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Nonprofit · EIN 37-6264615

ANNA FOX KENNEDY TR

Tax-exempt · BIRMINGHAM, AL 35202

Financials

$72K$102K2023$88K$97K2024$72K$92K2025
Revenue Expenses · by fiscal year end
Financials of ANNA FOX KENNEDY TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$72,324$92,480-$20,156$1,087,227$0$1,087,227
December 31, 2024990$87,846$96,974-$9,128$1,107,655$0$1,107,655
December 31, 2023990$72,164$102,088-$29,924$1,117,097$0$1,117,097
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$72,324
Net gain from sales of assets
$35,793
Other revenue
$0

Expenses

Grants and similar amounts paid
$69,030
Compensation of officers, directors and key employees
$21,134
Salaries, compensation and benefits (total)
$21,134
Professional fundraising fees
$0
Accounting fees
$1,200
Program services (functional)
$69,030
Management and general (functional)
$23,450

Balance sheet and other

Total assets, start of year
$1,107,655
Total assets, end of year
$1,087,227
Total liabilities, end of year
$0
Net assets, end of year
$1,087,227
Publicly traded securities
$1,043,320
Gross receipts
$252,237
Employees
0
Year formed
1976
State of legal domicile
IL

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 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
REGIONS BANK TRUST DEPARTMENTTRUSTEE
Institutional trustee
1$21,134
990 for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
REGIONS BANK TRUST DEPARTMENTTRUSTEE
Institutional trustee
1$20,502
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
REGIONS BANK TRUST DEPARTMENTTRUSTEE
Institutional trustee
1$19,158

Address and contacts

Address (IRS master file)
PO BOX 11647, BIRMINGHAM, AL 35202-1647
In care of
% MAGNA TR CO TTEE
Principal officer (990 for 2025)
REGIONS BANK
Signed the 990
REGIONS BANK TRUSTEE, TRUST OFFICER
Phone
(205) 820-3141
Return prepared by
PWC US TAX LLP

Mission

NET INCOME IS TO BE PAID 1/2 TO ROSSVILLE UNITED METHODIST CHURCH OF ROSSVILLE, IL, AND 1/2 TO ST JAMES UNITED METHODIST CHURCH OF DANVILLE IL

990 for the year ended December 31, 2025

Program accomplishments

  • 1/2 NET INCOME PAID TO ST. JAMES UNITED METHODIST CHURCH
    Expenses $34,515 · grants $34,515
  • 1/2 NET INCOME PAID TO ROSSVILLE UNITED METHODIST CHURCH
    Expenses $34,515 · grants $34,515

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
37-6264615
Tax-exempt status
501(c)(2): Title-holding corporation
Donations deductible
No
Exempt since
1990
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,087,227
Income (IRS master file)
$252,237

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$72,324$92,480$1,087,227IRS
990December 2024$87,846$96,974$1,107,655IRS
990December 2023$72,164$102,088$1,117,097XML
990December 2022$51,027$98,776$1,147,506IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––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 37-6264615).

Questions about ANNA FOX KENNEDY TR

What is the EIN of ANNA FOX KENNEDY TR?
The employer identification number (EIN) of ANNA FOX KENNEDY TR is 37-6264615.
Is ANNA FOX KENNEDY TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(2) since 1990.
Are donations to ANNA FOX KENNEDY TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does ANNA FOX KENNEDY TR file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of ANNA FOX KENNEDY TR 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 ANNA FOX KENNEDY TR last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of ANNA FOX KENNEDY TR?
The 990 for the year ended December 31, 2025 names REGIONS BANK.
Who are the officers and directors of ANNA FOX KENNEDY TR?
The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $21,134 (REGIONS BANK TRUST DEPARTMENT, TRUSTEE).
How much revenue does ANNA FOX KENNEDY TR have?
On its 990 for the year ended December 31, 2025 it reported revenue of $72,324, expenses of $92,480 and total assets of $1,087,227 at year end.

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