Nonprofit · EIN 58-6306798
HERBERT AND MARIAN HALEY FOUNDATION
Also known as FIRST STATE BANK & TRUST CO TTEE
Tax-exempt · BIRMINGHAM, AL 35203
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $310,541 | $325,307 | -$14,766 | $4,531,940 | $0 | $4,531,940 |
| December 31, 2024 | 990-PF | $373,802 | $303,746 | $70,056 | $4,546,706 | $0 | $4,546,706 |
| December 31, 2023 | 990-PF | $266,113 | $303,299 | -$37,186 | $4,477,926 | $1,276 | $4,476,650 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $152,580
- Net gain from sales of assets
- $157,245
- Other income
- $716
Expenses
- Grants and similar amounts paid
- $260,000
- Compensation of officers, directors and key employees
- $42,415
- Disbursements for charitable purposes
- $263,325
- Excise tax on investment income
- $3,537
Balance sheet and other
- Total assets, start of year
- $4,546,706
- Total assets, end of year
- $4,531,940
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,531,940
- Fair market value of assets
- $5,449,894
- Qualifying distributions
- $263,325
- Net investment income
- $310,541
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 |
|---|---|---|---|
| REGIONS BANK TRUST DEPARTMENT 1900 5TH AVE NORTH 26TH FLOOR, BIRMINGHAM, AL 35203 | TRUSTEE | 1 | $42,415 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK TRUST DEPARTMENT 1900 5TH AVE NORTH 26TH FLOOR, BIRMINGHAM, AL 35203 | TRUSTEE | 1 | $40,513 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK TRUST DEPARTMENT 121 WEST PACES FERRY ROAD NW, ATLANTA, GA 30305 | TRUSTEE | 1 | $35,973 |
Address and contacts
- Address (IRS master file)
- 1900 5TH AVE NORTH 26TH FLOOR, BIRMINGHAM, AL 35203-2610
- In care of
- % REGIONS MORGAN KEEGAN TRUST
- Signed the 990-PF
- REGIONS TRUST, TRUSTEE
- Phone
- (205) 264-5523
- Return prepared by
- MAULDIN & JENKINS LLC
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
- 58-6306798
- 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
- 1995
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22Z)
- Assets (IRS master file)
- $4,531,940
- Income (IRS master file)
- $1,452,705
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $310,541 | $325,307 | $4,531,940 | IRS |
| 990-PF | December 2024 | $373,802 | $303,746 | $4,546,706 | IRS |
| 990-PF | December 2023 | $266,113 | $303,299 | $4,477,926 | 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 58-6306798).
Questions about HERBERT AND MARIAN HALEY FOUNDATION
- What is the EIN of HERBERT AND MARIAN HALEY FOUNDATION?
- The employer identification number (EIN) of HERBERT AND MARIAN HALEY FOUNDATION is 58-6306798.
- Is HERBERT AND MARIAN HALEY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to HERBERT AND MARIAN HALEY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HERBERT AND MARIAN HALEY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HERBERT AND MARIAN HALEY FOUNDATION 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 HERBERT AND MARIAN HALEY FOUNDATION 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 HERBERT AND MARIAN HALEY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $42,415 (REGIONS BANK TRUST DEPARTMENT, TRUSTEE).
- How much revenue does HERBERT AND MARIAN HALEY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $310,541, expenses of $325,307 and total assets of $4,531,940 at year end.
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