Nonprofit · EIN 20-3450384
CARL H & LAURA ESTRELLA GRISHAM SCHOLARSHIP FDN INC 52-7900365
Tax-exempt · BIRMINGHAM, AL 35209
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $100,656 | $241,480 | -$140,824 | $2,014,111 | $0 | $2,014,111 |
| December 31, 2023 | 990-PF | $119,849 | $135,464 | -$15,615 | $2,156,608 | $0 | $2,156,608 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,000
- Dividends
- $85,442
- Net gain from sales of assets
- $13,214
Expenses
- Grants and similar amounts paid
- $202,000
- Compensation of officers, directors and key employees
- $8,750
- Disbursements for charitable purposes
- $208,175
- Excise tax on investment income
- $833
Balance sheet and other
- Total assets, start of year
- $2,156,608
- Total assets, end of year
- $2,014,111
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,014,111
- Fair market value of assets
- $3,208,880
- Qualifying distributions
- $208,175
- Net investment income
- $91,970
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EARL T CHASE THRU 020824 5184 CALDWELL MILL ROAD STE 204 BOX, 338, BIRMINGHAM, AL 35244 | DIRECTOR | 8.4 | $0 |
| JUSTIN RUSSELL BEG 020824 600 UNIVERSITY PARK PLACE STE 501, BIRMINGHAM, AL 35209 | DIRECTOR | 8.4 | $0 |
| WAVERLY ADVISORS LLC 600 UNIVERSITY PARK PLACE STE 501, BIRMINGHAM, AL 35209 | INVESTMENT MANAGER | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JUDITH CHASE 5184 CALDWELL MILL ROAD STE 204 BOX, 338, BIRMINGHAM, AL 35244 | DIRECTOR | 8.4 | $0 |
| EARL T CHASE 5184 CALDWELL MILL ROAD STE 204 BOX, 338, BIRMINGHAM, AL 35244 | DIRECTOR | 8.4 | $0 |
| WAVERLY ADVISORS LLC 600 UNIVERSITY PARK PLACE STE 501, BIRMINGHAM, AL 35209 | INVESTMENT MANAGER | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 600 UNIVERSITY PARK PL STE 501, BIRMINGHAM, AL 35209-6700
- In care of
- % EARL T CHASE
- Signed the 990-PF
- JUSTIN RUSSELL, DIRECTOR
- Phone
- (205) 979-4100
- Return prepared by
- WARREN AVERETT LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-3450384
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2006
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,014,111
- Income (IRS master file)
- $466,112
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $100,656 | $241,480 | $2,014,111 | IRS |
| 990-PF | December 2023 | $119,849 | $135,464 | $2,156,608 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-3450384).
Questions about CARL H & LAURA ESTRELLA GRISHAM SCHOLARSHIP FDN INC 52-7900365
- What is the EIN of CARL H & LAURA ESTRELLA GRISHAM SCHOLARSHIP FDN INC 52-7900365?
- The employer identification number (EIN) of CARL H & LAURA ESTRELLA GRISHAM SCHOLARSHIP FDN INC 52-7900365 is 20-3450384.
- Is CARL H & LAURA ESTRELLA GRISHAM SCHOLARSHIP FDN INC 52-7900365 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to CARL H & LAURA ESTRELLA GRISHAM SCHOLARSHIP FDN INC 52-7900365 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CARL H & LAURA ESTRELLA GRISHAM SCHOLARSHIP FDN INC 52-7900365 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CARL H & LAURA ESTRELLA GRISHAM SCHOLARSHIP FDN INC 52-7900365 due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CARL H & LAURA ESTRELLA GRISHAM SCHOLARSHIP FDN INC 52-7900365 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of CARL H & LAURA ESTRELLA GRISHAM SCHOLARSHIP FDN INC 52-7900365?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does CARL H & LAURA ESTRELLA GRISHAM SCHOLARSHIP FDN INC 52-7900365 have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $100,656, expenses of $241,480 and total assets of $2,014,111 at year end.
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