Nonprofit · EIN 35-6221524
HAROLD L HARMESON TRUST
Tax-exempt · BIRMINGHAM, AL 35201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $54,872 | $44,185 | $10,687 | $535,076 | $0 | $535,076 |
| November 30, 2024 | 990-PF | $41,421 | $44,902 | -$3,481 | $523,755 | $0 | $523,755 |
| November 30, 2023 | 990-PF | $52,193 | $40,257 | $11,936 | $527,426 | $0 | $527,426 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Contributions, gifts and grants
- $491
- Dividends
- $12,843
- Net gain from sales of assets
- $41,538
Expenses
- Grants and similar amounts paid
- $27,400
- Compensation of officers, directors and key employees
- $10,006
- Disbursements for charitable purposes
- $35,582
- Excise tax on investment income
- $641
Balance sheet and other
- Total assets, start of year
- $523,755
- Total assets, end of year
- $535,076
- Total liabilities, end of year
- $0
- Net assets, end of year
- $535,076
- Fair market value of assets
- $696,596
- Qualifying distributions
- $35,582
- Net investment income
- $54,381
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 November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK 250 RIVERCHASE PARKWAY EAST, BIRMINGHAM, AL 35244 | TRUSTEE | 1 | $10,006 |
990-PF for the year ended November 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK 250 RIVERCHASE PARKWAY EAST, BIRMINGHAM, AL 35244 | TRUSTEE | 1 | $9,745 |
990-PF for the year ended November 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK 250 RIVERCHASE PARKWAY EAST, BIRMINGHAM, AL 35244 | TRUSTEE | 1 | $8,981 |
Address and contacts
- Address (IRS master file)
- PO BOX 11, BIRMINGHAM, AL 35201-0011
- In care of
- % REGIONS BANK TRUST DEPT
- Signed the 990-PF
- REGIONS BANK TRUSTEE, TRUST OFFICER
- Phone
- (205) 820-3141
- Return prepared by
- PWC US TAX 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 November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 35-6221524
- 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
- 1988
- Accounting year ends
- November
- Files
- Form 990-PF
- Assets (IRS master file)
- $535,076
- Income (IRS master file)
- $294,270
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $54,872 | $44,185 | $535,076 | XML |
| 990-PF | November 2024 | $41,421 | $44,902 | $523,755 | XML |
| 990-PF | November 2023 | $52,193 | $40,257 | $527,426 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 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 35-6221524).
Questions about HAROLD L HARMESON TRUST
- What is the EIN of HAROLD L HARMESON TRUST?
- The employer identification number (EIN) of HAROLD L HARMESON TRUST is 35-6221524.
- Is HAROLD L HARMESON TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to HAROLD L HARMESON TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HAROLD L HARMESON TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HAROLD L HARMESON TRUST due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HAROLD L HARMESON TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of HAROLD L HARMESON TRUST?
- The 990-PF for the year ended November 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $10,006 (REGIONS BANK, TRUSTEE).
- How much revenue does HAROLD L HARMESON TRUST have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $54,872, expenses of $44,185 and total assets of $535,076 at year end.
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