Nonprofit · EIN 61-6615704
JAMES A DICK AND MARILYN MANDLE DICK CHARITABLE TR
Tax-exempt · BIRMINGHAM, AL 35202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $14,529 | $36,823 | -$22,294 | $545,525 | $0 | $545,525 |
| December 31, 2023 | 990-PF | $17,853 | $40,528 | -$22,675 | $567,651 | $0 | $567,651 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $17,999
- Net gain from sales of assets
- -$3,470
Expenses
- Grants and similar amounts paid
- $25,121
- Compensation of officers, directors and key employees
- $9,574
- Disbursements for charitable purposes
- $28,536
- Excise tax on investment income
- $138
Balance sheet and other
- Total assets, start of year
- $567,651
- Total assets, end of year
- $545,525
- Total liabilities, end of year
- $0
- Net assets, end of year
- $545,525
- Fair market value of assets
- $645,991
- Qualifying distributions
- $28,536
- Net investment income
- $17,999
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK 250 RIVERCHASE PARKWAY EAST, BIRMINGHAM, AL 35244 | TRUSTEE | 1 | $9,574 |
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 | $8,996 |
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 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 | Not 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
- 61-6615704
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $545,525
- Income (IRS master file)
- $99,456
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $14,529 | $36,823 | $545,525 | IRS |
| 990-PF | December 2023 | $17,853 | $40,528 | $567,651 | 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 61-6615704).
Questions about JAMES A DICK AND MARILYN MANDLE DICK CHARITABLE TR
- What is the EIN of JAMES A DICK AND MARILYN MANDLE DICK CHARITABLE TR?
- The employer identification number (EIN) of JAMES A DICK AND MARILYN MANDLE DICK CHARITABLE TR is 61-6615704.
- Is JAMES A DICK AND MARILYN MANDLE DICK CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does JAMES A DICK AND MARILYN MANDLE DICK CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JAMES A DICK AND MARILYN MANDLE DICK CHARITABLE TR due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JAMES A DICK AND MARILYN MANDLE DICK CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of JAMES A DICK AND MARILYN MANDLE DICK CHARITABLE TR?
- The 990-PF for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $9,574 (REGIONS BANK, TRUSTEE).
- How much revenue does JAMES A DICK AND MARILYN MANDLE DICK CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $14,529, expenses of $36,823 and total assets of $545,525 at year end.
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