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Nonprofit · EIN 63-6125835

ANNIE C BASS TR A

Tax-exempt · BIRMINGHAM, AL 35202

Financials

$19K$34K2023$6K$22K2024$24K$13K2025
Revenue Expenses · by fiscal year end
Financials of ANNIE C BASS TR A by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$23,644$12,586$11,058$344,717$0$344,717
December 31, 2024990-PF$6,211$22,126-$15,915$334,142$0$334,142
December 31, 2023990-PF$18,789$34,282-$15,493$350,057$0$350,057
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$12,287
Net gain from sales of assets
$11,337
Other income
$20

Expenses

Grants and similar amounts paid
$4,896
Compensation of officers, directors and key employees
$5,489
Disbursements for charitable purposes
$7,794
Excise tax on investment income
$265

Balance sheet and other

Total assets, start of year
$334,142
Total assets, end of year
$344,717
Total liabilities, end of year
$0
Net assets, end of year
$344,717
Fair market value of assets
$392,381
Qualifying distributions
$7,794
Net investment income
$23,621

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$5,489
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$5,337
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$5,153

Address and contacts

Address (IRS master file)
PO BOX 11647, BIRMINGHAM, AL 35202-1647
In care of
% REGIONS BANK OF MONTGOMERY
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
63-6125835
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)
$344,717
Income (IRS master file)
$159,942

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$23,644$12,586$344,717XML
990-PFDecember 2024$6,211$22,126$334,142IRS
990-PFDecember 2023$18,789$34,282$350,057XML
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 63-6125835).

Questions about ANNIE C BASS TR A

What is the EIN of ANNIE C BASS TR A?
The employer identification number (EIN) of ANNIE C BASS TR A is 63-6125835.
Is ANNIE C BASS TR A tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
Are donations to ANNIE C BASS TR A tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ANNIE C BASS TR A file?
Form 990-PF. Private foundations file every year.
When is the next return of ANNIE C BASS TR A 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 A 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 A?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $5,489 (REGIONS BANK, TRUSTEE).
How much revenue does ANNIE C BASS TR A have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $23,644, expenses of $12,586 and total assets of $344,717 at year end.

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