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Nonprofit · EIN 63-6019142

WILLIAM O BALDWIN TRUST FBO LYMAN WARD MILITARY ACADEMY

Also known as 1055001878

Tax-exempt · BIRMINGHAM, AL 35202

Financials

$2K$4K2023$3K$4K2024−$122$4K2025
Revenue Expenses · by fiscal year end
Financials of WILLIAM O BALDWIN TRUST FBO LYMAN WARD MILITARY ACADEMY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF-$122$4,352-$4,474$40,116$0$40,116
December 31, 2024990-PF$2,633$4,363-$1,730$44,595$0$44,595
December 31, 2023990-PF$2,445$4,311-$1,866$46,300$0$46,300
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$1,208
Net gain from sales of assets
-$1,330

Expenses

Grants and similar amounts paid
$1,814
Compensation of officers, directors and key employees
$1,498
Disbursements for charitable purposes
$3,114

Balance sheet and other

Total assets, start of year
$44,595
Total assets, end of year
$40,116
Total liabilities, end of year
$0
Net assets, end of year
$40,116
Fair market value of assets
$44,790
Qualifying distributions
$3,114
Net investment income
$1,208

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
REGIONS BANK
2050 PARKWAY OFFICE CIRCLE, HOOVER, AL 35244
TRUSTEE1$1,498
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
REGIONS BANK
250 RIVERCHASE PARKWAY EAST, BIRMINGHAM, AL 35244
TRUSTEE1$1,508
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
REGIONS BANK TRUST DEPT
250 RIVERCHASE PARKWAY EAST, BIRMINGHAM, AL 35244
TRUSTEE1$1,489

Address and contacts

Address (IRS master file)
PO BOX 11647, BIRMINGHAM, AL 35202-1647
In care of
% REGIONS BANK TRUST DEPT
Signed the 990-PF
REGIONS BANK TRUSTEE, TRUST OFFICER
Phone
(205) 820-3141
Return prepared by
PWC US TAX 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
63-6019142
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
1962
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$40,116
Income (IRS master file)
$42,489

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025-$122$4,352$40,116XML
990-PFDecember 2024$2,633$4,363$44,595IRS
990-PFDecember 2023$2,445$4,311$46,300XML
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 63-6019142).

Questions about WILLIAM O BALDWIN TRUST FBO LYMAN WARD MILITARY ACADEMY

What is the EIN of WILLIAM O BALDWIN TRUST FBO LYMAN WARD MILITARY ACADEMY?
The employer identification number (EIN) of WILLIAM O BALDWIN TRUST FBO LYMAN WARD MILITARY ACADEMY is 63-6019142.
Is WILLIAM O BALDWIN TRUST FBO LYMAN WARD MILITARY ACADEMY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1962.
Are donations to WILLIAM O BALDWIN TRUST FBO LYMAN WARD MILITARY ACADEMY tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WILLIAM O BALDWIN TRUST FBO LYMAN WARD MILITARY ACADEMY file?
Form 990-PF. Private foundations file every year.
When is the next return of WILLIAM O BALDWIN TRUST FBO LYMAN WARD MILITARY ACADEMY 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 WILLIAM O BALDWIN TRUST FBO LYMAN WARD MILITARY ACADEMY 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 WILLIAM O BALDWIN TRUST FBO LYMAN WARD MILITARY ACADEMY?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $1,498 (REGIONS BANK, TRUSTEE).
How much revenue does WILLIAM O BALDWIN TRUST FBO LYMAN WARD MILITARY ACADEMY have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of -$122, expenses of $4,352 and total assets of $40,116 at year end.

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