Nonprofit · EIN 27-6361094
LILIAN S WOOLFORD CHARITABLE TR
Tax-exempt · MOBILE, AL 36633
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $42,313 | $31,972 | $10,341 | $510,799 | $0 | $510,799 |
| September 30, 2024 | 990-PF | $36,217 | $29,982 | $6,235 | $500,458 | $0 | $500,458 |
| September 30, 2023 | 990-PF | $2,569 | $27,628 | -$25,059 | $494,223 | $0 | $494,223 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $14,887
- Interest
- $308
- Net gain from sales of assets
- $27,078
- Other income
- $40
Expenses
- Grants and similar amounts paid
- $25,000
- Compensation of officers, directors and key employees
- $4,573
- Disbursements for charitable purposes
- $27,865
- Excise tax on investment income
- $534
Balance sheet and other
- Total assets, start of year
- $500,458
- Total assets, end of year
- $510,799
- Total liabilities, end of year
- $0
- Net assets, end of year
- $510,799
- Fair market value of assets
- $663,184
- Qualifying distributions
- $27,865
- Net investment income
- $42,273
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK TRUST DEPARTMENT PO BOX 1628, MOBILE, AL 36633 | TRUSTEE | 0 | $4,573 |
990-PF for the year ended September 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK TRUST DEPARTMENT PO BOX 1628, MOBILE, AL 36633 | TRUSTEE | 1 | $4,370 |
990-PF for the year ended September 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK TRUST DEPARTMENT PO BOX 1628, MOBILE, AL 36633 | TRUSTEE | 1 | $4,157 |
Address and contacts
- Address (IRS master file)
- PO BOX 1628, MOBILE, AL 36633-1628
- In care of
- % REGIONS BANK TRUST DEPARTMENT TTE
- Signed the 990-PF
- RICHARD HARVEY, TRUSTEE
- Phone
- (251) 690-1440
- Return prepared by
- CROW SHIELDS BAILEY 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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 27-6361094
- 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
- 2011
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $510,799
- Income (IRS master file)
- $172,221
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $42,313 | $31,972 | $510,799 | XML |
| 990-PF | September 2024 | $36,217 | $29,982 | $500,458 | XML |
| 990-PF | September 2023 | $2,569 | $27,628 | $494,223 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 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 27-6361094).
Questions about LILIAN S WOOLFORD CHARITABLE TR
- What is the EIN of LILIAN S WOOLFORD CHARITABLE TR?
- The employer identification number (EIN) of LILIAN S WOOLFORD CHARITABLE TR is 27-6361094.
- Is LILIAN S WOOLFORD CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to LILIAN S WOOLFORD CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LILIAN S WOOLFORD CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LILIAN S WOOLFORD CHARITABLE TR due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LILIAN S WOOLFORD CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of LILIAN S WOOLFORD CHARITABLE TR?
- The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $4,573 (REGIONS BANK TRUST DEPARTMENT, TRUSTEE).
- How much revenue does LILIAN S WOOLFORD CHARITABLE TR have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $42,313, expenses of $31,972 and total assets of $510,799 at year end.
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