Nonprofit · EIN 57-0880131
JOSEPH TREADWELL CHARITABLE FOUNDATION
Tax-exempt · JACKSON, MS 39225
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,119,614 | $972,167 | $147,447 | $6,168,480 | $0 | $6,168,480 |
| December 31, 2024 | 990-PF | $678,800 | $1,266,165 | -$587,365 | $6,021,033 | $0 | $6,021,033 |
| December 31, 2023 | 990-PF | $556,159 | $1,206,787 | -$650,628 | $6,608,398 | $0 | $6,608,398 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $138,078
- Interest
- $347
- Net rental income
- $417,009
- Net gain from sales of assets
- $519,126
- Other income
- $220
Expenses
- Grants and similar amounts paid
- $717,705
- Compensation of officers, directors and key employees
- $175,849
- Disbursements for charitable purposes
- $717,705
- Excise tax on investment income
- $12,178
Balance sheet and other
- Total assets, start of year
- $6,021,033
- Total assets, end of year
- $6,168,480
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,168,480
- Fair market value of assets
- $15,417,451
- Qualifying distributions
- $717,705
- Net investment income
- $1,119,614
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 |
|---|---|---|---|
| TRUSTMARK NATIONAL BANK PO BOX 3067, MOBILE, AL 36652 | TRUSTEE | 1 | $105,849 |
| CHARLOTTE K CAREY 512 MAGNOLIA AVENUE, DAPHNE, AL 36562 | FDN. MGR. | 1 | $35,000 |
| VINCENT F KILBORN PO BOX 478, MONTROSE, AL 36659 | FDN. MGR. | 1 | $35,000 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUSTMARK NATIONAL BANK PO BOX 3067, MOBILE, AL 36652 | TRUSTEE | 1 | $96,356 |
| CHARLOTTE K CAREY 512 MAGNOLIA AVENUE, DAPHNE, AL 36562 | FDN. MGR. | 1 | $60,000 |
| VINCENT F KILBORN PO BOX 478, MONTROSE, AL 36659 | FDN. MGR. | 1 | $60,000 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VINCENT F KILBORN PO BOX 478, MONTROSE, AL 36659 | FDN. MGR. | 1 | $100,000 |
| CHARLOTTE K CAREY 512 MAGNOLIA AVENUE, DAPHNE, AL 36562 | FDN. MGR. | 1 | $100,000 |
| TRUSTMARK NATIONAL BANK PO BOX 3067, MOBILE, AL 36652 | TRUSTEE | 1 | $68,551 |
Address and contacts
- Address (IRS master file)
- PO BOX 23106, JACKSON, MS 39225-3106
- Signed the 990-PF
- TRUSTMARK NATIONAL BANK, TRUSTEE
- Phone
- (251) 431-7800
- Return prepared by
- CRI ADVISORS 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 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
- 57-0880131
- 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
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $6,168,480
- Income (IRS master file)
- $2,275,621
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,119,614 | $972,167 | $6,168,480 | IRS |
| 990-PF | December 2024 | $678,800 | $1,266,165 | $6,021,033 | XML |
| 990-PF | December 2023 | $556,159 | $1,206,787 | $6,608,398 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | 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 57-0880131).
Questions about JOSEPH TREADWELL CHARITABLE FOUNDATION
- What is the EIN of JOSEPH TREADWELL CHARITABLE FOUNDATION?
- The employer identification number (EIN) of JOSEPH TREADWELL CHARITABLE FOUNDATION is 57-0880131.
- Is JOSEPH TREADWELL CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3).
- Are donations to JOSEPH TREADWELL CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOSEPH TREADWELL CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOSEPH TREADWELL CHARITABLE 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 JOSEPH TREADWELL CHARITABLE 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 JOSEPH TREADWELL CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $105,849 (TRUSTMARK NATIONAL BANK, TRUSTEE).
- How much revenue does JOSEPH TREADWELL CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,119,614, expenses of $972,167 and total assets of $6,168,480 at year end.
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