Nonprofit · EIN 31-1635334
ALABAMA STATE UNIVERSITY TRUST FOR EDUCATIONAL EXCELLENCE
Tax-exempt · MONTGOMERY, AL 36101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990 | $3,026,773 | $6,539,432 | -$3,512,659 | $117,745,909 | $0 | $117,745,909 |
| July 31, 2024 | 990 | $5,940,422 | $2,996,033 | $2,944,389 | $113,149,368 | $0 | $113,149,368 |
| July 31, 2023 | 990 | -$1,908,486 | $2,682,272 | -$4,590,758 | $105,702,662 | $2,026,105 | $103,676,557 |
Financial details: 990 for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $52,104
- Program service revenue
- $0
- Investment income
- $2,974,669
- Net gain from sales of assets
- -$47,944
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $5,800,470
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $6,045,820
- Management and general (functional)
- $493,612
Balance sheet and other
- Total assets, start of year
- $113,149,368
- Total assets, end of year
- $117,745,909
- Total liabilities, end of year
- $0
- Net assets, end of year
- $117,745,909
- Publicly traded securities
- $114,335,566
- Net assets with donor restrictions
- $117,745,909
- Gross receipts
- $110,900,152
- Employees
- 0
- Volunteers
- 14
- Year formed
- 1998
- State of legal domicile
- AL
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 July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRENDA HUNTER | PRESIDENT Trustee or director, Officer | 1 | $0 |
| DELBERT MADISON | PRESIDENT PRO TEM Trustee or director, Officer | 1 | $0 |
| NAPOLEON BRACY JR | MEMBER Trustee or director, Officer | 1 | $0 |
| PAULETTE EDWARDS | MEMBER Trustee or director | 1 | $0 |
| LARAUNCE FLEMING | MEMBER Trustee or director | 1 | $0 |
| GEORGE GORE | MEMBER Trustee or director | 1 | $0 |
| DARRELL L HUDSON | MEMBER Trustee or director | 1 | $0 |
| MARIO LUMZY | MEMBER Trustee or director | 1 | $0 |
| TIFFANY B MCCORD | MEMBER Trustee or director | 1 | $0 |
| ANGELA MCKENZIE | MEMBER Trustee or director | 1 | $0 |
| LARRY MEANS | MEMBER Trustee or director | 1 | $0 |
| CHRISTOPHER SPENCER | MEMBER Trustee or director | 1 | $0 |
| PAMELA J WARE | MEMBER Trustee or director | 1 | $0 |
| JOE WHITT SR | MEMBER Trustee or director | 1 | $0 |
990 for the year ended July 31, 2024: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRENDA HUNTER | PRESIDENT Trustee or director, Officer | 0 | $0 |
| DELBERT MADISON | PRESIDENT PROTEM Trustee or director, Officer | 1 | $0 |
| NAPOLEON BRACY JR | MEMBER Trustee or director, Officer | 1 | $0 |
| PAULETTE EDWARDS | MEMBER Trustee or director | 1 | $0 |
| LARAUNCE FLEMING | MEMBER Trustee or director | 1 | $0 |
| GEORGE GORE | MEMBER Trustee or director | 1 | $0 |
| DARRELL L HUDSON | MEMBER Trustee or director | 1 | $0 |
| MARIO LUMZY | MEMBER Trustee or director | 1 | $0 |
| TIFFANY B MCCORD | MEMBER Trustee or director | 1 | $0 |
| ANGELA MCKENZIE | MEMBER Trustee or director | 1 | $0 |
| LARRY MEANS | MEMBER Trustee or director | 1 | $0 |
| CHRISTOPHER SPENCER | MEMBER Trustee or director | 1 | $0 |
| PAMELA J WARE | MEMBER Trustee or director | 1 | $0 |
| JOE WHITT SR | MEMBER Trustee or director | 1 | $0 |
990 for the year ended July 31, 2023: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRENDA HUNTER | PRESIDENT Trustee or director, Officer | 0 | $0 |
| DELBERT MADISON | PRESIDENT PROTEM Trustee or director, Officer | 0 | $0 |
| NAPOLEON BRACY JR | MEMBER Trustee or director, Officer | 0 | $0 |
| PAULETTE EDWARDS | MEMBER Trustee or director | 0 | $0 |
| LARAUNCE FLEMING | MEMBER Trustee or director | 0 | $0 |
| GEORGE GORE | MEMBER Trustee or director | 0 | $0 |
| DARRELL L HUDSON | MEMBER Trustee or director | 0 | $0 |
| MARIO LUMZY | MEMBER Trustee or director | 0 | $0 |
| TIFFANY B MCCORD | MEMBER Trustee or director | 0 | $0 |
| ANGELA MCKENZIE | MEMBER Trustee or director | 0 | $0 |
| LARRY MEANS | MEMBER Trustee or director | 0 | $0 |
| CHRISTOPHER SPENCER | MEMBER Trustee or director | 0 | $0 |
| PAMELA J WARE | MEMBER Trustee or director | 0 | $0 |
| JOE WHITT SR | MEMBER Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 271, MONTGOMERY, AL 36101-0271
- In care of
- % JOE L REED
- Principal officer (990 for 2024)
- BRENDA HUNTER, PO BOX 271, MONTGOMERY, AL 36101
- Signed the 990
- ALONDREA J PRITCHETT, VICE PRESIDENT
- Phone
- (334) 229-4223
- Return prepared by
- WARREN AVERETT LLC
Mission
THE TRUST SEEKS TO SUPPORT AND IMPROVE EDUCATIONAL EXCELLENCE AT ALABAMA STATE UNIVERSITY (THE UNIVERSITY) THROUGH THE FOLLOWING: (1) GRANTING OF ACADEMIC SCHOLARSHIPS AT THE UNIVERSITY, (2) ENDOWMENT OF ACADEMIC CHAIRS, (3) SUBSIDIZING OF CURRENT FACULTY POSITIONS AND (4) PAYMENT OF FEES AND EXPENSES FOR CAMPUS LECTURES AND LECTURE SERIES ON THE UNIVERSITY'S CAMPUS.
Program accomplishments
- THE TRUST PROVIDED SCHOLARSHIPS TOTALING $5,800,470 TO 290 STUDENTS ATTENDING THE UNIVERSITY.Expenses $5,800,470 · grants $5,800,470
- OFFICIAL LECTURE SERIES SPONSORED BY THE NATIONAL CENTER FOR THE STUDY OF CIVIL RIGHTS AND AFRICAN-AMERICAN CULTURE AT ALABAMA STATE UNIVERSITY ARE HELD ANNUALLY OR TO COINCIDE WITH SPECIAL CIVIL RIGHTS ANNIVERSARY EVENTS OR OTHER SUCH OCCASIONS. EVENTS MAY FEATURE SCHOLARS, COMMUNITY LEADERS, EDUCATORS, AND ARTISTS ON A VARIETY OF THEMES. EDUCATIONAL SERVICES PROVIDED BY THE NATIONAL CENTER IN THE FORM OF SCHOLARLY PRESENTATIONS, DISCUSSIONS, AND TOURS ARE ALSO INCLUDED. A TOTAL OF 1,360 STUDENTS AND OTHERS FROM THE GENERAL POPULATION ATTENDED A COMBINATION OF 26 (16 WERE EDUCATIONAL SERVICES) OFFICIAL AND UNOFFICIAL LECTURE SERIES THAT WERE CONDUCTED IN THE 2024-2025 ACADEMIC YEAR BY THE NATIONAL CENTER, WITH FUNDING FOR LECTURES PROVIDED THROUGH THE TRUST FOR EDUCATIONAL EXCELLENCE.Expenses $245,350
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 July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990 on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990 on file |
IRS record
- EIN
- 31-1635334
- 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
- 1999
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B110)
- Assets (IRS master file)
- $117,745,909
- Income (IRS master file)
- $110,900,152
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2025 | $3,026,773 | $6,539,432 | $117,745,909 | XML |
| 990 | July 2024 | $5,940,422 | $2,996,033 | $113,149,368 | XML |
| 990 | July 2023 | -$1,908,486 | $2,682,272 | $105,702,662 | XML |
| 990 | July 2022 | $5,237,608 | $1,038,002 | $101,922,073 | IRS |
| 990 | July 2021 | – | – | – | IRS |
| 990 | July 2020 | – | – | – | IRS |
| 990 | July 2019 | – | – | – | IRS |
| 990 | July 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 31-1635334).
Questions about ALABAMA STATE UNIVERSITY TRUST FOR EDUCATIONAL EXCELLENCE
- What is the EIN of ALABAMA STATE UNIVERSITY TRUST FOR EDUCATIONAL EXCELLENCE?
- The employer identification number (EIN) of ALABAMA STATE UNIVERSITY TRUST FOR EDUCATIONAL EXCELLENCE is 31-1635334.
- Is ALABAMA STATE UNIVERSITY TRUST FOR EDUCATIONAL EXCELLENCE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to ALABAMA STATE UNIVERSITY TRUST FOR EDUCATIONAL EXCELLENCE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does ALABAMA STATE UNIVERSITY TRUST FOR EDUCATIONAL EXCELLENCE 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 ALABAMA STATE UNIVERSITY TRUST FOR EDUCATIONAL EXCELLENCE due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ALABAMA STATE UNIVERSITY TRUST FOR EDUCATIONAL EXCELLENCE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended July 2025.
- Who is the principal officer of ALABAMA STATE UNIVERSITY TRUST FOR EDUCATIONAL EXCELLENCE?
- The 990 for the year ended July 31, 2025 names BRENDA HUNTER.
- Who are the officers and directors of ALABAMA STATE UNIVERSITY TRUST FOR EDUCATIONAL EXCELLENCE?
- The 990 for the year ended July 31, 2025 lists 14 people; 0 received compensation from the organization.
- How much revenue does ALABAMA STATE UNIVERSITY TRUST FOR EDUCATIONAL EXCELLENCE have?
- On its 990 for the year ended July 31, 2025 it reported revenue of $3,026,773, expenses of $6,539,432 and total assets of $117,745,909 at year end.
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