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Nonprofit · EIN 63-6109588

KENNEDY-DOUGLASS TRUST

Tax-exempt · FLORENCE, AL 35631

Financials

$25K$21K2023$35K$20K2024$43K$23K2025
Revenue Expenses · by fiscal year end
Financials of KENNEDY-DOUGLASS TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$42,539$23,243$19,296$369,951$0$369,951
December 31, 2024990-PF$34,696$19,921$14,775$350,655$0$350,655
December 31, 2023990-PF$24,967$21,431$3,536$335,880$0$335,880
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$34,787
Interest
$1
Net gain from sales of assets
$7,751

Expenses

Grants and similar amounts paid
$20,668
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$20,668
Excise tax on investment income
$562

Balance sheet and other

Total assets, start of year
$350,655
Total assets, end of year
$369,951
Total liabilities, end of year
$0
Net assets, end of year
$369,951
Fair market value of assets
$501,016
Qualifying distributions
$20,668
Net investment income
$42,539

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
REBECCA MAULDIN
501 RIVER POINT ROAD, FLORENCE, AL 35634
CHAIRPERSON0$0
KEITH FRASER
109 DOUBLETREE LANE, FLORENCE, AL 35634
BOARD MEMBER0$0
JOHN DOUGLASS
2213 GAY WAY, BIRMINGHAM, AL 35216
BOARD MEMBER0$0
NANCY O'NEAL
2770 COUNTY ROAD 189, FLORENCE, AL 35633
BOARD MEMBER0$0
SARAH WARE
1503 WILSON LAKE SHORES ROAD, MUSCLE SHOALS, AL 35661
BOARD MEMBER0$0
LIBBY JORDAN
PO BOX 1426, FLORENCE, AL 35631
BOARD MEMBER0$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
REBECCA MAULDIN
501 RIVER POINT ROAD, FLORENCE, AL 35634
CHAIRPERSON0$0
KEITH FRASER
109 DOUBLETREE LANE, FLORENCE, AL 35634
BOARD MEMBER0$0
JOHN DOUGLASS
2213 GAY WAY, BIRMINGHAM, AL 35216
BOARD MEMBER0$0
NANCY O'NEAL
2770 COUNTY ROAD 189, FLORENCE, AL 35633
BOARD MEMBER0$0
SARAH WARE
1503 WILSON LAKE SHORES ROAD, MUSCLE SHOALS, AL 35661
BOARD MEMBER0$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
REBECCA MAULDIN
501 RIVER POINT ROAD, FLORENCE, AL 35634
CHAIRPERSON0$0
KEITH FRASER
109 DOUBLETREE LANE, FLORENCE, AL 35634
BOARD MEMBER0$0
JOHN DOUGLASS
2213 GAY WAY, BIRMINGHAM, AL 35216
BOARD MEMBER0$0
NANCY O'NEAL
2770 COUNTY ROAD 189, FLORENCE, AL 35633
BOARD MEMBER0$0
SARAH WARE
1503 WILSON LAKE SHORES ROAD, MUSCLE SHOALS, AL 35661
BOARD MEMBER0$0

Address and contacts

Address (IRS master file)
PO BOX 1426, FLORENCE, AL 35631-1426
Signed the 990-PF
REBECCA I MAULDIN, CHAIR
Phone
(256) 767-0740
Return prepared by
CRI ADVISORS 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 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
63-6109588
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
1980
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$369,951
Income (IRS master file)
$58,788

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$42,539$23,243$369,951IRS
990-PFDecember 2024$34,696$19,921$350,655IRS
990-PFDecember 2023$24,967$21,431$335,880XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 63-6109588).

Questions about KENNEDY-DOUGLASS TRUST

What is the EIN of KENNEDY-DOUGLASS TRUST?
The employer identification number (EIN) of KENNEDY-DOUGLASS TRUST is 63-6109588.
Is KENNEDY-DOUGLASS TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
Are donations to KENNEDY-DOUGLASS TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does KENNEDY-DOUGLASS TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of KENNEDY-DOUGLASS TRUST 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 KENNEDY-DOUGLASS TRUST 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 KENNEDY-DOUGLASS TRUST?
The 990-PF for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
How much revenue does KENNEDY-DOUGLASS TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $42,539, expenses of $23,243 and total assets of $369,951 at year end.

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