Nonprofit · EIN 31-6633685
THE JOHN JORDAN AND REBECCA PATE MEMORIAL TRUST
Tax-exempt · ANDALUSIA, AL 36421
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2023 | 990-PF | $3,863 | $2,231 | $1,632 | $96,075 | $0 | $96,075 |
Financial details: 990-PF for the year ended July 31, 2023
Revenue
- Contributions, gifts and grants
- $3,080
- Dividends
- $628
- Interest
- $155
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Disbursements for charitable purposes
- $2,231
- Excise tax on investment income
- $7
Balance sheet and other
- Total assets, start of year
- $94,443
- Total assets, end of year
- $96,075
- Total liabilities, end of year
- $0
- Net assets, end of year
- $96,075
- Fair market value of assets
- $105,472
- Qualifying distributions
- $2,231
- Net investment income
- $783
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 July 31, 2023, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jimmy E Pate P O Drawer 1049, Andalusia, AL 36420 | Trustee | 1 | $0 |
| Claudette G Pate 9765 County RD 43, Andalusia, AL 36421 | Trustee | 1 | $0 |
| Jason L Pate 757 Bull Slough Rd, Andalusia, AL 36421 | Trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 9765 COUNTY ROAD 43, ANDALUSIA, AL 36421-5055
- In care of
- % WILLIE PATE
- Signed the 990-PF
- Claudette G Pate, Trustee
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | Not on file |
| 2023 | July 31, 2024 | December 16, 2024 | Not on file |
IRS record
- EIN
- 31-6633685
- 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
- 2000
- Accounting year ends
- July
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T23)
- Assets (IRS master file)
- $96,075
- Income (IRS master file)
- $3,863
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2023 | $3,863 | $2,231 | $96,075 | XML |
| 990-PF | July 2022 | – | – | – | IRS |
| 990-PF | July 2021 | – | – | – | IRS |
| 990-PF | July 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 31-6633685).
Questions about THE JOHN JORDAN AND REBECCA PATE MEMORIAL TRUST
- What is the EIN of THE JOHN JORDAN AND REBECCA PATE MEMORIAL TRUST?
- The employer identification number (EIN) of THE JOHN JORDAN AND REBECCA PATE MEMORIAL TRUST is 31-6633685.
- Is THE JOHN JORDAN AND REBECCA PATE MEMORIAL TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to THE JOHN JORDAN AND REBECCA PATE MEMORIAL TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does THE JOHN JORDAN AND REBECCA PATE MEMORIAL TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE JOHN JORDAN AND REBECCA PATE MEMORIAL TRUST due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE JOHN JORDAN AND REBECCA PATE MEMORIAL TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended July 2023.
- Who are the officers and directors of THE JOHN JORDAN AND REBECCA PATE MEMORIAL TRUST?
- The 990-PF for the year ended July 31, 2023 lists 3 people; 0 received compensation from the organization.
- How much revenue does THE JOHN JORDAN AND REBECCA PATE MEMORIAL TRUST have?
- On its 990-PF for the year ended July 31, 2023 it reported revenue of $3,863, expenses of $2,231 and total assets of $96,075 at year end.
Other nonprofits in ANDALUSIA
- FRANCES AND F M JONES FAMILY FOUNDATION EIN 82-3824811 · last filed 990-PF for 2025
- ELAM-DAVISON FOUNDATION EIN 99-2338587 · last filed 990-PF for 2025
- CIVITAN INTERNATIONAL EIN 23-7144118 · last filed 990-N for 2024
- BALLARD AND LYNN KRUDOP FAMILY FOUNDATION EIN 63-6210359 · last filed 990-PF for 2025
- POWERSOUTH ENERGY COOPERATIVE EIN 63-0238274 · last filed 990 for 2024
- COVINGTON ELECTRIC COOPERATIVE INC EIN 63-0462077 · last filed 990 for 2025
- THE LONGLEAF ALLIANCE INC EIN 75-3263645 · last filed 990 for 2025
- SOLON AND MARTHA DIXON FOUNDATION EIN 63-0812726 · last filed 990-PF for 2025
All nonprofits in ANDALUSIA · Alabama · Philanthropy, voluntarism and grantmaking foundations