Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 61-6675397

HAUPT CHARITABLE TRUST UNDER JOINT AND MUTUAL WILL OF JOE EDWARD HAUP

Tax-exempt · BIRMINGHAM, AL 35202

Financials

$20K$58K2023$66K$119K2024$57K$69K2025
Revenue Expenses · by fiscal year end
Financials of HAUPT CHARITABLE TRUST UNDER JOINT AND MUTUAL WILL OF JOE EDWARD HAUP by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$57,248$69,340-$12,092$1,032,488$0$1,032,488
December 31, 2024990-PF$66,169$118,579-$52,410$1,045,400$0$1,045,400
December 31, 2023990-PF$19,733$57,728-$37,995$1,099,675$0$1,099,675
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$28,876
Net gain from sales of assets
$28,372

Expenses

Grants and similar amounts paid
$45,045
Compensation of officers, directors and key employees
$16,577
Disbursements for charitable purposes
$54,261
Excise tax on investment income
$604

Balance sheet and other

Total assets, start of year
$1,045,400
Total assets, end of year
$1,032,488
Total liabilities, end of year
$0
Net assets, end of year
$1,032,488
Fair market value of assets
$1,158,238
Qualifying distributions
$54,261
Net investment income
$57,243

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.

NameTitleHours / weekCompensation
REGIONS BANK
2050 PARKWAY OFFICE CIRCLE, HOOVER, AL 35244
TRUSTEE1$16,577
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
REGIONS BANK
250 RIVERCHASE PARKWAY EAST, BIRMINGHAM, AL 35244
TRUSTEE1$16,288
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
REGIONS BANK TRUST DEPT
250 RIVERCHASE PARKWAY EAST, BIRMINGHAM, AL 35244
TRUSTEE1$15,631

Address and contacts

Address (IRS master file)
PO BOX 11647, BIRMINGHAM, AL 35202-1647
In care of
% REGIONS BANK
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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
61-6675397
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
2024
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,032,488
Income (IRS master file)
$354,050

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$57,248$69,340$1,032,488XML
990-PFDecember 2024$66,169$118,579$1,045,400IRS
990-PFDecember 2023$19,733$57,728$1,099,675XML
990-PFDecember 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 61-6675397).

Questions about HAUPT CHARITABLE TRUST UNDER JOINT AND MUTUAL WILL OF JOE EDWARD HAUP

What is the EIN of HAUPT CHARITABLE TRUST UNDER JOINT AND MUTUAL WILL OF JOE EDWARD HAUP?
The employer identification number (EIN) of HAUPT CHARITABLE TRUST UNDER JOINT AND MUTUAL WILL OF JOE EDWARD HAUP is 61-6675397.
Is HAUPT CHARITABLE TRUST UNDER JOINT AND MUTUAL WILL OF JOE EDWARD HAUP tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
Are donations to HAUPT CHARITABLE TRUST UNDER JOINT AND MUTUAL WILL OF JOE EDWARD HAUP tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HAUPT CHARITABLE TRUST UNDER JOINT AND MUTUAL WILL OF JOE EDWARD HAUP file?
Form 990-PF. Private foundations file every year.
When is the next return of HAUPT CHARITABLE TRUST UNDER JOINT AND MUTUAL WILL OF JOE EDWARD HAUP 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 HAUPT CHARITABLE TRUST UNDER JOINT AND MUTUAL WILL OF JOE EDWARD HAUP 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 HAUPT CHARITABLE TRUST UNDER JOINT AND MUTUAL WILL OF JOE EDWARD HAUP?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $16,577 (REGIONS BANK, TRUSTEE).
How much revenue does HAUPT CHARITABLE TRUST UNDER JOINT AND MUTUAL WILL OF JOE EDWARD HAUP have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $57,248, expenses of $69,340 and total assets of $1,032,488 at year end.

Other nonprofits in BIRMINGHAM

All nonprofits in BIRMINGHAM · Alabama · Philanthropy, voluntarism and grantmaking foundations