Nonprofit · EIN 82-6433110
MILESTONE FUND
Tax-exempt · BIRMINGHAM, AL 35202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $75,240 | $171,160 | -$95,920 | $947,461 | $0 | $947,461 |
| December 31, 2024 | 990-PF | $113,237 | $156,366 | -$43,129 | $1,043,381 | $0 | $1,043,381 |
| December 31, 2023 | 990-PF | $308,102 | $140,684 | $167,418 | $1,086,510 | $0 | $1,086,510 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $75,240
Expenses
- Grants and similar amounts paid
- $159,000
- Compensation of officers, directors and key employees
- $7,263
- Disbursements for charitable purposes
- $165,431
- Excise tax on investment income
- $1,012
Balance sheet and other
- Total assets, start of year
- $1,043,381
- Total assets, end of year
- $947,461
- Total liabilities, end of year
- $0
- Net assets, end of year
- $947,461
- Fair market value of assets
- $2,965,419
- Qualifying distributions
- $165,431
- Net investment income
- $75,240
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 BANK TRUST DEPARTMENT 1901 6TH AVENUE N - 28TH FL, BIRMINGHAM, AL 35203 | TRUSTEE | 0 | $7,263 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK TRUST DEPARTMENT 1901 6TH AVENUE N - 28TH FL, BIRMINGHAM, AL 35203 | TRUSTEE | 5 | $6,712 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK TRUST DEPARTMENT 1901 6TH AVENUE N - 28TH FL, BIRMINGHAM, AL 35203 | TRUSTEE | 5 | $6,236 |
Address and contacts
- Address (IRS master file)
- PO BOX 11426, BIRMINGHAM, AL 35202-1426
- In care of
- % REGIONS BANK
- Signed the 990-PF
- REGIONS BANK TRUST DEPARTMENT, TRUSTEE
- Phone
- (205) 583-4464
- 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
- 82-6433110
- 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
- 2018
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T12)
- Assets (IRS master file)
- $947,461
- Income (IRS master file)
- $75,240
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $75,240 | $171,160 | $947,461 | IRS |
| 990-PF | December 2024 | $113,237 | $156,366 | $1,043,381 | IRS |
| 990-PF | December 2023 | $308,102 | $140,684 | $1,086,510 | 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 82-6433110).
Questions about MILESTONE FUND
- What is the EIN of MILESTONE FUND?
- The employer identification number (EIN) of MILESTONE FUND is 82-6433110.
- Is MILESTONE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to MILESTONE FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MILESTONE FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MILESTONE FUND 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 MILESTONE FUND 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 MILESTONE FUND?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $7,263 (REGIONS BANK TRUST DEPARTMENT, TRUSTEE).
- How much revenue does MILESTONE FUND have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $75,240, expenses of $171,160 and total assets of $947,461 at year end.
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