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Nonprofit · EIN 72-6244773

WHITEAKER CHARITABLE TR 47-8044019

Tax-exempt · BIRMINGHAM, AL 35202

Financials

$15K$15K2023$16K$15K2024$11K$15K2025
Revenue Expenses · by fiscal year end
Financials of WHITEAKER CHARITABLE TR 47-8044019 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
March 31, 2026990-PF$10,897$15,404-$4,507$202,050$0$202,050
March 31, 2025990-PF$15,976$14,981$995$206,546$0$206,546
March 31, 2024990-PF$14,968$14,726$242$205,576$0$205,576
Financial details: 990-PF for the year ended March 31, 2026

Revenue

Dividends
$6,033
Net gain from sales of assets
$4,864

Expenses

Grants and similar amounts paid
$9,209
Compensation of officers, directors and key employees
$4,918
Disbursements for charitable purposes
$11,193
Excise tax on investment income
$95

Balance sheet and other

Total assets, start of year
$206,546
Total assets, end of year
$202,050
Total liabilities, end of year
$0
Net assets, end of year
$202,050
Fair market value of assets
$234,360
Qualifying distributions
$11,193
Net investment income
$10,897

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 March 31, 2026, highest compensation first.

NameTitleHours / weekCompensation
REGIONS BANK
250 RIVERCHASE PARKWAY EAST, BIRMINGHAM, AL 35244
TRUSTEE1$4,918
990-PF for the year ended March 31, 2025: 1 people
NameTitleHours / weekCompensation
REGIONS BANK
250 RIVERCHASE PARKWAY EAST, BIRMINGHAM, AL 35244
TRUSTEE1$4,909
990-PF for the year ended March 31, 2024: 1 people
NameTitleHours / weekCompensation
REGIONS BANK
250 RIVERCHASE PARKWAY EAST, BIRMINGHAM, AL 35244
TRUSTEE1$4,893

Address and contacts

Address (IRS master file)
PO BOX 11647, BIRMINGHAM, AL 35202-1647
In care of
% REGIONS BANK TR 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 March, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025March 31, 2026August 17, 2026990-PF on file
2024March 31, 2025August 15, 2025990-PF on file
2023March 31, 2024August 15, 2024990-PF on file

IRS record

EIN
72-6244773
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
2009
Accounting year ends
March
Files
Form 990-PF
Assets (IRS master file)
$202,050
Income (IRS master file)
$254,302

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMarch 2026$10,897$15,404$202,050XML
990-PFMarch 2025$15,976$14,981$206,546XML
990-PFMarch 2024$14,968$14,726$205,576XML
990-PFMarch 2023–––IRS
990-PFMarch 2022–––IRS
990-PFMarch 2021–––IRS
990-PFMarch 2019–––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 72-6244773).

Questions about WHITEAKER CHARITABLE TR 47-8044019

What is the EIN of WHITEAKER CHARITABLE TR 47-8044019?
The employer identification number (EIN) of WHITEAKER CHARITABLE TR 47-8044019 is 72-6244773.
Is WHITEAKER CHARITABLE TR 47-8044019 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
Are donations to WHITEAKER CHARITABLE TR 47-8044019 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WHITEAKER CHARITABLE TR 47-8044019 file?
Form 990-PF. Private foundations file every year.
When is the next return of WHITEAKER CHARITABLE TR 47-8044019 due?
The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WHITEAKER CHARITABLE TR 47-8044019 last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended March 2026.
Who are the officers and directors of WHITEAKER CHARITABLE TR 47-8044019?
The 990-PF for the year ended March 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $4,918 (REGIONS BANK, TRUSTEE).
How much revenue does WHITEAKER CHARITABLE TR 47-8044019 have?
On its 990-PF for the year ended March 31, 2026 it reported revenue of $10,897, expenses of $15,404 and total assets of $202,050 at year end.

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