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Nonprofit · EIN 63-1192797

UNITED BANK CHARITABLE FOUNDATION INC

Tax-exempt · ATMORE, AL 36502

Financials

$250K$184K2023$222K$248K2024$218K$28K2025
Revenue Expenses · by fiscal year end
Financials of UNITED BANK CHARITABLE FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$218,268$27,813$190,455$816,725$0$816,725
December 31, 2024990-PF$222,018$247,797-$25,779$626,270$0$626,270
December 31, 2023990-PF$250,206$184,184$66,022$667,962$0$667,962
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$200,777
Interest
$17,461
Other income
$30

Expenses

Grants and similar amounts paid
$25,665
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$25,665
Excise tax on investment income
$228

Balance sheet and other

Total assets, start of year
$626,270
Total assets, end of year
$816,725
Total liabilities, end of year
$0
Net assets, end of year
$816,725
Fair market value of assets
$816,725
Qualifying distributions
$25,665
Net investment income
$17,491

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.

NameTitleHours / weekCompensation
Leigh Anne Russell-Jones
PO Box 8, ATMORE, AL 36504
President0.5$0
Michael R Vincent
PO Box 8, ATMORE, AL 36504
Chairman0.5$0
Brian Bruley
PO Box 8, ATMORE, AL 36504
SECRETARY0.5$0
RICHARD MAXWELL
PO Box 8, ATMORE, AL 36504
TRUSTEE0.5$0
MICHAEL ANDREOLI
PO Box 8, ATMORE, AL 36504
TRUSTEE0.5$0
Dale Ash
pO Box 8, ATMORE, AL 36504
TRUSTEE0.5$0
David D Swift
pO Box 8, ATMORE, AL 36504
TRUSTEE0.5$0
990-PF for the year ended December 31, 2024: 7 people
NameTitleHours / weekCompensation
Leigh Anne Russell-Jones
PO Box 8, ATMORE, AL 36504
President0.5$0
Michael R Vincent
PO Box 8, ATMORE, AL 36504
Chairman0.5$0
Brian Bruley
PO Box 8, ATMORE, AL 36504
SECRETARY0.5$0
RICHARD MAXWELL
PO Box 8, ATMORE, AL 36504
TRUSTEE0.5$0
MICHAEL ANDREOLI
PO Box 8, ATMORE, AL 36504
TRUSTEE0.5$0
Dale Ash
pO Box 8, ATMORE, AL 36504
TRUSTEE0.5$0
David D Swift
pO Box 8, ATMORE, AL 36504
TRUSTEE0.5$0
990-PF for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
LEIGH ANNE RUSSELL-JONES
PO BOX 8, ATMORE, AL 36504
PRESIDENT0.5$0
MICHAEL R VINCENT
PO BOX 8, ATMORE, AL 36504
CHAIRMAN0.5$0
TINA N BROOKS
PO BOX 8, ATMORE, AL 36504
SECRETARY0.5$0
RICHARD MAXWELL
PO BOX 8, ATMORE, AL 36504
TRUSTEE0.5$0
MICHAEL ANDREOLI
PO BOX 8, ATMORE, AL 36504
TRUSTEE0.5$0
DALE ASH
PO BOX 8, ATMORE, AL 36504
TRUSTEE0.5$0
DAVID D SWIFT
PO BOX 8, ATMORE, AL 36504
TRUSTEE0.5$0

Address and contacts

Address (IRS master file)
200 E NASHVILLE AVE, ATMORE, AL 36502-2536
In care of
% MARINA SIMPSON
Signed the 990-PF
Marina Simpson, President
Phone
(251) 446-6000
Return prepared by
Forvis Mazars 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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
63-1192797
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
1998
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$816,725
Income (IRS master file)
$218,268

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$218,268$27,813$816,725XML
990-PFDecember 2024$222,018$247,797$626,270IRS
990-PFDecember 2023$250,206$184,184$667,962XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 63-1192797).

Questions about UNITED BANK CHARITABLE FOUNDATION INC

What is the EIN of UNITED BANK CHARITABLE FOUNDATION INC?
The employer identification number (EIN) of UNITED BANK CHARITABLE FOUNDATION INC is 63-1192797.
Is UNITED BANK CHARITABLE FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
Are donations to UNITED BANK CHARITABLE FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does UNITED BANK CHARITABLE FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of UNITED BANK CHARITABLE FOUNDATION 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 UNITED BANK CHARITABLE FOUNDATION 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 UNITED BANK CHARITABLE FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
How much revenue does UNITED BANK CHARITABLE FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $218,268, expenses of $27,813 and total assets of $816,725 at year end.

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