Nonprofit · EIN 63-6101728
ANNIE SUE KELLY HUMPHREY MEMORIAL TRUST % FIRST NATIONAL BANK
Tax-exempt · BIRMINGHAM, AL 35202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $323,564 | $48,880 | $274,684 | $1,998,446 | $0 | $1,998,446 |
| December 31, 2024 | 990 | $127,501 | $45,456 | $82,045 | $1,724,652 | $0 | $1,724,652 |
| December 31, 2023 | 990 | $99,542 | $44,305 | $55,237 | $1,643,289 | $0 | $1,643,289 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $323,564
- Net gain from sales of assets
- $261,811
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $24,000
- Compensation of officers, directors and key employees
- $18,750
- Salaries, compensation and benefits (total)
- $18,750
- Professional fundraising fees
- $0
- Accounting fees
- $1,300
- Program services (functional)
- $24,000
- Management and general (functional)
- $24,880
Balance sheet and other
- Total assets, start of year
- $1,724,652
- Total assets, end of year
- $1,998,446
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,998,446
- Publicly traded securities
- $1,971,943
- Gross receipts
- $1,124,551
- Employees
- 0
- Year formed
- 1976
- 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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK | TRUSTEE Institutional trustee | 1 | $18,750 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK | TRUSTEE Institutional trustee | 1 | $17,719 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK | TRUSTEE Institutional trustee | 1 | $15,938 |
Address and contacts
- Address (IRS master file)
- PO BOX 11647, BIRMINGHAM, AL 35202-1647
- In care of
- % AMSOUTH BANK NA
- Principal officer (990 for 2025)
- REGIONS BANK TRUSTEE, 2050 PARKWAY OFFICE CIRCLE - 6TH FL, HOOVER, AL 35244
- Signed the 990
- REGIONS BANK TRUSTEE, TRUST OFFICER
- Phone
- (205) 820-3141
- Return prepared by
- PWC US TAX LLP
Mission
TO PROVIDE AND TRANSFER HOMES TO THE BOARD OF SUPERANNUATE HOMES FOR SUPERANNUATE MINISTERS OF THE NORTH ALABAMA CONFERENCE OF THE UNITED METHODIST CHURCH
Program accomplishments
- TRANSFER HOMES TO THE BOARD OF SUPERANNUATE HOMES FOR THE NORTH ALABAMA CONFERENCE OF THE UNITED METHODIST CHURCH.Expenses $24,000 · grants $24,000
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 | 990 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
- 63-6101728
- 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
- 1977
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,998,446
- Income (IRS master file)
- $1,124,551
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $323,564 | $48,880 | $1,998,446 | IRS |
| 990 | December 2024 | $127,501 | $45,456 | $1,724,652 | IRS |
| 990 | December 2023 | $99,542 | $44,305 | $1,643,289 | XML |
| 990 | December 2022 | $45,383 | $44,213 | $1,589,227 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | 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 63-6101728).
Questions about ANNIE SUE KELLY HUMPHREY MEMORIAL TRUST % FIRST NATIONAL BANK
- What is the EIN of ANNIE SUE KELLY HUMPHREY MEMORIAL TRUST % FIRST NATIONAL BANK?
- The employer identification number (EIN) of ANNIE SUE KELLY HUMPHREY MEMORIAL TRUST % FIRST NATIONAL BANK is 63-6101728.
- Is ANNIE SUE KELLY HUMPHREY MEMORIAL TRUST % FIRST NATIONAL BANK tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1977.
- Are donations to ANNIE SUE KELLY HUMPHREY MEMORIAL TRUST % FIRST NATIONAL BANK tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does ANNIE SUE KELLY HUMPHREY MEMORIAL TRUST % FIRST NATIONAL BANK 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 ANNIE SUE KELLY HUMPHREY MEMORIAL TRUST % FIRST NATIONAL BANK 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 ANNIE SUE KELLY HUMPHREY MEMORIAL TRUST % FIRST NATIONAL BANK last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of ANNIE SUE KELLY HUMPHREY MEMORIAL TRUST % FIRST NATIONAL BANK?
- The 990 for the year ended December 31, 2025 names REGIONS BANK TRUSTEE.
- Who are the officers and directors of ANNIE SUE KELLY HUMPHREY MEMORIAL TRUST % FIRST NATIONAL BANK?
- The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $18,750 (REGIONS BANK, TRUSTEE).
- How much revenue does ANNIE SUE KELLY HUMPHREY MEMORIAL TRUST % FIRST NATIONAL BANK have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $323,564, expenses of $48,880 and total assets of $1,998,446 at year end.
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