Nonprofit · EIN 63-6219873
W H TURNER & SARA ELIZABETH TURNER MEDICAL TRUST
Tax-exempt · BIRMINGHAM, AL 35202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $1,443,526 | $898,809 | $544,717 | $13,577,835 | $0 | $13,577,835 |
| October 31, 2024 | 990-PF (amended) | $1,198,470 | $911,144 | $287,326 | $13,034,443 | $0 | $13,034,443 |
| October 31, 2023 | 990-PF | $642,989 | $847,699 | -$204,710 | $12,739,914 | $0 | $12,739,914 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Dividends
- $416,827
- Net gain from sales of assets
- $1,026,699
Expenses
- Grants and similar amounts paid
- $765,873
- Compensation of officers, directors and key employees
- $87,591
- Disbursements for charitable purposes
- $784,399
- Excise tax on investment income
- $18,715
Balance sheet and other
- Total assets, start of year
- $13,034,443
- Total assets, end of year
- $13,577,835
- Total liabilities, end of year
- $0
- Net assets, end of year
- $13,577,835
- Fair market value of assets
- $17,633,867
- Qualifying distributions
- $784,399
- Net investment income
- $1,443,526
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK 250 RIVERCHASE PARKWAY EAST, BIRMINGHAM, AL 35244 | TRUSTEE | 4 | $87,591 |
| CHUCK LEDBETTER DOTHAN CITY SCHOOL 500 DUSY ST, DOTHAN, AL 36301 | SCHOLARSHIP COMM | 1 | $0 |
| CHRIS NICHOLLS HOUSTON COUNTY MEDI PO BOX 5527, DOTHAN, AL 36302 | SCHOLARSHIP COMM | 1 | $0 |
| MARK SCOTT HOUSTON COUNTY SCHOOL 404 W WASHINGTON ST, DOTHAN, AL 36301 | SCHOLARSHIP COMM | 1 | $0 |
990-PF for the year ended October 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK 250 RIVERCHASE PARKWAY EAST, BIRMINGHAM, AL 35244 | TRUSTEE | 4 | $84,823 |
| CHUCK LEDBETTER DOTHAN CITY SCHOOL 500 DUSY ST, DOTHAN, AL 36301 | SCHOLARSHIP COMM | 1 | $0 |
| CHRIS NICHOLLS HOUSTON COUNTY MEDI PO BOX 5527, DOTHAN, AL 36302 | SCHOLARSHIP COMM | 1 | $0 |
| MARK SCOTT HOUSTON COUNTY SCHOOL 404 W WASHINGTON ST, DOTHAN, AL 36301 | SCHOLARSHIP COMM | 1 | $0 |
990-PF for the year ended October 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK 250 RIVERCHASE PARKWAY EAST, BIRMINGHAM, AL 35244 | TRUSTEE | 4 | $84,816 |
| CHUCK LEDBETTER DOTHAN CITY SCHOOL 500 DUSY ST, DOTHAN, AL 36301 | SCHOLARSHIP COMM | 1 | $0 |
| CHRIS NICHOLLS HOUSTON COUNTY MEDI PO BOX 5527, DOTHAN, AL 36302 | SCHOLARSHIP COMM | 1 | $0 |
| MARK SCOTT HOUSTON COUNTY SCHOOL 404 W WASHINGTON ST, DOTHAN, AL 36301 | SCHOLARSHIP COMM | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 11647, BIRMINGHAM, AL 35202-1647
- In care of
- % AMSOUTH BANK TRUST DIVISION
- Signed the 990-PF
- REGIONS BANK TRUSTEE, TRUST OFFICER
- Phone
- (205) 820-3141
- Return prepared by
- PWC US TAX LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | October 31, 2026 | March 15, 2027 | Not due yet |
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
IRS record
- EIN
- 63-6219873
- 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
- 2000
- Accounting year ends
- October
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $13,577,835
- Income (IRS master file)
- $5,519,590
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $1,443,526 | $898,809 | $13,577,835 | XML |
| 990-PF | October 2024 | $1,198,470 | $911,144 | $13,034,443 | XML |
| 990-PF | October 2023 | $642,989 | $847,699 | $12,739,914 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | IRS |
| 990-PF | October 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 63-6219873).
Questions about W H TURNER & SARA ELIZABETH TURNER MEDICAL TRUST
- What is the EIN of W H TURNER & SARA ELIZABETH TURNER MEDICAL TRUST?
- The employer identification number (EIN) of W H TURNER & SARA ELIZABETH TURNER MEDICAL TRUST is 63-6219873.
- Is W H TURNER & SARA ELIZABETH TURNER MEDICAL TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to W H TURNER & SARA ELIZABETH TURNER MEDICAL TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does W H TURNER & SARA ELIZABETH TURNER MEDICAL TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of W H TURNER & SARA ELIZABETH TURNER MEDICAL TRUST due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did W H TURNER & SARA ELIZABETH TURNER MEDICAL TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of W H TURNER & SARA ELIZABETH TURNER MEDICAL TRUST?
- The 990-PF for the year ended October 31, 2025 lists 4 people; 1 received compensation from the organization, the highest $87,591 (REGIONS BANK, TRUSTEE).
- How much revenue does W H TURNER & SARA ELIZABETH TURNER MEDICAL TRUST have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $1,443,526, expenses of $898,809 and total assets of $13,577,835 at year end.
Other nonprofits in BIRMINGHAM
- SAMFORD UNIVERSITY EIN 63-0312914 · last filed 990 for 2025
- SCHOLARSHIPS FOR KIDS INC EIN 46-2286764 · last filed 990 for 2024
- I3 ACADEMY EIN 83-1049224 · last filed 990 for 2025
- BIRMINGHAM PROMISE INC EIN 84-2830568 · last filed 990 for 2024
- NEW SCHOOLS FOR ALABAMA EIN 46-3827127 · last filed 990 for 2025
- UAB EDUCATIONAL FOUNDATION EIN 63-6155094 · last filed 990 for 2025
- LEGACY SCHOOLS EIN 81-2601194 · last filed 990 for 2024
- ALTAMONT SCHOOL EIN 63-0302110 · last filed 990 for 2025