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Nonprofit · EIN 58-6087199

ADDIE SMITH TRUST UA

Tax-exempt · BIRMINGHAM, AL 35202

Financials

$22K$21K2023−$245$23K2024$38K$20K2025
Revenue Expenses · by fiscal year end
Financials of ADDIE SMITH TRUST UA by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$37,919$19,548$18,371$519,158$0$519,158
December 31, 2024990-$245$23,097-$23,342$500,796$0$500,796
December 31, 2023990$21,603$20,581$1,022$524,167$0$524,167
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$37,919
Net gain from sales of assets
$24,635
Other revenue
$0

Expenses

Grants and similar amounts paid
$9,631
Compensation of officers, directors and key employees
$8,281
Salaries, compensation and benefits (total)
$8,281
Professional fundraising fees
$0
Accounting fees
$1,300
Program services (functional)
$9,631
Management and general (functional)
$9,917

Balance sheet and other

Total assets, start of year
$500,796
Total assets, end of year
$519,158
Total liabilities, end of year
$0
Net assets, end of year
$519,158
Publicly traded securities
$501,182
Gross receipts
$496,469
Employees
0
Year formed
1970
State of legal domicile
GA

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$8,281
990 for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
REGIONS BANK TRUST DEPARTMENTTRUSTEE
Institutional trustee
1$7,860
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
REGIONS BANK TRUST DEPARTMENTTRUSTEE
Institutional trustee
1$7,444

Address and contacts

Address (IRS master file)
PO BOX 11647, BIRMINGHAM, AL 35202-1647
In care of
% TRUST DEPT REGIONS BANK
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

TO PROVIDE AN ADEQUATE NURSING STAFF, PURCHASE NEEDED HOSPITAL EQUIPMENT, AND SCHOLARSHIPS FOR WORTHY NURSING STUDENTS

990 for the year ended December 31, 2025

Program accomplishments

  • TO PROVIDE FINANCIAL SUPPORT TO SPARK FOUNDATION INC FBO UNION COUNTY HOSPITAL AUTHORITY
    Expenses $9,631 · grants $9,631

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
58-6087199
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
1971
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$519,158
Income (IRS master file)
$496,469

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$37,919$19,548$519,158IRS
990December 2024-$245$23,097$500,796IRS
990December 2023$21,603$20,581$524,167XML
990December 2022$17,462$18,073$523,174IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––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 58-6087199).

Questions about ADDIE SMITH TRUST UA

What is the EIN of ADDIE SMITH TRUST UA?
The employer identification number (EIN) of ADDIE SMITH TRUST UA is 58-6087199.
Is ADDIE SMITH TRUST UA tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1971.
Are donations to ADDIE SMITH TRUST UA tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does ADDIE SMITH TRUST UA 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 ADDIE SMITH TRUST UA 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 ADDIE SMITH TRUST UA 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 ADDIE SMITH TRUST UA?
The 990 for the year ended December 31, 2025 names REGIONS BANK.
Who are the officers and directors of ADDIE SMITH TRUST UA?
The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $8,281 (REGIONS BANK TRUST DEPARTMENT, TRUSTEE).
How much revenue does ADDIE SMITH TRUST UA have?
On its 990 for the year ended December 31, 2025 it reported revenue of $37,919, expenses of $19,548 and total assets of $519,158 at year end.

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