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Nonprofit · EIN 63-0505982

COLLAT FAMILY FOUNDATION INC

Tax-exempt · BIRMINGHAM, AL 35213

Financials

$373K$1.1M2022$1.7M$1.2M2023$1.1M$1.5M2024
Revenue Expenses · by fiscal year end
Financials of COLLAT FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
November 30, 2025990-PF$1,144,420$1,474,333-$329,913$13,344,253$8,025$13,336,228
November 30, 2024990-PF$1,659,312$1,197,467$461,845$13,665,933$0$13,665,933
November 30, 2023990-PF$373,415$1,094,844-$721,429$13,217,312$0$13,217,312
Financial details: 990-PF for the year ended November 30, 2025

Revenue

Dividends
$418,574
Interest
$17,278
Net gain from sales of assets
$708,568

Expenses

Grants and similar amounts paid
$1,285,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$1,285,000
Excise tax on investment income
$13,904

Balance sheet and other

Total assets, start of year
$13,665,933
Total assets, end of year
$13,344,253
Total liabilities, end of year
$8,025
Net assets, end of year
$13,336,228
Fair market value of assets
$29,370,389
Qualifying distributions
$1,285,000
Net investment income
$1,144,420

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 November 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
Nancy C Goedecke
3405 4th Avenue South, Birmingham, AL 35222
President0$0
Charles A Collat Jr
3405 4th Avenue South, Birmingham, AL 35222
Secretary and Treasurer0$0
Susan W Collat
3405 4th Avenue South, Birmingham, AL 35222
Vice President0$0
990-PF for the year ended November 30, 2024: 3 people
NameTitleHours / weekCompensation
Nancy C Goedecke
3405 4th Avenue South, Birmingham, AL 35222
President0$0
Charles A Collat Jr
3405 4th Avenue South, Birmingham, AL 35222
Secretary and Treasurer0$0
Susan W Collat
3405 4th Avenue South, Birmingham, AL 35222
Vice President0$0
990-PF for the year ended November 30, 2023: 3 people
NameTitleHours / weekCompensation
Nancy C Goedecke
3405 4th Avenue South, Birmingham, AL 35222
President0$0
Charles A Collat Jr
3405 4th Avenue South, Birmingham, AL 35222
Secretary and Treasurer0$0
Susan W Collat
3405 4th Avenue South, Birmingham, AL 35222
Vice President0$0

Address and contacts

Address (IRS master file)
PO BOX 130609, BIRMINGHAM, AL 35213-0609
Signed the 990-PF
Charles A Collat Jr, Treasurer and Secretary
Phone
(205) 583-3500
Return prepared by
Kassouf & Co Inc

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2024November 30, 2025April 15, 2026990-PF on file
2023November 30, 2024April 15, 2025990-PF on file
2022November 30, 2023April 15, 2024990-PF on file

IRS record

EIN
63-0505982
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
1966
Accounting year ends
November
Files
Form 990-PF
Assets (IRS master file)
$13,344,253
Income (IRS master file)
$6,111,029

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFNovember 2025$1,144,420$1,474,333$13,344,253IRS
990-TNovember 2025–––IRS
990-PFNovember 2024$1,659,312$1,197,467$13,665,933XML
990-TNovember 2024–––IRS
990-PFNovember 2023$373,415$1,094,844$13,217,312XML
990-TNovember 2023–––IRS
990-PFNovember 2022–––IRS
990-TNovember 2022–––IRS
990-PFNovember 2021–––IRS
990-PFNovember 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 63-0505982).

Questions about COLLAT FAMILY FOUNDATION INC

What is the EIN of COLLAT FAMILY FOUNDATION INC?
The employer identification number (EIN) of COLLAT FAMILY FOUNDATION INC is 63-0505982.
Is COLLAT FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1966.
Are donations to COLLAT FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does COLLAT FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of COLLAT FAMILY FOUNDATION INC due?
The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did COLLAT FAMILY FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended November 2025.
Who are the officers and directors of COLLAT FAMILY FOUNDATION INC?
The 990-PF for the year ended November 30, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does COLLAT FAMILY FOUNDATION INC have?
On its 990-PF for the year ended November 30, 2025 it reported revenue of $1,144,420, expenses of $1,474,333 and total assets of $13,344,253 at year end.

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