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Nonprofit · EIN 63-6125833

ANNIE C BASS TR 67C

Tax-exempt · BIRMINGHAM, AL 35202

Financials

$21K$37K2023$7K$27K2024$25K$15K2025
Revenue Expenses · by fiscal year end
Financials of ANNIE C BASS TR 67C by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$24,691$15,028$9,663$364,872$0$364,872
December 31, 2024990-PF$7,025$27,222-$20,197$355,728$0$355,728
December 31, 2023990-PF$21,254$36,504-$15,250$375,925$0$375,925
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$13,007
Net gain from sales of assets
$11,684

Expenses

Grants and similar amounts paid
$7,147
Compensation of officers, directors and key employees
$5,835
Disbursements for charitable purposes
$10,114
Excise tax on investment income
$276

Balance sheet and other

Total assets, start of year
$355,728
Total assets, end of year
$364,872
Total liabilities, end of year
$0
Net assets, end of year
$364,872
Fair market value of assets
$415,383
Qualifying distributions
$10,114
Net investment income
$24,688

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
REGIONS BANK
2050 PARKWAY OFFICE CIRCLE, HOOVER, AL 35244
TRUSTEE1$5,835
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
REGIONS PRIVATE WEALTH MANAGEMENT
201 MONROE ST SUITE 280, MONTGOMERY, AL 36104
TRUSTEE5$5,690
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
REGIONS PRIVATE WEALTH MANAGEMENT
201 MONROE ST SUITE 280, MONTGOMERY, AL 36104
TRUSTEE5$5,523

Address and contacts

Address (IRS master file)
PO BOX 11647, BIRMINGHAM, AL 35202-1647
In care of
% REGIONS MORGAN KEEGAN TR
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 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
63-6125833
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
2017
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$364,872
Income (IRS master file)
$170,937

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$24,691$15,028$364,872IRS
990-PFDecember 2024$7,025$27,222$355,728IRS
990-PFDecember 2023$21,254$36,504$375,925XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 63-6125833).

Questions about ANNIE C BASS TR 67C

What is the EIN of ANNIE C BASS TR 67C?
The employer identification number (EIN) of ANNIE C BASS TR 67C is 63-6125833.
Is ANNIE C BASS TR 67C tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
Are donations to ANNIE C BASS TR 67C tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ANNIE C BASS TR 67C file?
Form 990-PF. Private foundations file every year.
When is the next return of ANNIE C BASS TR 67C 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 C BASS TR 67C 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 ANNIE C BASS TR 67C?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $5,835 (REGIONS BANK, TRUSTEE).
How much revenue does ANNIE C BASS TR 67C have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $24,691, expenses of $15,028 and total assets of $364,872 at year end.

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