Nonprofit · EIN 35-6413272
IONE C DAVIS TRUST
Tax-exempt · BIRMINGHAM, AL 35202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $137,727 | $236,533 | -$98,806 | $2,687,008 | $0 | $2,687,008 |
| December 31, 2024 | 990-PF | $357,314 | $215,171 | $142,143 | $2,788,990 | $0 | $2,788,990 |
| December 31, 2023 | 990-PF | $214,743 | $214,550 | $193 | $2,646,938 | $0 | $2,646,938 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $85,919
- Net gain from sales of assets
- $51,808
Expenses
- Grants and similar amounts paid
- $172,500
- Compensation of officers, directors and key employees
- $46,634
- Disbursements for charitable purposes
- $182,827
- Excise tax on investment income
- $1,249
Balance sheet and other
- Total assets, start of year
- $2,788,990
- Total assets, end of year
- $2,687,008
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,687,008
- Fair market value of assets
- $4,037,637
- Qualifying distributions
- $182,827
- Net investment income
- $137,322
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 2050 PARKWAY OFFICE CIRCLE, HOOVER, AL 35244 | TRUSTEE | 1 | $46,634 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK 250 RIVERCHASE PARKWAY EAST, BIRMINGHAM, AL 35244 | TRUSTEE | 1 | $45,263 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK TRUST DEPT 250 RIVERCHASE PARKWAY EAST, BIRMINGHAM, AL 35244 | TRUSTEE | 1 | $48,844 |
Address and contacts
- Address (IRS master file)
- PO BOX 11647, BIRMINGHAM, AL 35202-1647
- In care of
- % REGIONS BANK TRUST DEPT
- 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 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
- 35-6413272
- 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
- 2008
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B12)
- Assets (IRS master file)
- $2,687,008
- Income (IRS master file)
- $465,068
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $137,727 | $236,533 | $2,687,008 | XML |
| 990-PF | December 2024 | $357,314 | $215,171 | $2,788,990 | IRS |
| 990-PF | December 2023 | $214,743 | $214,550 | $2,646,938 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 35-6413272).
Questions about IONE C DAVIS TRUST
- What is the EIN of IONE C DAVIS TRUST?
- The employer identification number (EIN) of IONE C DAVIS TRUST is 35-6413272.
- Is IONE C DAVIS TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to IONE C DAVIS TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does IONE C DAVIS TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of IONE C DAVIS 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 IONE C DAVIS 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 IONE C DAVIS TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $46,634 (REGIONS BANK, TRUSTEE).
- How much revenue does IONE C DAVIS TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $137,727, expenses of $236,533 and total assets of $2,687,008 at year end.
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