Civic Intelligence

Alton N Scott Charitable Trust

EIN 72-6210640 • 501(c)3 • Mobile, AL

Profile

Management of investments, remit the net income to the university of alabama school of engineering for promotion, encouragement and funding of research projects.

Regions Bank Ttee PO Box 1628Mobile, AL 36633-1628

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

9th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

10th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

91st percentile

54%

Higher net margin than 91% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$79,207

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 16.1% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

45th percentile

3.1%

Faster asset growth than 45% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

185%

Faster revenue growth than 96% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$8,807,041

Up $267,491 (+3.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$8,807,041

Up $267,491 (+3.1%) from 2023

Operations
Liabilities / Revenue10th percentileNet Margin91st percentile

Revenue

Up

$491,021

Up $318,907 (+185%) from 2023

Expenses

Down

$223,507

Down $30,478 (-12%) from 2023

Net Income

Up

$267,514

Up $349,385 (+427%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2011: $8,333,217Liabilities 2011: $0Net Assets 2011: $8,333,2172011Assets 2013: $8,484,402Liabilities 2013: $0Net Assets 2013: $8,484,4022013Assets 2014: $8,591,275Liabilities 2014: $0Net Assets 2014: $8,591,2752014Assets 2015: $8,859,259Liabilities 2015: $0Net Assets 2015: $8,859,2592015Assets 2016: $8,709,705Liabilities 2016: $0Net Assets 2016: $8,709,7052016Assets 2017: $9,263,253Liabilities 2017: $0Net Assets 2017: $9,263,2532017Assets 2018: $8,578,715Liabilities 2018: $0Net Assets 2018: $8,578,7152018Assets 2019: $8,678,917Liabilities 2019: $0Net Assets 2019: $8,678,9172019Assets 2020: $8,592,185Liabilities 2020: $0Net Assets 2020: $8,592,1852020Assets 2021: $9,142,949Liabilities 2021: $0Net Assets 2021: $9,142,9492021Assets 2022: $8,622,428Liabilities 2022: $0Net Assets 2022: $8,622,4282022Assets 2023: $8,539,550Liabilities 2023: $0Net Assets 2023: $8,539,5502023Assets 2024: $8,807,041Liabilities 2024: $0Net Assets 2024: $8,807,0412024

Highlighted filing

2024

Assets$8,807,041
Liabilities$0
Net Assets$8,807,041
Open 2024 Filing

Operations Trend

Revenue Growth96th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2011: $619,146Expenses 2011: $656,090Net Income 2011: -$36,9442011Revenue 2013: $691,142Expenses 2013: $1,133,678Net Income 2013: -$442,5362013Revenue 2014: $836,351Expenses 2014: $629,872Net Income 2014: $206,4792014Revenue 2015: $898,143Expenses 2015: $628,768Net Income 2015: $269,3752015Revenue 2016: $457,190Expenses 2016: $605,658Net Income 2016: -$148,4682016Revenue 2017: $672,681Expenses 2017: $109,907Net Income 2017: $562,7742017Revenue 2018: $402,690Expenses 2018: $1,074,644Net Income 2018: -$671,9542018Revenue 2019: $636,186Expenses 2019: $531,925Net Income 2019: $104,2612019Revenue 2020: $473,449Expenses 2020: $561,038Net Income 2020: -$87,5892020Revenue 2021: $657,542Expenses 2021: $107,294Net Income 2021: $550,2482021Revenue 2022: $241,788Expenses 2022: $761,219Net Income 2022: -$519,4312022Revenue 2023: $172,114Expenses 2023: $253,985Net Income 2023: -$81,8712023Revenue 2024: $491,021Expenses 2024: $223,507Net Income 2024: $267,5142024

Highlighted filing

2024

Revenue$491,021
Expenses$223,507
Net Income$267,514
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,807,041
Liabilities
$0
Net assets
$8,807,041
Revenue
$491,021
Expenses
$223,507
Net income
$267,514
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.81$0.00$8.81$0.49$0.22$0.27
2023Detailed filing. Detailed filing data is available for this year.$8.54$0.00$8.54$0.17$0.25$0.08
2022Detailed filing. Detailed filing data is available for this year.$8.62$0.00$8.62$0.24$0.76$0.52
2021Detailed filing. Detailed filing data is available for this year.$9.14$0.00$9.14$0.66$0.11$0.55
2020Detailed filing. Detailed filing data is available for this year.$8.59$0.00$8.59$0.47$0.56$0.09
2019Detailed filing. Detailed filing data is available for this year.$8.68$0.00$8.68$0.64$0.53$0.10
2018Detailed filing. Detailed filing data is available for this year.$8.58$0.00$8.58$0.40$1.07$0.67
2017Detailed filing. Detailed filing data is available for this year.$9.26$0.00$9.26$0.67$0.11$0.56
2016Detailed filing. Detailed filing data is available for this year.$8.71$0.00$8.71$0.46$0.61$0.15
2015Summary only. Only limited summary data is available for this year.$8.86$0.00$8.86$0.90$0.63$0.27
2014Summary only. Only limited summary data is available for this year.$8.59$0.00$8.59$0.84$0.63$0.21
2013Summary only. Only limited summary data is available for this year.$8.48$0.00$8.48$0.69$1.13$0.44
2011Summary only. Only limited summary data is available for this year.$8.33$0.00$8.33$0.62$0.66$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 4, 2025
Return Version
2024v5.2
Gross Receipts
$2,068,483
Mission and Program Overview

Mission

Management of investments, remit the net income to the university of alabama school of engineering for promotion, encouragement and funding of research projects.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$8,539,550$8,807,041▲ $267,491
Investments in Publicly Traded Securities$5,222,889$5,262,038▲ $39,149
Land, Buildings, and Equipment, Net$3,210,857$3,210,857→ $0
Cash and Non-Interest-Bearing Accounts$104,301$332,643▲ $228,342
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$8,539,550$8,807,041▲ $267,491
Other Assets Total$1,503$1,503→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$8,539,550$8,807,041▲ $267,491
Total Liabilities and Net Assets / Fund Balance$8,539,550$8,807,041▲ $267,491

Asset Categories

AssetBook ValueDepreciationBasis
Land$3,210,857--
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseTotal
-TrusteePT$79,207$79,207
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$467,836
Other Revenue
$23,185
Change in Net Assets
$267,514
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$110,000
Salaries, Compensation, and Employee Benefits$79,207
Other Expenses$34,300
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$110,000--$110,000
Current Officers, Directors, Trustees, and Key Employees-$79,207-$79,207
Fees for Service Investment Mgmnt Fees-$5,274-$5,274
Fees for Services Accounting-$5,018-$5,018
Other Expenses-$2,632-$2,632
All Other Expenses-$2,263-$2,263
Total Functional Expenses$110,000$113,507$0$223,507
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of Alabama School of EngineeringTuscaloosa, AL170(b)(1)(a)(ii)The Organization Distributes Funds to the University of Alabama School of Engineering$110,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“The entity is a trust and no committees have been given authority to act on behalf of the trustee.”

Form 990, Part VI, Section B, Line 11B

“The entity is a trust held for management by regions bank trust department. The certified public accountants engaged by the trust department prepare the form 990 and submit it to the appropriate individuals for review and filing.”

Form 990, Part VI, Section B, Line 12C

“While this trust does not have a written conflict of interest policy, a written whistleblower policy, or a written document retention and destruction policy, regions bank as a corporate trustee has adopted its own policies addressing these areas to govern all of its fiduciary relationships. All bank policies are monitored by the bank's management.”

Form 990, Part VI, Section C, Line 19

“The required disclosure documentation is provided upon request.”

Form 990, Part VII, Line 1A, Column (D)

“The compensation reported in column (d) paid to regions bank as corporate trustee is calculated based on market value and the fee schedule. It is not determined on an hourly basis and encompasses regions corporate trustee services.”

Filing and Contact Details

Filer

Filer Name
Alton N Scott Charitable Trust
EIN
72-6210640
Phone
2516901337
Address
REGIONS BANK TTEE PO BOX 1628, MOBILE, AL 36633-1628

Signing Officer

Name
Richard Harvey
Title
Trust Officer
Phone
2516901337
Signed
2025-08-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Harvey
Formed
2002
Legal Domicile
Al
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Smith Dukes & Buckalew Llp
Address
3800 AIRPORT BLVD, MOBILE, AL 36608-1667
Preparer
J Wilbert Jordan Jr
Phone
2513431200
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Year end timing differences -23.”

Raw XML AppendixShowing 400 of 449 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/ActivitiesConductedPrtshpInd00
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IRS990/AllOtherExpensesGrp/TotalAmt02263
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IRS990/Form990ProvidedToGvrnBodyInd01
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IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt0110000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0110000
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IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0136528
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt0179762
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt0647052
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt0470071
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt01640953
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt031310
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0110000
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0302636
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt036.350000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt0110000
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0141310
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE TRUST HAS MAINTAINED A CLOSE CONTINUOUS WORKING RELATIONSHIP WITH THE SUPPORTED ORGANIZATION AS DEMONSTRATED BY THEIR PARTICIPATION IN THE ANNUAL MEETING AND RECEIPT OF PERIODIC STATEMENTS. DURING THE MEETING AND AS THE NEED ARISES THROUGHOUT THE YEAR, THE SUPPORTED ORGANIZATION PROVIDES INPUT ON INVESTMENT DECISIONS AND REQUESTS AS TO THE AMOUNTS AND TIMING OF DISTRIBUTIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE SUPPORTED ORGANIZATION HAS A SIGNIFICANT VOICE AS DEMONSTRATED BY THEIR PARTICIPATION IN INVESTMENT MEETINGS. THE SUPPORTED ORGANIZATION PROVIDES INPUT AS TO THE INVESTMENT OF ASSETS AND HAS THE OPPORTUNITY TO SHARE THEIR NEEDS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION D, LINE 3
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt09488777
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt08778416
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt0146107
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0189119
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt06445582
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt05675942
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0142332
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0131676
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt02897088
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt02913355
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt09346445
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt08646740
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0327126
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0302636
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt09488777
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt08778416
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0327126
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0302636
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0636001138
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd05
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0110000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0UNIV OF ALA SCHOOL OF ENGINEERING
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0110000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/LandGrp/BookValueAmt03210857
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt03210857
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03210857
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0110000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0170(B)(1)(A)(II)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0THE ORGANIZATION DISTRIBUTES FUNDS TO THE UNIVERSITY OF ALABAMA SCHOOL OF ENGINEERING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF ALABAMA SCHOOL OF ENGINEERING
IRS990ScheduleI/RecipientTable/RecipientEIN0636001138
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0C/O WILLIAM HUGHES PO BOX 870122
IRS990ScheduleI/RecipientTable/USAddress/CityNm0TUSCALOOSA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0AL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd036487
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DISTRIBUTES FUNDS TO THE UNIVERSITY OF ALABAMA SCHOOL OF ENGINEERING IN TUSCALOOSA, AL FOR THE SOLE PURPOSE OF PROMOTING, ENCOURAGING, AND FUNDING RESEARCH PROJECTS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ENTITY IS A TRUST AND NO COMMITTEES HAVE BEEN GIVEN AUTHORITY TO ACT ON BEHALF OF THE TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ENTITY IS A TRUST HELD FOR MANAGEMENT BY REGIONS BANK TRUST DEPARTMENT. THE CERTIFIED PUBLIC ACCOUNTANTS ENGAGED BY THE TRUST DEPARTMENT PREPARE THE FORM 990 AND SUBMIT IT TO THE APPROPRIATE INDIVIDUALS FOR REVIEW AND FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WHILE THIS TRUST DOES NOT HAVE A WRITTEN CONFLICT OF INTEREST POLICY, A WRITTEN WHISTLEBLOWER POLICY, OR A WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY, REGIONS BANK AS A CORPORATE TRUSTEE HAS ADOPTED ITS OWN POLICIES ADDRESSING THESE AREAS TO GOVERN ALL OF ITS FIDUCIARY RELATIONSHIPS. ALL BANK POLICIES ARE MONITORED BY THE BANK'S MANAGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE REQUIRED DISCLOSURE DOCUMENTATION IS PROVIDED UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE COMPENSATION REPORTED IN COLUMN (D) PAID TO REGIONS BANK AS CORPORATE TRUSTEE IS CALCULATED BASED ON MARKET VALUE AND THE FEE SCHEDULE. IT IS NOT DETERMINED ON AN HOURLY BASIS AND ENCOMPASSES REGIONS CORPORATE TRUSTEE SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5YEAR END TIMING DIFFERENCES -23.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VII, LINE 1A, COLUMN (D)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UNIVERSITY OF ALABAMA SCHOOL OF ENGINEERING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0636001138
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0170(B)(1)(A)(II)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SCHOOL OF ENGINEERING - EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0C/O WILLIAM HUGHES PO BOX 870122
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0TUSCALOOSA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd036487
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0110000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0UNIVERSITY OF ALABAMA SCHOOL OF ENGINEERING
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt08539550
IRS990/TotalAssetsEOYAmt08807041
IRS990/TotalAssetsGrp/BOYAmt08539550
IRS990/TotalAssetsGrp/EOYAmt08807041
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0113507
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0110000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0223507
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt08539550
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08807041
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0110000
IRS990/TotalReportableCompFromOrgAmt079207
IRS990/TotalRevenueGrp/ExclusionAmt0491021

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