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Nonprofit · EIN 63-1183109

NALL-WHATLEY FOUNDATION

Tax-exempt · MOUNTAIN BRK, AL 35213

Financials

$63K$160K2022$245K$151K2023$129K$176K2024
Revenue Expenses · by fiscal year end
Financials of NALL-WHATLEY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$129,050$176,112-$47,062$1,792,229$0$1,792,229
June 30, 2024990-PF$245,094$150,881$94,213$1,839,291$0$1,839,291
June 30, 2023990-PF$63,102$159,839-$96,737$1,745,578$500$1,745,078
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$8,000
Dividends
$36,749
Interest
$37
Net gain from sales of assets
$83,499
Other income
$765

Expenses

Grants and similar amounts paid
$154,604
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$154,604
Excise tax on investment income
$1,411

Balance sheet and other

Total assets, start of year
$1,839,291
Total assets, end of year
$1,792,229
Total liabilities, end of year
$0
Net assets, end of year
$1,792,229
Fair market value of assets
$2,219,758
Qualifying distributions
$154,604
Net investment income
$121,050

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
JW NALL JR
119 EUCLID AVENUE, BIRMINGHAM, AL 35213
PRESIDENT0$0
JW NALL III
119 EUCLID AVENUE, BIRMINGHAM, AL 35213
V.P./TREASURER0$0
PAUL M WHATLEY JR
119 EUCLID AVENUE, BIRMINGHAM, AL 35213
ASST. TREASURER0$0
KATHERINE N WHATLEY
119 EUCLID AVENUE, BIRMINGHAM, AL 35213
V.P./ASST. TREASURER0$0
990-PF for the year ended June 30, 2024: 4 people
NameTitleHours / weekCompensation
JW NALL JR
119 EUCLID AVENUE, BIRMINGHAM, AL 35213
PRESIDENT0$0
JW NALL III
119 EUCLID AVENUE, BIRMINGHAM, AL 35213
V.P./TREASURER0$0
PAUL M WHATLEY JR
119 EUCLID AVENUE, BIRMINGHAM, AL 35213
ASST. TREASURER0$0
KATHERINE N WHATLEY
119 EUCLID AVENUE, BIRMINGHAM, AL 35213
V.P./ASST. TREASURER0$0
990-PF for the year ended June 30, 2023: 4 people
NameTitleHours / weekCompensation
JW NALL JR
119 EUCLID AVENUE, BIRMINGHAM, AL 35213
PRESIDENT0$0
JW NALL III
119 EUCLID AVENUE, BIRMINGHAM, AL 35213
V.P./TREASURER0$0
PAUL M WHATLEY JR
119 EUCLID AVENUE, BIRMINGHAM, AL 35213
ASST. TREASURER0$0
KATHERINE N WHATLEY
119 EUCLID AVENUE, BIRMINGHAM, AL 35213
V.P./ASST. TREASURER0$0

Address and contacts

Address (IRS master file)
119 EUCLID AVE, MOUNTAIN BRK, AL 35213-2906
In care of
% JW NALL III
Signed the 990-PF
JAMES W NALL III, PRESIDENT
Phone
(205) 879-7720
Return prepared by
CADE CRENSHAW & ASSOCIATES 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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
63-1183109
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
1997
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$1,792,229
Income (IRS master file)
$450,468

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$129,050$176,112$1,792,229IRS
990-PFJune 2024$245,094$150,881$1,839,291IRS
990-PFJune 2023$63,102$159,839$1,745,578IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 2020–––IRS
990-PFJune 2019–––IRS
990-PFJune 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 63-1183109).

Questions about NALL-WHATLEY FOUNDATION

What is the EIN of NALL-WHATLEY FOUNDATION?
The employer identification number (EIN) of NALL-WHATLEY FOUNDATION is 63-1183109.
Is NALL-WHATLEY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
Are donations to NALL-WHATLEY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does NALL-WHATLEY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of NALL-WHATLEY FOUNDATION due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did NALL-WHATLEY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of NALL-WHATLEY FOUNDATION?
The 990-PF for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does NALL-WHATLEY FOUNDATION have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $129,050, expenses of $176,112 and total assets of $1,792,229 at year end.

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