Nonprofit · EIN 61-6662338
WILLIAM BALDWIN YUNG CHARITABLE TR 1001022667
Tax-exempt · MONTGOMERY, AL 36102
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,370,900 | $1,844,095 | -$473,195 | $28,333,327 | $0 | $28,333,327 |
| December 31, 2024 | 990-PF | $895,295 | $1,692,888 | -$797,593 | $28,806,522 | $0 | $28,806,522 |
| December 31, 2023 | 990-PF | $812,219 | $1,626,853 | -$814,634 | $29,604,115 | $0 | $29,604,115 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $627,260
- Interest
- $241,788
- Net gain from sales of assets
- $491,241
- Other income
- $10,611
Expenses
- Grants and similar amounts paid
- $1,512,119
- Compensation of officers, directors and key employees
- $264,976
- Disbursements for charitable purposes
- $1,512,119
- Excise tax on investment income
- $14,658
Balance sheet and other
- Total assets, start of year
- $28,806,522
- Total assets, end of year
- $28,333,327
- Total liabilities, end of year
- $0
- Net assets, end of year
- $28,333,327
- Fair market value of assets
- $33,456,608
- Qualifying distributions
- $1,512,119
- Net investment income
- $1,370,900
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 P O BOX 2450, MONTGOMERY, AL 36102 | TRUSTEE | 1 | $264,976 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK P O BOX 2450, MONTGOMERY, AL 36102 | TRUSTEE | 1 | $255,546 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK P O BOX 2450, MONTGOMERY, AL 36102 | TRUSTEE | 1 | $234,170 |
Address and contacts
- Address (IRS master file)
- PO BOX 2450, MONTGOMERY, AL 36102-2450
- In care of
- % REGIONS BANK TTEE
- Signed the 990-PF
- REGIONS BANK, TRUSTEE
- Phone
- (334) 230-6103
- Return prepared by
- JACKSON THORNTON & CO PC
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
- 61-6662338
- 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
- 2023
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $28,333,327
- Income (IRS master file)
- $6,688,602
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,370,900 | $1,844,095 | $28,333,327 | IRS |
| 990-PF | December 2024 | $895,295 | $1,692,888 | $28,806,522 | IRS |
| 990-PF | December 2023 | $812,219 | $1,626,853 | $29,604,115 | XML |
| 990-PF | December 2022 | – | – | – | 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 61-6662338).
Questions about WILLIAM BALDWIN YUNG CHARITABLE TR 1001022667
- What is the EIN of WILLIAM BALDWIN YUNG CHARITABLE TR 1001022667?
- The employer identification number (EIN) of WILLIAM BALDWIN YUNG CHARITABLE TR 1001022667 is 61-6662338.
- Is WILLIAM BALDWIN YUNG CHARITABLE TR 1001022667 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to WILLIAM BALDWIN YUNG CHARITABLE TR 1001022667 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM BALDWIN YUNG CHARITABLE TR 1001022667 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM BALDWIN YUNG CHARITABLE TR 1001022667 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 WILLIAM BALDWIN YUNG CHARITABLE TR 1001022667 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 WILLIAM BALDWIN YUNG CHARITABLE TR 1001022667?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $264,976 (REGIONS BANK, TRUSTEE).
- How much revenue does WILLIAM BALDWIN YUNG CHARITABLE TR 1001022667 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,370,900, expenses of $1,844,095 and total assets of $28,333,327 at year end.
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