Nonprofit · EIN 63-6069709
JOHN A PETERSON CHARITABLE TRUST
Tax-exempt · MONTGOMERY, AL 36102
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $168,258 | $176,105 | -$7,847 | $2,247,727 | $0 | $2,247,727 |
| June 30, 2024 | 990 | $89,502 | $113,557 | -$24,055 | $2,255,574 | $0 | $2,255,574 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $168,218
- Net gain from sales of assets
- $96,233
- Other revenue
- $40
Expenses
- Grants and similar amounts paid
- $145,450
- Compensation of officers, directors and key employees
- $30,455
- Salaries, compensation and benefits (total)
- $30,455
- Professional fundraising fees
- $0
- Accounting fees
- $200
- Program services (functional)
- $145,450
- Management and general (functional)
- $30,655
Balance sheet and other
- Total assets, start of year
- $2,255,574
- Total assets, end of year
- $2,247,727
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,247,727
- Publicly traded securities
- $2,177,178
- Gross receipts
- $569,960
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1968
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK TRUST DEPARTMENT NA | TRUSTEE Institutional trustee | 1 | $30,455 |
990 for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK TRUST DEPARTMENT NA | TRUSTEE Institutional trustee | 1 | $28,557 |
Address and contacts
- Address (IRS master file)
- PO BOX 2450, MONTGOMERY, AL 36102-2450
- In care of
- % REGIONS BANK TRUST DEPT
- Principal officer (990 for 2024)
- REGIONS BANK TRUST DEPART, PO BOX 2450, MONTGOMERY, AL 361022450
- Signed the 990
- REGIONS BANK TRUST DEPARTMENT, TRUSTEE
- Phone
- (334) 230-6103
- Return prepared by
- JACKSON THORNTON & CO PC
Mission
NONE
Program accomplishments
- GRANTS PAID TO KIWANIS INTERNATIONAL MONTGOMERY CHAPTER, THE ORGANZIATION NAMED IN THE TRUST DOCUMENT AND EXEMPT UNDER IRC SECTION 501(C)(4)Expenses $145,450 · grants $145,450
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 63-6069709
- 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
- 1970
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S110)
- Assets (IRS master file)
- $2,247,727
- Income (IRS master file)
- $569,960
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $168,258 | $176,105 | $2,247,727 | XML |
| 990 | June 2024 | $89,502 | $113,557 | $2,255,574 | XML |
| 990 | June 2023 | $85,236 | $166,035 | $2,279,629 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 63-6069709).
Questions about JOHN A PETERSON CHARITABLE TRUST
- What is the EIN of JOHN A PETERSON CHARITABLE TRUST?
- The employer identification number (EIN) of JOHN A PETERSON CHARITABLE TRUST is 63-6069709.
- Is JOHN A PETERSON CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1970.
- Are donations to JOHN A PETERSON CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does JOHN A PETERSON CHARITABLE TRUST 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 JOHN A PETERSON CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOHN A PETERSON CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of JOHN A PETERSON CHARITABLE TRUST?
- The 990 for the year ended June 30, 2025 names REGIONS BANK TRUST DEPART.
- Who are the officers and directors of JOHN A PETERSON CHARITABLE TRUST?
- The 990 for the year ended June 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $30,455 (REGIONS BANK TRUST DEPARTMENT NA, TRUSTEE).
- How much revenue does JOHN A PETERSON CHARITABLE TRUST have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $168,258, expenses of $176,105 and total assets of $2,247,727 at year end.
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