Nonprofit · EIN 63-6202699
JULIAN T TURNER CHARITABLE TRUST 47-0072-01-Y
Tax-exempt · MOBILE, AL 36602
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $89,099 | $122,642 | -$33,543 | $1,023,396 | $0 | $1,023,396 |
| December 31, 2023 | 990-PF | $69,191 | $124,175 | -$54,984 | $1,056,939 | $0 | $1,056,939 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $19,788
- Interest
- $3,310
- Net rental income
- -$3,023
- Net gain from sales of assets
- $48,438
- Other income
- $17,563
Expenses
- Grants and similar amounts paid
- $91,140
- Compensation of officers, directors and key employees
- $18,870
- Disbursements for charitable purposes
- $98,000
- Excise tax on investment income
- $896
Balance sheet and other
- Total assets, start of year
- $1,056,939
- Total assets, end of year
- $1,023,396
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,023,396
- Fair market value of assets
- $1,979,464
- Qualifying distributions
- $98,000
- Net investment income
- $89,099
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK P O BOX 1628, MOBILE, AL 36633 | TRUSTEE | 5 | $12,010 |
| EDMON H MCKINLEY 117 WILSON AVE, THOMASVILLE, AL 36784 | DISTRIBUTION COMM. CHAIR | 2 | $2,940 |
| SE JONES III 603 N CHEROKEE, DOTHAN, AL 36303 | DISTRIBUTION COMM. MEMBER | 1 | $1,960 |
| TURNER JONES 603 N CHEROKEE, DOTHAN, AL 36303 | DISTRIBUTION COMM. MEMBER | 1 | $1,960 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK P O BOX 1628, MOBILE, AL 36633 | TRUSTEE | 5 | $11,489 |
| EDMON H MCKINLEY 117 WILSON AVE, THOMASVILLE, AL 36784 | DISTRIBUTION COMM. CHAIR | 2 | $3,150 |
| SE JONES III 603 N CHEROKEE, DOTHAN, AL 36303 | DISTRIBUTION COMM. MEMBER | 1 | $2,100 |
| TURNER JONES 603 N CHEROKEE, DOTHAN, AL 36303 | DISTRIBUTION COMM. MEMBER | 1 | $2,100 |
Address and contacts
- Address (IRS master file)
- 11 N WATER ST 28TH FLOOR RSA TOWER, MOBILE, AL 36602-5028
- In care of
- % P ROBERTS REGIONS BANK
- Signed the 990-PF
- REGIONS BANK, TRUSTEE
- Phone
- (251) 438-8326
- Return prepared by
- MCDANIEL & ASSOCIATES 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 | Check at the IRS |
| 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
- 63-6202699
- 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
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $1,013,160
- Income (IRS master file)
- $320,900
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $89,099 | $122,642 | $1,023,396 | XML |
| 990-PF | December 2023 | $69,191 | $124,175 | $1,056,939 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 63-6202699).
Questions about JULIAN T TURNER CHARITABLE TRUST 47-0072-01-Y
- What is the EIN of JULIAN T TURNER CHARITABLE TRUST 47-0072-01-Y?
- The employer identification number (EIN) of JULIAN T TURNER CHARITABLE TRUST 47-0072-01-Y is 63-6202699.
- Is JULIAN T TURNER CHARITABLE TRUST 47-0072-01-Y tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to JULIAN T TURNER CHARITABLE TRUST 47-0072-01-Y tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JULIAN T TURNER CHARITABLE TRUST 47-0072-01-Y file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JULIAN T TURNER CHARITABLE TRUST 47-0072-01-Y 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 JULIAN T TURNER CHARITABLE TRUST 47-0072-01-Y last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of JULIAN T TURNER CHARITABLE TRUST 47-0072-01-Y?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 4 received compensation from the organization, the highest $12,010 (REGIONS BANK, TRUSTEE).
- How much revenue does JULIAN T TURNER CHARITABLE TRUST 47-0072-01-Y have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $89,099, expenses of $122,642 and total assets of $1,023,396 at year end.
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