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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 57-0897072

THE WHITFIELD MEMORIAL CHARITABLE TRUST

Tax-exempt · DEMOPOLIS, AL 36732

Financials

$8K$2K2023$14K$4K2024$18K$2K2025
Revenue Expenses · by fiscal year end
Financials of THE WHITFIELD MEMORIAL CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-EZ$18,368$2,129$16,239$149,238–$149,238
December 31, 2024990-EZ$14,308$3,616$10,692$132,998–$132,998
December 31, 2023990-EZ$8,087$1,674$6,413$122,307–$122,307
Financial details: 990-EZ for the year ended December 31, 2025

Revenue

Investment income
$4,149
Net gain from sales of assets
$14,219

Expenses

Compensation of officers, directors and key employees
$0
Other expenses
$2,129

Balance sheet and other

Total assets, start of year
$132,999
Total assets, end of year
$149,238
Total liabilities, end of year
–
Net assets, end of year
$149,238
Cash, savings and investments
$149,238
Gross receipts
$18,368

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

NameTitleHours / weekCompensation
ROBERTSON BANKING COMPANY TRUST DEPT ROBERSTON BANKING COMPANY TRUST DEPTTRUSTEE0$0
990-EZ for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
ROBERTSON BANKING COMPANY TRUST DEPT ROBERSTON BANKING COMPANY TRUST DEPTTRUSTEE0$0
990-EZ for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
ROBERTSON BANKING COMPANY TRUST DEPT ROBERSTON BANKING COMPANY TRUST DEPTTRUSTEE0$0

Address and contacts

Address (IRS master file)
PO BOX 490, DEMOPOLIS, AL 36732-0490
Signed the 990-EZ
ROBERTSON BANKING COMPANY TRUST DEP, TRUSTEE
Phone
(334) 289-6729
Return prepared by
MASON AND GARDNER CPAS

Mission

TO RECEIVE AND HOLD CONTRIBUTIONS IN TRUST FOR THE USE AND BENEFIT OF THE TOMBIGBEE HEALTHCARE AUTHORITY. THE ENTIRE NET INCOME FROM THE TRUST WILL BE PAID TO THE BENEFICIARY.

990-EZ for the year ended December 31, 2025

Program accomplishments

  • SUPPORT OF THE TOMBIGBEE HEALTHCARE AUTHORITY IN DEMOPOLIS, ALABAMA.

What it must file and when

IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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-EZ on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-EZ on file

File the 2026 990-N for THE WHITFIELD MEMORIAL CHARITABLE TRUST

Due May 17, 2027 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
57-0897072
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
1989
Accounting year ends
December
Files
Form 990-N (e-Postcard)
Assets (IRS master file)
$149,238
Income (IRS master file)
$18,368

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2025$18,368$2,129$149,238IRS
990-EZDecember 2024$14,308$3,616$132,998IRS
990-EZDecember 2023$8,087$1,674$122,307XML
990-EZDecember 2022–––IRS
990-EZDecember 2021–––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 57-0897072).

Questions about THE WHITFIELD MEMORIAL CHARITABLE TRUST

What is the EIN of THE WHITFIELD MEMORIAL CHARITABLE TRUST?
The employer identification number (EIN) of THE WHITFIELD MEMORIAL CHARITABLE TRUST is 57-0897072.
Is THE WHITFIELD MEMORIAL CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
Are donations to THE WHITFIELD MEMORIAL CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does THE WHITFIELD MEMORIAL CHARITABLE TRUST file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of THE WHITFIELD MEMORIAL 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 THE WHITFIELD MEMORIAL CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
Who are the officers and directors of THE WHITFIELD MEMORIAL CHARITABLE TRUST?
The 990-EZ for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does THE WHITFIELD MEMORIAL CHARITABLE TRUST have?
On its 990-EZ for the year ended December 31, 2025 it reported revenue of $18,368, expenses of $2,129 and total assets of $149,238 at year end.

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