Nonprofit · EIN 63-6214769
ALABAMA A&M UNIVERSITY TRUST FOR EDUCATIONAL EXCELLENCE
Tax-exempt · NORMAL, AL 35762
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990 | $3,334,603 | $119,180 | $3,215,423 | $53,986,638 | $0 | $53,986,638 |
| July 31, 2024 | 990 | $2,190,718 | $101,948 | $2,088,770 | $50,802,742 | $0 | $50,802,742 |
Financial details: 990 for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $1,875,120
- Program service revenue
- $0
- Investment income
- $1,459,483
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $119,180
Balance sheet and other
- Total assets, start of year
- $50,802,742
- Total assets, end of year
- $53,986,638
- Total liabilities, end of year
- $0
- Net assets, end of year
- $53,986,638
- Net assets without donor restrictions
- $7,378,159
- Net assets with donor restrictions
- $46,608,479
- Gross receipts
- $3,334,603
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1998
- 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 July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Dr Daniel Wims | Chairman Officer | 1 | $0 |
| Kevin Ball | Member Officer | 1 | $0 |
| Carlton Spelman | Treasurer Officer | 1 | $0 |
| Paul Bryant | Member Trustee or director | 1 | $0 |
| Braque Talley | Member Trustee or director | 1 | $0 |
| Richard Crunkeleton | Member Trustee or director | 1 | $0 |
| Martha Ochtemeir | Secretary Trustee or director, Officer | 1 | $0 |
| Jamal Ali | Member Trustee or director, Officer | 1 | $0 |
| Micheal Sutller | Member Trustee or director | 1 | $0 |
| Sonya Vette | Member Trustee or director | – | $0 |
| Michael Miller | Member Trustee or director | – | $0 |
990 for the year ended July 31, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Dr Daniel Wims | Chairman Officer | 1 | $0 |
| Kevin Ball | Member Officer | 1 | $0 |
| Carlton Spelman | Treasurer Officer | 1 | $0 |
| Paul Bryant | Member Trustee or director | 1 | $0 |
| Braque Talley | Member Trustee or director | 1 | $0 |
| Richard Crunkeleton | Member Trustee or director | 1 | $0 |
| Martha Ochtemeir | Secretary Trustee or director, Officer | 1 | $0 |
| Jamal Ali | Member Trustee or director, Officer | 1 | $0 |
| Micheal Sutller | Member Trustee or director | 1 | $0 |
| Sonya Vette | Member Trustee or director | – | $0 |
| Michael Miller | Member Trustee or director | – | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1057, NORMAL, AL 35762-1057
- In care of
- % RUFUS GILMORE III
- Principal officer (990 for 2024)
- Jamal Ali, PO Box 1057, Normal, AL 35762
- Signed the 990
- Jamal Ali, Executive Director
- Phone
- (256) 372-8344
- Return prepared by
- BANKS FINLEY WHITE & CO
Mission
The Trusts mission is to support and improve educational excellence at Alabama A&M University through the granting of academic scholarships at the Unviversity, the endowment of academic chairs, the subsidizing of current faculty positions, and the payment of fees and expenses for lectures and lecture series on the Universitys campus.
Program accomplishments
- To support & improve educational excellence at Alabama A&M University through the following: the granting of academic scholarships at the University, endowment of academic chairs, the subsidizing of current faculty positions, and the payment of fees & expense for campus lectures & lecture series on the universitys campusExpenses $119,180
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 July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990 on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990 on file |
IRS record
- EIN
- 63-6214769
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Organization supporting a government college or university
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2003
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B020)
- Assets (IRS master file)
- $53,986,638
- Income (IRS master file)
- $3,334,603
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2025 | $3,334,603 | $119,180 | $53,986,638 | XML |
| 990 | July 2024 | $2,190,718 | $101,948 | $50,802,742 | XML |
| 990 | July 2022 | $658,840 | $384,263 | $43,037,074 | IRS |
| 990 | July 2021 | – | – | – | IRS |
| 990 | July 2020 | – | – | – | IRS |
| 990 | July 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 63-6214769).
Questions about ALABAMA A&M UNIVERSITY TRUST FOR EDUCATIONAL EXCELLENCE
- What is the EIN of ALABAMA A&M UNIVERSITY TRUST FOR EDUCATIONAL EXCELLENCE?
- The employer identification number (EIN) of ALABAMA A&M UNIVERSITY TRUST FOR EDUCATIONAL EXCELLENCE is 63-6214769.
- Is ALABAMA A&M UNIVERSITY TRUST FOR EDUCATIONAL EXCELLENCE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to ALABAMA A&M UNIVERSITY TRUST FOR EDUCATIONAL EXCELLENCE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ALABAMA A&M UNIVERSITY TRUST FOR EDUCATIONAL EXCELLENCE 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 ALABAMA A&M UNIVERSITY TRUST FOR EDUCATIONAL EXCELLENCE due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ALABAMA A&M UNIVERSITY TRUST FOR EDUCATIONAL EXCELLENCE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended July 2025.
- Who is the principal officer of ALABAMA A&M UNIVERSITY TRUST FOR EDUCATIONAL EXCELLENCE?
- The 990 for the year ended July 31, 2025 names Jamal Ali.
- Who are the officers and directors of ALABAMA A&M UNIVERSITY TRUST FOR EDUCATIONAL EXCELLENCE?
- The 990 for the year ended July 31, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does ALABAMA A&M UNIVERSITY TRUST FOR EDUCATIONAL EXCELLENCE have?
- On its 990 for the year ended July 31, 2025 it reported revenue of $3,334,603, expenses of $119,180 and total assets of $53,986,638 at year end.
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