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Nonprofit · EIN 23-7281995

J GEORGE MITNICK FOUNDATION

Tax-exempt · BIRMINGHAM, AL 35203

Financials

−$780$33K2023$16K$15K2024$73K$15K2025
Revenue Expenses · by fiscal year end
Financials of J GEORGE MITNICK FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$73,317$14,508$58,809$549,161$0$549,161
December 31, 2024990-PF$16,130$14,694$1,436$483,016$0$483,016
December 31, 2023990-PF-$780$33,397-$34,177$475,274$0$475,274
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$178
Dividends
$12,206
Net gain from sales of assets
$60,933

Expenses

Grants and similar amounts paid
$10,086
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$10,566
Excise tax on investment income
$964

Balance sheet and other

Total assets, start of year
$483,016
Total assets, end of year
$549,161
Total liabilities, end of year
$0
Net assets, end of year
$549,161
Fair market value of assets
$624,577
Qualifying distributions
$10,566
Net investment income
$73,139

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
EMILY HESS LEVINE
505 20TH STREET NORTH SUITE 1150, BIRMINGHAM, AL 35203
TRUSTEE0.5$0
RONNE M HESS
2300 MONTEVALLO ROAD 3, BIRMINGHAM, AL 35223
TRUSTEE0.5$0
DAVID R NELSON JR
31 HONEYSUCKLE LANE, BIRMINGHAM, AL 35213
TRUSTEE0.5$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
EMILY HESS LEVINE
505 20TH STREET NORTH SUITE 1150, BIRMINGHAM, AL 35203
TRUSTEE0.5$0
RONNE M HESS
2300 MONTEVALLO ROAD 3, BIRMINGHAM, AL 35223
TRUSTEE0.5$0
DAVID R NELSON JR
31 HONEYSUCKLE LANE, BIRMINGHAM, AL 35213
TRUSTEE0.5$0
STUART M NELSON
1615 FRIAR TUCK ROAD NE, ATLANTA, GA 30309
TRUSTEE0.5$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
STUART M NELSON
1615 FRIAR TUCK ROAD NE, ATLANTA, GA 30309
TRUSTEE0.5$0
RONNE M HESS
2300 MONTEVALLO ROAD 3, BIRMINGHAM, AL 35223
TRUSTEE0.5$0
DAVID R NELSON JR
31 HONEYSUCKLE LANE, BIRMINGHAM, AL 35213
TRUSTEE0.5$0

Address and contacts

Address (IRS master file)
505 20TH ST N STE 1150, BIRMINGHAM, AL 35203-4620
Signed the 990-PF
DAVID NELSON, TRUSTEE
Phone
(205) 221-4000
Return prepared by
WARREN AVERETT LLC

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
23-7281995
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
1973
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$549,161
Income (IRS master file)
$325,281

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$73,317$14,508$549,161IRS
990-PFDecember 2024$16,130$14,694$483,016IRS
990-PFDecember 2023-$780$33,397$475,274XML
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 23-7281995).

Questions about J GEORGE MITNICK FOUNDATION

What is the EIN of J GEORGE MITNICK FOUNDATION?
The employer identification number (EIN) of J GEORGE MITNICK FOUNDATION is 23-7281995.
Is J GEORGE MITNICK FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1973.
Are donations to J GEORGE MITNICK FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does J GEORGE MITNICK FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of J GEORGE MITNICK FOUNDATION 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 J GEORGE MITNICK FOUNDATION 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 J GEORGE MITNICK FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does J GEORGE MITNICK FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $73,317, expenses of $14,508 and total assets of $549,161 at year end.

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