Nonprofit · EIN 31-6637982
ANDREW SHUGART CHARITABLE TRUST
Tax-exempt · VESTAVIA HLS, AL 35216
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $3,474,389 | $7,969 | $3,466,420 | $3,546,228 | $0 | $3,546,228 |
| December 31, 2024 | 990-PF | $8,279 | $5,649 | $2,630 | $79,808 | $0 | $79,808 |
| December 31, 2023 | 990-PF | $4,527 | $5,840 | -$1,313 | $77,178 | $0 | $77,178 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $2,707,376
- Dividends
- $13,637
- Interest
- $17,605
- Net gain from sales of assets
- $56,845
- Other income
- $678,926
Expenses
- Grants and similar amounts paid
- $6,251
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $6,251
- Excise tax on investment income
- $10,638
Balance sheet and other
- Total assets, start of year
- $79,808
- Total assets, end of year
- $3,546,228
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,546,228
- Fair market value of assets
- $3,546,228
- Qualifying distributions
- $6,251
- Net investment income
- $767,013
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 |
|---|---|---|---|
| BOBBIE JOYCE SANDERS 801 WOODLAND VILLAGE, BIRMINGHAM, AL 35216 | TRUSTEE | 0 | $0 |
| JAMES GIBSON ROGERS RETIRED IN 2026 801 WOODLAND VILLAGE, BIRMINGHAM, AL 35216 | TRUSTEE | 0 | $0 |
| AMY S TUCKER 720 JOHNSON ROAD, KIMBERLEY, AL 35091 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BOBBIE JOYCE SANDERS 801 WOODLAND VILLAGE, BIRMINGHAM, AL 35216 | TRUSTEE | 0 | $0 |
| JAMES GIBSON ROGERS 801 WOODLAND VILLAGE, BIRMINGHAM, AL 35216 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREW C SHUGART 450 IRIS DRIVE, GARDENDALE, AL 35071 | TRUSTEE | 0 | $0 |
| JAMES GIBSON ROGERS 450 IRIS DRIVE, GARDENDALE, AL 35071 | TRUSTEE | 0 | $0 |
| ROGER H HARP 450 IRIS DRIVE, GARDENDALE, AL 35071 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 801 WOODLAND VLG, VESTAVIA HLS, AL 35216-1101
- In care of
- % ANDREW C SHUGART
- Signed the 990-PF
- BOBBIE JOYCE SANDERS, TRUSTEE
- Phone
- (205) 249-1430
- Return prepared by
- TILL HESTER EYER & BROWN 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 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
- 31-6637982
- 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
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $3,546,228
- Income (IRS master file)
- $3,531,409
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $3,474,389 | $7,969 | $3,546,228 | IRS |
| 990-PF | December 2024 | $8,279 | $5,649 | $79,808 | IRS |
| 990-PF | December 2023 | $4,527 | $5,840 | $77,178 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 31-6637982).
Questions about ANDREW SHUGART CHARITABLE TRUST
- What is the EIN of ANDREW SHUGART CHARITABLE TRUST?
- The employer identification number (EIN) of ANDREW SHUGART CHARITABLE TRUST is 31-6637982.
- Is ANDREW SHUGART CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to ANDREW SHUGART CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ANDREW SHUGART CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ANDREW SHUGART CHARITABLE 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 ANDREW SHUGART CHARITABLE 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 ANDREW SHUGART CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does ANDREW SHUGART CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $3,474,389, expenses of $7,969 and total assets of $3,546,228 at year end.
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