Nonprofit · EIN 63-6173095
MILDRED W MAXWELL TR UW
Also known as FIRST ALABAMA BANK TR DEPT
Tax-exempt · MONTGOMERY, AL 36102
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $42,928 | $49,939 | -$7,011 | $772,290 | $33 | $772,257 |
| December 31, 2024 | 990-PF | $63,680 | $47,136 | $16,544 | $779,308 | $40 | $779,268 |
| December 31, 2023 | 990-PF | $44,702 | $45,975 | -$1,273 | $762,766 | $42 | $762,724 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $13,533
- Interest
- $15,279
- Net gain from sales of assets
- $14,116
Expenses
- Grants and similar amounts paid
- $31,971
- Compensation of officers, directors and key employees
- $13,488
- Disbursements for charitable purposes
- $43,538
- Excise tax on investment income
- $524
Balance sheet and other
- Total assets, start of year
- $779,308
- Total assets, end of year
- $772,290
- Total liabilities, end of year
- $33
- Net assets, end of year
- $772,257
- Fair market value of assets
- $919,230
- Qualifying distributions
- $43,538
- Net investment income
- $42,928
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 PRIVATE WEALTH MANAGEMENT 201 MONROE STREET SUITE 280, MONTGOMERY, AL 36104 | TRUSTEE | 5 | $13,488 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS PRIVATE WEALTH MANAGEMENT 201 MONROE STREET SUITE 280, MONTGOMERY, AL 36104 | TRUSTEE | 5 | $13,350 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS PRIVATE WEALTH MANAGEMENT 201 MONROE STREET SUITE 280, MONTGOMERY, AL 36104 | TRUSTEE | 5 | $12,880 |
Address and contacts
- Address (IRS master file)
- PO BOX 2450, MONTGOMERY, AL 36102-2450
- In care of
- % REGIONS BANK
- Signed the 990-PF
- REGIONS PRIVATE WEALTH MANAGEMENT, TRUSTEE
- Phone
- (334) 230-6100
- Return prepared by
- ALDRIDGE BORDEN & COMPANY PC
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
- 63-6173095
- 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
- 1993
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $772,290
- Income (IRS master file)
- $387,406
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $42,928 | $49,939 | $772,290 | IRS |
| 990-PF | December 2024 | $63,680 | $47,136 | $779,308 | IRS |
| 990-PF | December 2023 | $44,702 | $45,975 | $762,766 | 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 63-6173095).
Questions about MILDRED W MAXWELL TR UW
- What is the EIN of MILDRED W MAXWELL TR UW?
- The employer identification number (EIN) of MILDRED W MAXWELL TR UW is 63-6173095.
- Is MILDRED W MAXWELL TR UW tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to MILDRED W MAXWELL TR UW tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MILDRED W MAXWELL TR UW file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MILDRED W MAXWELL TR UW 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 MILDRED W MAXWELL TR UW 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 MILDRED W MAXWELL TR UW?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $13,488 (REGIONS PRIVATE WEALTH MANAGEMENT, TRUSTEE).
- How much revenue does MILDRED W MAXWELL TR UW have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $42,928, expenses of $49,939 and total assets of $772,290 at year end.
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