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Nonprofit · EIN 72-0933348

MILTON J WOMACK FOUNDATION CAPITAL BANK & TRUST CO TTEE

Tax-exempt · BIRMINGHAM, AL 35202

Financials

$68K$132K2023$140K$114K2024$253K$102K2025
Revenue Expenses · by fiscal year end
Financials of MILTON J WOMACK FOUNDATION CAPITAL BANK & TRUST CO TTEE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$252,644$102,454$150,190$2,137,984$0$2,137,984
December 31, 2024990-PF$140,202$114,377$25,825$1,989,433$0$1,989,433
December 31, 2023990-PF$67,657$132,411-$64,754$1,963,680$0$1,963,680
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$64,598
Net gain from sales of assets
$188,046

Expenses

Grants and similar amounts paid
$85,495
Compensation of officers, directors and key employees
$12,138
Disbursements for charitable purposes
$92,564
Excise tax on investment income
$3,414

Balance sheet and other

Total assets, start of year
$1,989,433
Total assets, end of year
$2,137,984
Total liabilities, end of year
$0
Net assets, end of year
$2,137,984
Fair market value of assets
$2,540,643
Qualifying distributions
$92,564
Net investment income
$252,641

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
REGIONS BANK
2050 PARKWAY OFFICE CIRCLE, HOOVER, AL 35244
TRUSTEE1$12,138
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
REGIONS BANK
250 RIVERCHASE PARKWAY EAST, BIRMINGHAM, AL 35244
TRUSTEE1$11,570
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
REGIONS BANK TRUST DEPT
250 RIVERCHASE PARKWAY EAST, BIRMINGHAM, AL 35244
TRUSTEE1$10,593

Address and contacts

Address (IRS master file)
PO BOX 11647, BIRMINGHAM, AL 35202-1647
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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
72-0933348
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
1982
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,137,984
Income (IRS master file)
$693,726

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$252,644$102,454$2,137,984XML
990-PFDecember 2024$140,202$114,377$1,989,433IRS
990-PFDecember 2023$67,657$132,411$1,963,680XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 72-0933348).

Questions about MILTON J WOMACK FOUNDATION CAPITAL BANK & TRUST CO TTEE

What is the EIN of MILTON J WOMACK FOUNDATION CAPITAL BANK & TRUST CO TTEE?
The employer identification number (EIN) of MILTON J WOMACK FOUNDATION CAPITAL BANK & TRUST CO TTEE is 72-0933348.
Is MILTON J WOMACK FOUNDATION CAPITAL BANK & TRUST CO TTEE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
Are donations to MILTON J WOMACK FOUNDATION CAPITAL BANK & TRUST CO TTEE tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MILTON J WOMACK FOUNDATION CAPITAL BANK & TRUST CO TTEE file?
Form 990-PF. Private foundations file every year.
When is the next return of MILTON J WOMACK FOUNDATION CAPITAL BANK & TRUST CO TTEE 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 MILTON J WOMACK FOUNDATION CAPITAL BANK & TRUST CO TTEE last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of MILTON J WOMACK FOUNDATION CAPITAL BANK & TRUST CO TTEE?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $12,138 (REGIONS BANK, TRUSTEE).
How much revenue does MILTON J WOMACK FOUNDATION CAPITAL BANK & TRUST CO TTEE have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $252,644, expenses of $102,454 and total assets of $2,137,984 at year end.

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