2025-08-05T13:47:52-05:00 2024-12-31 630191630 SMITH DUKES & BUCKALEW LLP 3800 AIRPORT BLVD MOBILE AL 366081667 990 2024-01-01 726210640 ALTON N SCOTT CHARITABLE TRUST #1255001026 ALTO 2516901337 REGIONS BANK TTEE PO BOX 1628 MOBILE AL 366331628 RICHARD HARVEY TRUST OFFICER 2516901337 2025-08-04 1 1 J WILBERT JORDAN JR P00275848 2513431200 2025-08-04 2024 2025-03-06 01:10:19Z RICHARD HARVEY REGIONS BANK TTEE PO BOX 1628 MOBILE AL 366331628 2068483 0 X N/A X 2002 AL MANAGEMENT OF INVESTMENTS, REMIT THE NET INCOME TO THE UNIVERSITY OF ALABAMA SCHOOL OF ENGINEERING FOR PROMOTION, ENCOURAGEMENT AND FUNDING OF RESEARCH PROJECTS. 1 1 0 0 0 0 0 0 0 0 139431 467836 32683 23185 172114 491021 159266 110000 0 0 74234 79207 0 0 0 20485 34300 253985 223507 -81871 267514 8539550 8807041 0 0 8539550 8807041 MANAGEMENT OF INVESTMENTS, REMIT THE NET INCOME TO THE UNIVERSITY OF ALABAMA SCHOOL OF ENGINEERING FOR PROMOTION, ENCOURAGEMENT AND FUNDING OF RESEARCH PROJECTS. 0 0 110000 110000 THE TRUST'S ONLY FUNCTION IS THE MANAGEMENT OF INVESTMENTS AND THE REMITTANCE OF THE INCOME TO THE SOLE BENEFICIARY, THE UNIVERSITY OF ALABAMA SCHOOL OF ENGINEERING, FOR THE PROMOTION, ENCOURAGEMENT AND FUNDING OF RESEARCH PROJECTS. 110000 1 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 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X REGIONS BANK TRUST DEPARTMENT 2516901337 11 NORTH WATER ST 28TH FLOOR MOBILE AL 36602 X REGIONS BANK TRUST DEPARTMENT TRUSTEE 6.00 X 79207 0 0 79207 0 0 0 0 0 0 0 166426 166426 13939 13939 14545 5299 9246 9246 9246 1737045 136528 1567516 4647 169529 131881 301410 301410 491021 0 0 491021 110000 110000 79207 79207 5018 5018 5274 5274 APPRAISAL FEES 10450 10450 LAND & TIMBERLAND EXPEN 5150 5150 INVESTMENT EXPENSES 3513 3513 FOREIGN TAXES PAID 2632 2632 2263 2263 223507 110000 113507 0 104301 332643 3210857 3210857 3210857 5222889 5262038 1503 1503 8539550 8807041 0 0 X 8539550 8807041 0 0 0 0 8539550 8807041 8539550 8807041 X 267514 -23 X 0 0 0 X X 1 UNIV OF ALA SCHOOL OF ENGINEERING 636001138 5 1 110000 0 1 110000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 5887 0 0 184592 194910 184592 200797 0 0 4423 5299 74223 82198 105946 113300 5675942 6445582 189119 146107 2913355 2897088 8778416 9488777 0 0 0 8778416 9488777 131676 142332 8646740 9346445 302636 327126 0 0 302636 327126 105946 90054 302636 302636 0 302636 110000 0 31310 0 0 0 141310 110000 302636 36.350000000000 302636 0 344068 470071 0 647052 179762 1640953 0 302636 41432 1296885 141310 0 141310 0 0 1438195 470071 0 647052 179762 141310 PART IV, SECTION D, LINE 2 THE 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. PART IV, SECTION D, LINE 3 THE 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. 3210857 3210857 3210857 1 UNIVERSITY OF ALABAMA SCHOOL OF ENGINEERING C/O WILLIAM HUGHES PO BOX 870122 TUSCALOOSA AL 36487 636001138 170(B)(1)(A)(II) 110000 0 THE ORGANIZATION DISTRIBUTES FUNDS TO THE UNIVERSITY OF ALABAMA SCHOOL OF ENGINEERING 1 0 PART I, LINE 2: THE 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. 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. FORM 990, PART XI, LINE 9: YEAR END TIMING DIFFERENCES -23. UNIVERSITY OF ALABAMA SCHOOL OF ENGINEERING C/O WILLIAM HUGHES PO BOX 870122 TUSCALOOSA AL 36487 636001138 SCHOOL OF ENGINEERING - EDUCATION AL 170(B)(1)(A)(II) 501(C)(3) N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 UNIVERSITY OF ALABAMA SCHOOL OF ENGINEERING B 110000 CASH