Skip to main content

Nonprofit · EIN 75-6534320

JOHN L HAGLUND TESTAMENTARY TRUST

Tax-exempt · BIRMINGHAM, AL 35202

Financials

$39K$64K2023$70K$67K2024$75K$61K2025
Revenue Expenses · by fiscal year end
Financials of JOHN L HAGLUND TESTAMENTARY TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$74,844$61,318$13,526$878,915$0$878,915
December 31, 2024990-PF$69,782$66,705$3,077$866,108$0$866,108
December 31, 2023990-PF$38,989$64,468-$25,479$863,226$0$863,226
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$32,292
Net gain from sales of assets
$42,552

Expenses

Grants and similar amounts paid
$42,198
Compensation of officers, directors and key employees
$15,784
Disbursements for charitable purposes
$46,605
Excise tax on investment income
$853

Balance sheet and other

Total assets, start of year
$866,108
Total assets, end of year
$878,915
Total liabilities, end of year
$0
Net assets, end of year
$878,915
Fair market value of assets
$1,094,420
Qualifying distributions
$46,605
Net investment income
$74,844

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$15,784
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
REGIONS BANK
250 RIVERCHASE PARKWAY EAST, BIRMINGHAM, AL 35244
TRUSTEE1$15,565
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$14,812

Address and contacts

Address (IRS master file)
PO BOX 11647, BIRMINGHAM, AL 35202-1647
In care of
% REGIONS BANK TRUST
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
75-6534320
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
2017
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$878,915
Income (IRS master file)
$446,805

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$74,844$61,318$878,915XML
990-PFDecember 2024$69,782$66,705$866,108IRS
990-PFDecember 2023$38,989$64,468$863,226XML
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 75-6534320).

Questions about JOHN L HAGLUND TESTAMENTARY TRUST

What is the EIN of JOHN L HAGLUND TESTAMENTARY TRUST?
The employer identification number (EIN) of JOHN L HAGLUND TESTAMENTARY TRUST is 75-6534320.
Is JOHN L HAGLUND TESTAMENTARY TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
Are donations to JOHN L HAGLUND TESTAMENTARY TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOHN L HAGLUND TESTAMENTARY TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of JOHN L HAGLUND TESTAMENTARY 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 JOHN L HAGLUND TESTAMENTARY TRUST 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 JOHN L HAGLUND TESTAMENTARY TRUST?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $15,784 (REGIONS BANK, TRUSTEE).
How much revenue does JOHN L HAGLUND TESTAMENTARY TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $74,844, expenses of $61,318 and total assets of $878,915 at year end.

Other nonprofits in BIRMINGHAM

All nonprofits in BIRMINGHAM · Alabama · Philanthropy, voluntarism and grantmaking foundations