Nonprofit · EIN 72-6240813
CONNIE TULLIS ELLISON CRT 47-8015-019
Tax-exempt · MONTGOMERY, AL 36102
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $216,711 | $199,716 | $16,995 | $2,570,779 | $126 | $2,570,653 |
| December 31, 2024 | 990-PF | $197,258 | $189,873 | $7,385 | $2,553,789 | $131 | $2,553,658 |
| December 31, 2023 | 990-PF | $67,375 | $176,835 | -$109,460 | $2,546,405 | $132 | $2,546,273 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $45,607
- Interest
- $31,816
- Net gain from sales of assets
- $138,538
- Other income
- $750
Expenses
- Grants and similar amounts paid
- $155,815
- Compensation of officers, directors and key employees
- $31,293
- Disbursements for charitable purposes
- $180,115
- Excise tax on investment income
- $2,799
Balance sheet and other
- Total assets, start of year
- $2,553,789
- Total assets, end of year
- $2,570,779
- Total liabilities, end of year
- $126
- Net assets, end of year
- $2,570,653
- Fair market value of assets
- $3,339,223
- Qualifying distributions
- $180,115
- Net investment income
- $216,711
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS PRIVATE WEALTH MANAGEMENT 201 MONROE STREET SUITE 280, MONTGOMERY, AL 36104 | TRUSTEE | 0 | $31,293 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS PRIVATE WEALTH MANAGEMENT 201 MONROE STREET SUITE 280, MONTGOMERY, AL 36104 | TRUSTEE | 5 | $29,612 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS PRIVATE WEALTH MANAGEMENT 201 MONROE STREET SUITE 280, MONTGOMERY, AL 36104 | TRUSTEE | 5 | $27,673 |
Address and contacts
- Address (IRS master file)
- PO BOX 2450, MONTGOMERY, AL 36102-2450
- In care of
- % RMKT MOBILE TTEE
- Signed the 990-PF
- REGIONS PRIVATE WEALTH MANAGEMENT, TRUSTEE
- Phone
- (334) 230-6100
- Return prepared by
- ALDRIDGE BORDEN & COMPANY PC
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 72-6240813
- 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
- 2014
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90)
- Assets (IRS master file)
- $2,570,779
- Income (IRS master file)
- $749,178
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $216,711 | $199,716 | $2,570,779 | IRS |
| 990-PF | December 2024 | $197,258 | $189,873 | $2,553,789 | IRS |
| 990-PF | December 2023 | $67,375 | $176,835 | $2,546,405 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 72-6240813).
Questions about CONNIE TULLIS ELLISON CRT 47-8015-019
- What is the EIN of CONNIE TULLIS ELLISON CRT 47-8015-019?
- The employer identification number (EIN) of CONNIE TULLIS ELLISON CRT 47-8015-019 is 72-6240813.
- Is CONNIE TULLIS ELLISON CRT 47-8015-019 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to CONNIE TULLIS ELLISON CRT 47-8015-019 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CONNIE TULLIS ELLISON CRT 47-8015-019 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CONNIE TULLIS ELLISON CRT 47-8015-019 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 CONNIE TULLIS ELLISON CRT 47-8015-019 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 CONNIE TULLIS ELLISON CRT 47-8015-019?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $31,293 (REGIONS PRIVATE WEALTH MANAGEMENT, TRUSTEE).
- How much revenue does CONNIE TULLIS ELLISON CRT 47-8015-019 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $216,711, expenses of $199,716 and total assets of $2,570,779 at year end.
Other nonprofits in MONTGOMERY
- CENTRAL ALABAMA COMMUNITY FOUNDATION INC EIN 63-0842355 · last filed 990 for 2024
- JAKE F ARONOV CHARITABLE FOUNDATION EIN 63-1215344 · last filed 990-PF for 2025
- UNITED WAYS OF ALABAMA EIN 75-3165175 · last filed 990 for 2024
- THE J K LOWDER FAMILY FOUNDATION EIN 63-1139499 · last filed 990-PF for 2025
- RIVER REGION UNITED WAY EIN 63-0330778 · last filed 990 for 2025
- WAYNE RUSSELL CHARITABLE FOUNDATION EIN 63-1137357 · last filed 990-PF for 2025
- ALFA FOUNDATION EIN 72-1373145 · last filed 990-PF for 2025
- WILLIAM BALDWIN YUNG CHARITABLE TR 1001022667 EIN 61-6662338 · last filed 990-PF for 2025
All nonprofits in MONTGOMERY · Alabama · Philanthropy, voluntarism and grantmaking foundations