Nonprofit · EIN 63-6229763
NAN H ALTMAYER CHARITABLE TR
Tax-exempt · MOBILE, AL 36633
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $513,509 | $723,376 | -$209,867 | $11,461,245 | $0 | $11,461,245 |
| August 31, 2024 | 990-PF | $822,399 | $677,453 | $144,946 | $11,672,400 | $0 | $11,672,400 |
| August 31, 2023 | 990-PF | $326,022 | $606,691 | -$280,669 | $11,521,415 | $0 | $11,521,415 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Dividends
- $263,093
- Net rental income
- $19,002
- Net gain from sales of assets
- $212,241
- Other income
- $12,933
Expenses
- Grants and similar amounts paid
- $617,412
- Compensation of officers, directors and key employees
- $82,059
- Disbursements for charitable purposes
- $653,462
- Excise tax on investment income
- $6,275
Balance sheet and other
- Total assets, start of year
- $11,672,400
- Total assets, end of year
- $11,461,245
- Total liabilities, end of year
- $0
- Net assets, end of year
- $11,461,245
- Fair market value of assets
- $14,282,307
- Qualifying distributions
- $653,462
- Net investment income
- $513,509
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK PO DRAWER 1628, MOBILE, AL 36633 | TRUSTEE | 3 | $82,059 |
| JAY P ALTMAYER II 4711 OLD SHELL ROAD, MOBILE, AL 36608 | DISTRIBUTION COMMITTEE MEM | 1 | $0 |
| PATRICIA C STORACE 151 OSWEGATCHIE RD, WATERFORD, CT 06385 | DISTRIBUTION COMMITTEE MEM | 1 | $0 |
| KENNETH E NIEMEYER 7 FELS AVENUE, FAIRHOPE, AL 36532 | DISTRIBUTION COMMITTEE MEM | 1 | $0 |
990-PF for the year ended August 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK PO DRAWER 1628, MOBILE, AL 36633 | TRUSTEE | 3 | $67,272 |
| JAY P ALTMAYER II 4711 OLD SHELL ROAD, MOBILE, AL 36608 | DISTRIBUTION COMMITTEE MEM | 1 | $0 |
| PATRICIA C STORACE 151 OSWEGATCHIE RD, WATERFORD, CT 06385 | DISTRIBUTION COMMITTEE MEM | 1 | $0 |
| KENNETH E NIEMEYER 7 FELS AVENUE, FAIRHOPE, AL 36532 | DISTRIBUTION COMMITTEE MEM | 1 | $0 |
990-PF for the year ended August 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK PO DRAWER 1628, MOBILE, AL 36633 | TRUSTEE | 3 | $72,312 |
| JAY P ALTMAYER II 4711 OLD SHELL ROAD, MOBILE, AL 36608 | DISTRIBUTION COMMITTEE MEM | 1 | $0 |
| PATRICIA C STORACE 50 WEST 9TH STREET APT 3A, NEW YORK, NY 10011 | DISTRIBUTION COMMITTEE MEM | 1 | $0 |
| KENNETH E NIEMEYER 7 FELS AVENUE, FAIRHOPE, AL 36532 | DISTRIBUTION COMMITTEE MEM | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1628, MOBILE, AL 36633-1628
- In care of
- % REGIONS BANK TTEE
- Signed the 990-PF
- RICK HARVEY, TRUST OFFICER
- Phone
- (251) 690-1337
- Return prepared by
- SMITH DUKES & BUCKALEW 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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 63-6229763
- 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
- 2003
- Accounting year ends
- August
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $11,461,245
- Income (IRS master file)
- $2,513,488
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $513,509 | $723,376 | $11,461,245 | XML |
| 990-PF | August 2024 | $822,399 | $677,453 | $11,672,400 | XML |
| 990-PF | August 2023 | $326,022 | $606,691 | $11,521,415 | XML |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
| 990-PF | August 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 63-6229763).
Questions about NAN H ALTMAYER CHARITABLE TR
- What is the EIN of NAN H ALTMAYER CHARITABLE TR?
- The employer identification number (EIN) of NAN H ALTMAYER CHARITABLE TR is 63-6229763.
- Is NAN H ALTMAYER CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to NAN H ALTMAYER CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does NAN H ALTMAYER CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of NAN H ALTMAYER CHARITABLE TR due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NAN H ALTMAYER CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of NAN H ALTMAYER CHARITABLE TR?
- The 990-PF for the year ended August 31, 2025 lists 4 people; 1 received compensation from the organization, the highest $82,059 (REGIONS BANK, TRUSTEE).
- How much revenue does NAN H ALTMAYER CHARITABLE TR have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $513,509, expenses of $723,376 and total assets of $11,461,245 at year end.
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