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Nonprofit · EIN 61-6552573

SAM H ODOM FOUNDATION TR 2055003018

Tax-exempt · BIRMINGHAM, AL 35202

Financials

$41K$46K2023$57K$49K2024
Revenue Expenses · by fiscal year end
Financials of SAM H ODOM FOUNDATION TR 2055003018 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
May 31, 2025990-PF$56,727$49,373$7,354$626,674$0$626,674
May 31, 2024990-PF$40,950$46,196-$5,246$619,378$0$619,378
Financial details: 990-PF for the year ended May 31, 2025

Revenue

Dividends
$16,688
Net gain from sales of assets
$40,039

Expenses

Grants and similar amounts paid
$34,526
Compensation of officers, directors and key employees
$12,680
Disbursements for charitable purposes
$38,062
Excise tax on investment income
$642

Balance sheet and other

Total assets, start of year
$619,378
Total assets, end of year
$626,674
Total liabilities, end of year
$0
Net assets, end of year
$626,674
Fair market value of assets
$835,805
Qualifying distributions
$38,062
Net investment income
$56,727

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 May 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
REGIONS BANK
250 RIVERCHASE PARKWAY EAST, BIRMINGHAM, AL 35244
TRUSTEE1$12,680
990-PF for the year ended May 31, 2024: 1 people
NameTitleHours / weekCompensation
REGIONS BANK
250 RIVERCHASE PARKWAY EAST, BIRMINGHAM, AL 35244
TRUSTEE1$11,606

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 May, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025May 31, 2026October 15, 2026Not on file
2024May 31, 2025October 15, 2025990-PF on file
2023May 31, 2024October 15, 2024990-PF on file

IRS record

EIN
61-6552573
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
2017
Accounting year ends
May
Files
Form 990-PF
Assets (IRS master file)
$626,674
Income (IRS master file)
$123,444

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMay 2025$56,727$49,373$626,674XML
990-PFMay 2024$40,950$46,196$619,378XML
990-PFMay 2023–––IRS
990-PFMay 2022–––IRS
990-PFMay 2021–––IRS
990-PFMay 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 61-6552573).

Questions about SAM H ODOM FOUNDATION TR 2055003018

What is the EIN of SAM H ODOM FOUNDATION TR 2055003018?
The employer identification number (EIN) of SAM H ODOM FOUNDATION TR 2055003018 is 61-6552573.
Is SAM H ODOM FOUNDATION TR 2055003018 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
Are donations to SAM H ODOM FOUNDATION TR 2055003018 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SAM H ODOM FOUNDATION TR 2055003018 file?
Form 990-PF. Private foundations file every year.
When is the next return of SAM H ODOM FOUNDATION TR 2055003018 due?
The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SAM H ODOM FOUNDATION TR 2055003018 last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended May 2025.
Who are the officers and directors of SAM H ODOM FOUNDATION TR 2055003018?
The 990-PF for the year ended May 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $12,680 (REGIONS BANK, TRUSTEE).
How much revenue does SAM H ODOM FOUNDATION TR 2055003018 have?
On its 990-PF for the year ended May 31, 2025 it reported revenue of $56,727, expenses of $49,373 and total assets of $626,674 at year end.

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