Nonprofit · EIN 58-6080848
J R WETHERBEE TRUST UW FBO ALBANY DOUGHERTY HOSPITAL AUTHORITY
Tax-exempt · BIRMINGHAM, AL 35202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $351,163 | $381,902 | -$30,739 | $6,421,912 | $0 | $6,421,912 |
| October 31, 2024 | 990-PF (amended) | $393,442 | $374,493 | $18,949 | $6,454,477 | $0 | $6,454,477 |
| October 31, 2023 | 990-PF | $41,961 | $407,459 | -$365,498 | $6,427,669 | $0 | $6,427,669 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Dividends
- $206,670
- Net gain from sales of assets
- $144,493
Expenses
- Grants and similar amounts paid
- $300,000
- Compensation of officers, directors and key employees
- $70,001
- Disbursements for charitable purposes
- $315,000
- Excise tax on investment income
- $4,057
Balance sheet and other
- Total assets, start of year
- $6,454,477
- Total assets, end of year
- $6,421,912
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,421,912
- Fair market value of assets
- $7,843,072
- Qualifying distributions
- $315,000
- Net investment income
- $351,163
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK 250 RIVERCHASE PARKWAY EAST, BIRMINGHAM, AL 35244 | TRUSTEE | 1 | $70,001 |
990-PF for the year ended October 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK 250 RIVERCHASE PARKWAY EAST, BIRMINGHAM, AL 35244 | TRUSTEE | 1 | $67,052 |
990-PF for the year ended October 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK 250 RIVERCHASE PARKWAY EAST, BIRMINGHAM, AL 35244 | TRUSTEE | 1 | $63,875 |
Address and contacts
- Address (IRS master file)
- PO BOX 11647, BIRMINGHAM, AL 35202-1647
- 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 October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | October 31, 2026 | March 15, 2027 | Not due yet |
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
IRS record
- EIN
- 58-6080848
- 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
- 1975
- Accounting year ends
- October
- Files
- Form 990-PF
- Assets (IRS master file)
- $6,421,912
- Income (IRS master file)
- $1,463,481
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $351,163 | $381,902 | $6,421,912 | XML |
| 990-PF | October 2024 | $393,442 | $374,493 | $6,454,477 | XML |
| 990-PF | October 2023 | $41,961 | $407,459 | $6,427,669 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | IRS |
| 990-PF | October 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 58-6080848).
Questions about J R WETHERBEE TRUST UW FBO ALBANY DOUGHERTY HOSPITAL AUTHORITY
- What is the EIN of J R WETHERBEE TRUST UW FBO ALBANY DOUGHERTY HOSPITAL AUTHORITY?
- The employer identification number (EIN) of J R WETHERBEE TRUST UW FBO ALBANY DOUGHERTY HOSPITAL AUTHORITY is 58-6080848.
- Is J R WETHERBEE TRUST UW FBO ALBANY DOUGHERTY HOSPITAL AUTHORITY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1975.
- Are donations to J R WETHERBEE TRUST UW FBO ALBANY DOUGHERTY HOSPITAL AUTHORITY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does J R WETHERBEE TRUST UW FBO ALBANY DOUGHERTY HOSPITAL AUTHORITY file?
- Form 990-PF. Private foundations file every year.
- When is the next return of J R WETHERBEE TRUST UW FBO ALBANY DOUGHERTY HOSPITAL AUTHORITY due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did J R WETHERBEE TRUST UW FBO ALBANY DOUGHERTY HOSPITAL AUTHORITY last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of J R WETHERBEE TRUST UW FBO ALBANY DOUGHERTY HOSPITAL AUTHORITY?
- The 990-PF for the year ended October 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $70,001 (REGIONS BANK, TRUSTEE).
- How much revenue does J R WETHERBEE TRUST UW FBO ALBANY DOUGHERTY HOSPITAL AUTHORITY have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $351,163, expenses of $381,902 and total assets of $6,421,912 at year end.
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