Nonprofit · EIN 58-6350586
ARTHUR E & ROBERTA M YATES CHARITABLE FOUNDATION TR
Tax-exempt · BIRMINGHAM, AL 35202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,176,872 | $509,240 | $667,632 | $8,752,946 | $0 | $8,752,946 |
| December 31, 2024 | 990-PF | $368,294 | $478,596 | -$110,302 | $8,089,315 | $0 | $8,089,315 |
| December 31, 2023 | 990-PF | $283,290 | $497,229 | -$213,939 | $8,202,607 | $0 | $8,202,607 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $249,425
- Net gain from sales of assets
- $927,447
Expenses
- Grants and similar amounts paid
- $421,900
- Compensation of officers, directors and key employees
- $74,414
- Disbursements for charitable purposes
- $437,983
- Excise tax on investment income
- $15,441
Balance sheet and other
- Total assets, start of year
- $8,089,315
- Total assets, end of year
- $8,752,946
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,752,946
- Fair market value of assets
- $9,623,332
- Qualifying distributions
- $437,983
- Net investment income
- $1,176,756
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 2050 PARKWAY OFFICE CIRCLE, HOOVER, AL 35244 | TRUSTEE | 1 | $74,414 |
| JOSEPH DANA 5810 MOUNTAIN PASS DRIVE, OOLTEWAH, TN 37363 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK 250 RIVERCHASE PARKWAY EAST, BIRMINGHAM, AL 35244 | TRUSTEE | 1 | $72,515 |
| JOSEPH DANA 5810 MOUNTAIN PASS DRIVE, OOLTEWAH, TN 37363 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK TRUST DEPT 250 RIVERCHASE PARKWAY EAST, BIRMINGHAM, AL 35244 | TRUSTEE | 1 | $68,510 |
| JOSEPH DANA 5810 MOUNTAIN PASS DRIVE, OOLTEWAH, TN 37363 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 11647, BIRMINGHAM, AL 35202-1647
- In care of
- % REGIONS BANK TRUST DEPT
- 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 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
- 58-6350586
- 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
- 2016
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $8,752,946
- Income (IRS master file)
- $4,482,073
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,176,872 | $509,240 | $8,752,946 | XML |
| 990-PF | December 2024 | $368,294 | $478,596 | $8,089,315 | IRS |
| 990-PF | December 2023 | $283,290 | $497,229 | $8,202,607 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 58-6350586).
Questions about ARTHUR E & ROBERTA M YATES CHARITABLE FOUNDATION TR
- What is the EIN of ARTHUR E & ROBERTA M YATES CHARITABLE FOUNDATION TR?
- The employer identification number (EIN) of ARTHUR E & ROBERTA M YATES CHARITABLE FOUNDATION TR is 58-6350586.
- Is ARTHUR E & ROBERTA M YATES CHARITABLE FOUNDATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to ARTHUR E & ROBERTA M YATES CHARITABLE FOUNDATION TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ARTHUR E & ROBERTA M YATES CHARITABLE FOUNDATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ARTHUR E & ROBERTA M YATES CHARITABLE FOUNDATION TR 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 ARTHUR E & ROBERTA M YATES CHARITABLE FOUNDATION TR 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 ARTHUR E & ROBERTA M YATES CHARITABLE FOUNDATION TR?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $74,414 (REGIONS BANK, TRUSTEE).
- How much revenue does ARTHUR E & ROBERTA M YATES CHARITABLE FOUNDATION TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,176,872, expenses of $509,240 and total assets of $8,752,946 at year end.
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