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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 61-6449860

MILDRED AND HERBERT WARNER MEMORIAL TR

Tax-exempt · BIRMINGHAM, AL 35202

Financials

$118K$101K2021$83K$97K2023$79K$98K2024$168K$104K2025
Revenue Expenses · by fiscal year end
Financials of MILDRED AND HERBERT WARNER MEMORIAL TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2026990-PF$168,105$103,954$64,151$1,499,833$0$1,499,833
April 30, 2025990-PF$79,092$97,864-$18,772$1,435,151$0$1,435,151
April 30, 2024990-PF$82,591$96,902-$14,311$1,455,614$0$1,455,614
April 30, 2022990-PF$117,758$101,023$16,735$1,450,311$0$1,450,311
Financial details: 990-PF for the year ended April 30, 2026

Revenue

Contributions, gifts and grants
$101,137
Dividends
$60,793
Net gain from sales of assets
$6,175

Expenses

Grants and similar amounts paid
$81,801
Compensation of officers, directors and key employees
$20,322
Disbursements for charitable purposes
$86,865
Excise tax on investment income
$705

Balance sheet and other

Total assets, start of year
$1,435,151
Total assets, end of year
$1,499,833
Total liabilities, end of year
$0
Net assets, end of year
$1,499,833
Fair market value of assets
$1,914,642
Qualifying distributions
$86,865
Net investment income
$66,968

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 April 30, 2026, highest compensation first.

NameTitleHours / weekCompensation
REGIONS BANK
250 RIVERCHASE PARKWAY EAST, BIRMINGHAM, AL 35244
TRUSTEE1$20,322
HELENE HIBBARD
16 GUILDSWOOD, TUSCALOOSA, AL 35401
COTRUSTEE1$0
990-PF for the year ended April 30, 2025: 1 people
NameTitleHours / weekCompensation
REGIONS BANK
250 RIVERCHASE PARKWAY EAST, BIRMINGHAM, AL 35244
TRUSTEE1$19,718
990-PF for the year ended April 30, 2024: 1 people
NameTitleHours / weekCompensation
REGIONS BANK
250 RIVERCHASE PARKWAY EAST, BIRMINGHAM, AL 35244
TRUSTEE1$18,900
990-PF for the year ended April 30, 2022: 1 people
NameTitleHours / weekCompensation
REGIONS BANK
250 RIVERCHASE PARKWAY EAST, BIRMINGHAM, AL 35244
TRUSTEE1$20,156

Address and contacts

Address (IRS master file)
PO BOX 11647, BIRMINGHAM, AL 35202-1647
In care of
% REGIONS BANK TTEE
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 April, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025April 30, 2026September 15, 2026990-PF on file
2024April 30, 2025September 15, 2025990-PF on file
2023April 30, 2024September 16, 2024990-PF on file

IRS record

EIN
61-6449860
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
2012
Accounting year ends
April
Files
Form 990-PF
Assets (IRS master file)
$1,499,833
Income (IRS master file)
$318,685

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFApril 2026$168,105$103,954$1,499,833XML
990-PFApril 2025$79,092$97,864$1,435,151XML
990-PFApril 2024$82,591$96,902$1,455,614XML
990-PFApril 2023–––IRS
990-PFApril 2022$117,758$101,023$1,450,311XML
990-PFApril 2021–––IRS
990-PFApril 2020–––IRS
990-PFApril 2019–––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 61-6449860).

Questions about MILDRED AND HERBERT WARNER MEMORIAL TR

What is the EIN of MILDRED AND HERBERT WARNER MEMORIAL TR?
The employer identification number (EIN) of MILDRED AND HERBERT WARNER MEMORIAL TR is 61-6449860.
Is MILDRED AND HERBERT WARNER MEMORIAL TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
Are donations to MILDRED AND HERBERT WARNER MEMORIAL TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MILDRED AND HERBERT WARNER MEMORIAL TR file?
Form 990-PF. Private foundations file every year.
When is the next return of MILDRED AND HERBERT WARNER MEMORIAL TR due?
The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MILDRED AND HERBERT WARNER MEMORIAL TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended April 2026.
Who are the officers and directors of MILDRED AND HERBERT WARNER MEMORIAL TR?
The 990-PF for the year ended April 30, 2026 lists 2 people; 1 received compensation from the organization, the highest $20,322 (REGIONS BANK, TRUSTEE).
How much revenue does MILDRED AND HERBERT WARNER MEMORIAL TR have?
On its 990-PF for the year ended April 30, 2026 it reported revenue of $168,105, expenses of $103,954 and total assets of $1,499,833 at year end.

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