Nonprofit · EIN 75-2291085
ALBERT W LOFTIN TRUST
Tax-exempt · TUPELO, MS 38801
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $86,558 | $55,771 | $30,787 | $1,395,649 | $0 | $1,395,649 |
| December 31, 2024 | 990 | $129,625 | $43,297 | $86,328 | $1,365,062 | $0 | $1,365,062 |
| December 31, 2023 | 990 | $25,337 | $33,321 | -$7,984 | $1,279,375 | $0 | $1,279,375 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $86,558
- Net gain from sales of assets
- $42,343
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $35,347
- Compensation of officers, directors and key employees
- $18,906
- Salaries, compensation and benefits (total)
- $18,906
- Professional fundraising fees
- $0
- Accounting fees
- $1,000
- Program services (functional)
- $35,865
- Management and general (functional)
- $19,906
Balance sheet and other
- Total assets, start of year
- $1,365,062
- Total assets, end of year
- $1,395,649
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,395,649
- Publicly traded securities
- $1,352,945
- Gross receipts
- $295,897
- Employees
- 0
- Year formed
- 1990
- State of legal domicile
- TX
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HUNTINGTON NATIONAL BANK | TRUSTEE Institutional trustee | 1 | $18,906 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CADENCE BANK | TRUSTEE Institutional trustee | 1 | $18,054 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CADENCE BANK | TRUSTEE Institutional trustee | – | $13,320 |
Address and contacts
- Address (IRS master file)
- 2910 WEST JACKSON ST BLDG A, TUPELO, MS 38801-6799
- In care of
- %FIRSTBANK TRUSTEE
- Principal officer (990 for 2025)
- HUNTINGTON NATIONAL BANK, 2910 WEST JACKSON ST BLDG A, TUPELO, MS 38801
- Signed the 990
- BRAD SILCOX, TRUSTEE
- Phone
- (903) 334-7502
- Return prepared by
- RELIANCE INTEGRATED SOLUTIONS LLC
Mission
SCIENTIFIC AND EDUCATIONAL
Program accomplishments
- DISTRIBUTIONS TO ORGANIZATIONS FOR THE PURPOSE OF MEDICAL RESEARCH AND SCHOLARSHIPS.Expenses $55,771 · grants $35,347
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 75-2291085
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1991
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,395,649
- Income (IRS master file)
- $295,897
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $86,558 | $55,771 | $1,395,649 | IRS |
| 990 | December 2024 | $129,625 | $43,297 | $1,365,062 | IRS |
| 990 | December 2023 | $25,337 | $33,321 | $1,279,375 | XML |
| 990 | December 2022 | $64,583 | $55,386 | $1,287,588 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 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 75-2291085).
Questions about ALBERT W LOFTIN TRUST
- What is the EIN of ALBERT W LOFTIN TRUST?
- The employer identification number (EIN) of ALBERT W LOFTIN TRUST is 75-2291085.
- Is ALBERT W LOFTIN TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to ALBERT W LOFTIN TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does ALBERT W LOFTIN TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ALBERT W LOFTIN TRUST 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 ALBERT W LOFTIN TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of ALBERT W LOFTIN TRUST?
- The 990 for the year ended December 31, 2025 names HUNTINGTON NATIONAL BANK.
- Who are the officers and directors of ALBERT W LOFTIN TRUST?
- The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $18,906 (HUNTINGTON NATIONAL BANK, TRUSTEE).
- How much revenue does ALBERT W LOFTIN TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $86,558, expenses of $55,771 and total assets of $1,395,649 at year end.
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