Nonprofit · EIN 63-6052700
KATE DUNCAN SMITH DAR SCHOOL
Also known as ENDOWMENT FUND
Tax-exempt · BIRMINGHAM, AL 35202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $446,469 | $304,271 | $142,198 | $8,307,031 | $0 | $8,307,031 |
| December 31, 2023 | 990 | $326,625 | $275,388 | $51,237 | $8,168,780 | $0 | $8,168,780 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $57,086
- Program service revenue
- $0
- Investment income
- $389,383
- Net gain from sales of assets
- $68,850
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $247,446
- Compensation of officers, directors and key employees
- $44,687
- Salaries, compensation and benefits (total)
- $44,687
- Professional fundraising fees
- $0
- Accounting fees
- $1,600
- Program services (functional)
- $247,446
- Management and general (functional)
- $56,825
Balance sheet and other
- Total assets, start of year
- $8,168,780
- Total assets, end of year
- $8,307,031
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,307,031
- Publicly traded securities
- $8,133,810
- Gross receipts
- $2,373,394
- Employees
- 0
- Year formed
- 1943
- State of legal domicile
- AL
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 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK | TRUSTEE Institutional trustee | 1 | $44,687 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK | TRUSTEE Institutional trustee | – | $42,089 |
Address and contacts
- Address (IRS master file)
- PO BOX 11647, BIRMINGHAM, AL 35202-1647
- In care of
- % REGIONS BANK TRUST DEPT
- Principal officer (990 for 2024)
- REGIONS BANK, PO BOX 11647, BIRMINGHAM, AL 35202
- Signed the 990
- REGIONS BANK TRUSTEE, TRUST OFFICER
- Phone
- (205) 820-3141
- Return prepared by
- PWC US TAX LLP
Mission
TO PROVIDE FINANCIAL SUPPORT FOR THE KATE DUNCAN SMITH DAR SCHOOL, A QUALIFIED TAX EXEMPT ENTITY
Program accomplishments
- FINANCIAL SUPPORT FOR THE KATE DUNCAN SMITH DAR SCHOOLExpenses $247,446 · grants $247,446
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 63-6052700
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1975
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B24I)
- Assets (IRS master file)
- $8,307,031
- Income (IRS master file)
- $2,373,394
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $446,469 | $304,271 | $8,307,031 | IRS |
| 990 | December 2023 | $326,625 | $275,388 | $8,168,780 | XML |
| 990 | December 2022 | $249,338 | $267,058 | $8,126,920 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 63-6052700).
Questions about KATE DUNCAN SMITH DAR SCHOOL
- What is the EIN of KATE DUNCAN SMITH DAR SCHOOL?
- The employer identification number (EIN) of KATE DUNCAN SMITH DAR SCHOOL is 63-6052700.
- Is KATE DUNCAN SMITH DAR SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1975.
- Are donations to KATE DUNCAN SMITH DAR SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does KATE DUNCAN SMITH DAR SCHOOL file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of KATE DUNCAN SMITH DAR SCHOOL due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did KATE DUNCAN SMITH DAR SCHOOL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of KATE DUNCAN SMITH DAR SCHOOL?
- The 990 for the year ended December 31, 2024 names REGIONS BANK.
- Who are the officers and directors of KATE DUNCAN SMITH DAR SCHOOL?
- The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $44,687 (REGIONS BANK, TRUSTEE).
- How much revenue does KATE DUNCAN SMITH DAR SCHOOL have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $446,469, expenses of $304,271 and total assets of $8,307,031 at year end.
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