Nonprofit · EIN 63-6115334
CAGG FOUNDATION TRUST
Tax-exempt · BIRMINGHAM, AL 35202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $9,013 | $15,069 | -$6,056 | $124,470 | $0 | $124,470 |
| November 30, 2024 | 990-PF | $7,305 | $18,566 | -$11,261 | $130,529 | $0 | $130,529 |
| November 30, 2023 | 990-PF | $8,638 | $32,685 | -$24,047 | $141,793 | $0 | $141,793 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Dividends
- $4,840
- Net gain from sales of assets
- $4,173
Expenses
- Grants and similar amounts paid
- $9,000
- Compensation of officers, directors and key employees
- $5,002
- Disbursements for charitable purposes
- $11,000
- Excise tax on investment income
- $69
Balance sheet and other
- Total assets, start of year
- $130,529
- Total assets, end of year
- $124,470
- Total liabilities, end of year
- $0
- Net assets, end of year
- $124,470
- Fair market value of assets
- $168,500
- Qualifying distributions
- $11,000
- Net investment income
- $9,013
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 November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK 250 RIVERCHASE PARKWAY EAST, BIRMINGHAM, AL 35244 | TRUSTEE | 1 | $5,002 |
990-PF for the year ended November 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK 250 RIVERCHASE PARKWAY EAST, BIRMINGHAM, AL 35244 | TRUSTEE | 1 | $5,038 |
990-PF for the year ended November 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK 250 RIVERCHASE PARKWAY EAST, BIRMINGHAM, AL 35244 | TRUSTEE | 1 | $4,957 |
Address and contacts
- Address (IRS master file)
- PO BOX 11647, BIRMINGHAM, AL 35202-1647
- In care of
- % FIRST ALABAMA BANK TRUST DEPT
- Signed the 990-PF
- REGIONS BANK TRUSTEE, TRUST OFFICER
- Phone
- (205) 820-3141
- Return prepared by
- PWC US TAX 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 November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 63-6115334
- 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
- November
- Files
- Form 990-PF
- Assets (IRS master file)
- $124,470
- Income (IRS master file)
- $19,026
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $9,013 | $15,069 | $124,470 | XML |
| 990-PF | November 2024 | $7,305 | $18,566 | $130,529 | XML |
| 990-PF | November 2023 | $8,638 | $32,685 | $141,793 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 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 63-6115334).
Questions about CAGG FOUNDATION TRUST
- What is the EIN of CAGG FOUNDATION TRUST?
- The employer identification number (EIN) of CAGG FOUNDATION TRUST is 63-6115334.
- Is CAGG FOUNDATION TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
- Are donations to CAGG FOUNDATION TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CAGG FOUNDATION TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CAGG FOUNDATION TRUST due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CAGG FOUNDATION TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of CAGG FOUNDATION TRUST?
- The 990-PF for the year ended November 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $5,002 (REGIONS BANK, TRUSTEE).
- How much revenue does CAGG FOUNDATION TRUST have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $9,013, expenses of $15,069 and total assets of $124,470 at year end.
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