Skip to main content

Nonprofit · EIN 63-0827251

FORREST CEMETERY PRESERVATION TRUST

Tax-exempt · BIRMINGHAM, AL 35202

Financials

−$4K$28K2022$57K$32K2023$101K$38K2024
Revenue Expenses · by fiscal year end
Financials of FORREST CEMETERY PRESERVATION TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990$100,579$37,525$63,054$1,198,775$0$1,198,775
September 30, 2024990$56,575$31,941$24,634$1,136,103$0$1,136,103
September 30, 2023990-$4,100$28,292-$32,392$1,112,930$0$1,112,930
Financial details: 990 for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$100,579
Net gain from sales of assets
$63,126
Other revenue
$0

Expenses

Grants and similar amounts paid
$16,517
Compensation of officers, directors and key employees
$19,430
Salaries, compensation and benefits (total)
$19,430
Professional fundraising fees
$0
Accounting fees
$1,000
Program services (functional)
$16,517
Management and general (functional)
$21,008

Balance sheet and other

Total assets, start of year
$1,136,103
Total assets, end of year
$1,198,775
Total liabilities, end of year
$0
Net assets, end of year
$1,198,775
Gross receipts
$447,269
Employees
0
Year formed
1981
State of legal domicile
AL

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 for the year ended September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
REGIONS BANKTRUSTEE
Institutional trustee
–$19,430
GEORGE WHITEDIRECTOR
Trustee or director
–$0
SUSAN LITTLEVICE-PRESIDENT
Trustee or director
–$0
JUDY DAWSONSECRETARY
Trustee or director
–$0
RONNIE MCCLURETREASURER
Trustee or director
–$0
MARCIA BUSH-KENDRICKPRESIDENT
Trustee or director
–$0
990 for the year ended September 30, 2024: 6 people
NameTitleHours / weekCompensation
REGIONS BANKTRUSTEE
Institutional trustee
–$18,100
GEORGE WHITEDIRECTOR
Trustee or director
–$0
SUSAN LITTLEVICE-PRESIDENT
Trustee or director
–$0
JUDY DAWSONSECRETARY
Trustee or director
–$0
RONNIE MCCLURETREASURER
Trustee or director
–$0
MARCIA BUSH-KENDRICKPRESIDENT
Trustee or director
–$0
990 for the year ended September 30, 2023: 6 people
NameTitleHours / weekCompensation
REGIONS BANKTRUSTEE
Institutional trustee
–$16,907
GEORGE WHITEDIRECTOR
Trustee or director
–$0
SUSAN LITTLEVICE-PRESIDENT
Trustee or director
–$0
JUDY DAWSONSECRETARY
Trustee or director
–$0
RONNIE MCCLURETREASURER
Trustee or director
–$0
MARCIA BUSH-KENDRICKPRESIDENT
Trustee or director
–$0

Address and contacts

Address (IRS master file)
PO BOX 11647, BIRMINGHAM, AL 35202-1647
In care of
% REGIONS BANK
Signed the 990
REGIONS BANK TRUSTEE, TRUST OFFICER
Phone
(205) 820-3141
Return prepared by
PWC US TAX LLP

Mission

ASSET MANAGEMENT OF A TRUST FUND ESTABLISHED BY THE FORREST CEMETERY FOUNDATION, INC., FOR THE PURPOSE OF MAINTENANCE AND UPKEEP OF THE GROUNDS AND BUILDINGS OF FORREST CEMETERY, GADSDEN, AL.

990 for the year ended September 30, 2025

Program accomplishments

  • CEMETERY MAINTENANCE AND UPKEEP
    Expenses $16,517 · grants $16,517

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990 on file
2023September 30, 2024February 18, 2025990 on file

IRS record

EIN
63-0827251
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1982
Accounting year ends
September
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,198,775
Income (IRS master file)
$447,269

Filing history

FormYear endedRevenueExpensesAssetsReturn
990September 2025$100,579$37,525$1,198,775XML
990September 2024$56,575$31,941$1,136,103XML
990September 2023-$4,100$28,292$1,112,930XML
990September 2022$79,313$29,824$1,146,675IRS
990September 2021–––IRS
990September 2020–––IRS
990September 2019–––IRS
990September 2018–––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 63-0827251).

Questions about FORREST CEMETERY PRESERVATION TRUST

What is the EIN of FORREST CEMETERY PRESERVATION TRUST?
The employer identification number (EIN) of FORREST CEMETERY PRESERVATION TRUST is 63-0827251.
Is FORREST CEMETERY PRESERVATION TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
Are donations to FORREST CEMETERY PRESERVATION TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does FORREST CEMETERY PRESERVATION TRUST file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of FORREST CEMETERY PRESERVATION TRUST due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did FORREST CEMETERY PRESERVATION TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended September 2025.
Who are the officers and directors of FORREST CEMETERY PRESERVATION TRUST?
The 990 for the year ended September 30, 2025 lists 6 people; 1 received compensation from the organization, the highest $19,430 (REGIONS BANK, TRUSTEE).
How much revenue does FORREST CEMETERY PRESERVATION TRUST have?
On its 990 for the year ended September 30, 2025 it reported revenue of $100,579, expenses of $37,525 and total assets of $1,198,775 at year end.

Other nonprofits in BIRMINGHAM

All nonprofits in BIRMINGHAM · Alabama