2023-11-13T12:40:44-06:00 2023-06-30 461498870 BMSS LLC 1121 RIVERCHASE OFFICE RD BIRMINGHAM AL 35244 990 2022-07-01 636117334 HOLY NAME OF JESUS HOSPITAL TRUST C/O REGIONS BANK - TRUST DEPT HOLY 2052645232 PO BOX 1688 BIRMINGHAM AL 35202 REGIONS BANK - TRUST DEPARTMENT TRUSTEE 2052645232 2023-11-10 1 REGIONS BANK - TRUST DEPARTM 999009999 0 ERSKINE G DONALD CPA P00230728 2059825500 2023-11-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z REGIONS BANK - TRUST DEPA PO BOX 1688 BIRMINGHAM AL 35202 2966769 0 0928 X N/A X 1978 AL TO BENEFIT AND ENHANCE MEDICAL SERVICES IN THE STATE OF ALABAMA 1 0 0 0 0 0 0 0 122388 115873 1878484 272569 69 0 2000941 388442 406053 397967 0 0 215194 192721 0 0 0 281428 305246 902675 895934 1098266 -507492 26432978 25925486 0 0 26432978 25925486 X TO BENEFIT AND ENHANCE MEDICAL SERVICES IN THE STATE OF ALABAMA 0 0 684636 397967 115873 SEE ATTACHED 684636 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 1 0 0 X REGIONS BANK - TRUST DEPT 2052645232 PO BOX 1688 BIRMINGHAM AL 35202 X REGIONS BANK AS TRUSTEE 22.00 X 192721 0 0 192721 0 0 0 0 0 0 DONALD R GARRIS 148 HAWK DRIVE RAINBOW CITY AL 35906 CONSULTING SVCS/DEFERRED COMPENSATION 226669 1 MORTGAGE INTEREST 900099 115873 115873 115873 608672 608672 2242224 2578327 -336103 -336103 -336103 388442 115873 0 272569 X 397967 397967 192721 192721 5132 5132 13445 13445 286669 286669 895934 684636 211298 0 787025 842526 5031110 4820192 20614842 20262767 1 1 26432978 25925486 0 0 X 26432978 25925486 0 0 0 0 26432978 25925486 26432978 25925486 -507492 0 X 0 0 0 X X 2 US CONFERENCE OF CATHOLIC BISHOPS (GEN 0928) 530196617 1 0 0 0 HOLY NAME OF JESUS MEDICAL CENTER INC 630310793 3 1 0 0 2 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 PART IV, SECTION A, LINE 1 THE TRUST SUPPORTS BOTH (1) THE ROMAN CATHOLIC CHURCH OF THE UNITED STATES VIA THE UNITED STATES CONFERENCE OF CATHOLIC BISHOPS ("USCCB")(GEN 0928) AND (2) THE HOLY NAME OF JESUS MEDICAL CENTER, INC. NEITHER THE ROMAN CATHOLIC CHURCH NOR THE USCCB IS NAMED IN THE TRUST INSTRUMENT. THE HOLY NAME OF JESUS MEDICAL CENTER, INC. IS NAMED IN THE TRUST INSTRUMENT. THE HOLY NAME OF JESUS HOSPITAL TRUST WAS FOUNDED BY THE MISSIONARY SERVANTS OF THE MOST BLESSED TRINITY, A CONGREGATION OF ROMAN CATHOLIC SISTERS FOUNDED BY REVEREND THOMAS A. JUDGE IN HOLY TRINITY, ALABAMA IN 1918. ALTHOUGH THE TRUST DOES NOT NAME THE ROMAN CATHOLIC CHURCH, IT RELATES TO THE ALABAMA DIOCESE AND IS INCLUDED IN THE OFFICIAL CATHOLIC CHURCH DIRECTORY AND AS SUCH IT IS RECOGNIZED AS A 501(C)(3) SUBORDINATE ORGANIZATION TO THE UNITED STATES CONFERENCE OF CATHOLIC BISHOPS. THE TRUST WILL TERMINATE BY ITS OWN TERMS IN THE YEAR 2028. THE HOLY NAME OF JESUS MEDICAL CENTER, INC. IS THE REMAINDER BENEFICIARY OF THE TRUST, AND THE MISSIONARY SERVANTS OF THE MOST BLESSED TRINITY, INC., A PENNSYLVANIA CORPORATION, IS A CONTINGENT REMAINDER BENEFICIARY. PART IV, SECTION A, LINE 6 THE TRUST HAS INCLUDED DETAILS OF THESE ACTIVITIES IN THE SCHEDULE O NARRATIVES IN ITS ANNUAL IRS FORM 990 FILING. PART IV, SECTION D, LINE 3 ARTICLE II, PARAGRAPH 1, OF THE TRUST INSTRUMENT STATES THE MISSION AND PURPOSE OF THE TRUST - ". . . TO BENEFIT AND ENHANCE THE SERVICES OF THE HOLY NAME OF JESUS HOSPITAL IN GADSDEN, ALABAMA AND/OR MEDICAL SERVICES IN THE STATE OF ALABAMA IN GENERAL." [NOTE: THE HOSPITAL WAS SOLD IN 1991.] ARTICLE V, PARAGRAPH 2, STATES AS FOLLOWS: NOTWITHSTANDING THE FORGOING, THE TRUSTEE SHALL MAKE SUCH INVESTMENTS OF ANY NATURE WHATSOEVER AS DIRECTED IN WRITING BY THE MISSIONARY SERVANTS OF THE MOST BLESSED TRINITY, INC. (AN ALABAMA CORPORATION), PROVIDED, HOWEVER, THAT SAID CORPORATION CERTIFY IN WRITING TO THE TRUSTEE THAT THE INVESTMENTS SO DIRECTED, IN THE OPINION OF THE SAID ALABAMA CORPORATION, WILL BE FOR THE GENERAL PURPOSES SET FORTH IN ARTICLE II." FURTHER GUIDANCE FOR THE TRUSTEE IS PROVIDED BY THE PRESIDENT OF THE SAID ALABAMA CORPORATION, WHO SERVES AS A CONSULTANT TO THE TRUSTEE. THE PRESIDENT OF THE SAID ALABAMA CORPORATION IS A SISTER IN THE MISSIONARY SERVANTS OF THE MOST BLESSED TRINITY. FOR MORE INFORMATION ABOUT THE MISSIONARY SERVANTS OF THE MOST BLESSED TRINITY, SEE HTTP://MSBT.ORG/. PART IV, SECTION E, LINE 2A THE ACTIVITIES OF THE TRUST FURTHERED THE EXEMPT PURPOSES OF THE SUPPORTED ORGANIZATIONS BY FULFILLING THE PURPOSES OF THE TRUST - ". . . TO BENEFIT AND ENHANCE THE SERVICES OF THE HOLY NAME OF JESUS HOSPITAL IN GADSDEN, ALABAMA AND/OR MEDICAL SERVICES IN THE STATE OF ALABAMA IN GENERAL." AFTER THE HOSPITAL WAS SOLD IN 1991, THE TRUST CONTINUED ITS HISTORICAL SUPPORT OF HEALTH AND MEDICAL SERVICES IN THE STATE OF ALABAMA. THE TRUST HAS INCLUDED DETAILS OF THESE ACTIVITIES IN THE SCHEDULE O NARRATIVES IN ITS ANNUAL IRS FORM 990 FILINGS. PART IV, SECTION E, LINE 2B THE SUPPORTED ORGANIZATIONS HAVE HISTORICALLY SOUGHT TO RELIEVE SUFFERING BY THE SICK, THE POOR, THE VERY YOUNG AND THE VERY OLD, THOSE WITH DISABILITIES AND THOSE DISADVANTAGED BY LIVING IN RURAL AREAS (DUE TO LACK OF PUBIC WATER, SEWER, ELECTRICITY, AND OTHER PUBLIC SERVICES). THE HOLY NAME OF JESUS HOSPITAL OPERATED A SCHOOL OF NURSING FOR MANY YEARS, AND THE TRUST HAS SUPPORTED THE NURSING PROGRAM AT JUDSON COLLEGE IN MARION, ALABAMA, AND BY PROVIDING SCHOLARSHIPS FOR NURSING STUDENTS WHO SERVE IN RURAL OR MEDICALLY UNDERSERVED AREAS OF THE STATE OF ALABAMA. ALL OF THE ACTIVITIES OF THE TRUST ARE REPRESENTATIVE OF THE ROMAN CATHOLIC CHURCH'S CHARITABLE ACTIVITIES IN THE AREA OF HEALTH AND MEDICAL SERVICES. THE ACTIVITIES OF THE TRUST ARE SUBJECT TO REVIEW BY THE ROMAN CATHOLIC DIOCESE IN BIRMINGHAM, ALABAMA, AS A REQUIREMENT FOR INCLUSION IN THE OFFICIAL CATHOLIC DIRECTORY. 1 RAINBOW OMEGA INC 100 HOPE DRIVE EASTABOGA AL 36260 631036500 501(C)(3) 42000 0 BOOK NONE SEE PART IV OZANAM CHARITABLE PHARMACY INC 109 S CEDAR STREET MOBILE AL 36602 721386236 501(C)(3) 65000 0 BOOK NONE SEE PART IV FOOD FOR OUR JOURNEY 2418 HUNTINGTON GLEN DR BIRMINGHAM AL 35226 833605481 501(C)(3) 30000 0 BOOK NONE SEE PART IV SOUTHEASTERN DIABETES EDUCATION SERVICES INC- CAMP SEALE HARRIS 500 CHASE PARK SOUTH NO 104 HOOVER AL 35244 631091899 501(C)(3) 45000 0 BOOK NONE SEE PART IV ENABLE MADISON COUNTY 701 ANDREW JACKSON WAY NE HUNTSVILLE AL 35801 630835099 501(C)(3) 50000 0 BOOK NONE SEE PART IV THE WELLHOUSE INC 8121 PARKWAY DRIVE LEEDS AL 35094 272973046 501(C)(3) 50000 0 BOOK NONE SEE PART IV SAFEHOUSE OF SHELBY COUNTY PO BOX 275 PELHAM AL 35124 631007280 501(C)(3) 30000 0 BOOK NONE SEE PART IV WEST ALABAMA FOOD BANK PO BOX 805 HOMEWOOD AL 35209 630947676 501(C)(3) 30000 0 BOOK NONE SEE PART IV ALABAMA CHILDHOOD FOOD SOLUTIONS PO 1321 SYLACAUGA AL 35150 454817150 501(C)(3) 30000 0 BOOK NONE SEE PART IV MANNA MINISTRIES 333 SMOKEY ROAD ALABASTER AL 35007 582058855 501(C)(3) 20000 0 BOOK NONE SEE PART IV ATTALLA HOUSING & SOCIAL SERVICES 904 9TH ST SW ATTALLA AL 35954 631206050 501(C)(3) 5967 0 BOOK NONE SEE PART IV PART II, LINE 1, COLUMN (H): RAINBOW OMEGA, INC. FINANCING FOR EQUIPMENT FOR VOCATIONAL CENTER DURING THE TAX YEAR ENDING JUNE 30, 2011, THE TRUST PROVIDED FINANCING FOR EQUIPMENT TO BE USED IN THE NEW VOCATIONAL CENTER BEING CONSTRUCTED BY RAINBOW OMEGA, INC., A 501(C) (3) ORGANIZATION THAT BENEFITS INDIVIDUALS WITH PHYSICAL AND/OR MENTAL DISABILITIES. AMOUNTS ARE STILL BEING ADVANCED. UPON COMPLETION OF THE CONSTRUCTION, THE ADVANCES AND ANY UNPAID INTEREST WILL BE CONVERTED TO A TERM LOAN. NOTE: CONSTRUCTION HAS BEEN COMPLETED AND THE CONSTRUCTION LOAN HAS BEEN CONVERTED TO A TERM LOAN. PAYMENTS ON THIS LOAN ARE CURRENT. DURING THE TAX YEAR ENDING JUNE 30, 2019, THE TRUST PROVIDED $88,000 TO REPLACE THE FIRE SYSTEM, LIFT TRACK SYSTEM, AND VAN FOR TRANSPORT. DURING THE TAX YEAR ENDING JUNE 30, 2020, THE TRUST PROVIDED $24,000 TO RAINBOW OMEGA TO ENHANCE THE HEALTH AND WELLBEING OF THE INTELLECTUALLY AND MEDICALLY DISABLED RESIDENTS OF RAINBOW OMEGA WITH INSTALLATION OF A CEILING MOUNTED PATIENT LIFT. DURING THE TAX YEAR ENDING JUNE 30, 2021, THE TRUST PROVIDED $40,000 TO RAINBOW OMEGA TO ENHANCE THE HEALTH AND WELLBEING OF THE INTELLECTUALLY AND MEDICALLY DISABLED RESIDENTS OF RAINBOW OMEGA WITH THE NEED FOR EQUIPMENT DUE TO COVID 19 AND THE REPLACEMENT OF DAMAGED/UNSAFE FURNITURE. DURING THE TAX YEAR ENDING JUNE 30, 2023, THE TRUST PROVIDED $42,000 TO RAINBOW OMEGA TO ENHANCE THE HEALTH AND WELLBEING OF THE INTELLECTUALLY AND MEDICALLY DISABLED RESIDENTS OF RAINBOW OMEGA. PART II, LINE 1, COLUMN (H): OZANAM CHARITABLE PHARMACY PROVISION OF PRESCRIPTION MEDICATION FOR THE HOMELESS, WORKING POOR AND UNINSURED AT OR BELOW THE POVERTY LINE DURING THE TAX YEAR ENDING JUNE 30, 2015, THE TRUST ENTERED INTO A COMMITMENT TO PROVIDE $65,000 TO OZANAM CHARITABLE PHARMACY, A NON-PROFIT, 501(C)(3) ORGANIZATION, TO PROVIDE FUNDING FOR A GENERIC MEDICATION PROGRAM AND SUPPORT SERVICES, WHEREBY GENERIC MEDICATION IS PROVIDED TO THE HOMELESS, WORKING POOR AND UNINSURED AT OR BELOW THE POVERTY LINE. DURING THE TAX YEAR ENDING JUNE 30, 2015, $20,000 OF THIS COMMITMENT WAS USED TO PROVIDE PRESCRIPTION ASSISTANCE IN MOBILE, BALDWIN AND ESCAMBIA COUNTIES IN SOUTH ALABAMA. DURING THE TAX YEAR ENDING JUNE 30, 2016, $45,000 OF THIS COMMITMENT WAS USED TO PROVIDE PRESCRIPTION ASSISTANCE IN MOBILE, BALDWIN AND ESCAMBIA COUNTIES IN SOUTH ALABAMA. DURING THE TAX YEAR ENDING JUNE 30, 2017, THE TRUST PROVIDED $60,000 TO OZANAM CHARITABLE PHARMACY TO PROVIDE PRESCRIPTION ASSISTANCE IN MOBILE, BALDWIN AND ESCAMBIA COUNTIES IN SOUTH ALABAMA. DURING THE TAX YEAR ENDING JUNE 30, 2018, THE TRUST PROVIDED $60,000 TO OZANAM CHARITABLE PHARMACY TO PROVIDE PRESCRIPTION ASSISTANCE IN MOBILE, BALDWIN AND ESCAMBIA COUNTIES IN SOUTH ALABAMA. DURING THE TAX YEAR ENDING JUNE 30, 2019, THE TRUST PROVIDED $60,000 TO OZANAM CHARITABLE PHARMACY TO PROVIDE PRESCRIPTION ASSISTANCE IN MOBILE, BALDWIN AND ESCAMBIA COUNTIES IN SOUTH ALABAMA. DURING THE TAX YEAR ENDING JUNE 30, 2020, THE TRUST PROVIDED $60,000 TO OZANAM CHARITABLE PHARMACY TO ADDRESS THE PRESCRIPTION MEDICATION NEEDS OF UNINSURED INDIVIDUALS IN THE MOBILE AREA. DURING THE TAX YEAR ENDING JUNE 30, 2021, THE TRUST PROVIDED $65,000 TO OZANAM CHARITABLE PHARMACY TO ADDRESS THE PRESCRIPTION MEDICATION NEEDS OF UNINSURED INDIVIDUALS IN THE MOBILE AREA. DURING THE TAX YEAR ENDING JUNE 30, 2022, THE TRUST PROVIDED $65,000 TO OZANAM CHARITABLE PHARMACY TO ADDRESS THE PRESCRIPTION MEDICATION NEEDS OF UNINSURED INDIVIDUALS IN THE MOBILE AREA. DURING THE TAX YEAR ENDING JUNE 30, 2023, THE TRUST PROVIDED $65,000 TO OZANAM CHARITABLE PHARMACY TO ADDRESS THE PRESCRIPTION MEDICATION NEEDS OF UNINSURED INDIVIDUALS IN THE MOBILE AREA. PART II, LINE 1, COLUMN (H): FOOD FOR OUR JOURNEY DURING THE TAX YEAR ENDING JUNE 30, 2020, THE TRUST GAVE $25,000 TO FOOD FOR OUR JOURNEY TO PROVIDE AND DELIVER PREPARED MEALS TO HOMELESS PERSONS VIA THEIR MOBILE FOOD TRUCK. DURING THE TAX YEAR ENDING JUNE 30, 2021, THE TRUST GAVE $25,000 TO FOOD FOR OUR JOURNEY TO PROVIDE AND DELIVER PREPARED MEALS TO HOMELESS PERSONS VIA THEIR MOBILE FOOD TRUCK. DURING THE TAX YEAR ENDING JUNE 30, 2022, THE TRUST PROVIDED $25,000 TO FOOD FOR OUR JOURNEY TO PROVIDE AND DELIVER PREPARED MEALS TO HOMELESS PERSONS VIA THEIR MOBILE FOOD TRUCK. DURING THE TAX YEAR ENDING JUNE 30, 2023, THE TRUST PROVIDED $30,000 TO FOOD FOR OUR JOURNEY TO PROVIDE AND DELIVER PREPARED MEALS TO HOMELESS PERSONS VIA THEIR MOBILE FOOD TRUCK. PART II, LINE 1, COLUMN (H): CAMP SEALE HARRIS SOUTHEASTERN DIABETES EDUCATION SERVICES DURING THE TAX YEAR ENDING JUNE 30, 2018 THE TRUST PROVIDED $25,000 TO CAMP SEALE HARRIS TO BENEFIT AND SERVE CHILDREN WITH DIABETES, AND THEIR FAMILIES WITH EDUCATION, SUPPORT, AND ENCOURAGEMENT AT THEIR YEAR-ROUND CAMP AND COMMUNITY SUPPORT PROGRAMS THROUGHOUT THE STATE OF ALABAMA. DURING THE TAX YEAR ENDING JUNE 30, 2019 THE TRUST PROVIDED $25,000 TO CAMP SEALE HARRIS TO BENEFIT AND SERVE CHILDREN WITH DIABETES, AND THEIR FAMILIES WITH EDUCATION, SUPPORT, AND ENCOURAGEMENT AT THEIR YEAR-ROUND CAMP AND COMMUNITY SUPPORT PROGRAMS THROUGHOUT THE STATE OF ALABAMA. DURING THE TAX YEAR ENDING JUNE 30, 2020 THE TRUST PROVIDED $40,000 TO CAMP SEALE HARRIS TO BENEFIT AND SERVE CHILDREN WITH DIABETES, AND THEIR FAMILIES WITH EDUCATION, SUPPORT, AND ENCOURAGEMENT AT THEIR YEAR-ROUND CAMP AND COMMUNITY SUPPORT PROGRAMS THROUGHOUT THE STATE OF ALABAMA. DURING THE TAX YEAR ENDING JUNE 30, 2021 THE TRUST PROVIDED $80,000 TO CAMP SEALE HARRIS TO BENEFIT AND SERVE CHILDREN WITH DIABETES, AND THEIR FAMILIES WITH EDUCATION, SUPPORT, AND ENCOURAGEMENT AT THEIR YEAR-ROUND CAMP AND COMMUNITY SUPPORT PROGRAMS THROUGHOUT THE STATE OF ALABAMA. DURING THE TAX YEAR ENDING JUNE 30, 2023 THE TRUST PROVIDED $45,000 TO CAMP SEALE HARRIS TO BENEFIT AND SERVE CHILDREN WITH DIABETES, AND THEIR FAMILIES WITH EDUCATION, SUPPORT, AND ENCOURAGEMENT AT THEIR YEAR-ROUND CAMP AND COMMUNITY SUPPORT PROGRAMS THROUGHOUT THE STATE OF ALABAMA. PART II, LINE 1, COLUMN (H): CASA OF MADISON COUNTY WHEELCHAIR RAMPS FOR ELDERLY AND HOMEBOUND DURING THE TAX YEAR ENDING JUNE 30, 2014, THE TRUST PROVIDED $30,000 TO CASA OF MADISON COUNTY, A NON-PROFIT, 501(C)(3) ORGANIZATION TO BE USED FOR BUILDING, REPAIRING OR REPAINTING WHEELCHAIR RAMPS (AND FOR PURCHASING PORTABLE RAMPS FOR TEMPORARY USE PENDING COMPLETION OF PERMANENT RAMPS) FOR HOMEBOUND CITIZENS. RAMPS ARE PROVIDED AT NO COST TO QUALIFIED WHEELCHAIR BOUND CLIENTS. LABOR FOR CONSTRUCTION OF THE WHEELCHAIR RAMPS WAS PROVIDED FOR ELDERLY AND HOMEBOUND CLIENTS BY COMMUNITY VOLUNTEERS. DURING THE FISCAL YEAR ENDED JUNE 30, 2013, CASA VOLUNTEERS BUILT 78 RAMPS, REPAIRED 77 RAMPS, AND RE-PAINTED 156 RAMPS. THE NEW GRANT TO CASA WILL ALLOW IT TO CONTINUE THIS PROGRAM. DURING THE TAX YEAR ENDING JUNE 30, 2015, THE TRUST PROVIDED AN ADDITIONAL $20,000 TO CASA OF MADISON COUNTY TO PROVIDE WHEELCHAIR RAMPS FOR ELDERLY AND HOMEBOUND CLIENTS. DURING THE TAX YEAR ENDING JUNE 30, 2016, THE TRUST PROVIDED AN ADDITIONAL $40,000 TO CASA OF MADISON COUNTY TO PROVIDE WHEELCHAIR RAMPS FOR ELDERLY AND HOMEBOUND CLIENTS. DURING THE TAX YEAR ENDING JUNE 30, 2017, THE TRUST PROVIDED AN ADDITIONAL $20,000 TO CASA OF MADISON COUNTY TO PROVIDE WHEELCHAIR RAMPS FOR ELDERLY AND HOMEBOUND CLIENTS. DURING THE TAX YEAR ENDING JUNE 30, 2018, THE TRUST PROVIDED AN ADDITIONAL $45,000 TO CASA OF MADISON COUNTY TO PROVIDE WHEELCHAIR RAMPS FOR ELDERLY AND HOMEBOUND CLIENTS. DURING THE TAX YEAR ENDING JUNE 30, 2019, THE TRUST PROVIDED AN ADDITIONAL $25,000 TO CASA OF MADISON COUNTY TO PROVIDE WHEELCHAIR RAMPS FOR ELDERLY AND HOMEBOUND CLIENTS. DURING THE TAX YEAR ENDING JUNE 30, 2020, THE TRUST PROVIDED $35,000 TO CASA OF MADISON COUNTY TO PROVIDE WHEELCHAIR RAMPS FOR ELDERLY AND HOMEBOUND CLIENTS. DURING THE TAX YEAR ENDING JUNE 30, 2021, THE TRUST PROVIDED $50,000 TO CASA OF MADISON COUNTY TO PROVIDE WHEELCHAIR RAMPS FOR ELDERLY AND HOMEBOUND CLIENTS. DURING THE TAX YEAR ENDING JUNE 30, 2022, THE TRUST PROVIDED $65,000 TO CASA OF MADISON COUNTY TO PROVIDE WHEELCHAIR RAMPS FOR ELDERLY AND HOMEBOUND CLIENTS. DURING THE TAX YEAR ENDING JUNE 30, 2023, THE TRUST PROVIDED $50,000 TO ENABLE MADISON COUNTY TO PROVIDE WHEELCHAIR RAMPS FOR ELDERLY AND HOMEBOUND CLIENTS. PART II, LINE 1, COLUMN (H): THE WELLHOUSE IN LEEDS, ALABAMA SPIRITUAL, MENTAL, EMOTIONAL, AND PHYSICAL SUPPORT FOR SEXUALLY EXPLOITED WOMEN DURING THE TAX YEAR ENDING JUNE 30, 2016, THE TRUST PROVIDED $12,000 TO THE WELLHOUSE, A 501(C)3 ORGANIZATION THAT PROVIDES A SAFE RESIDENTIAL ENVIRONMENT TO SEXUALLY EXPLOITED WOMEN, OFFERING SPIRITUAL, MENTAL, EMOTIONAL, AND PHYSICAL SUPPORT SERVICES. THE WELLHOUSE WELCOMES ALL WOMEN WHO HAVE BEEN SEXUALLY EXPLOITED THROUGH HUMAN TRAFFICKING. THE TRUST'S INVESTMENT FURTHERS THIS MISSION BY PROVIDING MEDICAL, MENTAL AND DENTAL HEALTH SERVICES TO VICTIMS OF HUMAN TRAFFICKING. DURING THE TAX YEAR ENDING JUNE 30, 2017, THE TRUST PROVIDED AN ADDITIONAL $88,000 TO THE WELLHOUSE, A 501(C)3 ORGANIZATION THAT PROVIDES A SAFE RESIDENTIAL ENVIRONMENT TO SEXUALLY EXPLOITED WOMEN, OFFERING SPIRITUAL, MENTAL, EMOTIONAL, AND PHYSICAL SUPPORT SERVICES. THE WELLHOUSE WELCOMES ALL WOMEN WHO HAVE BEEN SEXUALLY EXPLOITED THROUGH HUMAN TRAFFICKING. THE TRUST'S INVESTMENT FURTHERS THIS MISSION BY PROVIDING MEDICAL, MENTAL AND DENTAL HEALTH SERVICES TO VICTIMS OF HUMAN TRAFFICKING. DURING THE TAX YEAR ENDING JUNE 30, 2018, THE TRUST PROVIDED $90,000 TO THE WELLHOUSE TO PROVIDE A SAFE RESIDENTIAL ENVIRONMENT TO SEXUALLY EXPLOITED WOMEN, OFFERING SPIRITUAL, MENTAL, EMOTIONAL, AND PHYSICAL SUPPORT SERVICES TO ALL WOMEN WHO HAVE BEEN SEXUALLY EXPLOITED THROUGH HUMAN TRAFFICKING. DURING THE TAX YEAR ENDING JUNE 30, 2019, THE TRUST PROVIDED $95,000 TO THE WELLHOUSE TO PROVIDE A SAFE RESIDENTIAL ENVIRONMENT TO SEXUALLY EXPLOITED WOMEN, OFFERING SPIRITUAL, MENTAL, EMOTIONAL, AND PHYSICAL SUPPORT SERVICES TO ALL WOMEN WHO HAVE BEEN SEXUALLY EXPLOITED THROUGH HUMAN TRAFFICKING. DURING THE TAX YEAR ENDING JUNE 30, 2020, THE TRUST PROVIDED $160,000 TO THE WELLHOUSE TO PROVIDE A SAFE RESIDENTIAL ENVIRONMENT TO SEXUALLY EXPLOITED WOMEN, OFFERING SPIRITUAL, MENTAL, EMOTIONAL, AND PHYSICAL SUPPORT SERVICES TO ALL WOMEN WHO HAVE BEEN SEXUALLY EXPLOITED THROUGH HUMAN TRAFFICKING. DURING THE TAX YEAR ENDING JUNE 30, 2021, THE TRUST PROVIDED $40,000 TO THE WELLHOUSE TO PROVIDE A SAFE RESIDENTIAL ENVIRONMENT TO SEXUALLY EXPLOITED WOMEN, OFFERING SPIRITUAL, MENTAL, EMOTIONAL, AND PHYSICAL SUPPORT SERVICES TO ALL WOMEN WHO HAVE BEEN SEXUALLY EXPLOITED THROUGH HUMAN TRAFFICKING. DURING THE TAX YEAR ENDING JUNE 30, 2022, THE TRUST PROVIDED $40,000 TO THE WELLHOUSE TO PROVIDE A SAFE RESIDENTIAL ENVIRONMENT TO SEXUALLY EXPLOITED WOMEN, OFFERING SPIRITUAL, MENTAL, EMOTIONAL, AND PHYSICAL SUPPORT SERVICES TO ALL WOMEN WHO HAVE BEEN SEXUALLY EXPLOITED THROUGH HUMAN TRAFFICKING. DURING THE TAX YEAR ENDING JUNE 30, 2023, THE TRUST PROVIDED $50,000 TO THE WELLHOUSE TO PROVIDE A SAFE RESIDENTIAL ENVIRONMENT TO SEXUALLY EXPLOITED WOMEN, OFFERING SPIRITUAL, MENTAL, EMOTIONAL, AND PHYSICAL SUPPORT SERVICES TO ALL WOMEN WHO HAVE BEEN SEXUALLY EXPLOITED THROUGH HUMAN TRAFFICKING. PART II, LINE 1, COLUMN (H): SAFEHOUSE OF SHELBY COUNTY, INC. IN PELHAM, ALABAMA EMERGENCY SHELTER FOR WOMEN AND CHILDREN DURING THE TAX YEAR ENDING JUNE 30, 2016, THE TRUST PROVIDED $18,000 TO THE SAFEHOUSE OF SHELBY CO. INC., A 501(C)3 ORGANIZATION THAT PROVIDES EMERGENCY SHELTER FOR AROUND 79 WOMEN AND 66 CHILDREN, WHILE THE TRANSITIONAL HOUSING PROGRAM SUPPORTED AROUND 17 WOMEN AND 7 CHILDREN LAST YEAR. IN ADDITION TO THE HOUSING PROGRAMS, SAFEHOUSE OFFERS CRITICAL SERVICES INCLUDING: COUNSELING, LEGAL ADVOCACY, LIFE SKILLS DEVELOPMENT, AND ECONOMIC EMPOWERMENT TO ASSIST SURVIVORS OF DOMESTIC AND SEXUAL VIOLENCE THROUGH SUPPORT AND ADVOCACY AND TO EDUCATE THE COMMUNITY TO PREVENT FUTURE ABUSE. THE INVESTMENT MADE BY THE TRUST FURTHERS THIS MISSION AND ENHANCES HEALTH AND MEDICAL SERVICES BY PROVIDING MEDICAL CARE TO DOMESTIC VIOLENCE AND SEXUAL ASSAULT VICTIMS AND THEIR CHILDREN. DURING THE TAX YEAR ENDING JUNE 30, 2018, THE TRUST PROVIDED $20,000 TO SAFEHOUSE OF SHELBY COUNTY TO PROVIDE CRITICAL SERVICES INCLUDING: COUNSELING, LEGAL ADVOCACY, LIFE SKILLS DEVELOPMENT, AND ECONOMIC EMPOWERMENT TO ASSIST SURVIVORS OF DOMESTIC AND SEXUAL VIOLENCE THROUGH SUPPORT AND ADVOCACY AND TO EDUCATE THE COMMUNITY TO PREVENT FUTURE ABUSE. DURING THE TAX YEAR ENDING JUNE 30, 2019, THE TRUST PROVIDED $20,000 TO SAFEHOUSE OF SHELBY COUNTY TO PROVIDE CRITICAL SERVICES INCLUDING: COUNSELING, LEGAL ADVOCACY, LIFE SKILLS DEVELOPMENT, AND ECONOMIC EMPOWERMENT TO ASSIST SURVIVORS OF DOMESTIC AND SEXUAL VIOLENCE THROUGH SUPPORT AND ADVOCACY AND TO EDUCATE THE COMMUNITY TO PREVENT FUTURE ABUSE. DURING THE TAX YEAR ENDING JUNE 30, 2020, THE TRUST PROVIDED $25,000 TO SAFEHOUSE OF SHELBY COUNTY TO PROVIDE CRITICAL SERVICES INCLUDING: COUNSELING, LEGAL ADVOCACY, LIFE SKILLS DEVELOPMENT, AND ECONOMIC EMPOWERMENT TO ASSIST SURVIVORS OF DOMESTIC AND SEXUAL VIOLENCE THROUGH SUPPORT AND ADVOCACY AND TO EDUCATE THE COMMUNITY TO PREVENT FUTURE ABUSE. DURING THE TAX YEAR ENDING JUNE 30, 2021, THE TRUST PROVIDED $25,000 TO SAFEHOUSE OF SHELBY COUNTY TO PROVIDE CRITICAL SERVICES INCLUDING: COUNSELING, LEGAL ADVOCACY, LIFE SKILLS DEVELOPMENT, AND ECONOMIC EMPOWERMENT TO ASSIST SURVIVORS OF DOMESTIC AND SEXUAL VIOLENCE THROUGH SUPPORT AND ADVOCACY AND TO EDUCATE THE COMMUNITY TO PREVENT FUTURE ABUSE. DURING THE TAX YEAR ENDING JUNE 30, 2022, THE TRUST PROVIDED $25,000 TO SAFEHOUSE OF SHELBY COUNTY TO PROVIDE CRITICAL SERVICES INCLUDING: COUNSELING, LEGAL ADVOCACY, LIFE SKILLS DEVELOPMENT, AND ECONOMIC EMPOWERMENT TO ASSIST SURVIVORS OF DOMESTIC AND SEXUAL VIOLENCE THROUGH SUPPORT AND ADVOCACY AND TO EDUCATE THE COMMUNITY TO PREVENT FUTURE ABUSE. DURING THE TAX YEAR ENDING JUNE 30, 2023, THE TRUST PROVIDED $30,000 TO SAFEHOUSE OF SHELBY COUNTY TO PROVIDE CRITICAL SERVICES INCLUDING: COUNSELING, LEGAL ADVOCACY, LIFE SKILLS DEVELOPMENT, AND ECONOMIC EMPOWERMENT TO ASSIST SURVIVORS OF DOMESTIC AND SEXUAL VIOLENCE THROUGH SUPPORT AND ADVOCACY AND TO EDUCATE THE COMMUNITY TO PREVENT FUTURE ABUSE. PART II, LINE 1, COLUMN (H): WEST ALABAMA FOOD BANK DURING THE TAX YEAR ENDING JUNE 30, 2021, THE TRUST PROVIDED $25,000 TO WEST ALABAMA FOOD BANK TO PROVIDE BASIC FOOD NEEDS OF THE FAMILIES EXPERIENCING FOOD INSECURITY IN NINE COUNTIES OF WEST ALABAMA. DURING THE TAX YEAR ENDING JUNE 30, 2023, THE TRUST PROVIDED $30,000 TO WEST ALABAMA FOOD BANK TO PROVIDE BASIC FOOD NEEDS OF THE FAMILIES EXPERIENCING FOOD INSECURITY IN NINE COUNTIES OF WEST ALABAMA. PART II, LINE 1, COLUMN (H): ALABAMA CHILDHOOD FOOD SOLUTIONS DURING THE TAX YEAR ENDING JUNE 30, 2021, THE TRUST PROVIDED $30,000 TO ALABAMA CHILDHOOD FOOD SOLUTIONS TO PROVIDE FOR SOME OF THE BASIC NUTRITIONAL NEEDS OF FAMILIES, ESPECIALLY THE CHILDREN, OF THOSE LIVING IN POVERTY. DURING THE TAX YEAR ENDING JUNE 30, 2022, THE TRUST PROVIDED $30,000 TO ALABAMA CHILDHOOD FOOD SOLUTIONS TO PROVIDE FOR SOME OF THE BASIC NUTRITIONAL NEEDS OF FAMILIES, ESPECIALLY THE CHILDREN, OF THOSE LIVING IN POVERTY. DURING THE TAX YEAR ENDING JUNE 30, 2023, THE TRUST PROVIDED $30,000 TO ALABAMA CHILDHOOD FOOD SOLUTIONS TO PROVIDE FOR SOME OF THE BASIC NUTRITIONAL NEEDS OF FAMILIES, ESPECIALLY THE CHILDREN, OF THOSE LIVING IN POVERTY. PART II, LINE 1, COLUMN (H): MANNA MINISTRIES DURING THE TAX YEAR ENDING JUNE 30, 2023, THE TRUST PROVIDED $20,000 TO THE MANNA MINISTRIES TO PROVIDE SOME OF THE BASIC FOOD NEEDS OF INDIVIDUALS AND FAMILIES EXPERIENCING FOOD INSECURITY IN THE AREA OF CENTRAL ALABAMA. PART II, LINE 1, COLUMN (H): ATTALLA HOUSING AND SOCIAL SERVICES ATALLA HOUSING AND SICIAL SERVICES IS A HOUSING DEVELOPMENT NONPROFIT THAT PROVIDES LOW INCOME HOUSING FOR ADULTS AND DISABLED PEOPLE IN THEIR COMMUNITY. DURING THE TAX YEAR ENDING JUNE 30, 2023, THE TRUST PROVIDED $5,967 AS DEBT FORGIVENESS TO ATTALLA HOUSING AND SOCIAL SERVICES. FORM 990, PART III, QUESTION 4A AS PROVIDED IN THE HOLY NAME OF JESUS TRUST AGREEMENT, THE TRUST HAS HISTORICALLY BENEFITED AND ENHANCED MEDICAL SERVICES IN THE HOLY NAME OF JESUS HOSPITAL AND MEDICAL SERVICES IN THE STATE OF ALABAMA. THE TRUST HAS TRIED TO IMPROVE MEDICAL SERVICES TO THE ELDERLY, THE HANDICAPPED, THE DISADVANTAGED, THE SICK AND THE POOR SICK BY PROVIDING ADEQUATE HOUSING TO THE ELDERLY AND BY ATTRACTING PHYSICIANS AND MEDICALLY RELATED SERVICES TO THE GADSDEN AREA. THE TRUST HAS PROVIDED LOANS AT REASONABLE INTEREST RATES FOR THE DEVELOPMENT OF MEDICAL CLINICS, A NOT-FOR-PROFIT AMBULANCE SERVICE AND DEVELOPMENT OF PHYSICAL FACILITIES AT THE HOLY NAME OF JESUS MEDICAL CENTER. THE TRUST ASSISTED IN ATTRACTING APPROXIMATELY 60 PHYSICIANS TO ECONOMICALLY DEPRESSED AREAS SINCE 1980. ADULT LIVING CENTERS THE TRUST HAS MADE INVESTMENTS IN AREAS THAT WOULD BENEFIT THE CITIZENS OF ALABAMA WITH HOSPITAL CARE, HOME HEALTH CARE, AND ELDERLY HOUSING. THE TRUST HAS FINANCED ALL OF THE FOLLOWING ADULT LIVING CENTERS FOR THE ELDERLY AND WAS THE BUILDER/OWNER OF ALL OF THE ADULT LIVING CENTERS BUILT PRIOR TO 1996. THE TRUST SOLD ALL OF ITS PRE-1996 CENTERS TO THE SECTION 501(C)(3) ORGANIZATIONS LISTED AS FOLLOWS: EDGAR SENIOR CARE FOUNDATION; COVENANT HOUSE; BUTLER SENIOR CARE FOUNDATION; CALDWELL-DAWSON FOUNDATION; ATTALLA HOUSING AND SOCIAL SERVICES, INC.; WESLEY PARK A METHODIST HOME FOR THE AGING, INC. APPROXIMATELY 244 ELDERLY RESIDENTS ARE HOUSED IN THE ADULT LIVING CENTERS. FOLLOWING THE SALE OF THE HOLY NAME OF JESUS MEDICAL CENTER (FORMERLY KNOWN AS THE HOLY NAME OF JESUS HOSPITAL) IN LATE 1991, THE TRUST CONCENTRATED ON DEVELOPING AND IMPROVING HOUSING FOR THE ELDERLY. THE TRUST REDESIGNED ITS ONE-BEDROOM APARTMENT PLAN TO COMPLY WITH THE AMERICANS WITH DISABILITIES ACT. AND THE TRUST HAS DEVELOPED A MODEL TWO BEDROOM APARTMENT FOR THE ELDERLY. WHITE OAK MANAGEMENT CORPORATION, A WHOLLY OWNED SUBSIDIARY OF THE TRUST, PROVIDED CERTAIN MANAGEMENT SERVICES FOR THE ADULT LIVING CENTERS UNTIL IT WAS DISSOLVED ON DECEMBER 6, 2006. NOTE: ALTHOUGH THE TRUST NO LONGER OWNS THE FACILITIES DESCRIBED ABOVE, IT MAINTAINS A RELATIONSHIP WITH THE OWNERS AND HAS PROVIDED SOME OF THEM WITH SUPPLEMENTAL FINANCING AS WELL AS CONSULTATION SERVICES. THE TRUST ALSO CONTINUES TO CONSIDER FINANCING ELDERLY LIVING CENTERS AS OPPORTUNITIES ARISE. RAINBOW OMEGA, INC. FINANCING FOR EQUIPMENT FOR VOCATIONAL CENTER DURING THE TAX YEAR ENDING JUNE 30, 2011, THE TRUST PROVIDED FINANCING FOR EQUIPMENT TO BE USED IN THE NEW VOCATIONAL CENTER BEING CONSTRUCTED BY RAINBOW OMEGA, INC., A 501(C) (3) ORGANIZATION THAT BENEFITS INDIVIDUALS WITH PHYSICAL AND/OR MENTAL DISABILITIES. AMOUNTS ARE STILL BEING ADVANCED. UPON COMPLETION OF THE CONSTRUCTION, THE ADVANCES AND ANY UNPAID INTEREST WILL BE CONVERTED TO A TERM LOAN. NOTE: CONSTRUCTION HAS BEEN COMPLETED AND THE CONSTRUCTION LOAN HAS BEEN CONVERTED TO A TERM LOAN. PAYMENTS ON THIS LOAN ARE CURRENT. DURING THE TAX YEAR ENDING JUNE 30, 2019, THE TRUST PROVIDED $88,000 TO REPLACE THE FIRE SYSTEM, LIFT TRACK SYSTEM, AND VAN FOR TRANSPORT. DURING THE TAX YEAR ENDING JUNE 30, 2020, THE TRUST PROVIDED $24,000 TO RAINBOW OMEGA TO ENHANCE THE HEALTH AND WELLBEING OF THE INTELLECTUALLY AND MEDICALLY DISABLED RESIDENTS OF RAINBOW OMEGA WITH INSTALLATION OF A CEILING MOUNTED PATIENT LIFT. DURING THE TAX YEAR ENDING JUNE 30, 2021, THE TRUST PROVIDED $40,000 TO RAINBOW OMEGA TO ENHANCE THE HEALTH AND WELLBEING OF THE INTELLECTUALLY AND MEDICALLY DISABLED RESIDENTS OF RAINBOW OMEGA WITH THE NEED FOR EQUIPMENT DUE TO COVID 19 AND THE REPLACEMENT OF DAMAGED/UNSAFE FURNITURE. DURING THE TAX YEAR ENDING JUNE 30, 2023, THE TRUST PROVIDED $42,000 TO RAINBOW OMEGA TO ENHANCE THE HEALTH AND WELLBEING OF THE INTELLECTUALLY AND MEDICALLY DISABLED RESIDENTS OF RAINBOW OMEGA. FORM 990, PART III, QUESTION 4A CASA OF MADISON COUNTY WHEELCHAIR RAMPS FOR ELDERLY AND HOMEBOUND DURING THE TAX YEAR ENDING JUNE 30, 2014, THE TRUST PROVIDED $30,000 TO CASA OF MADISON COUNTY, A NON-PROFIT, 501(C)(3) ORGANIZATION TO BE USED FOR BUILDING, REPAIRING OR REPAINTING WHEELCHAIR RAMPS (AND FOR PURCHASING PORTABLE RAMPS FOR TEMPORARY USE PENDING COMPLETION OF PERMANENT RAMPS) FOR HOMEBOUND CITIZENS. RAMPS ARE PROVIDED AT NO COST TO QUALIFIED WHEELCHAIR BOUND CLIENTS. LABOR FOR CONSTRUCTION OF THE WHEELCHAIR RAMPS WAS PROVIDED FOR ELDERLY AND HOMEBOUND CLIENTS BY COMMUNITY VOLUNTEERS. DURING THE FISCAL YEAR ENDED JUNE 30, 2013, CASA VOLUNTEERS BUILT 78 RAMPS, REPAIRED 77 RAMPS, AND RE-PAINTED 156 RAMPS. THE NEW GRANT TO CASA WILL ALLOW IT TO CONTINUE THIS PROGRAM. DURING THE TAX YEAR ENDING JUNE 30, 2015, THE TRUST PROVIDED AN ADDITIONAL $20,000 TO CASA OF MADISON COUNTY TO PROVIDE WHEELCHAIR RAMPS FOR ELDERLY AND HOMEBOUND CLIENTS. DURING THE TAX YEAR ENDING JUNE 30, 2016, THE TRUST PROVIDED AN ADDITIONAL $40,000 TO CASA OF MADISON COUNTY TO PROVIDE WHEELCHAIR RAMPS FOR ELDERLY AND HOMEBOUND CLIENTS. DURING THE TAX YEAR ENDING JUNE 30, 2017, THE TRUST PROVIDED AN ADDITIONAL $20,000 TO CASA OF MADISON COUNTY TO PROVIDE WHEELCHAIR RAMPS FOR ELDERLY AND HOMEBOUND CLIENTS. DURING THE TAX YEAR ENDING JUNE 30, 2018, THE TRUST PROVIDED AN ADDITIONAL $45,000 TO CASA OF MADISON COUNTY TO PROVIDE WHEELCHAIR RAMPS FOR ELDERLY AND HOMEBOUND CLIENTS. DURING THE TAX YEAR ENDING JUNE 30, 2019, THE TRUST PROVIDED AN ADDITIONAL $25,000 TO CASA OF MADISON COUNTY TO PROVIDE WHEELCHAIR RAMPS FOR ELDERLY AND HOMEBOUND CLIENTS. DURING THE TAX YEAR ENDING JUNE 30, 2020, THE TRUST PROVIDED $35,000 TO CASA OF MADISON COUNTY TO PROVIDE WHEELCHAIR RAMPS FOR ELDERLY AND HOMEBOUND CLIENTS. DURING THE TAX YEAR ENDING JUNE 30, 2021, THE TRUST PROVIDED $50,000 TO CASA OF MADISON COUNTY TO PROVIDE WHEELCHAIR RAMPS FOR ELDERLY AND HOMEBOUND CLIENTS. DURING THE TAX YEAR ENDING JUNE 30, 2022 THE TRUST PROVIDED $65,000 TO CASA OF MADISON COUNTY TO PROVIDE WHEELCHAIR RAMS FOR ELDERLY AND HOMEBOUND CLIENTS. DURING THE TAX YEAR ENDING JUNE 30, 2023 THE TRUST PROVIDED $50,000 TO CASA OF MADISON COUNTY TO PROVIDE WHEELCHAIR RAMS FOR ELDERLY AND HOMEBOUND CLIENTS. FORM 990, PART III, QUESTION 4A OZANAM CHARITABLE PHARMACY PROVISION OF PRESCRIPTION MEDICATION FOR THE HOMELESS, WORKING POOR AND UNINSURED AT OR BELOW THE POVERTY LINE DURING THE TAX YEAR ENDING JUNE 30, 2015, THE TRUST ENTERED INTO A COMMITMENT TO PROVIDE $65,000 TO OZANAM CHARITABLE PHARMACY, A NON-PROFIT, 501(C)(3) ORGANIZATION, TO PROVIDE FUNDING FOR A GENERIC MEDICATION PROGRAM AND SUPPORT SERVICES, WHEREBY GENERIC MEDICATION IS PROVIDED TO THE HOMELESS, WORKING POOR AND UNINSURED AT OR BELOW THE POVERTY LINE. DURING THE TAX YEAR ENDING JUNE 30, 2015, $20,000 OF THIS COMMITMENT WAS USED TO PROVIDE PRESCRIPTION ASSISTANCE IN MOBILE, BALDWIN AND ESCAMBIA COUNTIES IN SOUTH ALABAMA. DURING THE TAX YEAR ENDING JUNE 30, 2016, $45,000 OF THIS COMMITMENT WAS USED TO PROVIDE PRESCRIPTION ASSISTANCE IN MOBILE, BALDWIN AND ESCAMBIA COUNTIES IN SOUTH ALABAMA. DURING THE TAX YEAR ENDING JUNE 30, 2017, THE TRUST PROVIDED $60,000 TO OZANAM CHARITABLE PHARMACY TO PROVIDE PRESCRIPTION ASSISTANCE IN MOBILE, BALDWIN AND ESCAMBIA COUNTIES IN SOUTH ALABAMA. DURING THE TAX YEAR ENDING JUNE 30, 2018, THE TRUST PROVIDED $60,000 TO OZANAM CHARITABLE PHARMACY TO PROVIDE PRESCRIPTION ASSISTANCE IN MOBILE, BALDWIN AND ESCAMBIA COUNTIES IN SOUTH ALABAMA. DURING THE TAX YEAR ENDING JUNE 30, 2019, THE TRUST PROVIDED $60,000 TO OZANAM CHARITABLE PHARMACY TO PROVIDE PRESCRIPTION ASSISTANCE IN MOBILE, BALDWIN AND ESCAMBIA COUNTIES IN SOUTH ALABAMA. DURING THE TAX YEAR ENDING JUNE 30, 2020, THE TRUST PROVIDED $60,000 TO OZANAM CHARITABLE PHARMACY TO ADDRESS THE PRESCRIPTION MEDICATION NEEDS OF UNINSURED INDIVIDUALS IN THE MOBILE AREA. DURING THE TAX YEAR ENDING JUNE 30, 2021, THE TRUST PROVIDED $65,000 TO OZANAM CHARITABLE PHARMACY TO ADDRESS THE PRESCRIPTION MEDICATION NEEDS OF UNINSURED INDIVIDUALS IN THE MOBILE AREA. DURING THE TAX YEAR ENDING JUNE 30, 2022, THE TRUST PROVIDED $65,000 TO OZANAM CHARITABLE PHARMACY TO ADDRESS THE PRESCRIPTION MEDICATION NEEDS OF UNINSURED INDIVIDUALS IN THE MOBILE AREA. DURING THE TAX YEAR ENDING JUNE 30, 2023, THE TRUST PROVIDED $65,000 TO OZANAM CHARITABLE PHARMACY TO ADDRESS THE PRESCRIPTION MEDICATION NEEDS OF UNINSURED INDIVIDUALS IN THE MOBILE AREA. THE WELLHOUSE IN LEEDS, ALABAMA SPIRITUAL, MENTAL, EMOTIONAL, AND PHYSICAL SUPPORT FOR SEXUALLY EXPLOITED WOMEN DURING THE TAX YEAR ENDING JUNE 30, 2016, THE TRUST PROVIDED $12,000 TO THE WELLHOUSE, A 501(C)3 ORGANIZATION THAT PROVIDES A SAFE RESIDENTIAL ENVIRONMENT TO SEXUALLY EXPLOITED WOMEN, OFFERING SPIRITUAL, MENTAL, EMOTIONAL, AND PHYSICAL SUPPORT SERVICES. THE WELLHOUSE WELCOMES ALL WOMEN WHO HAVE BEEN SEXUALLY EXPLOITED THROUGH HUMAN TRAFFICKING. THE TRUST'S INVESTMENT FURTHERS THIS MISSION BY PROVIDING MEDICAL, MENTAL AND DENTAL HEALTH SERVICES TO VICTIMS OF HUMAN TRAFFICKING. DURING THE TAX YEAR ENDING JUNE 30, 2017, THE TRUST PROVIDED AN ADDITIONAL $88,000 TO THE WELLHOUSE, A 501(C)3 ORGANIZATION THAT PROVIDES A SAFE RESIDENTIAL ENVIRONMENT TO SEXUALLY EXPLOITED WOMEN, OFFERING SPIRITUAL, MENTAL, EMOTIONAL, AND PHYSICAL SUPPORT SERVICES. THE WELLHOUSE WELCOMES ALL WOMEN WHO HAVE BEEN SEXUALLY EXPLOITED THROUGH HUMAN TRAFFICKING. THE TRUST'S INVESTMENT FURTHERS THIS MISSION BY PROVIDING MEDICAL, MENTAL AND DENTAL HEALTH SERVICES TO VICTIMS OF HUMAN TRAFFICKING. DURING THE TAX YEAR ENDING JUNE 30, 2018, THE TRUST PROVIDED $90,000 TO THE WELLHOUSE TO PROVIDE A SAFE RESIDENTIAL ENVIRONMENT TO SEXUALLY EXPLOITED WOMEN, OFFERING SPIRITUAL, MENTAL, EMOTIONAL, AND PHYSICAL SUPPORT SERVICES TO ALL WOMEN WHO HAVE BEEN SEXUALLY EXPLOITED THROUGH HUMAN TRAFFICKING. DURING THE TAX YEAR ENDING JUNE 30, 2019, THE TRUST PROVIDED $95,000 TO THE WELLHOUSE TO PROVIDE A SAFE RESIDENTIAL ENVIRONMENT TO SEXUALLY EXPLOITED WOMEN, OFFERING SPIRITUAL, MENTAL, EMOTIONAL, AND PHYSICAL SUPPORT SERVICES TO ALL WOMEN WHO HAVE BEEN SEXUALLY EXPLOITED THROUGH HUMAN TRAFFICKING. DURING THE TAX YEAR ENDING JUNE 30, 2020, THE TRUST PROVIDED $160,000 TO THE WELLHOUSE TO PROVIDE A SAFE RESIDENTIAL ENVIRONMENT TO SEXUALLY EXPLOITED WOMEN, OFFERING SPIRITUAL, MENTAL, EMOTIONAL, AND PHYSICAL SUPPORT SERVICES TO ALL WOMEN WHO HAVE BEEN SEXUALLY EXPLOITED THROUGH HUMAN TRAFFICKING. DURING THE TAX YEAR ENDING JUNE 30, 2021, THE TRUST PROVIDED $40,000 TO THE WELLHOUSE TO PROVIDE A SAFE RESIDENTIAL ENVIRONMENT TO SEXUALLY EXPLOITED WOMEN, OFFERING SPIRITUAL, MENTAL, EMOTIONAL, AND PHYSICAL SUPPORT SERVICES TO ALL WOMEN WHO HAVE BEEN SEXUALLY EXPLOITED THROUGH HUMAN TRAFFICKING. DURING THE TAX YEAR ENDING JUNE 30, 2022, THE TRUST PROVIDED $40,000 TO THE WELLHOUSE TO PROVIDE A SAFE RESIDENTIAL ENVIRONMENT TO SEXUALLY EXPLOITED WOMEN, OFFERING SPIRITUAL, MENTAL, EMOTIONAL, AND PHYSICAL SUPPORT SERVICES TO ALL WOMEN WHO HAVE BEEN SEXUALLY EXPLOITED THROUGH HUMAN TRAFFICKING. DURING THE TAX YEAR ENDING JUNE 30, 2023, THE TRUST PROVIDED $50,000 TO THE WELLHOUSE TO PROVIDE A SAFE RESIDENTIAL ENVIRONMENT TO SEXUALLY EXPLOITED WOMEN, OFFERING SPIRITUAL, MENTAL, EMOTIONAL, AND PHYSICAL SUPPORT SERVICES TO ALL WOMEN WHO HAVE BEEN SEXUALLY EXPLOITED THROUGH HUMAN TRAFFICKING. FORM 990, PART III, QUESTION 4A SAFEHOUSE OF SHELBY COUNTY, INC. IN PELHAM, ALABAMA EMERGENCY SHELTER FOR WOMEN AND CHILDREN DURING THE TAX YEAR ENDING JUNE 30, 2016, THE TRUST PROVIDED $18,000 TO THE SAFEHOUSE OF SHELBY CO. INC., A 501(C)3 ORGANIZATION THAT PROVIDES EMERGENCY SHELTER FOR AROUND 79 WOMEN AND 66 CHILDREN, WHILE THE TRANSITIONAL HOUSING PROGRAM SUPPORTED AROUND 17 WOMEN AND 7 CHILDREN LAST YEAR. IN ADDITION TO THE HOUSING PROGRAMS, SAFEHOUSE OFFERS CRITICAL SERVICES INCLUDING: COUNSELING, LEGAL ADVOCACY, LIFE SKILLS DEVELOPMENT, AND ECONOMIC EMPOWERMENT TO ASSIST SURVIVORS OF DOMESTIC AND SEXUAL VIOLENCE THROUGH SUPPORT AND ADVOCACY AND TO EDUCATE THE COMMUNITY TO PREVENT FUTURE ABUSE. THE INVESTMENT MADE BY THE TRUST FURTHERS THIS MISSION AND ENHANCES HEALTH AND MEDICAL SERVICES BY PROVIDING MEDICAL CARE TO DOMESTIC VIOLENCE AND SEXUAL ASSAULT VICTIMS AND THEIR CHILDREN. DURING THE TAX YEAR ENDING JUNE 30, 2018, THE TRUST PROVIDED $20,000 TO SAFEHOUSE OF SHELBY COUNTY TO PROVIDE CRITICAL SERVICES INCLUDING: COUNSELING, LEGAL ADVOCACY, LIFE SKILLS DEVELOPMENT, AND ECONOMIC EMPOWERMENT TO ASSIST SURVIVORS OF DOMESTIC AND SEXUAL VIOLENCE THROUGH SUPPORT AND ADVOCACY AND TO EDUCATE THE COMMUNITY TO PREVENT FUTURE ABUSE. DURING THE TAX YEAR ENDING JUNE 30, 2020, THE TRUST PROVIDED $25,000 TO SAFEHOUSE OF SHELBY COUNTY TO PROVIDE CRITICAL SERVICES INCLUDING: COUNSELING, LEGAL ADVOCACY, LIFE SKILLS DEVELOPMENT, AND ECONOMIC EMPOWERMENT TO ASSIST SURVIVORS OF DOMESTIC AND SEXUAL VIOLENCE THROUGH SUPPORT AND ADVOCACY AND TO EDUCATE THE COMMUNITY TO PREVENT FUTURE ABUSE. DURING THE TAX YEAR ENDING JUNE 30, 2021, THE TRUST PROVIDED $25,000 TO SAFEHOUSE OF SHELBY COUNTY TO PROVIDE CRITICAL SERVICES INCLUDING: COUNSELING, LEGAL ADVOCACY, LIFE SKILLS DEVELOPMENT, AND ECONOMIC EMPOWERMENT TO ASSIST SURVIVORS OF DOMESTIC AND SEXUAL VIOLENCE THROUGH SUPPORT AND ADVOCACY AND TO EDUCATE THE COMMUNITY TO PREVENT FUTURE ABUSE. DURING THE TAX YEAR ENDING JUNE 30, 2022, THE TRUST PROVIDED $25,000 TO SAFEHOUSE OF SHELBY COUNTY TO PROVIDE CRITICAL SERVICES INCLUDING: COUNSELING, LEGAL ADVOCACY, LIFE SKILLS DEVELOPMENT, AND ECONOMIC EMPOWERMENT TO ASSIST SURVIVORS OF DOMESTIC AND SEXUAL VIOLENCE THROUGH SUPPORT AND ADVOCACY AND TO EDUCATE THE COMMUNITY TO PREVENT FUTURE ABUSE. DURING THE TAX YEAR ENDING JUNE 30, 2023, THE TRUST PROVIDED $30,000 TO SAFEHOUSE OF SHELBY COUNTY TO PROVIDE CRITICAL SERVICES INCLUDING: COUNSELING, LEGAL ADVOCACY, LIFE SKILLS DEVELOPMENT, AND ECONOMIC EMPOWERMENT TO ASSIST SURVIVORS OF DOMESTIC AND SEXUAL VIOLENCE THROUGH SUPPORT AND ADVOCACY AND TO EDUCATE THE COMMUNITY TO PREVENT FUTURE ABUSE. CAMP SEALE HARRIS SOUTHEASTERN DIABETES EDUCATION SERVICES DURING THE TAX YEAR ENDING JUNE 30, 2018 THE TRUST PROVIDED $25,000 TO CAMP SEALE HARRIS TO BENEFIT AND SERVE CHILDREN WITH DIABETES, AND THEIR FAMILIES WITH EDUCATION, SUPPORT, AND ENCOURAGEMENT AT THEIR YEAR-ROUND CAMP AND COMMUNITY SUPPORT PROGRAMS THROUGHOUT THE STATE OF ALABAMA. DURING THE TAX YEAR ENDING JUNE 30, 2019 THE TRUST PROVIDED $25,000 TO CAMP SEALE HARRIS TO BENEFIT AND SERVE CHILDREN WITH DIABETES, AND THEIR FAMILIES WITH EDUCATION, SUPPORT, AND ENCOURAGEMENT AT THEIR YEAR-ROUND CAMP AND COMMUNITY SUPPORT PROGRAMS THROUGHOUT THE STATE OF ALABAMA. DURING THE TAX YEAR ENDING JUNE 30, 2020 THE TRUST PROVIDED $40,000 TO CAMP SEALE HARRIS TO BENEFIT AND SERVE CHILDREN WITH DIABETES, AND THEIR FAMILIES WITH EDUCATION, SUPPORT, AND ENCOURAGEMENT AT THEIR YEAR-ROUND CAMP AND COMMUNITY SUPPORT PROGRAMS THROUGHOUT THE STATE OF ALABAMA. DURING THE TAX YEAR ENDING JUNE 30, 2021 THE TRUST PROVIDED $80,000 TO CAMP SEALE HARRIS TO BENEFIT AND SERVE CHILDREN WITH DIABETES, AND THEIR FAMILIES WITH EDUCATION, SUPPORT, AND ENCOURAGEMENT AT THEIR YEAR-ROUND CAMP AND COMMUNITY SUPPORT PROGRAMS THROUGHOUT THE STATE OF ALABAMA. DURING THE TAX YEAR ENDING JUNE 30, 2023 THE TRUST PROVIDED $45,000 TO CAMP SEALE HARRIS TO BENEFIT AND SERVE CHILDREN WITH DIABETES, AND THEIR FAMILIES WITH EDUCATION, SUPPORT, AND ENCOURAGEMENT AT THEIR YEAR-ROUND CAMP AND COMMUNITY SUPPORT PROGRAMS THROUGHOUT THE STATE OF ALABAMA. FORM 990, PART III, QUESTION 4A FOOD FOR OUR JOURNEY DURING THE TAX YEAR ENDING JUNE 30, 2020, THE TRUST GAVE $25,000 TO FOOD FOR OUR JOURNEY TO PROVIDE AND DELIVER PREPARED MEALS TO HOMELESS PERSONS VIA THEIR MOBILE FOOD TRUCK. DURING THE TAX YEAR ENDING JUNE 30, 2021, THE TRUST GAVE $25,000 TO FOOD FOR OUR JOURNEY TO PROVIDE AND DELIVER PREPARED MEALS TO HOMELESS PERSONS VIA THEIR MOBILE FOOD TRUCK. DURING THE TAX YEAR ENDING JUNE 30, 2023, THE TRUST GAVE $30,000 TO FOOD FOR OUR JOURNEY TO PROVIDE AND DELIVER PREPARED MEALS TO HOMELESS PERSONS VIA THEIR MOBILE FOOD TRUCK. FORM 990, PART VI, SECTION A, LINE 8B THE TRUST DOES NOT HAVE COMMITTEES THAT HAVE THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B UPON COMPLETION OF THE ORGANIZATION'S FORM 990, THE RETURN IS PRESENTED TO THE TRUST'S DESIGNATED TRUST OFFICER AT REGIONS BANK AND TO THE TRUST'S OUTSIDE LEGAL COUNSEL FOR REVIEW AND APPROVAL. THEN THE RETURN IS PRESENTED TO THE TRUST'S CONSULTANT, THE PRESIDENT OF THE HOLY NAME OF JESUS MEDICAL CENTER, INC., AN ALABAMA CORPORATION, AS THE REPRESENTATIVE OF THE SUPPORTED ORGANIZATIONS, FOR APPROVAL. FOLLOWING THESE REVIEWS AND APPROVALS, THE RETURN IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12 THE TRUST DOES NOT HAVE A WRITTEN CONFLICT OF INTEREST POLICY, BUT THE CORPORATE TRUSTEE, REGIONS BANK, HAS A WRITTEN CONFLICT OF INTEREST POLICY. KEY EMPLOYEES OF THE CORPORATE TRUSTEE THAT ADMINISTER THE TRUST ARE REQUIRED TO DISCLOSE ANNUALLY INTERESTS THAT GIVE RISE TO CONFLICTS. THE CORPORATE TRUSTEE REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY THROUGH MANAGEMENT REVIEWS AND CORPORATE AUDITS. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION THAT IS PAID TO THE ORGANIZATION'S TRUSTEE ARE SCHEDULED FEES THAT ARE BASED ON MARKET VALUE. FORM 990, PART VI, SECTION C, LINE 19 THE TRUST MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, SECTION B, QUESTION 1 CONSULTING AGREEMENT IN THE TAX YEAR ENDING JUNE 30, 1995, THE TRUST ENTERED INTO A CONSULTING AGREEMENT WITH THE MISSIONARY SERVANTS OF THE MOST BLESSED TRINITY TO PROVIDE ADDITIONAL GUIDANCE AND ASSISTANCE IN (A) FULFILLING THE PURPOSES OF THE TRUST AND (B) DETERMINING ELIGIBILITY OF PARTICIPANTS IN TRUST PROJECTS. THE SISTER CONSULTANT ALSO REPRESENTS THE TRUST IN ITS RELATIONSHIP TO THE DIOCESE OF ALABAMA AND TO THE HOLY NAME OF JESUS MEDICAL CENTER, INC., THE TRUST'S SUPPORTED ORGANIZATIONS. CONTINUING REVIEW THE SISTER CONSULTANT MEETS REGULARLY WITH THE TRUST OFFICER RESPONSIBLE FOR ADMINISTERING THE TRUST TO REVIEW EXISTING PROJECTS AND TO CONSIDER NEW PROJECTS. THE TRUST CONTINUOUSLY SEARCHES FOR AND EVALUATES POTENTIAL PROJECTS TO BENEFIT AND ENHANCE MEDICAL SERVICES IN THE STATE OF ALABAMA. BECAUSE OF THE CURRENT ECONOMIC SITUATION, MANY TAX-EXEMPT ORGANIZATIONS HAVE BEEN HAMPERED IN THEIR FINANCIAL ABILITY TO UNDERTAKE PROJECTS LIKE THOSE THAT HAVE RECEIVED LOW-INTEREST RATE LOANS IN THE PAST FROM THE TRUST. THE TRUST, THEREFORE, IS CONSIDERING OTHER OPTIONS TO BENEFIT AND ENHANCE MEDICAL SERVICES IN THE STATE OF ALABAMA. COURT SETTLEMENT IN 1991 FIRST ALABAMA BANK (NOW KNOWN AS REGIONS BANK), AS TRUSTEE OF THE HOLY NAME OF JESUS HOSPITAL TRUST, FILED A REQUEST FOR INSTRUCTIONS IN THE CIRCUIT COURT OF ETOWAH COUNTY, ALABAMA, IN EQUITY (CIVIL ACTION NO. CV 91-843-DWS). THE REQUEST FOR INSTRUCTIONS SOUGHT GUIDANCE ON CERTAIN ISSUES THAT AROSE FOLLOWING THE SALE OF THE HOLY NAME OF JESUS MEDICAL CENTER, A HOSPITAL OWNED AND OPERATED BY THE HOLY NAME OF JESUS MEDICAL CENTER, INC. A FINAL ORDER IN THE CASE WAS ENTERED ON OCTOBER 5, 1994, IMPLEMENTING A SETTLEMENT AGREEMENT. AS PART OF THE SETTLEMENT AGREEMENT, THE TRUSTEE ACCEPTED RESPONSIBILITY FOR AN ANNUITY CONTRACT ENTERED INTO BY AND BETWEEN THE HOLY NAME OF JESUS MEDICAL CENTER, INC., AN ALABAMA CORPORATION, AND DONALD R. GARRIS, A FORMER EMPLOYEE OF THE HOLY NAME OF JESUS MEDICAL CENTER, INC. DURING THE TAX YEAR ENDING JUNE 30, 1995, THE TRUSTEE BEGAN MAKING PAYMENTS TO MR. GARRIS PURSUANT TO THE ANNUITY CONTRACT. THE TRUST GIVES A FORM 1099 TO MR. GARRIS WITH REFERENCE TO THESE PAYMENTS. THE TRUST PAID OFF THE ANNUITY DURING THE JUNE 30, 2020 TAX YEAR. THE ANNUITY CONTRACT WAS RELATED TO SERVICES PERFORMED BY MR. GARRIS ON BEHALF OF THE HOLY NAME OF JESUS MEDICAL CENTER (A HOSPITAL FORMERLY KNOWN AS THE HOLY NAME OF JESUS HOSPITAL). MR. GARRIS' SERVICES BENEFITED AND ENHANCED MEDICAL SERVICES FOR THE HOLY NAME OF JESUS HOSPITAL AND MEDICAL SERVICES IN THE STATE OF ALABAMA, WHICH ARE THE PURPOSES OF THE HOLY NAME OF JESUS HOSPITAL TRUST. THE HOLY NAME OF JESUS MEDICAL CENTER, INC. IS AN ORGANIZATION RECOGNIZED BY THE IRS AS BEING DESCRIBED IN SECTION 501(C)(3). FORM 990, PART IX, LINE 11G CONSULTING FEES - GARRIS: PROGRAM SERVICE EXPENSES 226,669. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 226,669. CONSULTING FEES - MISSIONARY SERVANTS: PROGRAM SERVICE EXPENSES 60,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 60,000. FORM 990, PART III, QUESTION 4A ALABAMA CHILDHOOD FOOD SOLUTIONS DURING THE TAX YEAR ENDING JUNE 30, 2021, THE TRUST GAVE $30,000 TO ALABAMA CHILDHOOD FOOD SOLUTIONS TO PROVIDE FOR SOME OF THE BASIC NUTRITIONAL NEEDS OF FAMILIES, ESPECIALLY THE CHILDREN, OF THOSE LIVING IN POVERTY. DURING THE TAX YEAR ENDING JUNE 30, 2022, THE TRUST GAVE $30,000 TO PROVIDE FOR SOME OF THE BASIC NUTRITIONAL NEEDS OF FAMILIES, ESPECIALLY THE CHILDREN, OF THOSE LIVING IN POVERTY. DURING THE TAX YEAR ENDING JUNE 30, 2023, THE TRUST GAVE $30,000 TO PROVIDE FOR SOME OF THE BASIC NUTRITIONAL NEEDS OF FAMILIES, ESPECIALLY THE CHILDREN, OF THOSE LIVING IN POVERTY. WEST ALABAMA FOOD BANK DURING THE TAX YEAR ENDING JUNE 30, 2021, THE TRUST GAVE $25,000 TO WEST ALABAMA FOOD BANK TO PROVIDE BASIC FOOD NEEDS OF THE FAMILIES EXPERIENCING FOOD INSECURITY IN NINE COUNTIES OF WEST ALABAMA. DURING THE TAX YEAR ENDING JUNE 30, 2023, THE TRUST GAVE $30,000 TO WEST ALABAMA FOOD BANK TO PROVIDE BASIC FOOD NEEDS OF THE FAMILIES EXPERIENCING FOOD INSECURITY IN NINE COUNTIES OF WEST ALABAMA. MANNA MINISTRIES DURING THE TAX YEAR ENDING JUNE 30, 2023, THE TRUST GAVE $20,000 TO MANNA MINISTRIES TO PROVIDE SOME BASIC FOOD NEEDS OF INDIVIDUALS AND FAMILIES EXPERIENCING FOOD INSECURITY IN THE COUNTIES OF CENTRAL ALABAMA. ATTALLA HOUSING AND SOCIAL SERVICES ATALLA HOUSING AND SICIAL SERVICES IS A HOUSING DEVELOPMENT NONPROFIT THAT PROVIDES LOW INCOME HOUSING FOR ADULTS AND DISABLED PEOPLE IN THEIR COMMUNITY. DURING THE TAX YEAR ENDING JUNE 30, 2023, THE TRUST PROVIDED $5,967 AS DEBT FORGIVENESS TO ATTALLA HOUSING AND SOCIAL SERVICES. FORM 990, PART VI, SECTION B, LINE 13 THE TRUST DOES NOT HAVE A WRITTEN WHISTLEBLOWER POLICY, BUT THE CORPORATE TRUSTEE, REGIONS BANK, HAS A WRITTEN WHISTLEBLOWER POLICY. FORM 990, PART VI, SECTION B, LINE 14 THE TRUST DOES NOT HAVE A WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY, BUT THE CORPORATE TRUSTEE, REGIONS BANK, HAS A WRITTEN RETENTION AND DESTRUCTION POLICY. SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION HOLY NAME OF JESUS HOSPITAL TRUST C/O REGIONS BANK - TRUST DEPT. P.O. BOX 1688 BIRMINGHAM, AL 35202 EMPLOYER IDENTIFICATION NUMBER: 63-6117334 FOR THE YEAR ENDING JUNE 30, 2023 HOLY NAME OF JESUS HOSPITAL TRUST IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F). US CONFERENCE OF CATHOLIC BISHOPS 3211 FOURTH STREET NE WASHINGTON DC 20017 530196617 PROMOTE THE GREATER GOOD WITH WHICH THE CHURCH OFFERS HUMANKIND DC 501(C)(3) LINE 1 N/A 0 HOLY NAME OF JESUS MEDICAL CENTER INC PO BOX 430212 BIRMINGHAM AL 35243 630310793 PROVIDE HEALTH CARE AL 501(C)(3) LINE 3 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0