Nonprofit · EIN 63-6018983
KATHRYN & JULIAN WIENER FUND
Tax-exempt · MONTGOMERY, AL 36102
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $258,086 | $178,070 | $80,016 | $2,036,008 | $0 | $2,036,008 |
| December 31, 2024 | 990-PF | $271,200 | $177,102 | $94,098 | $1,955,992 | $0 | $1,955,992 |
| December 31, 2023 | 990-PF | $184,753 | $141,950 | $42,803 | $1,861,894 | $0 | $1,861,894 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $81,133
- Interest
- $32
- Net gain from sales of assets
- $176,921
Expenses
- Grants and similar amounts paid
- $141,750
- Compensation of officers, directors and key employees
- $26,320
- Disbursements for charitable purposes
- $161,588
- Excise tax on investment income
- $3,377
Balance sheet and other
- Total assets, start of year
- $1,955,992
- Total assets, end of year
- $2,036,008
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,036,008
- Fair market value of assets
- $3,717,036
- Qualifying distributions
- $161,588
- Net investment income
- $258,086
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 |
|---|---|---|---|
| REGIONS BANK TRUST DEPARTMENT 201 MONROE ST 4TH FLOOR, MONTGOMERY, AL 36104 | TRUSTEE | 0 | $26,320 |
| MRS JULIAN WIENER 3858 REDBUD ROAD, JACKSON, MS 39211 | ADVISORY | 0 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK TRUST DEPARTMENT 201 MONROE ST 4TH FLOOR, MONTGOMERY, AL 36104 | TRUSTEE | 0 | $29,815 |
| MRS JULIAN WIENER 3858 REDBUD ROAD, JACKSON, MS 39211 | ADVISORY | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK TRUST DEPARTMENT 201 MONROE ST 4TH FLOOR, MONTGOMERY, AL 36104 | TRUSTEE | 5 | $17,740 |
| MRS JULIAN WIENER 3858 REDBUD ROAD, JACKSON, MS 39211 | ADVISORY | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 2450, MONTGOMERY, AL 36102-2450
- In care of
- % TRUST DEPT FIRST ALABAMA BANK OF
- Signed the 990-PF
- REGIONS BANK TRUST DEPARTMENT, TRUSTEE
- Phone
- (334) 230-6100
- Return prepared by
- ALDRIDGE BORDEN & COMPANY 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 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
- 63-6018983
- 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
- 1957
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,036,008
- Income (IRS master file)
- $383,275
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $258,086 | $178,070 | $2,036,008 | IRS |
| 990-PF | December 2024 | $271,200 | $177,102 | $1,955,992 | IRS |
| 990-PF | December 2023 | $184,753 | $141,950 | $1,861,894 | 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 63-6018983).
Questions about KATHRYN & JULIAN WIENER FUND
- What is the EIN of KATHRYN & JULIAN WIENER FUND?
- The employer identification number (EIN) of KATHRYN & JULIAN WIENER FUND is 63-6018983.
- Is KATHRYN & JULIAN WIENER FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1957.
- Are donations to KATHRYN & JULIAN WIENER FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does KATHRYN & JULIAN WIENER FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of KATHRYN & JULIAN WIENER FUND 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 KATHRYN & JULIAN WIENER FUND 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 KATHRYN & JULIAN WIENER FUND?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $26,320 (REGIONS BANK TRUST DEPARTMENT, TRUSTEE).
- How much revenue does KATHRYN & JULIAN WIENER FUND have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $258,086, expenses of $178,070 and total assets of $2,036,008 at year end.
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