Nonprofit · EIN 63-6174006
THE ALMA B MAXWELL TRUST
Tax-exempt · MONTGOMERY, AL 36102
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $57,763 | $56,547 | $1,216 | $901,294 | $49 | $901,245 |
| December 31, 2024 | 990-PF | $75,016 | $53,297 | $21,719 | $900,075 | $46 | $900,029 |
| December 31, 2023 | 990-PF | $47,481 | $55,200 | -$7,719 | $878,359 | $49 | $878,310 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $14,201
- Interest
- $17,012
- Net gain from sales of assets
- $26,550
Expenses
- Grants and similar amounts paid
- $35,950
- Compensation of officers, directors and key employees
- $15,125
- Disbursements for charitable purposes
- $49,171
- Excise tax on investment income
- $721
Balance sheet and other
- Total assets, start of year
- $900,075
- Total assets, end of year
- $901,294
- Total liabilities, end of year
- $49
- Net assets, end of year
- $901,245
- Fair market value of assets
- $1,022,586
- Qualifying distributions
- $49,171
- Net investment income
- $57,763
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 MGT 201 MONROE STREET SUITE 280, MONTGOMERY, AL 36104 | TRUSTEE | 5 | $15,125 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS PRIVATE WEALTH MGT 201 MONROE STREET SUITE 280, MONTGOMERY, AL 36104 | TRUSTEE | 5 | $15,019 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS PRIVATE WEALTH MGT 201 MONROE STREET SUITE 280, MONTGOMERY, AL 36104 | TRUSTEE | 5 | $14,580 |
Address and contacts
- Address (IRS master file)
- PO BOX 2450, MONTGOMERY, AL 36102-2450
- In care of
- % FIRST ALABAMA BANK TRUSTEE
- Signed the 990-PF
- REGIONS PRIVATE WEALTH MGT, 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
- 63-6174006
- 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
- 1990
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $901,294
- Income (IRS master file)
- $250,089
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $57,763 | $56,547 | $901,294 | IRS |
| 990-PF | December 2024 | $75,016 | $53,297 | $900,075 | IRS |
| 990-PF | December 2023 | $47,481 | $55,200 | $878,359 | 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 63-6174006).
Questions about THE ALMA B MAXWELL TRUST
- What is the EIN of THE ALMA B MAXWELL TRUST?
- The employer identification number (EIN) of THE ALMA B MAXWELL TRUST is 63-6174006.
- Is THE ALMA B MAXWELL TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to THE ALMA B MAXWELL TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE ALMA B MAXWELL TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE ALMA B MAXWELL TRUST 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 THE ALMA B MAXWELL TRUST 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 THE ALMA B MAXWELL TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $15,125 (REGIONS PRIVATE WEALTH MGT, TRUSTEE).
- How much revenue does THE ALMA B MAXWELL TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $57,763, expenses of $56,547 and total assets of $901,294 at year end.
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