Nonprofit · EIN 63-6053365
ROBERT HENRY FOUNDATION SUCC TR UA
Tax-exempt · BIRMINGHAM, AL 35203
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $20,889 | $19,986 | $903 | $215,465 | $0 | $215,465 |
| December 31, 2024 | 990-PF | $11,501 | $13,230 | -$1,729 | $214,562 | $0 | $214,562 |
| December 31, 2023 | 990-PF | $9,801 | $12,505 | -$2,704 | $216,287 | $0 | $216,287 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $7,743
- Net gain from sales of assets
- $13,146
Expenses
- Grants and similar amounts paid
- $6,206
- Compensation of officers, directors and key employees
- $1,037
- Disbursements for charitable purposes
- $17,643
- Excise tax on investment income
- $260
Balance sheet and other
- Total assets, start of year
- $214,562
- Total assets, end of year
- $215,465
- Total liabilities, end of year
- $0
- Net assets, end of year
- $215,465
- Fair market value of assets
- $215,465
- Qualifying distributions
- $17,643
- Net investment income
- $20,889
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 PHILANTHROPIC SOLUTION 1900 5TH AVE NORTH 26TH FL, BIRMINGHAM, AL 35203 | TRUSTEE | 2 | $1,037 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK P O BOX 2450, MONTGOMERY, AL 36102 | TRUSTEE | 2 | $847 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK P O BOX 2450, MONTGOMERY, AL 36102 | TRUSTEE | 2 | $868 |
Address and contacts
- Address (IRS master file)
- 1900 5TH AVE NORTH 26TH FL, BIRMINGHAM, AL 35203-2610
- In care of
- % FIRST ALABAMA BK MONTGOMERY TTEE
- Signed the 990-PF
- REGIONS BANK PHILANTHROPIC SOLUTION, TRUSTEE
- Phone
- (205) 264-6266
- 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 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
- 63-6053365
- 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
- 1965
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $215,465
- Income (IRS master file)
- $254,118
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $20,889 | $19,986 | $215,465 | IRS |
| 990-PF | December 2024 | $11,501 | $13,230 | $214,562 | IRS |
| 990-PF | December 2023 | $9,801 | $12,505 | $216,287 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | 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 63-6053365).
Questions about ROBERT HENRY FOUNDATION SUCC TR UA
- What is the EIN of ROBERT HENRY FOUNDATION SUCC TR UA?
- The employer identification number (EIN) of ROBERT HENRY FOUNDATION SUCC TR UA is 63-6053365.
- Is ROBERT HENRY FOUNDATION SUCC TR UA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1965.
- Are donations to ROBERT HENRY FOUNDATION SUCC TR UA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERT HENRY FOUNDATION SUCC TR UA file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERT HENRY FOUNDATION SUCC TR UA 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 ROBERT HENRY FOUNDATION SUCC TR UA 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 ROBERT HENRY FOUNDATION SUCC TR UA?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $1,037 (REGIONS BANK PHILANTHROPIC SOLUTION, TRUSTEE).
- How much revenue does ROBERT HENRY FOUNDATION SUCC TR UA have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $20,889, expenses of $19,986 and total assets of $215,465 at year end.
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