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Nonprofit · EIN 31-1570620

THE WARREN AND SALLIE WILLIAMSON CHARITABLE TRUST

Tax-exempt · GREENVILLE, AL 36037

Financials

−$75K$166K2023$73K$168K2024
Revenue Expenses · by fiscal year end
Financials of THE WARREN AND SALLIE WILLIAMSON CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$72,809$168,289-$95,480$2,357,000$0$2,357,000
December 31, 2023990-PF-$75,406$166,443-$241,849$2,452,480$0$2,452,480
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$59,443
Interest
$27,778
Net gain from sales of assets
-$14,563
Other income
$151

Expenses

Grants and similar amounts paid
$145,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$149,842
Excise tax on investment income
$929

Balance sheet and other

Total assets, start of year
$2,452,480
Total assets, end of year
$2,357,000
Total liabilities, end of year
$0
Net assets, end of year
$2,357,000
Fair market value of assets
$2,977,152
Qualifying distributions
$149,842
Net investment income
$83,813

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
SALLIE S WILLIAMSON
211 N COLLEGE ST, GREENVILLE, AL 36037
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
SALLIE S WILLIAMSON
211 N COLLEGE ST, GREENVILLE, AL 36037
TRUSTEE0$0

Address and contacts

Address (IRS master file)
CO JIM CASSIDY 729 WAGON WHEEL RD, GREENVILLE, AL 36037-0000
In care of
% SALLIE S WILLIAMSON
Signed the 990-PF
SALLIE S WILLIAMSON, TRUSTEE
Phone
(256) 533-1445
Return prepared by
CLIFTONLARSONALLEN LLP

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
31-1570620
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
1997
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,357,000
Income (IRS master file)
$631,243

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$72,809$168,289$2,357,000XML
990-PFDecember 2023-$75,406$166,443$2,452,480XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––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 31-1570620).

Questions about THE WARREN AND SALLIE WILLIAMSON CHARITABLE TRUST

What is the EIN of THE WARREN AND SALLIE WILLIAMSON CHARITABLE TRUST?
The employer identification number (EIN) of THE WARREN AND SALLIE WILLIAMSON CHARITABLE TRUST is 31-1570620.
Is THE WARREN AND SALLIE WILLIAMSON CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
Are donations to THE WARREN AND SALLIE WILLIAMSON CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE WARREN AND SALLIE WILLIAMSON CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of THE WARREN AND SALLIE WILLIAMSON CHARITABLE TRUST 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 THE WARREN AND SALLIE WILLIAMSON CHARITABLE TRUST 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 THE WARREN AND SALLIE WILLIAMSON CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
How much revenue does THE WARREN AND SALLIE WILLIAMSON CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $72,809, expenses of $168,289 and total assets of $2,357,000 at year end.

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