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Nonprofit · EIN 72-6183452

OMELIA FOUNDATION CHARITABLE TR UA 082597 NO 47-0076-00-1

Tax-exempt · BIRMINGHAM, AL 35202

Financials

$173K$330K2023$358K$402K2024$267K$395K2025
Revenue Expenses · by fiscal year end
Financials of OMELIA FOUNDATION CHARITABLE TR UA 082597 NO 47-0076-00-1 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$267,201$395,392-$128,191$3,077,854$0$3,077,854
December 31, 2024990-PF$357,842$402,292-$44,450$3,207,780$0$3,207,780
December 31, 2023990-PF$173,027$330,364-$157,337$3,242,730$0$3,242,730
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$102,634
Net gain from sales of assets
$164,567

Expenses

Grants and similar amounts paid
$361,000
Compensation of officers, directors and key employees
$23,098
Disbursements for charitable purposes
$362,000
Excise tax on investment income
$3,340

Balance sheet and other

Total assets, start of year
$3,207,780
Total assets, end of year
$3,077,854
Total liabilities, end of year
$0
Net assets, end of year
$3,077,854
Fair market value of assets
$3,945,816
Qualifying distributions
$362,000
Net investment income
$266,514

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$23,098
THOMAS H O'MELIA JR
PO BOX 38, FULTON, AL 36446
DISTR COMM MEMBER1$0
APPLETON H O'MELIA
PO BOX 38, FULTON, AL 36446
DISTR COMM MEMBER1$0
APPLETON O'MELIA WESTON
PO BOX 38, FULTON, AL 36446
DISTR COMM MEMBER1$0
VIRGINIA O'MELIA MACPHERSON
PO BOX 38, FULTON, AL 36446
DISTR COMM MEMBER1$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
REGIONS BANK
250 RIVERCHASE PARKWAY EAST, BIRMINGHAM, AL 35244
TRUSTEE1$22,904
THOMAS H O'MELIA JR
PO BOX 38, FULTON, AL 36446
DISTR COMM MEMBER1$0
APPLETON H O'MELIA
PO BOX 38, FULTON, AL 36446
DISTR COMM MEMBER1$0
APPLETON O'MELIA WESTON
PO BOX 38, FULTON, AL 36446
DISTR COMM MEMBER1$0
VIRGINIA O'MELIA MACPHERSON
PO BOX 38, FULTON, AL 36446
DISTR COMM MEMBER1$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
REGIONS BANK TRUST DEPT
250 RIVERCHASE PARKWAY EAST, BIRMINGHAM, AL 35244
TRUSTEE1$21,787
THOMAS H O'MELIA JR
PO BOX 38, FULTON, AL 36446
DISTR COMM MEMBER1$0
APPLETON H O'MELIA
PO BOX 38, FULTON, AL 36446
DISTR COMM MEMBER1$0
APPLETON O'MELIA WESTON
PO BOX 38, FULTON, AL 36446
DISTR COMM MEMBER1$0
VIRGINIA O'MELIA MACPHERSON
PO BOX 38, FULTON, AL 36446
DISTR COMM MEMBER1$0

Address and contacts

Address (IRS master file)
PO BOX 11647, BIRMINGHAM, AL 35202-1647
In care of
% REGIONS BANK TRUST DEPT
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
72-6183452
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
1997
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,077,854
Income (IRS master file)
$1,136,017

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$267,201$395,392$3,077,854IRS
990-PFDecember 2024$357,842$402,292$3,207,780IRS
990-PFDecember 2023$173,027$330,364$3,242,730XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 72-6183452).

Questions about OMELIA FOUNDATION CHARITABLE TR UA 082597 NO 47-0076-00-1

What is the EIN of OMELIA FOUNDATION CHARITABLE TR UA 082597 NO 47-0076-00-1?
The employer identification number (EIN) of OMELIA FOUNDATION CHARITABLE TR UA 082597 NO 47-0076-00-1 is 72-6183452.
Is OMELIA FOUNDATION CHARITABLE TR UA 082597 NO 47-0076-00-1 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
Are donations to OMELIA FOUNDATION CHARITABLE TR UA 082597 NO 47-0076-00-1 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does OMELIA FOUNDATION CHARITABLE TR UA 082597 NO 47-0076-00-1 file?
Form 990-PF. Private foundations file every year.
When is the next return of OMELIA FOUNDATION CHARITABLE TR UA 082597 NO 47-0076-00-1 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 OMELIA FOUNDATION CHARITABLE TR UA 082597 NO 47-0076-00-1 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 OMELIA FOUNDATION CHARITABLE TR UA 082597 NO 47-0076-00-1?
The 990-PF for the year ended December 31, 2025 lists 5 people; 1 received compensation from the organization, the highest $23,098 (REGIONS BANK, TRUSTEE).
How much revenue does OMELIA FOUNDATION CHARITABLE TR UA 082597 NO 47-0076-00-1 have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $267,201, expenses of $395,392 and total assets of $3,077,854 at year end.

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