Nonprofit · EIN 63-6110169
THADDEUS H WATERMAN TRUST 15461403
Tax-exempt · MOBILE, AL 36633
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $62,585 | $53,737 | $8,848 | $764,851 | $0 | $764,851 |
| December 31, 2024 | 990-PF | $51,043 | $50,976 | $67 | $755,607 | $0 | $755,607 |
| December 31, 2023 | 990-PF | $27,638 | $53,649 | -$26,011 | $755,539 | $0 | $755,539 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $27,342
- Net gain from sales of assets
- $35,243
Expenses
- Grants and similar amounts paid
- $39,111
- Compensation of officers, directors and key employees
- $11,671
- Disbursements for charitable purposes
- $40,296
- Excise tax on investment income
- $695
Balance sheet and other
- Total assets, start of year
- $755,607
- Total assets, end of year
- $764,851
- Total liabilities, end of year
- $0
- Net assets, end of year
- $764,851
- Fair market value of assets
- $871,275
- Qualifying distributions
- $40,296
- Net investment income
- $62,585
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 TRUST DEPARTMENT PO DRAWER 1628, MOBILE, AL 366331628 | TRUSTEE | 2 | $11,671 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK TRUST DEPARTMENT PO DRAWER 1628, MOBILE, AL 366331628 | TRUSTEE | 2 | $11,459 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK TRUST DEPARTMENT PO DRAWER 1628, MOBILE, AL 366331628 | TRUSTEE | 2 | $10,913 |
Address and contacts
- Address (IRS master file)
- PO BOX 1628, MOBILE, AL 36633-1628
- Signed the 990-PF
- ROGER COLE, TRUST OFFICER
- Phone
- (251) 431-8309
- Return prepared by
- SMITH DUKES & BUCKALEW LLP
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
- 63-6110169
- 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
- 2003
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $764,851
- Income (IRS master file)
- $496,322
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $62,585 | $53,737 | $764,851 | IRS |
| 990-PF | December 2024 | $51,043 | $50,976 | $755,607 | IRS |
| 990-PF | December 2023 | $27,638 | $53,649 | $755,539 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 63-6110169).
Questions about THADDEUS H WATERMAN TRUST 15461403
- What is the EIN of THADDEUS H WATERMAN TRUST 15461403?
- The employer identification number (EIN) of THADDEUS H WATERMAN TRUST 15461403 is 63-6110169.
- Is THADDEUS H WATERMAN TRUST 15461403 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to THADDEUS H WATERMAN TRUST 15461403 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THADDEUS H WATERMAN TRUST 15461403 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THADDEUS H WATERMAN TRUST 15461403 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 THADDEUS H WATERMAN TRUST 15461403 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 THADDEUS H WATERMAN TRUST 15461403?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $11,671 (REGIONS BANK TRUST DEPARTMENT, TRUSTEE).
- How much revenue does THADDEUS H WATERMAN TRUST 15461403 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $62,585, expenses of $53,737 and total assets of $764,851 at year end.
Other nonprofits in MOBILE
- J L BEDSOLE FOUNDATION EIN 23-7225708 · last filed 990-PF for 2024
- COMMUNITY FOUNDATION OF SOUTH ALABAMA EIN 63-0695166 · last filed 990 for 2025
- RJJB FAMILY FOUNDATION EIN 72-1376480 · last filed 990-PF for 2024
- CB FOUNDATION INC EIN 82-2853726 · last filed 990-PF for 2025
- DAVID J COOPER CHARTIABLE FOUNDATION INC EIN 26-3868978 · last filed 990-PF for 2024
- UNITED WAY OF SOUTHWEST ALABAMA INC EIN 63-0351568 · last filed 990 for 2025
- GOVERNMENT STREET PRESBYTERIAN CHURCH ENDOWMENT TR EIN 63-6193056 · last filed 990 for 2025
- NIKKIS HAVEN FOUNDATION EIN 27-3463397 · last filed 990-PF for 2024
All nonprofits in MOBILE · Alabama · Philanthropy, voluntarism and grantmaking foundations