Nonprofit · EIN 62-6036028
HERMAN WOLF TRUST UW FBO GRACE W AARONS
Tax-exempt · BIRMINGHAM, AL 35202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $71,404 | $58,137 | $13,267 | $872,495 | $0 | $872,495 |
| December 31, 2024 | 990-PF | $87,423 | $55,410 | $32,013 | $860,179 | $0 | $860,179 |
| December 31, 2023 | 990-PF | $35,592 | $54,241 | -$18,649 | $828,166 | $0 | $828,166 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $24,330
- Net gain from sales of assets
- $47,074
Expenses
- Grants and similar amounts paid
- $40,490
- Compensation of officers, directors and key employees
- $14,078
- Disbursements for charitable purposes
- $44,589
- Excise tax on investment income
- $823
Balance sheet and other
- Total assets, start of year
- $860,179
- Total assets, end of year
- $872,495
- Total liabilities, end of year
- $0
- Net assets, end of year
- $872,495
- Fair market value of assets
- $1,109,499
- Qualifying distributions
- $44,589
- Net investment income
- $71,115
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 2050 PARKWAY OFFICE CIRCLE, HOOVER, AL 35244 | TRUSTEE | 1 | $14,078 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK TRUST DEPARTMENT 6200 POPLAR AVENUE, MEMPHIS, TN 38119 | TRUSTEE | 1 | $13,444 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK TRUST DEPARTMENT 6200 POPLAR AVENUE, MEMPHIS, TN 38119 | TRUSTEE | 1 | $12,280 |
Address and contacts
- Address (IRS master file)
- PO BOX 11647, BIRMINGHAM, AL 35202-1647
- In care of
- % REGIONS BANK TRUST DEPARTMENT
- 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 | 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
- 62-6036028
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $872,495
- Income (IRS master file)
- $297,953
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $71,404 | $58,137 | $872,495 | IRS |
| 990-PF | December 2024 | $87,423 | $55,410 | $860,179 | XML |
| 990-PF | December 2023 | $35,592 | $54,241 | $828,166 | 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 62-6036028).
Questions about HERMAN WOLF TRUST UW FBO GRACE W AARONS
- What is the EIN of HERMAN WOLF TRUST UW FBO GRACE W AARONS?
- The employer identification number (EIN) of HERMAN WOLF TRUST UW FBO GRACE W AARONS is 62-6036028.
- Is HERMAN WOLF TRUST UW FBO GRACE W AARONS tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does HERMAN WOLF TRUST UW FBO GRACE W AARONS file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HERMAN WOLF TRUST UW FBO GRACE W AARONS 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 HERMAN WOLF TRUST UW FBO GRACE W AARONS 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 HERMAN WOLF TRUST UW FBO GRACE W AARONS?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $14,078 (REGIONS BANK, TRUSTEE).
- How much revenue does HERMAN WOLF TRUST UW FBO GRACE W AARONS have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $71,404, expenses of $58,137 and total assets of $872,495 at year end.
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