Nonprofit · EIN 20-6724118
JULIA G MELSON CHARITABLE TESTAMENTARY TRUST
Also known as RICHARD P MORTHLAND TTEE
Tax-exempt · MOBILE, AL 36652
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $145,428 | $145,217 | $211 | $1,749,787 | $0 | $1,749,787 |
| December 31, 2024 | 990-PF | $140,601 | $138,571 | $2,030 | $1,749,539 | $0 | $1,749,539 |
| December 31, 2023 | 990-PF | $77,701 | $131,241 | -$53,540 | $1,747,399 | $0 | $1,747,399 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $63,687
- Net gain from sales of assets
- $81,741
Expenses
- Grants and similar amounts paid
- $114,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $116,100
- Excise tax on investment income
- $1,651
Balance sheet and other
- Total assets, start of year
- $1,749,539
- Total assets, end of year
- $1,749,787
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,749,787
- Fair market value of assets
- $2,410,678
- Qualifying distributions
- $116,100
- Net investment income
- $145,428
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROLYN COX 101 LANDLINE ROAD, SELMA, AL 36701 | CO-TRUSTEE | 1 | $0 |
| RICHARD P MORTHLAND 807 CAHABA ROAD, SELMA, AL 36701 | CO-TRUSTEE | 1 | $0 |
| KARLA CONWAY PO BOX 577, TALLADEGA, AL 35161 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROLYN COX 101 LANDLINE ROAD, SELMA, AL 36701 | CO-TRUSTEE | 1 | $0 |
| RICHARD P MORTHLAND 807 CAHABA ROAD, SELMA, AL 36701 | CO-TRUSTEE | 1 | $0 |
| KARLA CONWAY PO BOX 577, TALLADEGA, AL 35161 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROLYN COX 101 LANDLINE ROAD, SELMA, AL 36701 | CO-TRUSTEE | 1 | $0 |
| RICHARD P MORTHLAND 807 CAHABA ROAD, SELMA, AL 36701 | CO-TRUSTEE | 1 | $0 |
| KARLA CONWAY PO BOX 577, TALLADEGA, AL 35161 | CO-TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 2527, MOBILE, AL 36652-2527
- Signed the 990-PF
- GEORGE C SMITH, TRUST OFFICER
- Phone
- (251) 690-1337
- 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 | 990-PF 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
- 20-6724118
- 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
- 2012
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,749,787
- Income (IRS master file)
- $600,235
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $145,428 | $145,217 | $1,749,787 | IRS |
| 990-PF | December 2024 | $140,601 | $138,571 | $1,749,539 | IRS |
| 990-PF | December 2023 | $77,701 | $131,241 | $1,747,399 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 20-6724118).
Questions about JULIA G MELSON CHARITABLE TESTAMENTARY TRUST
- What is the EIN of JULIA G MELSON CHARITABLE TESTAMENTARY TRUST?
- The employer identification number (EIN) of JULIA G MELSON CHARITABLE TESTAMENTARY TRUST is 20-6724118.
- Is JULIA G MELSON CHARITABLE TESTAMENTARY TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
- Are donations to JULIA G MELSON CHARITABLE TESTAMENTARY TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JULIA G MELSON CHARITABLE TESTAMENTARY TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JULIA G MELSON CHARITABLE TESTAMENTARY TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JULIA G MELSON CHARITABLE TESTAMENTARY TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of JULIA G MELSON CHARITABLE TESTAMENTARY TRUST?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does JULIA G MELSON CHARITABLE TESTAMENTARY TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $145,428, expenses of $145,217 and total assets of $1,749,787 at year end.
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