2024-10-22T11:01:25-05:00 2023-12-31 920460586 PWC US TAX LLP 4300 E CAMELBACK ROAD STE 475 PHOENIX AZ 85018 990 2023-01-01 636052700 KATE DUNCAN SMITH DAR SCHOOL KATE 2058203141 P O BOX 11647 BIRMINGHAM AL 35202 REGIONS BANK TRUSTEE TRUST OFFICER 2058203141 2024-10-22 true true JEFFREY E KUHLIN P00353001 4123556000 2024-10-22 X 2023 2024-10-15 13:58:12Z X X REGIONS BANK PO BOX 11647 BIRMINGHAM AL 35202 1937178 false X N/A X 1943 AL TO PROVIDE FINANCIAL SUPPORT FOR THE KATE DUNCAN SMITH DAR SCHOOL, A QUALIFIED TAX EXEMPT ENTITY 1 0 0 0 0 4994 112517 0 244344 214108 0 249338 326625 217123 223992 0 43403 42055 0 0 6532 9341 267058 275388 -17720 51237 8126920 8168780 0 0 8126920 8168780 TO PROVIDE FINANCIAL SUPPORT FOR THE KATE DUNCAN SMITH DAR SCHOOL, A QUALIFIED TAX EXEMPT ENTITY false false 223992 223992 FINANCIAL SUPPORT FOR THE KATE DUNCAN SMITH DAR SCHOOL 223992 true false false false false false false false false true false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false false false false false false X 1 0 false false false false false false false true false false false true false false false true false false AL X REGIONS BANK TRUST DEPT 2058203141 250 RIVERCHASE PARKWAY EAST BIRMINGHAM AL 35244 REGIONS BANK TRUSTEE 1.0 X 42089 0 0 42089 0 0 false false false 112517 112517 286448 286448 1538213 1610553 -72340 -72340 -72340 326625 214108 223992 223992 42055 42055 1600 1600 7741 7741 INVESTMENT EXPENSES FOREIGN TAXES 275388 223992 51396 0 111161 90448 8015759 8078332 8126920 8168780 0 0 X 8126920 8168780 8126920 8168780 8126920 8168780 X 51237 -9377 X false false false X X 1 KATE DUNCAN SMITH DAR SCH 630338084 2 true 223992 0 1 223992 0 true false false false false false false false false false false true false false false false true false true X 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 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 0 0 0 0 0 0 0 2797918 2797918 2792924 4994 2797918 2663577 129347 2792924 2624867 38710 2572262 65741 97231 75026 17273 2624867 false false SCHEDULE V TO PAY OUT ALL NET INCOME FOR SPECIFIC DESIGNATED PURPOSES SUCH AS SCHOLARSHIPS. EXPLANATION FOR SCHEDULE D, PART V, LINE 4 TO PROVIDE FINANCIAL SUPPORT FOR THE KATE DUNCAN SMITH DAR SCHOOL. true KATE DUNCAN SMITH DAR SCHOOL 6077 MAIN STREET GRANT AL 35747 630338084 170(b)(1)(A)(ii) 223992 TO PROVIDE FINANCIAL SUPPORT TO KATE DUNCAN SMITH DAR SCHOOL EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 The organization is a trust where all net income is paid out to support the Kate Duncan Smith DAR School. The Bank Trustee reviews the activity in the account and has to approve special requests for funds. The school is also audited every year by an independent CPA firm. LINES 12, 13, AND 14 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 CORPORATE TRUSTEE DOES HAVE ALL OF THE ABOVE POLICIES. ALL BANK POLICIES ARE MONITORED BY THE BANK'S MANAGEMENT. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b THE ENTITY IS A TRUST AND NO COMMITTEES HAVE BEEN GIVEN AUTHORITY TO ACT ON BEHALF OF THE TRUSTEE. FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW THE CORPORATE TRUSTEE, AS SOLE MEMBER OF THE GOVERNING BODY, PREPARES THE FORM 990. SENIOR TAX DEPARTMENT STAFF REVIEWS THE RETURN FOR ACCURACY IN CONTENT AND CALCULATION PRIOR TO FILING WITH THE IRS. FORM 990, PAGE 6, PART VI, LINE 15a THE CORPORATE TRUSTEE FEES ARE BASED ON UPON PUBLISHED FEE SCHEDULES. FORM 990, PAGE 6, PART VI, LINE 19 THE TRUSTEE MAKES THE ANNUAL TAX RETURN AND DOCUMENTATION AVAILABLE UPON WRITTEN REQUEST. PAPER COPIES WILL BE PROVIDED. EXPLANATION FOR FORM 990, PART XI, LINE 9 MUTUAL FUND TIMING ADJ ($-254), CY ACCRUED INTEREST ($-264), PY ACCRUED INTEREST ($87), CY PENDING SALES ($-283), PY PENDING SALES ($-59), TAX LOT BASIS ADJ ($-234), RETURN OF CAPITAL (-$1,007) KATE DUNCAN SMITH DAR SCHOOL 6077 MAIN STREET GRANT AL 35747 630338084 PRVD EDU FOR GRD K-12 TO CHILDREN IN RURAL AP AL 501(C)(3) 170(b)(1)(A)(ii) NA false false true true false false false false false false false false false false false false false false false false KATE DUNCAN SMITH DAR SCHOOL b 217123 NET INCOME