Nonprofit · EIN 63-0393126
BENJAMIN & ROBERTA RUSSELL EDUCATIONAL & CHARITABLE FDN INC
Tax-exempt · ALEX CITY, AL 35011
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,255,568 | $988,003 | $267,565 | $14,298,559 | $0 | $14,298,559 |
| December 31, 2024 | 990-PF | $745,396 | $969,950 | -$224,554 | $14,030,994 | $0 | $14,030,994 |
| December 31, 2023 | 990-PF | $280,701 | $910,320 | -$629,619 | $14,255,548 | $0 | $14,255,548 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $226,275
- Interest
- $257,456
- Net gain from sales of assets
- $771,837
Expenses
- Grants and similar amounts paid
- $867,891
- Disbursements for charitable purposes
- $867,891
- Excise tax on investment income
- $16,179
Balance sheet and other
- Total assets, start of year
- $14,030,994
- Total assets, end of year
- $14,298,559
- Total liabilities, end of year
- $0
- Net assets, end of year
- $14,298,559
- Fair market value of assets
- $18,203,437
- Qualifying distributions
- $867,891
- Net investment income
- $1,255,568
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 |
|---|---|---|---|
| BENJAMIN HENDRIX PO BOX 369, ALEXANDER CITY, AL 35011 | DIRECTOR | 0 | $0 |
| ADELIA R HENDRIX PO BOX 369, ALEXANDER CITY, AL 35011 | TREASURER | 0 | $0 |
| JULIA GOREE PO BOX 369, ALEXANDER CITY, AL 35011 | SECRETARY | 0 | $0 |
| EARL C BAUMGARDNER 2062 MITCHELL CREEK ROAD, WETUMPKA, AL 36093 | PRESIDENT | 0 | $0 |
| EC GWALTNEY III 445 CAPITAL ST, ALEXANDER CITY, AL 35010 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BENJAMIN HENDRIX PO BOX 369, ALEXANDER CITY, AL 35011 | DIRECTOR | 0 | $0 |
| ADELIA R HENDRIX PO BOX 369, ALEXANDER CITY, AL 35011 | TREASURER | 0 | $0 |
| JULIA GOREE PO BOX 369, ALEXANDER CITY, AL 35011 | SECRETARY | 0 | $0 |
| EARL C BAUMGARDNER 2062 MITCHELL CREEK ROAD, WETUMPKA, AL 36093 | PRESIDENT | 0 | $0 |
| EC GWALTNEY III 445 CAPITAL ST, ALEXANDER CITY, AL 35010 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BENJAMIN HENDRIX PO BOX 369, ALEXANDER CITY, AL 35011 | DIRECTOR | 0 | $0 |
| ADELIA R HENDRIX PO BOX 369, ALEXANDER CITY, AL 35011 | TREASURER | 0 | $0 |
| JULIA GOREE PO BOX 369, ALEXANDER CITY, AL 35011 | SECRETARY | 0 | $0 |
| EARL C BAUMGARDNER 2062 MITCHELL CREEK ROAD, WETUMPKA, AL 36093 | PRESIDENT | 0 | $0 |
| EC GWALTNEY III 445 CAPITAL ST, ALEXANDER CITY, AL 35010 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 369, ALEX CITY, AL 35011-0369
- In care of
- % ADELIA R HENDRIX
- Signed the 990-PF
- EARL C BAUMGARDNER, PRESIDENT
- Phone
- (334) 332-6213
- Return prepared by
- HARE & DUNLAP CPA GROUP 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
- 63-0393126
- 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
- 1945
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $14,298,559
- Income (IRS master file)
- $3,943,510
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,255,568 | $988,003 | $14,298,559 | IRS |
| 990-PF | December 2024 | $745,396 | $969,950 | $14,030,994 | IRS |
| 990-PF | December 2023 | $280,701 | $910,320 | $14,255,548 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 63-0393126).
Questions about BENJAMIN & ROBERTA RUSSELL EDUCATIONAL & CHARITABLE FDN INC
- What is the EIN of BENJAMIN & ROBERTA RUSSELL EDUCATIONAL & CHARITABLE FDN INC?
- The employer identification number (EIN) of BENJAMIN & ROBERTA RUSSELL EDUCATIONAL & CHARITABLE FDN INC is 63-0393126.
- Is BENJAMIN & ROBERTA RUSSELL EDUCATIONAL & CHARITABLE FDN INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1945.
- Are donations to BENJAMIN & ROBERTA RUSSELL EDUCATIONAL & CHARITABLE FDN INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BENJAMIN & ROBERTA RUSSELL EDUCATIONAL & CHARITABLE FDN INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BENJAMIN & ROBERTA RUSSELL EDUCATIONAL & CHARITABLE FDN INC 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 BENJAMIN & ROBERTA RUSSELL EDUCATIONAL & CHARITABLE FDN INC 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 BENJAMIN & ROBERTA RUSSELL EDUCATIONAL & CHARITABLE FDN INC?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does BENJAMIN & ROBERTA RUSSELL EDUCATIONAL & CHARITABLE FDN INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,255,568, expenses of $988,003 and total assets of $14,298,559 at year end.
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