Skip to main content

Nonprofit · EIN 62-6283263

HUGH MARSHALL TRUST

Tax-exempt · BIRMINGHAM, AL 35202

Financials

$159$10K2023$6K$10K2024$2K$10K2025
Revenue Expenses · by fiscal year end
Financials of HUGH MARSHALL TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$2,408$9,869-$7,461$129,386$0$129,386
December 31, 2024990-PF$6,228$9,774-$3,546$136,842$0$136,842
December 31, 2023990-PF$159$10,297-$10,138$140,390$0$140,390
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$3,736
Net gain from sales of assets
-$1,328

Expenses

Grants and similar amounts paid
$4,440
Compensation of officers, directors and key employees
$3,870
Disbursements for charitable purposes
$6,714
Excise tax on investment income
$9

Balance sheet and other

Total assets, start of year
$136,842
Total assets, end of year
$129,386
Total liabilities, end of year
$0
Net assets, end of year
$129,386
Fair market value of assets
$138,878
Qualifying distributions
$6,714
Net investment income
$3,735

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$3,870
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
REGIONS BANK
250 RIVERCHASE PARKWAY EAST, BIRMINGHAM, AL 35244
TRUSTEE1$3,925
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$3,766

Address and contacts

Address (IRS master file)
PO BOX 11647, BIRMINGHAM, AL 35202-1647
In care of
% PIONEER 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 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
62-6283263
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$129,386
Income (IRS master file)
$120,968

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$2,408$9,869$129,386XML
990-PFDecember 2024$6,228$9,774$136,842IRS
990-PFDecember 2023$159$10,297$140,390XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 62-6283263).

Questions about HUGH MARSHALL TRUST

What is the EIN of HUGH MARSHALL TRUST?
The employer identification number (EIN) of HUGH MARSHALL TRUST is 62-6283263.
Is HUGH MARSHALL TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does HUGH MARSHALL TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of HUGH MARSHALL TRUST 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 HUGH MARSHALL TRUST 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 HUGH MARSHALL TRUST?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $3,870 (REGIONS BANK, TRUSTEE).
How much revenue does HUGH MARSHALL TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,408, expenses of $9,869 and total assets of $129,386 at year end.

Other nonprofits in BIRMINGHAM

All nonprofits in BIRMINGHAM · Alabama