Nonprofit · EIN 63-6189161
INDIA LOWRY SHIELDS CHARITABLE TRUST
Tax-exempt · BIRMINGHAM, AL 35202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $59,801 | $49,648 | $10,153 | $840,440 | $0 | $840,440 |
| December 31, 2024 | 990 | $39,217 | $21,784 | $17,433 | $830,481 | $0 | $830,481 |
| December 31, 2023 | 990 | -$887 | $30,273 | -$31,160 | $813,242 | $0 | $813,242 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $59,801
- Net gain from sales of assets
- $14,878
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $38,961
- Compensation of officers, directors and key employees
- $9,147
- Salaries, compensation and benefits (total)
- $9,147
- Professional fundraising fees
- $0
- Accounting fees
- $1,000
- Program services (functional)
- $38,961
- Management and general (functional)
- $10,687
Balance sheet and other
- Total assets, start of year
- $830,481
- Total assets, end of year
- $840,440
- Total liabilities, end of year
- $0
- Net assets, end of year
- $840,440
- Publicly traded securities
- $805,076
- Gross receipts
- $584,084
- Employees
- 0
- Year formed
- 1994
- State of legal domicile
- AL
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK TRUST DEPARTMENT | TRUSTEE Institutional trustee | 1 | $9,147 |
| SELECTION COMMITTEE | – Trustee or director | – | $0 |
990 for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK TRUST DEPARTMENT | TRUSTEE Institutional trustee | 1 | $8,761 |
| SELECTION COMMITTEE | – Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SELECTION COMMITTEE APPT BY UWA BOARD OF TRUSTEES | TRUSTEES Trustee or director | – | $0 |
| REGIONS BANK | TRUSTEE Institutional trustee | – | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 11647, BIRMINGHAM, AL 35202-1647
- In care of
- % AMSOUTH BANK OF ALABAMA
- Principal officer (990 for 2025)
- REGIONS BANK, 2050 PARKWAY OFFICE CIRCLE, BIRMINGHAM, AL 35244
- Signed the 990
- REGIONS BANK TRUSTEE, TRUST OFFICER
- Phone
- (205) 820-3141
- Return prepared by
- PWC US TAX LLP
Mission
PROVIDE ACADEMIC SCHOLARSHIPS TO STUDENTS IN NEED FROM MARENGO COUNTY.
Program accomplishments
- SCHOLARSHIP FUND AT THE UNIVERSITY OF WEST ALABAMA FOUNDATIONExpenses $38,961 · grants $38,961
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 63-6189161
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1996
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30Z)
- Assets (IRS master file)
- $840,440
- Income (IRS master file)
- $584,084
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $59,801 | $49,648 | $840,440 | IRS |
| 990 | December 2024 | $39,217 | $21,784 | $830,481 | XML |
| 990 | December 2023 | -$887 | $30,273 | $813,242 | XML |
| 990 | December 2022 | $40,211 | $32,128 | $844,313 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 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 63-6189161).
Questions about INDIA LOWRY SHIELDS CHARITABLE TRUST
- What is the EIN of INDIA LOWRY SHIELDS CHARITABLE TRUST?
- The employer identification number (EIN) of INDIA LOWRY SHIELDS CHARITABLE TRUST is 63-6189161.
- Is INDIA LOWRY SHIELDS CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to INDIA LOWRY SHIELDS CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does INDIA LOWRY SHIELDS CHARITABLE TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of INDIA LOWRY SHIELDS CHARITABLE 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 INDIA LOWRY SHIELDS CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of INDIA LOWRY SHIELDS CHARITABLE TRUST?
- The 990 for the year ended December 31, 2025 names REGIONS BANK.
- Who are the officers and directors of INDIA LOWRY SHIELDS CHARITABLE TRUST?
- The 990 for the year ended December 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $9,147 (REGIONS BANK TRUST DEPARTMENT, TRUSTEE).
- How much revenue does INDIA LOWRY SHIELDS CHARITABLE TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $59,801, expenses of $49,648 and total assets of $840,440 at year end.
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