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Nonprofit · EIN 63-1198456

ROBERT B ADAMS FOUNDATION INC

Tax-exempt · MILLBROOK, AL 36054

Financials

$14K$36K2022$23K$33K2023$34K$32K2024
Revenue Expenses · by fiscal year end
Financials of ROBERT B ADAMS FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
November 30, 2025990-PF$33,709$32,332$1,377$295,465$0$295,465
November 30, 2024990-PF$22,603$32,688-$10,085$294,088$0$294,088
November 30, 2023990-PF$14,403$35,770-$21,367$304,173$0$304,173
Financial details: 990-PF for the year ended November 30, 2025

Revenue

Contributions, gifts and grants
$1,106
Dividends
$14,140
Net gain from sales of assets
$18,463

Expenses

Grants and similar amounts paid
$18,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$25,973
Excise tax on investment income
$368

Balance sheet and other

Total assets, start of year
$294,088
Total assets, end of year
$295,465
Total liabilities, end of year
$0
Net assets, end of year
$295,465
Fair market value of assets
$510,623
Qualifying distributions
$25,973
Net investment income
$32,603

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
D KYLE JOHNSON
150 SOUTH PERRY STREET, MONTGOMERY, AL 36104
PRESIDENT1$0
KATHY W JONES
2328 DEMONBRUEN DRIVE, MILLBROOK, AL 36054
SECRETARY/TREASURER1$0
TRACY CAMARA
2105 EAST SOUTH BOULEVARD, MONTGOMERY, AL 36116
BOARD MEMBER1$0
LI QIAN
PO BOX 244023, MONTGOMERY, AL 36124
BOARD MEMBER1$0
JEAN G ADAMS
2051 FERNWAY DRIVE, MONTGOMERY, AL 36111
BOARD MEMBER1$0
KATHY DUGAN
PO BOX 244023, MONTGOMERY, AL 36124
BOARD MEMBER1$0
C BRUCE ALEXANDER
212 SHADES CREST CIRCLE, BIRMINGHAM, AL 35216
BOARD MEMBER1$0
CRISTINA MAGI-GALLUZZI
1802 6TH AVENUE SOUTH, BIRMINGHAM, AL 35233
BOARD MEMBER1$0
WALTER C BELL
2105 EAST SOUTH BOULEVARD, MONTGOMERY, AL 36116
BOARD MEMBER1$0
LINDSEY RANEY
2105 EAST SOUTH BOULEVARD, MONTGOMERY, AL 36124
BOARD MEMBER1$0
990-PF for the year ended November 30, 2024: 10 people
NameTitleHours / weekCompensation
D KYLE JOHNSON
150 SOUTH PERRY STREET, MONTGOMERY, AL 36104
PRESIDENT1$0
KATHY W JONES
2328 DEMONBRUEN DRIVE, MILLBROOK, AL 36054
SECRETARY/TREASURER1$0
TRACY CAMARA
2105 EAST SOUTH BOULEVARD, MONTGOMERY, AL 36116
BOARD MEMBER1$0
LI QIAN
PO BOX 244023, MONTGOMERY, AL 36124
BOARD MEMBER1$0
JEAN G ADAMS
2051 FERNWAY DRIVE, MONTGOMERY, AL 36111
BOARD MEMBER1$0
KATHY DUGAN
PO BOX 244023, MONTGOMERY, AL 36124
BOARD MEMBER1$0
C BRUCE ALEXANDER
212 SHADES CREST CIRCLE, BIRMINGHAM, AL 35216
BOARD MEMBER1$0
CRISTINA MAGI-GALLUZZI
1802 6TH AVENUE SOUTH, BIRMINGHAM, AL 35233
BOARD MEMBER1$0
WALTER C BELL
2105 EAST SOUTH BOULEVARD, MONTGOMERY, AL 36116
BOARD MEMBER1$0
LINDSEY RANEY
2105 EAST SOUTH BOULEVARD, MONTGOMERY, AL 36124
BOARD MEMBER1$0
990-PF for the year ended November 30, 2023: 11 people
NameTitleHours / weekCompensation
D KYLE JOHNSON
150 SOUTH PERRY STREET, MONTGOMERY, AL 36104
PRESIDENT1$0
KATHY W JONES
2328 DEMONBRUEN DRIVE, MILLBROOK, AL 36054
SECRETARY/TREASURER1$0
TRACY CAMARA
2105 EAST SOUTH BOULEVARD, MONTGOMERY, AL 36116
BOARD MEMBER1$0
DR KYLE TAYLOR
PO BOX 244023, MONTGOMERY, AL 36124
BOARD MEMBER1$0
JEAN G ADAMS
2051 FERNWAY DRIVE, MONTGOMERY, AL 36111
BOARD MEMBER1$0
KATHY DUGAN
PO BOX 244023, MONTGOMERY, AL 36124
BOARD MEMBER1$0
C BRUCE ALEXANDER
212 SHADES CREST CIRCLE, BIRMINGHAM, AL 35216
BOARD MEMBER1$0
CRISTINA MAGI-GALLUZZI
1802 6TH AVENUE SOUTH, BIRMINGHAM, AL 35233
BOARD MEMBER1$0
STEPHANIE M HOBBS
619 19TH STREET SOUTH, BIRMINGHAM, AL 35249
BOARD MEMBER1$0
WALTER C BELL
2105 EAST SOUTH BOULEVARD, MONTGOMERY, AL 36116
BOARD MEMBER1$0
LINDSEY RANEY
2105 EAST SOUTH BOULEVARD, MONTGOMERY, AL 36124
BOARD MEMBER1$0

Address and contacts

Address (IRS master file)
2328 DEMONBRUEN DR, MILLBROOK, AL 36054-4387
In care of
% KATHY JONES AUM
Signed the 990-PF
KATHY JONES, SECRETARY
Phone
(334) 546-0934
Return prepared by
WARREN AVERETT LLC

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
63-1198456
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
1999
Accounting year ends
November
Files
Form 990-PF
Assets (IRS master file)
$295,465
Income (IRS master file)
$59,198

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFNovember 2025$33,709$32,332$295,465XML
990-PFNovember 2024$22,603$32,688$294,088XML
990-PFNovember 2023$14,403$35,770$304,173XML
990-PFNovember 2022–––IRS
990-PFNovember 2021–––IRS
990-PFNovember 2020–––IRS
990-PFNovember 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 63-1198456).

Questions about ROBERT B ADAMS FOUNDATION INC

What is the EIN of ROBERT B ADAMS FOUNDATION INC?
The employer identification number (EIN) of ROBERT B ADAMS FOUNDATION INC is 63-1198456.
Is ROBERT B ADAMS FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
Are donations to ROBERT B ADAMS FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ROBERT B ADAMS FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of ROBERT B ADAMS 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 ROBERT B ADAMS 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 ROBERT B ADAMS FOUNDATION INC?
The 990-PF for the year ended November 30, 2025 lists 10 people; 0 received compensation from the organization.
How much revenue does ROBERT B ADAMS FOUNDATION INC have?
On its 990-PF for the year ended November 30, 2025 it reported revenue of $33,709, expenses of $32,332 and total assets of $295,465 at year end.

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