Nonprofit · EIN 61-6625806
WE3 FUND
Also known as 1001011922
Tax-exempt · MONTGOMERY, AL 36102
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $131,377 | $195,797 | -$64,420 | $1,743,766 | $72 | $1,743,694 |
| December 31, 2024 | 990-PF | $267,683 | $167,134 | $100,549 | $1,808,183 | $69 | $1,808,114 |
| December 31, 2023 | 990-PF | $145,822 | $162,312 | -$16,490 | $1,707,565 | $0 | $1,707,565 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $40,888
- Interest
- $26,765
- Net gain from sales of assets
- $63,724
Expenses
- Grants and similar amounts paid
- $169,985
- Compensation of officers, directors and key employees
- $15,089
- Disbursements for charitable purposes
- $182,218
- Excise tax on investment income
- $1,732
Balance sheet and other
- Total assets, start of year
- $1,808,183
- Total assets, end of year
- $1,743,766
- Total liabilities, end of year
- $72
- Net assets, end of year
- $1,743,694
- Fair market value of assets
- $2,347,208
- Qualifying distributions
- $182,218
- Net investment income
- $131,377
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 TRUST DEPARTMENT 201 MONROE STREET SUITE 280, MONTGOMERY, AL 36104 | TRUSTEE | 0 | $15,089 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK TRUST DEPARTMENT 201 MONROE STREET SUITE 280, MONTGOMERY, AL 36104 | TRUSTEE | 5 | $15,032 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK TRUST DEPARTMENT 201 MONROE STREET SUITE 280, MONTGOMERY, AL 36104 | TRUSTEE | 5 | $14,254 |
Address and contacts
- Address (IRS master file)
- PO BOX 2450, MONTGOMERY, AL 36102-2450
- In care of
- % GEORGE C SMITH
- Signed the 990-PF
- REGIONS BANK TRUST DEPARTMENT, TRUSTEE
- Phone
- (334) 230-6103
- Return prepared by
- ALDRIDGE BORDEN & COMPANY PC
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
- 61-6625806
- 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
- 2019
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T99)
- Assets (IRS master file)
- $1,743,766
- Income (IRS master file)
- $510,338
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $131,377 | $195,797 | $1,743,766 | IRS |
| 990-PF | December 2024 | $267,683 | $167,134 | $1,808,183 | IRS |
| 990-PF | December 2023 | $145,822 | $162,312 | $1,707,565 | 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 61-6625806).
Questions about WE3 FUND
- What is the EIN of WE3 FUND?
- The employer identification number (EIN) of WE3 FUND is 61-6625806.
- Is WE3 FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to WE3 FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WE3 FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WE3 FUND 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 WE3 FUND 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 WE3 FUND?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $15,089 (REGIONS BANK TRUST DEPARTMENT, TRUSTEE).
- How much revenue does WE3 FUND have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $131,377, expenses of $195,797 and total assets of $1,743,766 at year end.
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