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Nonprofit · EIN 59-6122343

DONALD ROEBLING TRUST UW FBO

Also known as MORTON HOSPITAL FOUNDATION 27-6816-

Tax-exempt · BIRMINGHAM, AL 35202

Financials

$272K$157K2023$490K$158K2024$260K$192K2025
Revenue Expenses · by fiscal year end
Financials of DONALD ROEBLING TRUST UW FBO by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$260,026$192,406$67,620$5,678,149$0$5,678,149
December 31, 2024990$490,244$157,846$332,398$5,613,662$0$5,613,662
December 31, 2023990$272,456$157,163$115,293$5,283,773$0$5,283,773
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$260,026
Net gain from sales of assets
$71,297
Other revenue
$0

Expenses

Grants and similar amounts paid
$132,640
Compensation of officers, directors and key employees
$43,618
Salaries, compensation and benefits (total)
$43,618
Professional fundraising fees
$0
Accounting fees
$1,550
Program services (functional)
$132,640
Management and general (functional)
$59,766

Balance sheet and other

Total assets, start of year
$5,613,662
Total assets, end of year
$5,678,149
Total liabilities, end of year
$0
Net assets, end of year
$5,678,149
Publicly traded securities
$5,608,600
Gross receipts
$1,123,054
Employees
0
Year formed
1959
State of legal domicile
FL

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 DEPTTRUSTEE
Institutional trustee
1$43,618
990 for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
REGIONS BANK TRUST DEPTTRUSTEE
Institutional trustee
1$41,325
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
REGIONS BANK TRUST DEPTTRUSTEE
Institutional trustee
1$45,694

Address and contacts

Address (IRS master file)
PO BOX 11647, BIRMINGHAM, AL 35202-1647
In care of
% AMSOUTH BANK TRUST DEPT
Principal officer (990 for 2025)
REGIONS BANK TRUST DEPT
Signed the 990
REGIONS BANK TRUSTEE, TRUST OFFICER
Phone
(205) 820-3141
Return prepared by
PWC US TAX LLP

Mission

MANAGEMENT OF INVESTMENTS; REMIT THE NET INCOME TO SOLE CHARITY, MORTON PLANT MEASE FOUNDATION.

990 for the year ended December 31, 2025

Program accomplishments

  • THE TRUST'S ONLY FUNCTION IS THE MANAGEMENT OF INVESTMENTS AND THE REMITTANCE OF THE INCOME TO THE SOLE BENEFICIARY, MORTON PLANT MEASE FOUNDATION (FORMERLY MORTON PLANT HOSPITAL).
    Expenses $132,640 · grants $132,640

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
59-6122343
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$5,678,149
Income (IRS master file)
$1,123,054

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$260,026$192,406$5,678,149IRS
990December 2024$490,244$157,846$5,613,662IRS
990December 2023$272,456$157,163$5,283,773XML
990December 2022–––IRS
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 59-6122343).

Questions about DONALD ROEBLING TRUST UW FBO

What is the EIN of DONALD ROEBLING TRUST UW FBO?
The employer identification number (EIN) of DONALD ROEBLING TRUST UW FBO is 59-6122343.
Is DONALD ROEBLING TRUST UW FBO tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does DONALD ROEBLING TRUST UW FBO 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 DONALD ROEBLING TRUST UW FBO 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 DONALD ROEBLING TRUST UW FBO 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 DONALD ROEBLING TRUST UW FBO?
The 990 for the year ended December 31, 2025 names REGIONS BANK TRUST DEPT.
Who are the officers and directors of DONALD ROEBLING TRUST UW FBO?
The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $43,618 (REGIONS BANK TRUST DEPT, TRUSTEE).
How much revenue does DONALD ROEBLING TRUST UW FBO have?
On its 990 for the year ended December 31, 2025 it reported revenue of $260,026, expenses of $192,406 and total assets of $5,678,149 at year end.

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