Nonprofit · EIN 58-6355963
LOTT-SAMFORD FAMILY CHARITABLE FOUNDATION
Tax-exempt · MOBILE, AL 36670
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $107,632 | $85,835 | $21,797 | $1,013,701 | $0 | $1,013,701 |
| November 30, 2024 | 990-PF | $106,058 | $81,726 | $24,332 | $991,904 | $0 | $991,904 |
| November 30, 2023 | 990-PF | $84,807 | $70,815 | $13,992 | $968,072 | $0 | $968,072 |
| November 30, 2021 | 990-PF | $222,728 | $64,444 | $158,284 | $1,007,536 | $0 | $1,007,536 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Dividends
- $23,531
- Interest
- $2
- Net gain from sales of assets
- $84,099
Expenses
- Grants and similar amounts paid
- $68,250
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $68,250
- Excise tax on investment income
- $1,496
Balance sheet and other
- Total assets, start of year
- $991,904
- Total assets, end of year
- $1,013,701
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,013,701
- Fair market value of assets
- $1,291,405
- Qualifying distributions
- $68,250
- Net investment income
- $107,632
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 November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AUSTILL S LOTT 211 E CARMEL DRIVE, MOBILE, AL 36608 | CO-TRUSTEE | 1 | $0 |
| VICTOR H LOTT JR 211 E CARMEL DRIVE, MOBILE, AL 36608 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended November 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AUSTILL S LOTT 211 E CARMEL DRIVE, MOBILE, AL 36608 | CO-TRUSTEE | 1 | $0 |
| VICTOR H LOTT JR 211 E CARMEL DRIVE, MOBILE, AL 36608 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended November 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AUSTILL S LOTT 211 E CARMEL DRIVE, MOBILE, AL 36608 | CO-TRUSTEE | 1 | $0 |
| VICTOR H LOTT JR 211 E CARMEL DRIVE, MOBILE, AL 36608 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended November 30, 2021: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AUSTILL S LOTT 211 E CARMEL DRIVE, MOBILE, AL 36608 | CO-TRUSTEE | 1 | $0 |
| VICTOR H LOTT JR 211 E CARMEL DRIVE, MOBILE, AL 36608 | CO-TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 70106, MOBILE, AL 36670-1106
- Signed the 990-PF
- AUSTILL S LOTT, TRUSTEE
- Phone
- (251) 473-5550
- Return prepared by
- CRI ADVISORS 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 November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 58-6355963
- 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
- 1998
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T50Z)
- Assets (IRS master file)
- $1,013,701
- Income (IRS master file)
- $404,925
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $107,632 | $85,835 | $1,013,701 | IRS |
| 990-PF | November 2024 | $106,058 | $81,726 | $991,904 | XML |
| 990-PF | November 2023 | $84,807 | $70,815 | $968,072 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | $222,728 | $64,444 | $1,007,536 | XML |
| 990-PF | November 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 58-6355963).
Questions about LOTT-SAMFORD FAMILY CHARITABLE FOUNDATION
- What is the EIN of LOTT-SAMFORD FAMILY CHARITABLE FOUNDATION?
- The employer identification number (EIN) of LOTT-SAMFORD FAMILY CHARITABLE FOUNDATION is 58-6355963.
- Is LOTT-SAMFORD FAMILY CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to LOTT-SAMFORD FAMILY CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LOTT-SAMFORD FAMILY CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LOTT-SAMFORD FAMILY CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LOTT-SAMFORD FAMILY CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of LOTT-SAMFORD FAMILY CHARITABLE FOUNDATION?
- The 990-PF for the year ended November 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does LOTT-SAMFORD FAMILY CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $107,632, expenses of $85,835 and total assets of $1,013,701 at year end.
Other nonprofits in MOBILE
- J L BEDSOLE FOUNDATION EIN 23-7225708 · last filed 990-PF for 2024
- COMMUNITY FOUNDATION OF SOUTH ALABAMA EIN 63-0695166 · last filed 990 for 2025
- RJJB FAMILY FOUNDATION EIN 72-1376480 · last filed 990-PF for 2024
- CB FOUNDATION INC EIN 82-2853726 · last filed 990-PF for 2025
- DAVID J COOPER CHARTIABLE FOUNDATION INC EIN 26-3868978 · last filed 990-PF for 2024
- UNITED WAY OF SOUTHWEST ALABAMA INC EIN 63-0351568 · last filed 990 for 2025
- GOVERNMENT STREET PRESBYTERIAN CHURCH ENDOWMENT TR EIN 63-6193056 · last filed 990 for 2025
- NIKKIS HAVEN FOUNDATION EIN 27-3463397 · last filed 990-PF for 2024
All nonprofits in MOBILE · Alabama · Philanthropy, voluntarism and grantmaking foundations