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Nonprofit · EIN 26-3311211

WARNER FOUNDATION INC

Tax-exempt · TUSCALOOSA, AL 35406

Financials

$715K$576K2023$615K$559K2024
Revenue Expenses · by fiscal year end
Financials of WARNER FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$614,690$558,549$56,141$10,165,875$0$10,165,875
December 31, 2023990-PF$714,597$575,759$138,838$10,109,734$0$10,109,734
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$229,808
Interest
$56,312
Net gain from sales of assets
$328,570

Expenses

Grants and similar amounts paid
$290,600
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$32,187
Disbursements for charitable purposes
$488,862
Excise tax on investment income
$7,576

Balance sheet and other

Total assets, start of year
$10,109,734
Total assets, end of year
$10,165,875
Total liabilities, end of year
$0
Net assets, end of year
$10,165,875
Fair market value of assets
$10,984,878
Qualifying distributions
$488,862
Net investment income
$614,690

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.

NameTitleHours / weekCompensation
SUSAN G WARNER
2705 BATTLEMENT DRIVE, TUSCALOOSA, AL 35406
CHAIRMAN1$0
VAUGHAN MORRISSETTE
3 TAYLOR PLACE, MOBILE, AL 36608
DIRECTOR1$0
JERRY PHILLIPS
4816 CALDWELL MILL ROAD, BIRMINGHAM, AL 35242
TREASURER1$0
JOYCE ALLEN
4636 PEACHTREE RD, TUSCALOOSA, AL 35405
SECRETARY1$0
MAURA O'SHEA
308 NAUBUC AVE, GLASTONBURY, CT 06033
VICE- CHAIRMAN1$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
SUSAN G WARNER
2705 BATTLEMENT DRIVE, TUSCALOOSA, AL 35406
CHAIRMAN1$0
VAUGHAN MORRISSETTE
3 TAYLOR PLACE, MOBILE, AL 36608
DIRECTOR1$0
JERRY PHILLIPS
4816 CALDWELL MILL ROAD, BIRMINGHAM, AL 35242
TREASURER1$0
JOYCE ALLEN
4636 PEACHTREE RD, TUSCALOOSA, AL 35405
SECRETARY1$0
MAURA O'SHEA
308 NAUBUC AVE, GLASTONBURY, CT 06033
VICE- CHAIRMAN1$0

Address and contacts

Address (IRS master file)
2705 BATTLEMENT DR NE, TUSCALOOSA, AL 35406-1103
Signed the 990-PF
JERRY D PHILLIPS II, OFFICER
Phone
(205) 534-0078
Return prepared by
JAMISONMONEYFARMER PC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
26-3311211
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private operating foundation
Donations deductible (Pub 78)
Private operating foundation, 50% limit
Exempt since
2009
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$10,165,875
Income (IRS master file)
$3,233,264

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$614,690$558,549$10,165,875IRS
990-TDecember 2024–––IRS
990-PFDecember 2023$714,597$575,759$10,109,734XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 26-3311211).

Questions about WARNER FOUNDATION INC

What is the EIN of WARNER FOUNDATION INC?
The employer identification number (EIN) of WARNER FOUNDATION INC is 26-3311211.
Is WARNER FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
Are donations to WARNER FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
Which annual return does WARNER FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of WARNER FOUNDATION INC 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 WARNER FOUNDATION INC 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 WARNER FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
How much revenue does WARNER FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $614,690, expenses of $558,549 and total assets of $10,165,875 at year end.

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