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Nonprofit · EIN 61-6544584

FRANK T JACKSON TR UW

Tax-exempt · BIRMINGHAM, AL 35202

Financials

$138K$202K2023$196K$198K2024$216K$226K2025
Revenue Expenses · by fiscal year end
Financials of FRANK T JACKSON TR UW by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$216,078$226,009-$9,931$2,821,644$0$2,821,644
December 31, 2024990-PF$195,626$197,605-$1,979$2,831,331$0$2,831,331
December 31, 2023990-PF$137,614$202,446-$64,832$2,833,803$0$2,833,803
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$105,298
Net gain from sales of assets
$110,780

Expenses

Grants and similar amounts paid
$178,718
Compensation of officers, directors and key employees
$41,436
Disbursements for charitable purposes
$188,005
Excise tax on investment income
$2,515

Balance sheet and other

Total assets, start of year
$2,831,331
Total assets, end of year
$2,821,644
Total liabilities, end of year
$0
Net assets, end of year
$2,821,644
Fair market value of assets
$3,669,822
Qualifying distributions
$188,005
Net investment income
$215,941

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.

NameTitleHours / weekCompensation
REGIONS BANK
2050 PARKWAY OFFICE CIRCLE, HOOVER, AL 35244
TRUSTEE1$41,436
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
REGIONS BANK
250 RIVERCHASE PARKWAY EAST, BIRMINGHAM, AL 35244
TRUSTEE1$40,612
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
REGIONS BANK TRUST DEPT
250 RIVERCHASE PARKWAY EAST, BIRMINGHAM, AL 35244
TRUSTEE1$38,824

Address and contacts

Address (IRS master file)
PO BOX 11647, BIRMINGHAM, AL 35202-1647
In care of
% REGIONS BANK TTEE
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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
61-6544584
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
2018
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,821,644
Income (IRS master file)
$837,587

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$216,078$226,009$2,821,644XML
990-PFDecember 2024$195,626$197,605$2,831,331IRS
990-PFDecember 2023$137,614$202,446$2,833,803XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 61-6544584).

Questions about FRANK T JACKSON TR UW

What is the EIN of FRANK T JACKSON TR UW?
The employer identification number (EIN) of FRANK T JACKSON TR UW is 61-6544584.
Is FRANK T JACKSON TR UW tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
Are donations to FRANK T JACKSON TR UW tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does FRANK T JACKSON TR UW file?
Form 990-PF. Private foundations file every year.
When is the next return of FRANK T JACKSON TR UW 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 FRANK T JACKSON TR UW 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 FRANK T JACKSON TR UW?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $41,436 (REGIONS BANK, TRUSTEE).
How much revenue does FRANK T JACKSON TR UW have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $216,078, expenses of $226,009 and total assets of $2,821,644 at year end.

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