Nonprofit · EIN 63-1254357
HERBERT AND PEGGY STOCKHAM FOUNDATION
Tax-exempt · MOUNTAIN BRK, AL 35213
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $131,863 | $118,625 | $13,238 | $1,020,053 | $0 | $1,020,053 |
| December 31, 2024 | 990-PF | $114,878 | $113,823 | $1,055 | $1,007,017 | $0 | $1,007,017 |
| December 31, 2023 | 990-PF | $19,307 | $98,305 | -$78,998 | $1,006,055 | $0 | $1,006,055 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $33,900
- Interest
- $2,635
- Net gain from sales of assets
- $95,328
Expenses
- Grants and similar amounts paid
- $88,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $88,000
- Excise tax on investment income
- $1,430
Balance sheet and other
- Total assets, start of year
- $1,007,017
- Total assets, end of year
- $1,020,053
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,020,053
- Fair market value of assets
- $1,731,078
- Qualifying distributions
- $88,000
- Net investment income
- $131,863
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 |
|---|---|---|---|
| ANNE B STOCKHAM 640 DEWEY AVENUE, BOULDER, CO 80304 | BOARD MEMBER | 2 | $0 |
| CAROLINE S THOMAS 3257 ROCKLEDGE ROAD, BIRMINGHAM, AL 35213 | BOARD MEMBER | 2 | $0 |
| MARGARET MIDGE S MILLER 2250 HIGHLAND AVENUE SOUTH 77, BIRMINGHAM, AL 35205 | BOARD MEMBER | 2 | $0 |
| KATE C STOCKHAM 6 PEACHTREE STREET, BIRMINGHAM, AL 35213 | BOARD MEMBER | 2 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANNE B STOCKHAM 640 DEWEY AVENUE, BOULDER, CO 80304 | BOARD MEMBER | 2 | $0 |
| CAROLINE S THOMAS 3257 ROCKLEDGE ROAD, BIRMINGHAM, AL 35213 | BOARD MEMBER | 2 | $0 |
| MARGARET MIDGE S MILLER 2250 HIGHLAND AVENUE SOUTH 77, BIRMINGHAM, AL 35205 | BOARD MEMBER | 2 | $0 |
| KATE C STOCKHAM 6 PEACHTREE STREET, BIRMINGHAM, AL 35213 | BOARD MEMBER | 2 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANNE B STOCKHAM 640 DEWEY AVENUE, BOULDER, CO 80304 | BOARD MEMBER | 2 | $0 |
| CAROLINE S THOMAS 3257 ROCKLEDGE ROAD, BIRMINGHAM, AL 35213 | BOARD MEMBER | 2 | $0 |
| MARGARET MIDGE S MILLER 2250 HIGHLAND AVENUE SOUTH 77, BIRMINGHAM, AL 35205 | BOARD MEMBER | 2 | $0 |
| KATE C STOCKHAM 6 PEACHTREE STREET, BIRMINGHAM, AL 35213 | BOARD MEMBER | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 6 PEACHTREE ST, MOUNTAIN BRK, AL 35213-3018
- In care of
- % WACHOVIA BANK NA NC6732
- Signed the 990-PF
- KATE STOCKHAM, BOARD MEMBER
- Phone
- (205) 821-6469
- Return prepared by
- DOEREN MAYHEW
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
- 63-1254357
- 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
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,020,053
- Income (IRS master file)
- $276,012
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $131,863 | $118,625 | $1,020,053 | IRS |
| 990-PF | December 2024 | $114,878 | $113,823 | $1,007,017 | IRS |
| 990-PF | December 2023 | $19,307 | $98,305 | $1,006,055 | 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 63-1254357).
Questions about HERBERT AND PEGGY STOCKHAM FOUNDATION
- What is the EIN of HERBERT AND PEGGY STOCKHAM FOUNDATION?
- The employer identification number (EIN) of HERBERT AND PEGGY STOCKHAM FOUNDATION is 63-1254357.
- Is HERBERT AND PEGGY STOCKHAM FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to HERBERT AND PEGGY STOCKHAM FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HERBERT AND PEGGY STOCKHAM FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HERBERT AND PEGGY STOCKHAM FOUNDATION 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 HERBERT AND PEGGY STOCKHAM FOUNDATION 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 HERBERT AND PEGGY STOCKHAM FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does HERBERT AND PEGGY STOCKHAM FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $131,863, expenses of $118,625 and total assets of $1,020,053 at year end.
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