TY 2024 Form 990

- TIN:

SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
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Attach to Form 990 or Form 990-EZ.
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Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public
Inspection

Name of the organization

HOLY NAME OF JESUS HOSPITAL TRUST
C/O REGIONS BANK - TRUST DEPT

Employer identification number

63-6117334

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................2

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iii) Type of organization (described on lines 1- 10 above (see instructions))	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN		Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(A) US CONFERENCE OF CATHOLIC BISHOPS (GEN 0928)	530196617	1		No	0	0
(B) HOLY NAME OF JESUS MEDICAL CENTER INC	630310793	3	Yes		0	0
Total 2					0	0

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990) 2024

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..
6	Public support. Subtract line 5 from line 4.

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
7	Amounts from line 4..
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10

Gross receipts from related activities, etc. (see instructions) ..................

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2024 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2023 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2024. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2023. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2024. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990) 2024

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2024 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2023 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2024 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2023 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2024. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3 % support tests—2023. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990) 2024

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Yes

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990) 2024

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Yes

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

Yes

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Yes

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Yes

Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Yes

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990) 2024

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by 0.035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2024

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2024 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2024	(iii) Distributable Amount for 2024
1 Distributable amount for 2024 from Section C, line 6
2 Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2024:
a From 2019.......
b From 2020.......
c From 2021.......
d From 2022.......
e From 2023.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2024 distributable amount
i Carryover from 2019 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2024 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2024 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2024, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2024. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2025. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2020.....
b Excess from 2021.....
c Excess from 2022.....
d Excess from 2023.....
e Excess from 2024.....

Schedule A (Form 990) (2024)

Schedule A (Form 990) 2024

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation
PART IV, SECTION A, LINE 1	THE TRUST SUPPORTS BOTH (1) THE ROMAN CATHOLIC CHURCH OF THE UNITED STATES VIA THE UNITED STATES CONFERENCE OF CATHOLIC BISHOPS ("USCCB")(GEN 0928) AND (2) THE HOLY NAME OF JESUS MEDICAL CENTER, INC. NEITHER THE ROMAN CATHOLIC CHURCH NOR THE USCCB IS NAMED IN THE TRUST INSTRUMENT. THE HOLY NAME OF JESUS MEDICAL CENTER, INC. IS NAMED IN THE TRUST INSTRUMENT. THE HOLY NAME OF JESUS HOSPITAL TRUST WAS FOUNDED BY THE MISSIONARY SERVANTS OF THE MOST BLESSED TRINITY, A CONGREGATION OF ROMAN CATHOLIC SISTERS FOUNDED BY REVEREND THOMAS A. JUDGE IN HOLY TRINITY, ALABAMA IN 1918. ALTHOUGH THE TRUST DOES NOT NAME THE ROMAN CATHOLIC CHURCH, IT RELATES TO THE ALABAMA DIOCESE AND IS INCLUDED IN THE OFFICIAL CATHOLIC CHURCH DIRECTORY AND AS SUCH IT IS RECOGNIZED AS A 501(C)(3) SUBORDINATE ORGANIZATION TO THE UNITED STATES CONFERENCE OF CATHOLIC BISHOPS. THE TRUST WILL TERMINATE BY ITS OWN TERMS IN THE YEAR 2028. THE HOLY NAME OF JESUS MEDICAL CENTER, INC. IS THE REMAINDER BENEFICIARY OF THE TRUST, AND THE MISSIONARY SERVANTS OF THE MOST BLESSED TRINITY, INC., A PENNSYLVANIA CORPORATION, IS A CONTINGENT REMAINDER BENEFICIARY.
PART I, LINE 12G, COLUMN IV	THE TRUST SUPPORTS BOTH (1) THE ROMAN CATHOLIC CHURCH OF THE UNITED STATES VIA THE UNITED STATES CONFERENCE OF CATHOLIC BISHOPS ("USCCB")(GEN 0928) AND (2) THE HOLY NAME OF JESUS MEDICAL CENTER, INC. NEITHER THE ROMAN CATHOLIC CHURCH NOR THE USCCB IS NAMED IN THE TRUST INSTRUMENT. THE HOLY NAME OF JESUS MEDICAL CENTER, INC. IS NAMED IN THE TRUST INSTRUMENT.
PART IV, SECTION A, LINE 6	THE TRUST HAS INCLUDED DETAILS OF THESE ACTIVITIES IN THE SCHEDULE O NARRATIVES IN ITS ANNUAL IRS FORM 990 FILING.
PART IV, SECTION D, LINE 3	ARTICLE II, PARAGRAPH 1, OF THE TRUST INSTRUMENT STATES THE MISSION AND PURPOSE OF THE TRUST - ". . . TO BENEFIT AND ENHANCE THE SERVICES OF THE HOLY NAME OF JESUS HOSPITAL IN GADSDEN, ALABAMA AND/OR MEDICAL SERVICES IN THE STATE OF ALABAMA IN GENERAL." [NOTE: THE HOSPITAL WAS SOLD IN 1991.] ARTICLE V, PARAGRAPH 2, STATES AS FOLLOWS: NOTWITHSTANDING THE FORGOING, THE TRUSTEE SHALL MAKE SUCH INVESTMENTS OF ANY NATURE WHATSOEVER AS DIRECTED IN WRITING BY THE MISSIONARY SERVANTS OF THE MOST BLESSED TRINITY, INC. (AN ALABAMA CORPORATION), PROVIDED, HOWEVER, THAT SAID CORPORATION CERTIFY IN WRITING TO THE TRUSTEE THAT THE INVESTMENTS SO DIRECTED, IN THE OPINION OF THE SAID ALABAMA CORPORATION, WILL BE FOR THE GENERAL PURPOSES SET FORTH IN ARTICLE II." FURTHER GUIDANCE FOR THE TRUSTEE IS PROVIDED BY THE PRESIDENT OF THE SAID ALABAMA CORPORATION, WHO SERVES AS A CONSULTANT TO THE TRUSTEE. THE PRESIDENT OF THE SAID ALABAMA CORPORATION IS A SISTER IN THE MISSIONARY SERVANTS OF THE MOST BLESSED TRINITY. FOR MORE INFORMATION ABOUT THE MISSIONARY SERVANTS OF THE MOST BLESSED TRINITY, SEE HTTP://MSBT.ORG/.
PART IV, SECTION E, LINE 2A	THE ACTIVITIES OF THE TRUST FURTHERED THE EXEMPT PURPOSES OF THE SUPPORTED ORGANIZATIONS BY FULFILLING THE PURPOSES OF THE TRUST - ". . . TO BENEFIT AND ENHANCE THE SERVICES OF THE HOLY NAME OF JESUS HOSPITAL IN GADSDEN, ALABAMA AND/OR MEDICAL SERVICES IN THE STATE OF ALABAMA IN GENERAL." AFTER THE HOSPITAL WAS SOLD IN 1991, THE TRUST CONTINUED ITS HISTORICAL SUPPORT OF HEALTH AND MEDICAL SERVICES IN THE STATE OF ALABAMA. THE TRUST HAS INCLUDED DETAILS OF THESE ACTIVITIES IN THE SCHEDULE O NARRATIVES IN ITS ANNUAL IRS FORM 990 FILINGS.
PART IV, SECTION E, LINE 2B	THE SUPPORTED ORGANIZATIONS HAVE HISTORICALLY SOUGHT TO RELIEVE SUFFERING BY THE SICK, THE POOR, THE VERY YOUNG AND THE VERY OLD, THOSE WITH DISABILITIES AND THOSE DISADVANTAGED BY LIVING IN RURAL AREAS (DUE TO LACK OF PUBLIC WATER, SEWER, ELECTRICITY, AND OTHER PUBLIC SERVICES). THE HOLY NAME OF JESUS HOSPITAL OPERATED A SCHOOL OF NURSING FOR MANY YEARS, AND THE TRUST HAS SUPPORTED THE NURSING PROGRAM AT JUDSON COLLEGE IN MARION, ALABAMA, AND BY PROVIDING SCHOLARSHIPS FOR NURSING STUDENTS WHO SERVE IN RURAL OR MEDICALLY UNDERSERVED AREAS OF THE STATE OF ALABAMA. ALL OF THE ACTIVITIES OF THE TRUST ARE REPRESENTATIVE OF THE ROMAN CATHOLIC CHURCH'S CHARITABLE ACTIVITIES IN THE AREA OF HEALTH AND MEDICAL SERVICES. THE ACTIVITIES OF THE TRUST ARE SUBJECT TO REVIEW BY THE ROMAN CATHOLIC DIOCESE IN BIRMINGHAM, ALABAMA, AS A REQUIREMENT FOR INCLUSION IN THE OFFICIAL CATHOLIC DIRECTORY.

Schedule A (Form 990) 2024

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Schedule I
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public
Inspection

Name of the organization
HOLY NAME OF JESUS HOSPITAL TRUST
C/O REGIONS BANK - TRUST DEPT

Employer identification number
63-6117334

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) ALABAMA CHILDHOOD FOOD SOLUTIONS PO BOX 1321 SYLACAUGA,AL35150	45-4817150	501(C)(3)	40,000	SEE PART IV
(2) CAMP SEALE HARRIS 500 CHASE PARK S STE 104 BIRMINGHAM,AL35244	63-1091899	501(C)(3)	45,500	SEE PART IV
(3) ENABLE MADISON COUNTY 701 ANDREW JACKSON WAY NE HUNTSVILLE,AL35801	63-0835099	501(C)(3)	50,000	SEE PART IV
(4) FOOD FOR OUR JOURNEY 2418 HUNTINGTON GLEN DR BIRMINGHAM,AL35226	83-3605481	501(C)(3)	35,000	SEE PART IV
(5) FRANKLIN PRIMARY HEALTH CENTER INC 1303 DR MARTIN LUTHER KING JR AVE MOBILE,AL36603	63-0695975	501(C)(3)	40,000	SEE PART IV
(6) ALABAMA FREE CLINIC PO BOX 1284 BAY MINETTE,AL36507	63-1247879	501(C)(3)	22,000	SEE PART IV
(7) THE EXCEPTIONAL FOUNDATION 1616 OXMOOR ROAD HOMEWOOD,AL35209	63-1096855	501(C)(3)	30,000	SEE PART IV
(8) THE OZANAM CHARITABLE PHARMACY 109 S CEDAR STREET MOBILE,AL36602	72-1386236	501(C)(3)	120,000	SEE PART IV
(9) THE SAFEHOUSE OF SHELBY COUNTY PO BOX 275 PELHAM,AL35124	63-1007280	501(C)(3)	25,000	SEE PART IV
(10) THE WELLHOUSE 8121 PARKWAY DRIVE LEEDS,AL35094	27-2973046	501(C)(3)	50,000	SEE PART IV
(11) TRIUMPH SERVICES 2301 ARLINGTON AVE S SUITE 200 BIRMINGHAM,AL35205	26-0508897	501(C)(3)	20,000	SEE PART IV
(12) KIDS ONE TRANSPORT SYSTEM INC PO BOX 11864 BIRMINGHAM,AL35202	63-1165579	501(C)(3)	34,000	SEE PART IV
(13) SIGHT SAVERS AMERICA INC 337 BUSINESS CIRCLE PELHAM,AL35124	30-0188234	501(C)(3)	25,000	SEE PART IV

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) Rev. 1-2025

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference	Explanation
PART II, LINE 1, COLUMN (H):	ALABAMA CHILDHOOD FOOD SOLUTIONS DURING THE TAX YEAR ENDING JUNE 30, 2025, THE TRUST GAVE $40,000 TO PROVIDE FOR SOME OF THE BASIC NUTRITIONAL NEEDS OF FAMILIES, ESPECIALLY THE CHILDREN, OF THOSE LIVING IN POVERTY. CAMP SEALE HARRIS SOUTHEASTERN DIABETES EDUCATION SERVICES DURING THE TAX YEAR ENDING JUNE 30, 2025 THE TRUST PROVIDED $45,500 TO CAMP SEALE HARRIS TO BENEFIT AND SERVE CHILDREN WITH DIABETES, AND THEIR FAMALIES WITH EDUCATION, SUPPORT, AND ENCOURAGEMENT AT THEIR YEAR-ROUND CAMP AND COMMUNITY SUPPORT PROGRAMS THROUGHOUT THE STATE OF ALABAMA. ENABLE MADISON COUNTY WHEELCHAIR RAMPS FOR ELDERLY AND HOMEBOUND ENABLE MADISON COUNTY, IS A NON-PROFIT, 501(C)(3) ORGANIZATION TO BE USED FOR BUILDING, REPAIRING OR REPAINTING WHEELCHAIR RAMPS (AND FOR PURCHASING PORTABLE RAMPS FOR TEMPORARY USE PENDING COMPLETION OF PERMANENT RAMPS) FOR HOMEBOUND CITIZENS. RAMPS ARE PROVIDED AT NO COST TO QUALIFIED WHEELCHAIR BOUND CLIENTS. LABOR FOR CONSTRUCTION OF THE WHEELCHAIR RAMPS WAS PROVIDED FOR ELDERLY AND HOMEBOUND CLIENTS BY COMMUNITY VOLUNTEERS. DURING THE TAX YEAR ENDING JUNE 30, 2025 THE TRUST PROVIDED $50,000 TO ENABLE MADISON COUNTY TO PROVIDE WHEELCHAIR RAMPS FOR ELDERLY AND HOMEBOUND CLIENTS.
PART II, LINE 1, COLUMN (H):	FOOD FOR OUR JOURNEY DURING THE TAX YEAR ENDING JUNE 30, 2025, THE TRUST GAVE $35,000 TO FOOD FOR OUR JOURNEY TO PROVIDE AND DELIVER PREPARED MEALS TO HOMELESS PERSONS VIA THEIR MOBILE FOOD TRUCK. FRANKLIN PRIMARY HEALTH CENTER INC DURING THE TAX YEAR ENDING JUNE 30, 2025, THE TRUST GAVE $40,000 TO FRANKLIN PRIMARY HEALTH CENTER TO PROVIDE HEALTH CARE TO HOMELESS PEOPLE AT THE H.E. SAVAGE MEMORIAL CENTER. ALABAMA FREE CLINIC INC DURING THE TAX YEAR ENDING JUNE 30, 2025, THE TRUST GAVE $22,000 TO THE ALABAMA FREE CLINIC TO PROVIDE CLINIC SERVICES TO UNINSURED PERSONS IN BALDWIN COUNTY. THE EXCEPTIONAL FOUNDATION IN HOMEWOOD, AL PROVIDES SERVICES FOR THE SPECIAL NEEDS COMMUNITY DURING THE TAX YEAR ENDING JUNE 30, 2025, THE TRUST PROVIDED $30,000 TO THE EXCEPTIONAL FOUNDATION TO BENEFIT AND ENHANCE HEALTH AND MEDICAL SERVICES BY PROVIDING A NEWLY DESIGNED SECURE AREA TO HOUSE THE INTERNET SAFETY PROGRAM FOR THE SPECIAL NEEDS YOUTH AND ADULTS WHOM THEY SERVE.
PART II, LINE 1, COLUMN (H):	OZANAM CHARITABLE PHARMACY PROVISION OF PRESCRIPTION MEDICATION FOR THE HOMELESS, WORKING POOR AND UNINSURED AT OR BELOW THE POVERTY LINE DURING THE TAX YEAR ENDING JUNE 30, 2025, THE TRUST PROVIDED $120,000 TO OZANAM CHARITABLE PHARMACY TO ADDRESS THE PRESCRIPTION MEDICATION NEEDS OF UNINSURED INDIVIDUALS IN THE MOBILE AREA. SAFEHOUSE OF SHELBY COUNTY, INC. IN PELHAM, ALABAMA EMERGENCY SHELTER FOR WOMEN AND CHILDREN THE SAFEHOUSE OF SHELBY CO. INC., IS A 501(C)3 ORGANIZATION THAT PROVIDES EMERGENCY SHELTER FOR AROUND 200 VICTIMS AND THEIR CHILDREN. IN ADDITION TO THE HOUSING PROGRAMS, SAFEHOUSE OFFERS CRITICAL SERVICES INCLUDING: COUNSELING, LEGAL ADVOCACY, LIFE SKILLS DEVELOPMENT, AND ECONOMIC EMPOWERMENT TO ASSIST SURVIVORS OF DOMESTIC AND SEXUAL VIOLENCE THROUGH SUPPORT AND ADVOCACY AND TO EDUCATE THE COMMUNITY TO PREVENT FUTURE ABUSE. THE INVESTMENT MADE BY THE TRUST FURTHERS THIS MISSION AND ENHANCES HEALTH AND MEDICAL SERVICES BY PROVIDING MEDICAL CARE TO DOMESTIC VIOLENCE AND SEXUAL ASSAULT VICTIMS AND THEIR CHILDREN.
PART II, LINE 1, COLUMN (H):	THE WELLHOUSE IN LEEDS, ALABAMA SPIRITUAL, MENTAL, EMOTIONAL, AND PHYSICAL SUPPORT FOR SEXUALLY EXPLOITED WOMEN THE WELLHOUSE, IS A 501(C)3 ORGANIZATION THAT PROVIDES A SAFE RESIDENTIAL ENVIRONMENT TO SEXUALLY EXPLOITED WOMEN, OFFERING SPIRITUAL, MENTAL, EMOTIONAL, AND PHYSICAL SUPPORT SERVICES. THE WELLHOUSE WELCOMES ALL WOMEN WHO HAVE BEEN SEXUALLY EXPLOITED THROUGH HUMAN TRAFFICKING. THE TRUST'S INVESTMENT FURTHERS THIS MISSION BY PROVIDING MEDICAL, MENTAL AND DENTAL HEALTH SERVICES TO VICTIMS OF HUMAN TRAFFICKING. DURING THE TAX YEAR ENDED, JUNE 30, 2025, THE TRUST PROVIDED $50,000 TO THE WELLHOUSE TO PROVIDE A SAFE RESIDENTIAL ENVIRONMENT TO SEXUALLY EXPLOITED WOMEN, OFFERING SPIRITUAL, MENTAL, EMOTIONAL, AND PHYSICAL SUPPORT SERVICES TO ALL WOMEN WHO HAVE BEEN SEXUALLY EXPLOITED THROUGH HUMAN TRAFFICKING. TRIUMPH SERVICES DURING THE TAX YEAR ENDING JUNE 30, 2025, THE TRUST GAVE $20,000 TO TRIUMPH SERVICES TO PROVIDE INDEPENDENT LIVING SKILLS, EMPLOYMENT, SOCIAL SKILLS TRAINING, AND COUNSELING FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES. KIDS ONE TRANSPORT SYSTEM, INC. DURING THE TAX YEAR ENDING JUNE 30, 2025, THE TRUST GAVE $34,000 TO KIDS ONE TRANSPORT SYSTEM, INC. TO PROVIDE TRANSPORTATION FOR CHILDREN AND EXPECTANT MOTHERS TO NECESSARY HEALTH CARE SERVICES. SIGHT SAVERS AMERICA, INC. DURING THE TAX YEAR ENDING JUNE 30, 2025, THE TRUST GAVE $25,000 TO SIGHT SAVERS AMERICA, INC. TO HELP IDENTIFY AND SECURE TREATMENT FOR UNMET VISION AND HEALTH NEEDS FOR CHILDREN IN ALABAMA.

Schedule I (Form 990) Rev. 1-2025

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SCHEDULE O
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public
Inspection

Name of the organization

HOLY NAME OF JESUS HOSPITAL TRUST
C/O REGIONS BANK - TRUST DEPT

Employer identification number

63-6117334

Return Reference	Explanation
FORM 990, PART III, QUESTION 4A	AS PROVIDED IN THE HOLY NAME OF JESUS TRUST AGREEMENT, THE TRUST HAS HISTORICALLY BENEFITED AND ENHANCED MEDICAL SERVICES IN THE HOLY NAME OF JESUS HOSPITAL AND MEDICAL SERVICES IN THE STATE OF ALABAMA. THE TRUST HAS TRIED TO IMPROVE MEDICAL SERVICES TO THE ELDERLY, THE HANDICAPPED, THE DISADVANTAGED, THE SICK AND THE POOR SICK BY PROVIDING ADEQUATE HOUSING TO THE ELDERLY AND BY ATTRACTING PHYSICIANS AND MEDICALLY RELATED SERVICES TO THE GADSDEN AREA. THE TRUST HAS PROVIDED LOANS AT REASONABLE INTEREST RATES FOR THE DEVELOPMENT OF MEDICAL CLINICS, A NOT-FOR-PROFIT AMBULANCE SERVICE AND DEVELOPMENT OF PHYSICAL FACILITIES AT THE HOLY NAME OF JESUS MEDICAL CENTER. THE TRUST ASSISTED IN ATTRACTING APPROXIMATELY 60 PHYSICIANS TO ECONOMICALLY DEPRESSED AREAS SINCE 1980.
FORM 990, PART VI, SECTION A, LINE 8B	THE TRUST DOES NOT HAVE COMMITTEES THAT HAVE THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11B	UPON COMPLETION OF THE ORGANIZATION'S FORM 990, THE RETURN IS PRESENTED TO THE TRUST'S DESIGNATED TRUST OFFICER AT REGIONS BANK AND TO THE TRUST'S OUTSIDE LEGAL COUNSEL FOR REVIEW AND APPROVAL. THEN THE RETURN IS PRESENTED TO THE TRUST'S CONSULTANT, THE PRESIDENT OF THE HOLY NAME OF JESUS MEDICAL CENTER, INC., AN ALABAMA CORPORATION, AS THE REPRESENTATIVE OF THE SUPPORTED ORGANIZATIONS, FOR APPROVAL. FOLLOWING THESE REVIEWS AND APPROVALS, THE RETURN IS FILED WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12	THE TRUST DOES NOT HAVE A WRITTEN CONFLICT OF INTEREST POLICY, BUT THE CORPORATE TRUSTEE, REGIONS BANK, HAS A WRITTEN CONFLICT OF INTEREST POLICY. KEY EMPLOYEES OF THE CORPORATE TRUSTEE THAT ADMINISTER THE TRUST ARE REQUIRED TO DISCLOSE ANNUALLY INTERESTS THAT GIVE RISE TO CONFLICTS. THE CORPORATE TRUSTEE REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY THROUGH MANAGEMENT REVIEWS AND CORPORATE AUDITS.
FORM 990, PART VI, SECTION B, LINE 15A	THE COMPENSATION THAT IS PAID TO THE ORGANIZATION'S TRUSTEE ARE SCHEDULED FEES THAT ARE BASED ON MARKET VALUE.
FORM 990, PART VI, SECTION C, LINE 19	THE TRUST MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART VII, SECTION B, QUESTION 1	CONSULTING AGREEMENT IN THE TAX YEAR ENDING JUNE 30, 1995, THE TRUST ENTERED INTO A CONSULTING AGREEMENT WITH THE MISSIONARY SERVANTS OF THE MOST BLESSED TRINITY TO PROVIDE ADDITIONAL GUIDANCE AND ASSISTANCE IN (A) FULFILLING THE PURPOSES OF THE TRUST AND (B) DETERMINING ELIGIBILITY OF PARTICIPANTS IN TRUST PROJECTS. THE SISTER CONSULTANT ALSO REPRESENTS THE TRUST IN ITS RELATIONSHIP TO THE DIOCESE OF ALABAMA AND TO THE HOLY NAME OF JESUS MEDICAL CENTER, INC., THE TRUST'S SUPPORTED ORGANIZATIONS. CONTINUING REVIEW THE SISTER CONSULTANT MEETS REGULARLY WITH THE TRUST OFFICER RESPONSIBLE FOR ADMINISTERING THE TRUST TO REVIEW EXISTING PROJECTS AND TO CONSIDER NEW PROJECTS. THE TRUST CONTINUOUSLY SEARCHES FOR AND EVALUATES POTENTIAL PROJECTS TO BENEFIT AND ENHANCE MEDICAL SERVICES IN THE STATE OF ALABAMA. BECAUSE OF THE CURRENT ECONOMIC SITUATION, MANY TAX-EXEMPT ORGANIZATIONS HAVE BEEN HAMPERED IN THEIR FINANCIAL ABILITY TO UNDERTAKE PROJECTS LIKE THOSE THAT HAVE RECEIVED LOW-INTEREST RATE LOANS IN THE PAST FROM THE TRUST. THE TRUST, THEREFORE, IS CONSIDERING OTHER OPTIONS TO BENEFIT AND ENHANCE MEDICAL SERVICES IN THE STATE OF ALABAMA. COURT SETTLEMENT IN 1991 FIRST ALABAMA BANK (NOW KNOWN AS REGIONS BANK), AS TRUSTEE OF THE HOLY NAME OF JESUS HOSPITAL TRUST, FILED A REQUEST FOR INSTRUCTIONS IN THE CIRCUIT COURT OF ETOWAH COUNTY, ALABAMA, IN EQUITY (CIVIL ACTION NO. CV 91-843-DWS). THE REQUEST FOR INSTRUCTIONS SOUGHT GUIDANCE ON CERTAIN ISSUES THAT AROSE FOLLOWING THE SALE OF THE HOLY NAME OF JESUS MEDICAL CENTER, A HOSPITAL OWNED AND OPERATED BY THE HOLY NAME OF JESUS MEDICAL CENTER, INC. A FINAL ORDER IN THE CASE WAS ENTERED ON OCTOBER 5, 1994, IMPLEMENTING A SETTLEMENT AGREEMENT. AS PART OF THE SETTLEMENT AGREEMENT, THE TRUSTEE ACCEPTED RESPONSIBILITY FOR AN ANNUITY CONTRACT ENTERED INTO BY AND BETWEEN THE HOLY NAME OF JESUS MEDICAL CENTER, INC., AN ALABAMA CORPORATION, AND DONALD R. GARRIS, A FORMER EMPLOYEE OF THE HOLY NAME OF JESUS MEDICAL CENTER, INC. DURING THE TAX YEAR ENDING JUNE 30, 1995, THE TRUSTEE BEGAN MAKING PAYMENTS TO MR. GARRIS PURSUANT TO THE ANNUITY CONTRACT. THE TRUST GIVES A FORM 1099 TO MR. GARRIS WITH REFERENCE TO THESE PAYMENTS. THE ANNUITY CONTRACT WAS RELATED TO SERVICES PERFORMED BY MR. GARRIS ON BEHALF OF THE HOLY NAME OF JESUS MEDICAL CENTER (A HOSPITAL FORMERLY KNOWN AS THE HOLY NAME OF JESUS HOSPITAL). MR. GARRIS' SERVICES BENEFITED AND ENHANCED MEDICAL SERVICES FOR THE HOLY NAME OF JESUS HOSPITAL AND MEDICAL SERVICES IN THE STATE OF ALABAMA, WHICH ARE THE PURPOSES OF THE HOLY NAME OF JESUS HOSPITAL TRUST. THE HOLY NAME OF JESUS MEDICAL CENTER, INC. IS AN ORGANIZATION RECOGNIZED BY THE IRS AS BEING DESCRIBED IN SECTION 501(C)(3).
FORM 990, PART IX, LINE 11G	CONSULTING FEES - GARRIS: PROGRAM SERVICE EXPENSES 503,245. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 503,245. CONSULTING FEES - MISSIONARY SERVANTS: PROGRAM SERVICE EXPENSES 60,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 60,000.
FORM 990, PART VI, SECTION B, LINE 13	THE TRUST DOES NOT HAVE A WRITTEN WHISTLEBLOWER POLICY, BUT THE CORPORATE TRUSTEE, REGIONS BANK, HAS A WRITTEN WHISTLEBLOWER POLICY.
FORM 990, PART VI, SECTION B, LINE 14	THE TRUST DOES NOT HAVE A WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY, BUT THE CORPORATE TRUSTEE, REGIONS BANK, HAS A WRITTEN RETENTION AND DESTRUCTION POLICY.
SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION	HOLY NAME OF JESUS HOSPITAL TRUST C/O REGIONS BANK - TRUST DEPT. P.O. BOX 1688 BIRMINGHAM, AL 35202 EMPLOYER IDENTIFICATION NUMBER: 63-6117334 FOR THE YEAR ENDING JUNE 30, 2025 HOLY NAME OF JESUS HOSPITAL TRUST IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F).

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) (Rev. 1-2025)

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SCHEDULE R
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

HOLY NAME OF JESUS HOSPITAL TRUST
C/O REGIONS BANK - TRUST DEPT

Employer identification number

63-6117334

Part I

Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity

Part II

Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)US CONFERENCE OF CATHOLIC BISHOPS 3211 FOURTH STREET NE WASHINGTON,DC20017 53-0196617	PROMOTE THE GREATER GOOD WITH WHICH THE CHURCH OFFERS HUMANKIND	DC	501(C)(3)	LINE 1	N/A		No
(2)HOLY NAME OF JESUS MEDICAL CENTER INC PO BOX 430212 BIRMINGHAM,AL35243 63-0310793	PROVIDE HEALTH CARE	AL	501(C)(3)	LINE 3	N/A		No

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) (Rev. 1-2025)

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	Yes	No

Schedule R (Form 990) (Rev. 1-2025)

Page 3

Part V

Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

b Gift, grant, or capital contribution to related organization(s) ............................

c Gift, grant, or capital contribution from related organization(s) ............................

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

m Performance of services or membership or fundraising solicitations by related organization(s) .................

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

o Sharing of paid employees with related organization(s) ............................

p Reimbursement paid to related organization(s) for expenses ............................

q Reimbursement paid by related organization(s) for expenses ............................

r Other transfer of cash or property to related organization(s) ............................

s Other transfer of cash or property from related organization(s) ............................

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved

Schedule R (Form 990) (Rev. 1-2025)

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Schedule R (Form 990) (Rev. 1-2025)

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. See instructions.

Return Reference	Explanation

Schedule R (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: TO BENEFIT AND ENHANCE MEDICAL SERVICES IN THE STATE OF ALABAMA
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	1
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	0
5	Total number of individuals employed in calendar year 2024 (Part V, line 2a) ......	5	0
6	Total number of volunteers (estimate if necessary) .............	6	0
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	0	0
9	Program service revenue (Part VIII, line 2g) .........	114,018	100,424
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	1,808,134	1,071,046
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	0	0
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	1,922,152	1,171,470
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	472,000	536,500
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	175,192	207,797
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	446,086	575,432
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	1,093,278	1,319,729
19	Revenue less expenses. Subtract line 18 from line 12.......	828,874	-148,259
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	26,760,436	26,612,177
21	Total liabilities (Part X, line 26).............	0	0
22	Net assets or fund balances. Subtract line 21 from line 20.....	26,760,436	26,612,177

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 1,099,745 including grants of $ 536,500 ) (Revenue $ 100,424 )
	SEE ATTACHED

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses1,099,745

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)		(D) Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(1) REGIONS BANK AS TRUSTEE	22.00 .................	X	207,797	0	0

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	207,797	0	0

(A) Name and business address	(B) Description of services	(C) Compensation
DONALD R GARRIS, 148 HAWK DRIVE RAINBOW CITY,AL35906	CONSULTING SVCS/DEFERRED COMPENSATION	503,245




2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 1

1a	Federated campaigns..	1a
b	Membership dues..	1b
c	Fundraising events..	1c
d	Related organizations	1d
e	Government grants (contributions)	1e

f	All other contributions, gifts, grants, and similar amounts not included above	1f

g	Noncash contributions included in lines 1a - 1f:$	1g

h Total. Add lines 1a-1f.......

		Business Code
2a	MORTGAGE INTEREST	900099	100,424	100,424
b
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		100,424

3 Investment income (including dividends, interest, and othersimilar amounts) ......			981,417			981,417
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a
b	Less: rental expenses	6b
c	Rental income or (loss)	6c
d	Net rental income or (loss).......
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a	5,155,355
b	Less: cost or other basis and sales expenses	7b	5,065,726
c	Gain or (loss)	7c	89,629
d	Net gain or (loss).........			89,629			89,629
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..

Business Code
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See instructions.....			1,171,470	100,424	0	1,071,046

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	536,500	536,500
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	207,797		207,797
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....
9	Other employee benefits .......
10	Payroll taxes ...........
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	1,273		1,273
c	Accounting ...........	8,160		8,160
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	563,245	563,245
12	Advertising and promotion ....
13	Office expenses .......
14	Information technology ......
15	Royalties ..
16	Occupancy ...........
17	Travel ............
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....
20	Interest ...........	2,754		2,754
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..
23	Insurance ...
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a
b
c
d
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	1,319,729	1,099,745	219,984	0
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			1
2	Savings and temporary cash investments .........		842,772	2	1,095,894
3	Pledges and grants receivable, net ......			3
4	Accounts receivable, net .............		17,951	4	21,912
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
				5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
				6
7	Notes and loans receivable, net ...........		4,772,490	7	4,445,522
8	Inventories for sale or use ............			8
9	Prepaid expenses and deferred charges ......			9
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a
b	Less: accumulated depreciation	10b		10c
11	Investments—publicly traded securities .		21,127,222	11	21,048,849
12	Investments—other securities. See Part IV, line 11 .....			12
13	Investments—program-related. See Part IV, line 11 ..			13
14	Intangible assets ...............			14
15	Other assets. See Part IV, line 11 ...........		1	15	0
16	Total assets. Add lines 1 through 15 (must equal line 33)...		26,760,436	16	26,612,177

17	Accounts payable and accrued expenses .....		17
18	Grants payable ...		18
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D		25
26	Total liabilities. Add lines 17 through 25..	0	26	0

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........		27
28	Net assets with donor restrictions ...........		28
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....	26,760,436	29	26,612,177
30	Paid-in or capital surplus, or land, building or equipment fund ...	0	30	0
31	Retained earnings, endowment, accumulated income, or other funds	0	31	0
32	Total net assets or fund balances ...........	26,760,436	32	26,612,177
33	Total liabilities and net assets/fund balances ........	26,760,436	33	26,612,177