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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$187,833,230J 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      
4 Dividends and interest from securities... 2,627,468 2,627,468  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,249,858
b Gross sales price for all assets on line 6a 11,397,473
7 Capital gain net income (from Part IV, line 2)... 1,249,858
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
-218,743 -218,852  
12 Total. Add lines 1 through 11........ 13,658,583 3,658,474  
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
54,650 13,663   40,987
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
62,843 15,711   47,132
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
165,467 140,467   25,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
89,431 44,235   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
1,157,378 611,802   1,490
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,529,769 825,878   114,609
25 Contributions, gifts, grants paid....... 8,928,859 8,928,859
26 Total expenses and disbursements. Add lines 24 and 25 10,458,628 825,878   9,043,468
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,199,955
b Net investment income (if negative, enter -0-) 2,832,596
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 486,818 888,182 888,182
2 Savings and temporary cash investments......... 2,463,555 6,369,917 6,369,917
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)....... 94,162,198 Click to see attachment
List of Attached Documents:
// Content
90,845,316 		121,594,459
c Investments—corporate bonds (attach schedule)....... 41,035 Click to see attachment
List of Attached Documents:
// Content
21,958 		21,943
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).......... 42,475,619 Click to see attachment
List of Attached Documents:
// Content
44,810,665 		58,958,729
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) 139,629,225 142,936,038 187,833,230
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 139,629,225 142,936,038
29 Total net assets or fund balances (see instructions)..... 139,629,225 142,936,038
30 Total liabilities and net assets/fund balances (see instructions). 139,629,225 142,936,038
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
139,629,225
2
Enter amount from Part I, line 27a .....................
2
3,199,955
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
106,858
4
Add lines 1, 2, and 3 ..........................
4
142,936,038
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
142,936,038
Form 990-PF (2024)
Form 990-PF (2024)
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       -1,600,417
b       -28,695
c 10,925,549   8,086,049 2,839,500
d 436,810   432,454 4,356
e 35,114     35,114
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       -1,600,417
b       -28,695
c       2,839,500
d       4,356
e       35,114
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 1,249,858
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 39,373
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 39,373
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 39,373
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 37,016
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 22,500
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 59,516
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
8 665
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 19,478
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow19,478 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
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
 
 
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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
Yes
 
b
If "Yes," did it have excess business holdings in 2024 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 2024.) .....................
3b
 
No
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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)
Yes
 
(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
 
No
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
JON STYSLINGER CO-CHAIRMAN
1.00 		0 0 0
210 INVERNESS CENTER DRIVE
BIRMINGHAM,AL35242
LEE J STYSLINGER III CO-CHAIRMAN
1.00 		0 0 0
210 INVERNESS CENTER DRIVE
BIRMINGHAM,AL35242
MARK STYSLINGER CO-CHAIRMAN
1.00 		0 0 0
210 INVERNESS CENTER DRIVE
BIRMINGHAM,AL35242
ALLEN W RITCHIE PRESIDENT AND SECRETARY
1.00 		0 0 0
210 INVERNESS CENTER DRIVE
BIRMINGHAM,AL35242
R HUDSON MOORE ASSISTANT SECRETARY
1.00 		0 0 0
210 INVERNESS CENTER DRIVE
BIRMINGHAM,AL35242
CLAUDIA STYSLINGER DIKEOU FOUNDATION PROGRAM MANAGER
40.00 		102,157 12,227 0
210 INVERNESS CENTER DRIVE
BIRMINGHAM,AL35242
SARAH STYSLINGER FOUNDATION PROGRAM MANAGER
40.00 		53,400 4,792 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 (2024)
Form 990-PF (2024)
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 85,469
PO BOX 28019
ALBUQUERQUE,NM871258019
RSM US LLP ACCOUNTING FEES 62,843
30 SOUTH WACKER DRIVE SUITE 3300
CHICAGO,IL60606
UBS FINANCIAL SERVICES INC INVESTMENT ADVISORY SERVICES 54,998
3560 LENOX ROAD NE SUITE 2800
ATLANTA,GA303254276
LANSBERG GERSICK ADVISORS LLC ADVISORY FEES 52,904
163 CEDAR ST SUITE 2B
BRANFORD,CT06405
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 (2024)
Form 990-PF (2024)
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
121,252,532
b
Average of monthly cash balances.......................
1b
1,370,593
c
Fair market value of all other assets (see instructions)................
1c
58,958,729
d
Total (add lines 1a, b, and c).........................
1d
181,581,854
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
181,581,854
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,723,728
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
178,858,126
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
8,942,906
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
8,942,906
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
39,373
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
39,373
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
8,903,533
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
8,903,533
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
8,903,533
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
9,043,468
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
9,043,468
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 8,903,533
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020...... 663,553
c From 2021......  
d From 2022......  
e From 2023...... 154,189
f Total of lines 3a through e ........ 817,742
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 9,043,468
a Applied to 2023, 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 2024 distributable amount..... 8,903,533
e Remaining amount distributed out of corpus 139,935
5 Excess distributions carryover applied to 2024. 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 5 957,677
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		957,677
10 Analysis of line 9:
a Excess from 2020.... 663,553
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023.... 154,189
e Excess from 2024.... 139,935
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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 ASSOCIATIONS OF NONPROFITS HBS FELLOWSHIP

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

ALABAMA KIDNEY FOUNDATION

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

ALABAMA MARINES FOUNDATION

PO BOX 2624
TUSCALOOSA,AL35401 		  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 SYMPHONY

3621 6TH AVE SOUTH
BIRMINGHAM,AL35222 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000

ALABAMA WILDLIFE FEDERATION

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

ALS ASSOCIATION

1300 WILSON BLVD SUITE 600
ARLINGTON,VA22209 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 500

ALS UNITED MID-ATLANTIC

1015 VIRGINIA DRIVE SUITE 110
FORT WASHINGTON,PA19034 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

ALZHEIMER'S ASSOCIATION

225 NORTH MICHIGAN AVENUE FLOOR 17
CHICAGO,IL60601 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 135

ALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION

225 NORTH MICHIGAN AVENUE
CHICAGO,IL60601 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

AMERICAN CANCER SOCIETY

1100 IRELAND WAY STE 201
BIRMINGHAM,AL352057014 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 15,500

AMERICAN FOUNDATION FOR SUICIDE PREVENTION

199 WALTER STREET 11TH FLOOR
NEW YORK,NY10038 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 50

AMERICAN HEART ASSOCIATION INC

1818 PATTERSON STREET
NASHVILLE,TN37203 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 25,125

AMERICAN KIDNEY FUND

11921 ROCKVILLE PIKE STE 300
ROCKVILLE,MD20852 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 300

AMERICAN RED CROSS

PO BOX 37295
WASHINGTON,DC20013 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 50,000

ARTS FUND

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

ASPEN VALLEY HOSPITAL FOUNDATION

401 CASTLE CREEK ROAD
ASPEN,CO81611 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 300,000

BE THE MATCH

500 N 5TH STREET
MINNEAPOLIS,MN55401 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 100

BENTON HIGH SCHOOL

5655 S 4TH ST
ST JOSEPH,MO64504 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000

BIRMINGHAM MUSEUM OF ART

2000 REV ABRAHAM WOODS JR BLVD
BIRMINGHAM,AL35203 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

BIRMINGHAM TALKS

351 24TH STREET NORTH 785
BIRMINGHAM,AL35203 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 75,000

BOTETOURT TECHNICAL EDUCATION CENTER

143 POOR FARM RD
FINCASTLE,VA240903988 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,300

BOY SCOUTS OF AMERICA GREATER ALABAMA COUNCIL

516 LIBERTY PARKWAY
BIRMINGHAM,AL35242 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

BOY SCOUTS OF AMERICA PONY EXPRESS COUNCIL

1704 BUCKINGHAM
ST JOSEPH,MO64506 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

BREAKTHROUGH T1D (FORMALLY JDRF)

200 VESEY STREET 28TH FLOOR
NEW YORK,NY10281 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 3,000

BUNDLES OF HOPE DIAPER BANK

1430 REVEREND ABRAHAM WOODS JR BLVD
BIRMINGHAM,AL35203 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

BURTON CENTER FOR ARTS & TECHNOLOGY

1760 ROANOKE BLVD
SALEM,VA24153 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 750

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 250

CHARLESTON DAY SCHOOL

15 ARCHDALE STREET
CHARLESTON,SC29401 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500

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 11,000

CHILDREN'S OF ALABAMA

1600 7TH AVENUE SOUTH
BIRMINGHAM,AL35233 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 11,000

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 OF NORTHEAST ALABAMA

1130 QUINTARD AVENUE SUITE 100
ANNISTON,AL36201 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 25,000

COMMUNITY FURNITURE BANK

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

COMPASSION CAF

10 N DELAWARE AVE
BEACH HAVEN,NJ08008 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000

CONVERGENT TECHNOLOGY ALLIANCE CENTER

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

CROHN'S & COLITIS FOUNDATION

733 THIRD AVENUE STE 510
NEW YORK,NY10017 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000

CROSSROADS CHRISTIAN SCHOOL

583 OLD COUNTY HOME RD
HENDERSON,NC27537 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 253

CURE SANFILIPPO FOUNDATION

PO BOX 6901
COLUMBIA,SC29260 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 87

DIG IN YANCEY COMMUNITY GARDEN

PO BOX 1095
BURNSVILLE,NC28714 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 200

DOWNS SYNDROME AWARENESS GROUP OF EAST TN

PO BOX 53575
KNOXVILLE,TN37950 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 200

DOWNTOWN JIMMIE HALE MISSION

PO BOX 10472
BIRMINGHAM,AL35220 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 350

ELEVATE BIRMINGHAM

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

ELIZABETH INDEPENDENT SCHOOLS

219 HELM STREET
ELIZABETHTOWN,KY42701 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000

ELIZABETHTOWN HIGH SCHOOL

620 N MULBERRY ST
ELIZABETHTOWN,KY427011939 		  GOV TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000

EWI SCHOLARSHIP PROGRAM

2860 SOUTH 2300 EAST STE 211
SALT LAKE CITY,IA84109 		  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

FEEDACHILD WNC INC

151 LAUREL HEIGHTS DRIVE
BURNSVILLE,NC28714 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

FOLDS OF HONOR FOUNDATION

5971 N PATRIOT DRIVE
OWASSO,OK74055 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

FRANCIS SHEELEY MEMORIAL FUND

800 KANSAS AVENUE
ALCHISON,KS66002 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

FRIENDS ACROSS NORTH CAROLINA

1080 BRINKLEY ROAD
CARTHAGE,NC28327 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

GIRL SCOUTS OF KENTUCKIANA INC

2115 LEXINGTON ROAD
LOUISVILLE,KY40206 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

GIRLS ON THE RUN

5540 CENTERVIEW DR STE 204
RALEIGH,NC276068012 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 100

GRACE HOUSE

4911 FARRELL AVENUE
FAIRFIELD,AL35064 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 105,000

GREATER KANSAS CITY COMMUNITY FOUNDATION

1055 BROADWAY BLVD SUITE 130
KANSAS CITY,MO64105 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500

HALEYVILLE METHODIST CHURCH

2207 9TH AVE
HALEYVILLE,AL35565 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

HARDIN COUNTY SCHOOLS

65 WA JENKINS ROAD
ELIZABETHTOWN,KY42701 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 95,500

HEART GALLERY ALABAMA

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

HENRY'S HOME HORSE & HUMAN SANCTUARY

14368 PERRY ROAD
CONROE,TX77302 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

HICA

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

HOBE SOUND

PO BOX 214
HOBE SOUND,FL33475 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,500

HOLY FAMILY CRISTO REY CATHOLIC HIGH SCHOOL

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

HOPE AND VINE

229 TORTUGA ST
ROLESVILLE,NC27571 		  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 PIEDMONT

1801 WINCHESTER DR
HIGH POINT,NC27262 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 100

HOSPICE OF THE UPSTATE

1835 ROGERS RD
ANDERSON,SC296212278 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 50

I3 ACADEMY

230 49TH STREET N
BIRMINGHAM,AL35212 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 100,000

IMPACT AMERICA

601 BEACON PARKWAY W SUITE 102
BIRMINGHAM,AL35200 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

INDEPENDENCE PLACE OF ALABAMA INC

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

INTERNATIONAL SCHOLARSHIP & TUITION SERVICES INC

40 BURTON HILLS BLVD SUITE 170
NASHVILLE,TN37215 		  PC SCHOLARSHIPS FUNDING 145,000

INTERNATIONAL TENNIS HALL OF FAME

194 BELLUVUE AVENUE
NEWPORT,RI02840 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

IRREVERENT WARRIORS INC

10799 W ALAMEDA AVE UNIT 260043
LAKEWOOD,CO80226 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

JASPER FIRST METHODIST CHURCH

1800 3RD AVENUE
JASPER,AL35501 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 500

JEFF STATE COMMUNITY COLLEGE

2601 CARSON ROAD
BIRMINGHAM,AL35215 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 50,000

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 6,000

JUNIOR ACHIEVEMENT OF GREATER BIRMINGHAM

PO BOX 19307
BIRMINGHAM,AL35219 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 13,697

JUNIOR ACHIEVEMENT OF GREATER KANSAS CITY

2842 W 47TH AVE
KANSAS CITY,KS66103 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 100

KING'S HOME

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

LARRY HARRISON FOUNDATION FOR FINANCIAL LITERACY IN SCHOOLS

118 N HAMILTON STREET
DALTON,GA30720 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,000

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

LIL DREAMS INC

17857 W 87TH AVENUE
ARVADA,CO800077249 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 3,712

LOGISTICS OFFICER ASSOCIATION - GOLDEN GATE CHAPTER

PO BOX 2264
ARLINGTON,VA222020264 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

LUSTGARTEN FOUNDATION FOR PANCREATIC CANCER RESEARCH

415 CROSSWAYA PARK DRIVE SUITE D
WOODBURY,NY11797 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 250

MADE 4 ME INC

5540 ATLANTIC SPRINGS ROAD SUITE
101
RALEIGH,NC27616 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 6,000

MARCH OF DIMES INC

3500 BLUE LAKES DRIVE 198
BIRMINGHAM,AL35243 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 279

MARINE CORPS COMMUNITY SERVICES LEJEUNE- NEW RIVER

1401 WEST RD
CAMP LEJEUNE,NC28547 		  GOV TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

MAYLAND COMMUNITY COLLEGE

PO BOX 547
SPRUCE PINE,NC28777 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 20,000

MAYO CLINIC

200 1ST STREET SW
ROCHESTER,NY55905 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 25,000

MCWANE SCIENCE CENTER

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

MEADS MIRACLES FOUNDATION

309 LAKE STREET
TRUSSVILLE,AL35173 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

MIKE NAFF MEMORIAL GOLF TOURNAMENT

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

MONTEREY PENINSULA FOUNDATION

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

MOUNTAIN HERITAGE HIGH SCHOOL

333 MOUNTAIN HERITAGE HIGH SCHOOL
RD
BURNSVILLE,NC28714 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 31,491

MOVEMBER FOUNDATION

PO BOX 2040
SANTA MONICA,CA90406 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 256

M-POWER MINISTRIES

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

MUSCULAR DYSTROPHY ASSOCIATION

PO BOX 7410354
CHICAGO,IL606740354 		  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 7,500

NATIONAL MULTIPLE SCLEROSIS SOCIETY

733 THIRD AVENUE 3RD FLOOR
NEW YORK,NY10017 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,050

NEIGHBORS FEEDING NEIGHBORS FOOD MINISTRY

14 JACKSTOWN ROAD
SPRUCE PINE,NC28777 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 28,000

NEUSE CHRISTIAN ACADEMY

7600 FALLS OF NEUSE ROAD
RALEIGH,NC27615 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 500

NORTH CAROLINA HIGH PEAKS TRAIL ASSOCIATION

PO BOX 24
BURNSVILLE,NC28714 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 100

ONE PLACE METRO ALABAMA FAMILY JUSTICE CENTER

3613 6TH AVE SOUTH
BIRMINGHAM,AL35222 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 7,500

OPAL'S DREAM FOUNDATION INC

1355 BARDSTOWN RD 105
LOUISVILLE,KY40204 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 500

OUR LADY QUEEN OF THE UNIVERSE

961 CENTER ST
BIRMINGHAM,AL35204 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 67,759

PCCA EDUCATION AND RESEARCH FOUNDATION

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

PITT HOPKINS RESEARCH FOUNDATION

PO BOX 6257
PLYMOUTH,MA02362 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 750

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 7,500

PROSPER BIRMINGHAM LLC

1900 5TH AVE NORTH 30TH FLOOR
BIRMINGHAM,AL35203 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 645,000

PUBLIC AFFAIRS RESEARCH COUNCIL OF ALABAMA

800 LAKESHORE DRIVE BH 219
BIRMINGHAM,AL352293931 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

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

RAILROAD PARK FOUNDATION

PO BOX 13691
BIRMINGHAM,AL35202 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

RAMSAY HIGH SCHOOL

1800 13TH AVENUE SOUTH
BIRMINGHAM,AL35205 		  GOV TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000

RECOVERY CENTERS OF THE OZARKS

411 S PINE ST
HARRISON,AZ72601 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,500

RED MOUNTAIN GRACE

2120 16TH AVE S STE 201
BIRMINGHAM,AL35205 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 15,000

RED MOUNTAIN THEATRE COMPANY

PO BOX 278
BIRMINGHAM,AL35201 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 50,000

REDEMPTION LAKE INC

PO BOX 251
LEITCHFIELD,KY42755 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

RESTORATION HOUSE OF GREATER KANSAS CITY

25713 S STATE RT K
HARRISONVILLE,MO64701 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 100

RISE UP FOUNDATION

3346 STRATFORD LANE
MONTGOMERY,AL36111 		  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

RONALD MCDONALD HOUSE CHARITIES OF ALABAMA

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

ROTARY CLUB OF BIRMINGHAM

2019 4TH AVENUE NORTH
BIRMINGHAM,AL35203 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 15,000

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 1,000,000

SAMFORD UNIVERSITY

800 LAKESHORE DRIVE
BIRMINGHAM,AL35229 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 86,500

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 250,000

SECOND HELPINGS

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

SHELBY COUNTY BOARD OF EDUCATION - OAK MOUNTAIN ELEMENTARY

5640 CAHABA VALLEY RD
BIRMINGHAM,AL35242 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 300

SIDEWALK CINEMA & FILM FESTIVAL

1821 2ND AVE N
BIRMINGHAM,AL352033156 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500

SIGMA CHI FOUNDATION

1714 HINMAN AVE
EVANSTON,IL602014517 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 250

SMALL MAGIC

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

SNAP CATS

4663 PETALUMA HILL ROAD
SANTA ROSA,CA95404 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,690

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

SPECIAL EQUESTRIANS

1215 WOODWARD DR
PELHAM,AL35124 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,500

SPECIAL OLYMPICS OF NORTH CAROLINA

545 AMITY PARK ROAD
SPRUCE PINE,NC28777 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

SPRINGVILLE BAND BOOSTERS

PO BOX 963
SPRINGVILLE,AL35146 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 50

ST BALDRICK'S FOUNDATION

1333 SOUTH MAYFLOWER AVENUE SUITE
400
MONROVIA,CA91016 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

ST JOSEPH CHRISTIAN SCHOOL

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

STRIVE

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

STUDIO BY THE TRACKS

PO BOX 101144
BIRMINGHAM,AL35210 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,500

SUMMIT CHARTER SCHOOL FOUNDATION

PO BOX 2493
CASHIERS,NC28717 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 12,000

TEAM GLEASON FOUNDATION

2021 LAKESHORE DRIVE SUITE 120
NEW ORLEANS,LA70122 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

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 BROOKINGS INSTITUTION

1775 MASSACHUSETTS AVENUE NW
WASHINGTON,DC20036 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 250,000

THE EXCEPTIONAL FOUNDATION

1616 OXMOOR ROAD
BIRMINGHAM,AL35209 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000

THE FOUNDRY MINISTRIES

1800 4TH AVENUE NORTH
BIRMINGHAM,AL35020 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500

THE JUNIOR LEAGUE OF BIRMINGHAM

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

THE JUNIOR LEAGUE OF DES MOINES

3811 INGERSOLL AVE
DES MOINES,IA50312 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 150

THE LEARNING TREE

101 S DUBOIS STREET
TALLASSEE,FL36078 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500

THE LOVELADY CENTER

7916 2ND AVE SOUTH
BIRMINGHAM,AL35206 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000

THE MOSAIC LIFE FOUNDATION

234 OKEECHOBEE W
SANTA ROSA BCH,FL324590709 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 25,000

THE NEWCOMEN SOCIETY OF ALABAMA

505 20TH STREET NORTH SUITE 200
BIRMINGHAM,AL35203 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 3,200

THE PHOENIX CLUB OF BIRMINGHAM

2501 20TH PLACE SOUTH SUITE 101
BIRMINGHAM,AL35223 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500

THE STOP TRAFFICKING PROJECT

PO BOX 3462
SHAWNEA,KS662039998 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 100

THE UNIVERSITY OF TENNESSEE FOUNDATION INC

1525 UNIVERSITY AVE
KNOXVILLE,TN37921 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 500

THE UNIVERSITY OF VIRGINIA COLLEGE FOUNDATION

PO BOX 37963
BOONE,IA50037 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 100,000

THE WELLHOUSE

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

THRIVE APPALACHIA

169 BLACKBIRD LANE
BURNSVILLE,NC28714 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 100

TREE FUND

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

TURNING POINT

1881 COUNTY ROAD
THORSBY,AL35171 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500

UAB ALYS STEPHENS CENTER

1720 2ND AVE SOUTH
BIRMINGHAM,AL35294 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 30,000

UAB

1720 2ND AVENUE SOUTH
BIRMINGHAM,AL35294 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,010,500

UNITED ABILITY INC

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

UNITED IN CRISIS - KANSAS CITY

1503 MAIN STREET 214
GRANDVIEW,MO64030 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 550

UNITED WAY CENTENNIAL CAMPAIGN

PO BOX 320189
BIRMINGHAM,AL35232 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 200,000

UNITED WAY OF CENTRAL ALABAMA

3600 8TH AVENUE SOUTH
BIRMINGHAM,AL35232 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 349,500

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 ALABAMA

PO BOX 870101
TUSCALOOSA,AL35487 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 200

UNIVERSITY OF VIRGINIA DARDEN SCHOOL OF BUSINESS

PO BOX 7263
CHARLOTTESVILLE,NC229067263 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,271,000

UNTIED WAY OF ROANOKE

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

VAX 2 STOP CANCER

PO BOX 530044
BIRMINGHAM,AL35253 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500

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 HIGH SCHOOL

2235 LIME ROCK ROAD
VESTAVIA,AL35216 		  GOV TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 125

VOICE FOR ALABAMA'S CHILDREN

PO BOX 4576
MONTGOMERY,AL36103 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 20,000

VULCAN PARK & MUSEUM

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

WALLACE STATE COMMUNITY COLLEGE

801 MAIN STREET NORTHWEST
HANCEVILLE,AL35077 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 25,000

WEST PALM COMMUNITY GOLF TRUST

3535 MILITARY TRAIL SUITE 101
JUPITER,FL33450 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

WORLD CENTRAL KITCHEN

PO BOX 96538
WASHINGTON,DC20090 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 500

WREATHS ACROSS AMERICA

1840 ANGEL POND LANE
LELAND,NC28451 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 550

YMCA CAMP COSBY

2290 PAUL BEAR BRYANT ROAD
ALPINE,AL35014 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500

YMCA OF GREATER BIRMINGHAM

240 20TH PLACE SOUTH
BIRMINGHAM,AL35223 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,000

YOUNG LIFE CLEARWATER COVE

PO BOX 70065
PRESCOTT,AZ863047065 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 34,000

YOUNG LIFE MISSOURI

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

YOUNG LIFE NORTH SHELBY COUNTY

1177 POPLAR AVE
MEMPHIS,TN38105 		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 7,500
Total .................................right arrow 3a 8,928,859
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 2,627,468  
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 1,104,040  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,249,858  
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 -1,322,783  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 3,658,583 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,658,583
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

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

72-1372302
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
ALTECSTYSLINGER FOUNDATION
  		Employer identification number
72-1372302
Part I
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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.) $  
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) (Rev. 1-2025)
Additional Data


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TY 2024 AccountingFeesSchedule
Name:
ALTECSTYSLINGER FOUNDATION
EIN:
72-1372302
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 62,843 15,711   47,132

TY 2024 GeneralExplanationAttachment
Name:
ALTECSTYSLINGER FOUNDATION
EIN:
72-1372302
Identifier Return Reference Explanation
COMPENSATION OF OFFICERS, DIRECTORS, TRUSTEES AND FOUNDATION MANAGERS FORM 990, PART I, LINE 13 THE WAGES FOR CLAUDIA STYSLINGER DIKEOU AND SARAH STYSLINGER ARE PAID BY ALTEC INC.

TY 2024 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 21,958 21,943

TY 2024 InvestmentsCorpStockSchedule
Name:
ALTECSTYSLINGER FOUNDATION
EIN:
72-1372302
Name of Stock End of Year Book Value End of Year Fair Market Value
3I GROUP PLC ADR 29,502 32,250
ABBOTT LABS 12,164 13,573
ABBOTT LABS 33,168 35,743
ABBVIE INC COM 17,203 20,791
ACCENTURE PLC IRELAND CL A 24,953 31,309
ACCENTURE PLC IRELAND CL A 3,700 4,573
ADOBE INC (DELAWARE) 29,687 34,685
ADYEN N V ADR 19,215 22,503
AFLAC INC 5,274 6,620
AIRBNB INC CL A 24,503 29,042
AIRBUS 618,544 1,066,147
ALLEGION PLC 12,684 16,727
ALPHABET INC 212,769 782,328
ALPHABET INC CL C 30,101 59,417
ALTRIA GROUP INC 23,999 26,877
AMAZON COM INC 52,698 114,083
AMAZON.COM 513,622 1,165,400
AMERICAN HOMES 4 RENT CLA 33,780 35,774
AMERPRISE FINANCIAL INC 19,364 34,608
AMETEK INC 3,358 3,605
ANALOG DEVICES INC 24,631 33,569
ANSYS INC 1,981 2,699
AON PLC CL A 12,650 16,162
APOLLO GLOBAL MGMT INC 536,294 568,646
APPLE INC 39,803 43,573
APPLIED MATERIALS INC 14,588 26,346
ARCH CAPITAL GROUP LTD 20,765 28,536
ARCH CAPITAL GROUP LTD 5,904 9,512
ARES MANAGEMENT CORP CL 4,567 7,612
ASM INTL NV EUR 7,264 18,213
ASML HLDG NV SPON ADR 16,096 23,565
ASPEN TECHNOLOGY INC 18,544 20,719
ASTRAZENECA PLC SPON ADR 26,172 27,387
ATLASSIAN CORP CL A 14,086 23,364
AUTODESK INC 4,133 5,911
AUTOMATIC DATA PROCESSING INC 25,572 32,786
AUTOZONE INC 25,834 35,222
AVERY DENNISON CORP 26,151 26,198
BAE SYSTEMS PLC SPON ADR 20,071 21,949
BECTON DICKINSON & CO 16,683 16,335
BENTLEY SYSTEMS INC CL B 18,677 24,704
BERKLEY W R CORP 2,585 2,809
BERKLEY W R CORP 18,227 23,701
BERRY GLOBAL GROUP INC 18,945 26,062
BJS WHSL CLUB HLDGS INC 12,925 15,100
BOOZ ALLEN HAMILTON HLDG CORP 16,456 20,335
BRIGHT HORIZONS FAMILY SOLUTIONS INC 8,953 14,965
BROADCOM INC 9,848 48,455
BROOKFIELD ASSET MGMT LTD CL A CAD 3,087 4,931
BROOKFIELD CORP CL A CAD 15,322 25,853
BROOKFIELD INFRASTRUCTURE A CAD 13,497 13,603
BROOKFIELD RENEWABLE COR CAD 5,186 4,121
BROWN & BROWN INC 10,227 16,833
CANADIAN NAT RESOURCES LTD CAD 17,225 16,732
CANADIAN PAC RAILWAY LTD CAD 27,426 26,777
CARMAX INC 9,431 9,484
CARRIER GLOBAL CORP 25,547 34,403
CBRE GROUP INC CL A 7,482 12,735
CCC INTELLIGENT SOLUTIONS HLDG 5,021 4,891
CHARLES RIVER LABORATORIES 17,113 15,506
CHEMED CORP NEW 12,076 13,775
CHEVRON CORP 16,447 15,063
CHOICE HOTELS INTL INC NEW 16,218 18,883
CIENA CORP NEW 25,760 36,214
CINTAS CORP 22,297 39,463
CLEAN HARBORS INC 23,368 46,488
COMPASS GROUP PLC SPON ADR 18,600 22,001
COPART INC 12,342 24,104
CORTEVA INC 43,107 41,809
COSTAR GROUP INC 15,770 15,249
COSTAR GROUP INC 13,178 13,029
COTERRA ENERGY INC 23,576 25,234
COUPAND INC 23,183 24,024
CRH PLC ORD SHS 39,579 46,630
CROWN CASTLE INTL CO 1,646,855 860,560
CSX CORPORATION 32,680 33,754
CUBESMART SBI 19,259 19,197
DIAMOND ENERGY INC 32,231 27,196
DIGITAL REALTY TRUST 1,637,495 1,991,439
DOMINO'S PIZZA INC 7,764 9,235
ELEVANCE HEALTH INC 45,431 34,677
ENTEGRIS INC 1,587 1,387
EQUIFAX INC 15,125 20,643
EVEREST GROUP LTD BERMUDA 30,110 28,997
EXPERIAN PLC SPON ADR 11,414 15,853
EXPONENT INC 13,477 12,741
FAIR ISAAC CORP 11,788 15,927
FAIR ISAAC CORP 2,353 9,955
FASTENAL CO 3,773 5,537
FERGUSON PLC 14,616 19,613
FERGUSON PLC 11,825 17,531
FERRARI N V EUR 17,289 38,236
FLOOR & DCOR HLDS INC CL A 1,527 1,496
GALLAGHER ARTHUR J & CO 5,623 5,677
GARTNER INC 7,776 11,627
GARTNER INC 8,173 13,081
GE AEROSPACE 39,210 39,529
GOLDMAN SACHS GROUP INC 8,348 13,743
GRACO INC 2,073 2,107
GRAPHIC PACKAGING HOLDING 22,569 28,844
HEICO CORP NEW CL A 15,413 22,888
HENRY JACK & ASSOC INC 19,479 18,582
HERSHEY CO 34,543 27,773
HILTON WORLDWIDE HOLDINGS INC 13,397 24,469
HOME DEPOT INC 20,624 26,840
HYATT HOTELS CORP CL A 2,679 4,709
ICICI BANK LTD SPON ADR 16,978 22,873
ICON PLC EUR 30,489 30,198
IDEXX LABS 2,747 3,308
INTERACTIVE BROKERS GROUP INC 11,489 29,327
INTUIT 24,892 37,710
IRON MTN INC 1,843,889 5,546,345
ISHARES MSCI EAFE ETF 12,249,803 12,727,493
ISHARES MSCI EMERGING 4,153,848 3,414,911
ISHARES RUSSELL 2000 16,308,545 20,946,413
JOHNSON & JOHNSON COM 1,880 1,880
KIRBY CORPORATION 34,729 32,798
KKR & CO INC CL A 8,232 25,293
KNIGHT-SWIFT TRANSN HLDGS INC CLA 13,411 14,480
LENNAR CORP CL A 5,073 8,728
LENNOX INTL INC 13,182 33,512
LIBERTY MEDIA CORP - LIBERTY FORMULA ONE SER A 2,015 2,605
LIBERTY MEDIA CORP - LIBERTY FORMULA ONE SER C 4,801 7,320
LILLY ELI & CO 25,772 28,564
LINDE PLC NEW 3,980 3,768
LINDE PLC NEW 18,083 23,864
LIVE NATION ENTERTAINMENT INC 8,189 12,691
LKQ CORP NEW 52,469 40,609
LOWES COMPANIES INC 125,997 412,896
LOWES COMPANIES INC 30,293 37,760
LPL FINL HLDGS INC COM 20,192 28,406
MARKEL CORP (HOLDING CO) 9,947 13,810
MARSH & MCLENNAN COS INC 36,819 38,871
MARSH & MCLENNAN COS INC 16,826 18,267
MARTIN MARIETTA MATERIALS INC 10,474 12,396
MASCO CORP 24,182 33,237
MASTERCARD INC CL A 26,945 44,232
MASTERCARD INC CL A 28,833 46,865
MCKESSON CORP 36,737 41,034
MEITUAN ADR 40,765 31,436
MERCADOLIBRE INC 14,376 17,004
MERCK & CO INC COM 8,402 8,456
META PLATFORMS INC CL A 548,243 563,261
METLIFE INC 13,259 16,294
MICROCHIP TECHNOLOGY INC 6,196 5,563
MICROCHIP TECHNOLOGY INC 38,115 27,987
MICROSCHIP TECHNOLOGY INC 35,949 30,223
MICROSOFT CORP 22,891 39,621
MICROSOFT CORP 47,784 69,126
MICROSOFT CORP 20,313 35,406
MICROSOFT CORP 211,325 810,966
MITSUBISHI HEAVY INDS LTD ADR 25,341 29,127
MONDAY COM LTD 18,560 20,248
MOODY'S CORP 26,296 45,444
MOODY'S CORP 2,284 3,787
MOODYS CORP 678,230 811,356
MSCI INC 8,992 10,800
MSCI INC 36,690 47,401
MSCI INC 28,406 32,401
NASDAQ INC 11,527 16,312
NETFLIX INC 13,095 42,783
NORDSON CORP 19,853 18,204
NOVO NORDISK ADR DENMARK ADR 14,565 13,505
NOVO NORDISK ADR DENMARK ADR 25,628 41,978
NU HOLDINGS LTD CL A 17,792 16,649
OLD DOMINION FRIEGHT LINES INC 38,278 38,455
OLLIE'S BARGAIN OUTLET HOLDINGS 12,090 14,594
ORACLE CORP 46,826 47,492
O'REILLY AUTOMOTIVE INC 13,752 21,344
PAYCOM SOFTWARE INC 14,829 16,193
PEPSICO INC 35,045 30,716
PERIMETER SOLUTIONS SA 1,455 2,019
PINNACLE FINANCIAL PARTNERS INC 21,741 34,088
POOL CORP 22,070 22,502
PPG INDUSTRIES INC 36,930 31,176
PROCORE TECHNOLOGIES INC 3,219 2,847
PROGRESSIVE CORP OHIO 2,943 5,511
PROGRESSIVE CORP OHIO 25,469 46,964
PROLOGIS INC 1,641,242 1,585,166
PUBLIC STORAGE 1,738,882 2,110,984
RAYMOND JAMES FINANCIAL CORP 28,660 38,833
RB GLOBAL INC 31,611 42,399
ROCKWELL AUTOMATION INC NEW 14,153 14,004
ROLLINS INC 14,888 18,911
ROLLS ROYCE HOLDINGS PLC SPON ADR 31,479 30,263
ROPER TECHNOLOGIES INC 10,004 12,476
ROSS STORES INC 2,327 3,177
RYAN SPECIALTY HOLDINGS INC CL A 1,547 1,476
S&P GLOBAL INC 638,049 780,911
SAFRAN SA ADR 33,883 39,022
SAFRAN SA EURO.20 718,882 930,790
SAIA INC 9,573 15,951
SAP SE SPON ADR 37,896 37,916
SBA COMMUNICATIONS CORP NEW REIT 2,052 1,630
SCHNEIDER ELEC SE UNSPONSORED ADR 13,404 23,827
SCHWAB CHARLES CORP 800,827 913,505
SCHWAB CHARLES CORP NEW 31,731 40,631
SCOTTS MIRACLE-GRO CO CL A 10,017 11,278
SEA LTD ADR 27,956 39,894
SERVICENOW INC 17,785 45,585
SHERWIN WILLIAMS CO 27,522 41,132
SHOPIFY INC CL A 29,463 44,659
SIEMENS ENERGY AG ADR 25,052 26,359
SITEONE LANDSCAPE SUPPLY INC 11,602 13,177
SPDR S&P 500 ETF 34,222,500 52,073,307
SPOTIFY TECHNOLOGY SA EUR 23,453 36,238
STARBUCKS CORP 330,695 309,246
STERIS PLC 20,438 23,228
SUN COMMUNITIES 1,748,384 1,362,256
TAIWAN SEMICONDUCTOR MFG CO LTD ADR 37,667 52,335
TELEDYNE TECHNOLOGIES INC 13,587 16,709
TEMPUR SEALY INTL INC 26,566 29,309
TERADYNE INC 10,293 15,740
THE COPPER COMPANIES INC 18,208 23,534
THERMO FISHER SCIENTIFIC INC 35,461 35,376
THERMO FISHER SCIENTIFIC INC 38,473 35,376
THOR INDUSTRIES INC 15,547 18,185
TRANSDIGM GROUP INC 13,476 25,346
TYLER TECHNOLOGIES INC 6,318 10,380
UBER TECHNOLOGIES 597,230 577,383
UBS GROUP AG 19,939 19,769
UNITED HEALTH GROUP 16,304 15,682
UNITED HEALTH GROUP 38,519 37,434
UNITED HEALTH GROUP 40,641 38,951
UNITED HEALTH GROUP 457,951 840,233
UNIVERSAL DISPLAY CORP 20,363 13,450
VAIL RESORTS INC 4,641 3,936
VALERO ENERGY CORP NEW 26,049 22,557
VEEVA SYSTEMS INC CL A 8,535 9,251
VENTAS INC 1,878,483 2,249,237
VERALTO CORP 1,210 1,222
VERISIGN INC 1,617 1,656
VERISK ANALYTICS INC 2,402 3,581
VISA INC 36,361 53,411
VISA INC 25,785 41,085
VISA INC 665,545 1,012,276
VULCAN MATERIALS CO NEW 12,680 18,263
WASTE CONNECTIONS INC CAD 4,841 4,633
WASTE CONNECTIONS INC CAD 12,182 15,614
WATERS CORP 3,313 4,081
WATSCO INC 13,321 22,747
WIX COM LTD ILS 983 2,575
WORKDAY INC CL A 23,175 26,835
ZEBRA TECHNOLOGIES CORP CL A 18,398 23,946
ZOETIS INC 34,507 36,170
ZOETIS INC 34,537 33,238
ZURN ELKAY WATER SOLUTION CORP 15,722 20,851

TY 2024 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 (ALBERTA) (AIV-SH) LP AT COST 1,889,912 2,294,509
CATALIO NEXUS FUND III, LP AT COST 1,883,921 1,993,519
CATALIO STRUCTURED OPPORTUNITIES FUND I, LP AT COST 405,504 720,053
CENTENNIAL REAL ESTATE FUND VI LP AT COST 2,018,716 2,018,716
CENTENNIAL REAL ESTATE FUND VII, LP AT COST 1,365,085 1,365,085
CLEARVUE PARTNERS II, LP AT COST 1,749,304 1,376,384
CLEARVUE PARTNERS III, LP AT COST 1,014,092 1,182,266
COATUE CT 97, LLC AT COST 1,020,000 201,144
COATUE OFFSHORE FUND, LTD AT COST 2,000,000 5,508,246
COATUE SMART TRANSPORTATION & OFFSHORE FEEDER FUND I, LP AT COST 1,996,722 4,209,257
COSTANOA VENTURE CAPITAL I, LP AT COST 0 1,244,276
COSTANOA VENTURES IV, LP AT COST 1,210,114 2,170,466
COSTANOA VENTURES OPPORTUNITY FUND II LP AT COST 1,330,446 2,035,445
COSTANOA VENTURES OPPORTUNITY FUND, LP AT COST 564,004 1,526,667
COSTONOA VENTURES OPPORTUNITY FUND III, LP AT COST 696,180 766,279
COSTONOA VENTURES V, LP AT COST 597,774 552,680
FORAGER FUND AT COST 1,000,000 1,435,065
FRANKLIN TALOS, LP AT COST 951,002 1,377,842
GRAND PRAIRIE PARTNERS, LLC AT COST 1,400,000 1,400,000
HARLEM CAPITAL PARTNERS VENTURE FUND II, LP AT COST 625,000 410,715
KEMMONS WILSON HOSPITALITY PARTNERS II, LP AT COST 1,678,710 1,562,770
KEMMONS WILSON HOSPITALITY PARTNERS LP AT COST 1,140,789 1,402,214
KHOSLA VENTURES VII, LP AT COST 788,000 695,817
KNOLL VENTURES FUND I, LP AT COST 722,024 732,616
KNOLL VENTURES FUND II, LP AT COST 220,000 193,818
MCF3A LIMITED PARTNERSHIP AT COST 1,644,329 1,644,329
OLD WELL PARTNERS FUND, LTD AT COST 2,000,000 1,986,948
PETERSON PRIVATE EQUITY IX, LP AT COST 3,261,362 3,600,488
PETERSON PRIVATE EQUITY X LP AT COST 701,041 2,056,855
PIVOTAL WN PARTNERS, LLC AT COST 1,000,000 1,000,000
PROSPER FUND I, LP AT COST 112,952 83,336
QUAD-C PARTNERS X, LP AT COST 763,348 1,041,179
SILVER LAKE ALPINE (OFFSHORE) LP AT COST 2,919,249 4,433,076
SOLAREIT FUND I LP AT COST 1,827,253 1,819,661
SOMERAROAD PENDRY NASHVILLE AT COST 666,667 666,667
SW NEIGHBORHOOD CENTERS II LLC AT COST 1,647,165 2,250,341

TY 2024 LegalFeesSchedule
Name:
ALTECSTYSLINGER FOUNDATION
EIN:
72-1372302
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 54,650 13,663   40,987


TY 2024 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 1,574 1,574   0
PASSTHROUGH EXPENSES 610,228 610,228   0
MISCELLANEOUS EXPENSE 1,490 0   1,490
DISASTER RELIEF 544,086 0   0


TY 2024 OtherIncomeSchedule2
Name:
ALTECSTYSLINGER FOUNDATION
EIN:
72-1372302
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
IRS REFUND 109 0 109
PFIC DISTRIBUTIONS BREP EUROPE VI 3,562 3,562 3,562
PFIC DISTRIBUTIONS SILVER LAKE ALPINE 1,100,369 1,100,369 1,100,369
ALTERNATIVE INVESTMENT INCOME REPORTED ON K-1S -1,322,783 -1,322,783 -1,322,783


TY 2024 OtherIncreasesSchedule
Name:
ALTECSTYSLINGER FOUNDATION
EIN:
72-1372302
Description Amount
BOOK/TAX DIFFERENCE - ALTERNATIVE INVESTMENTS 8,838
BOOK/TAX DIFFERENCE - BROKERAGE 98,020


TY 2024 OtherProfessionalFeesSchedule
Name:
ALTECSTYSLINGER FOUNDATION
EIN:
72-1372302
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADVISORY FEES - FIDELITY 85,469 85,469   0
ADVISORY FEES - UBS 54,998 54,998   0
SCHOLARSHIP ADMINISTRATION FEES 25,000 0   25,000


TY 2024 TaxesSchedule
Name:
ALTECSTYSLINGER FOUNDATION
EIN:
72-1372302
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL INCOME TAX 37,334 0   0
FOREIGN TAXES - FIDELITY 5,381 5,381   0
FOREIGN TAXES - SCHWAB 36,910 36,910   0
FOREIGN TAXES - UBS 1,944 1,944   0
STATE TAXES 7,862 0   0