,092 1,249,249
COATUE CT 97 LLC (UPLIGHT) AT COST 1,020,000 469,551
COATUE OFFSHORE FUND, LTD. AT COST 2,000,000 4,635,049
COATUE SMART TRANSPORTATION & OFFSHORE FEEDER FUND I, LP AT COST 1,996,722 2,792,080
COSTANOA VENTURES I, LP AT COST 0 1,620,430
COSTANOA VENTURES IV, LP AT COST 1,218,447 1,321,525
COSTANOA VENTURES OPPORTUNITY FUND II, LP AT COST 1,270,447 1,692,459
COSTANOA VENTURES OPPORTUNITY FUND III, LP AT COST 150,000 142,319
COSTANOA VENTURES OPPORTUNITY FUND, LP AT COST 554,004 1,592,955
COSTANOA VENTURES V, LP AT COST 150,000 126,194
FORAGER FUND, LP AT COST 1,000,000 1,428,015
FRANKLIN TALOS LP AT COST 896,720 1,599,304
HARLEM CAPITAL PARTNERS VENTURE FUND II LP AT COST 550,000 475,909
KEMMONS WILSON HOSPITALITY PARTNERS II LP AT COST 1,168,710 1,119,716
KEMMONS WILSON HOSPITALITY PARTNERS LP AT COST 1,140,788 1,593,578
KHOSLA VENTURES VII LP AT COST 728,000 657,246
KNOLL VENTURES FUND I AT COST 673,714 765,321
KNOLL VENTURES FUND II AT COST 150,000 112,152
MCF3A/B AT COST 1,931,188 1,931,188
OLD WELL PARTNERS FUND AT COST 2,000,000 1,547,940
PETERSON PRIVATE EQUITY IX LP AT COST 3,139,045 3,033,197
PETERSON PRIVATE EQUITY X LP AT COST 689,368 1,058,650
PIVOTAL WN PARTNERS, LLC AT COST 700,000 700,000
PRIVET CAPITAL INVESTMENTS II LP AT COST 2,000,000 4,546,998
PROSPER FUND I AT COST 76,362 64,856
QUAD-C PARTNERS X LP AT COST 667,859 781,787
SILVER LAKE ALPINE (OFFSHORE) LP AT COST 3,930,534 5,267,146
SOLAREIT FUND I LP AT COST 1,931,810 1,895,931
SW NEIGHBORHOOD CENTERS II LLC AT COST 1,792,723 2,090,459

TY 2023 LegalFeesSchedule
Name:
ALTECSTYSLINGER FOUNDATION
EIN:
72-1372302
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 3,087 772   2,315


TY 2023 OtherDecreasesSchedule
Name:
ALTECSTYSLINGER FOUNDATION
EIN:
72-1372302
Description Amount
BOOK/TAX DIFFERENCE - ALTERNATIVE INVESTMENTS 130,481


TY 2023 OtherExpensesSchedule
Name:
ALTECSTYSLINGER FOUNDATION
EIN:
72-1372302
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 1,580 1,580   0
PASSTHROUGH EXPENSES 644,620 644,620   0


TY 2023 OtherIncomeSchedule2
Name:
ALTECSTYSLINGER FOUNDATION
EIN:
72-1372302
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
IRS REFUND 90,218 0 90,218
PFIC DISTRIBUTIONS BREP EUROPE VI 7,477 7,477 7,477
PFIC DISTRIBUTIONS SILVER LAKE ALPINE 674 674 674
ALTERNATIVE INVESTMENT INCOME REPORTED ON K-1S -554,248 -554,248 -554,248


TY 2023 OtherIncreasesSchedule
Name:
ALTECSTYSLINGER FOUNDATION
EIN:
72-1372302
Description Amount
BOOK/TAX DIFFERENCE - BROKERAGE 28,126


TY 2023 OtherProfessionalFeesSchedule
Name:
ALTECSTYSLINGER FOUNDATION
EIN:
72-1372302
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADVISORY FEES - FIDELITY 82,093 82,093   0
ADVISORY FEES - SCHWAB 30 30   0
ADVISORY FEES - UBS 48,921 48,921   0


TY 2023 TaxesSchedule
Name:
ALTECSTYSLINGER FOUNDATION
EIN:
72-1372302
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL INCOME TAX 2022 34,000 0   0
FEDERAL INCOME TAX 2023 17,207 0   0
FOREIGN TAXES - FIDELITY 2,932 2,932   0
FOREIGN TAXES - SCHWAB 38,337 38,337   0
FOREIGN TAXES - UBS 1,762 1,762   0
STATE TAXES 2,501 0   0