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Nonprofit · EIN 75-6345191

EVANS SWANN MEMORIAL TRUST

Tax-exempt · BIRMINGHAM, AL 35202

Financials

$8K$10K2023$8K$10K2024
Revenue Expenses · by fiscal year end
Financials of EVANS SWANN MEMORIAL TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$7,610$9,776-$2,166$149,519$0$149,519
December 31, 2023990-PF$7,707$10,164-$2,457$151,688$0$151,688
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$5,832
Net gain from sales of assets
$1,778

Expenses

Grants and similar amounts paid
$5,324
Compensation of officers, directors and key employees
$2,802
Disbursements for charitable purposes
$7,384
Excise tax on investment income
$74

Balance sheet and other

Total assets, start of year
$151,688
Total assets, end of year
$149,519
Total liabilities, end of year
$0
Net assets, end of year
$149,519
Fair market value of assets
$151,096
Qualifying distributions
$7,384
Net investment income
$7,605

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
REGIONS BANK
250 RIVERCHASE PARKWAY EAST, BIRMINGHAM, AL 35244
TRUSTEE1$2,802
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$2,727

Address and contacts

Address (IRS master file)
PO BOX 11647, BIRMINGHAM, AL 35202-1647
In care of
% REGIONS BANK
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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
75-6345191
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$149,519
Income (IRS master file)
$22,821

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$7,610$9,776$149,519IRS
990-PFDecember 2023$7,707$10,164$151,688XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 75-6345191).

Questions about EVANS SWANN MEMORIAL TRUST

What is the EIN of EVANS SWANN MEMORIAL TRUST?
The employer identification number (EIN) of EVANS SWANN MEMORIAL TRUST is 75-6345191.
Is EVANS SWANN MEMORIAL TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does EVANS SWANN MEMORIAL TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of EVANS SWANN MEMORIAL TRUST due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did EVANS SWANN MEMORIAL TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of EVANS SWANN MEMORIAL TRUST?
The 990-PF for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $2,802 (REGIONS BANK, TRUSTEE).
How much revenue does EVANS SWANN MEMORIAL TRUST have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $7,610, expenses of $9,776 and total assets of $149,519 at year end.

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