Nonprofit · EIN 46-1610590
JMT FOUNDATION TRUST
Tax-exempt · MOBILE, AL 36609
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $205,446 | $201,719 | $3,727 | $1,508,161 | $0 | $1,508,161 |
| December 31, 2024 | 990-PF | $155,066 | $151,275 | $3,791 | $1,511,386 | $0 | $1,511,386 |
| December 31, 2023 | 990-PF | $166,433 | $118,925 | $47,508 | $1,489,133 | $0 | $1,489,133 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $100,500
- Dividends
- $66,048
- Interest
- $7,789
- Net gain from sales of assets
- $31,109
Expenses
- Grants and similar amounts paid
- $200,000
- Disbursements for charitable purposes
- $1,620
- Excise tax on investment income
- $1,459
Balance sheet and other
- Total assets, start of year
- $1,511,386
- Total assets, end of year
- $1,508,161
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,508,161
- Fair market value of assets
- $1,583,291
- Qualifying distributions
- $1,620
- Net investment income
- $104,946
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 |
|---|---|---|---|
| LOUISE L CLARK 6449 CANEBRAKE ROAD, MOBILE, AL 36695 | TRUSTEE | 5 | $0 |
| JUSTIN L LACKEY PO BOX 280, MUNFORD, AL 36268 | TRUSTEE | 5 | $0 |
| D SHANE CLARK 3544 RENFROE ROAD, TALLADEGA, AL 35160 | TRUSTEE | 5 | $0 |
| HARRIET SWINFORD 197 ROY LACKEY LANE, MUNFORD, AL 36268 | TRUSTEE | 5 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LOUISE L CLARK 6449 CANEBRAKE ROAD, MOBILE, AL 36695 | TRUSTEE | 5 | $0 |
| JUSTIN L LACKEY PO BOX 280, MUNFORD, AL 36268 | TRUSTEE | 5 | $0 |
| D SHANE CLARK 3544 RENFROE ROAD, TALLADEGA, AL 35160 | TRUSTEE | 5 | $0 |
| HARRIET SWINFORD 197 ROY LACKEY LANE, MUNFORD, AL 36268 | TRUSTEE | 5 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LOUISE L CLARK 6449 CANEBRAKE ROAD, MOBILE, AL 36695 | TRUSTEE | 5 | $0 |
| JUSTIN L LACKEY PO BOX 280, MUNFORD, AL 36268 | TRUSTEE | 5 | $0 |
| D SHANE CLARK 3544 RENFROE ROAD, TALLADEGA, AL 35160 | TRUSTEE | 5 | $0 |
| HARRIET SWINFORD 197 ROY LACKEY LANE, MUNFORD, AL 36268 | TRUSTEE | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 6305A PICCADILLY SQUARE DR, MOBILE, AL 36609-5103
- In care of
- % JOHN R WELLS
- Signed the 990-PF
- LOUISE L CLARK, TRUSTEE
- Phone
- (251) 666-4426
- Return prepared by
- ANDERSON & WELLS 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
- 46-1610590
- 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
- 2013
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,508,161
- Income (IRS master file)
- $355,446
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $205,446 | $201,719 | $1,508,161 | IRS |
| 990-PF | December 2024 | $155,066 | $151,275 | $1,511,386 | XML |
| 990-PF | December 2023 | $166,433 | $118,925 | $1,489,133 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 46-1610590).
Questions about JMT FOUNDATION TRUST
- What is the EIN of JMT FOUNDATION TRUST?
- The employer identification number (EIN) of JMT FOUNDATION TRUST is 46-1610590.
- Is JMT FOUNDATION TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
- Are donations to JMT FOUNDATION TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JMT FOUNDATION TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JMT FOUNDATION 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 JMT FOUNDATION 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 JMT FOUNDATION TRUST?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does JMT FOUNDATION TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $205,446, expenses of $201,719 and total assets of $1,508,161 at year end.
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