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Nonprofit · EIN 63-0930330

ADELIA RUSSELL CHARITABLE FOUNDATION

Tax-exempt · ALEX CITY, AL 35010

Financials

$852K$834K2023$4.2M$869K2024
Revenue Expenses · by fiscal year end
Financials of ADELIA RUSSELL CHARITABLE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$4,246,782$868,879$3,377,903$9,904,625$0$9,904,625
December 31, 2023990-PF$851,680$834,217$17,463$6,526,722$0$6,526,722
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Dividends
$386,056
Interest
$33,332
Net gain from sales of assets
$3,827,394

Expenses

Grants and similar amounts paid
$723,500
Compensation of officers, directors and key employees
$10,833
Disbursements for charitable purposes
$754,021
Excise tax on investment income
$57,653

Balance sheet and other

Total assets, start of year
$6,526,722
Total assets, end of year
$9,904,625
Total liabilities, end of year
$0
Net assets, end of year
$9,904,625
Fair market value of assets
$13,957,321
Qualifying distributions
$754,021
Net investment income
$4,246,782

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
THOMAS LAMBERTH
90 WILLOW WAY NORTH, ALEXANDER CITY, AL 35010
DIRECTOR & SECRETARY4$10,833
BENJAMIN RUSSELL
2544 WILLOW POINT ROAD, ALEXANDER CITY, AL 35010
DIRECTOR & PRESIDENT1$0
LUANNE RUSSELL
2544 WILLOW POINT ROAD, ALEXANDER CITY, AL 35010
DIRECTOR & VICE PRESIDENT1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
THOMAS LAMBERTH
90 WILLOW WAY NORTH, ALEXANDER CITY, AL 35010
DIRECTOR & SECRETARY4$9,167
BENJAMIN RUSSELL
2544 WILLOW POINT ROAD, ALEXANDER CITY, AL 35010
DIRECTOR & PRESIDENT1$0
LUANNE RUSSELL
2544 WILLOW POINT ROAD, ALEXANDER CITY, AL 35010
DIRECTOR & VICE PRESIDENT1$0

Address and contacts

Address (IRS master file)
2544 WILLOW POINT RD, ALEX CITY, AL 35010-6218
Signed the 990-PF
THOMAS T LAMBERTH, DIRECTOR & SECRETARY
Phone
(256) 329-0835
Return prepared by
WARREN AVERETT LLC

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
63-0930330
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
1986
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$9,904,625
Income (IRS master file)
$5,790,609

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$4,246,782$868,879$9,904,625XML
990-PFDecember 2023$851,680$834,217$6,526,722XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––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 63-0930330).

Questions about ADELIA RUSSELL CHARITABLE FOUNDATION

What is the EIN of ADELIA RUSSELL CHARITABLE FOUNDATION?
The employer identification number (EIN) of ADELIA RUSSELL CHARITABLE FOUNDATION is 63-0930330.
Is ADELIA RUSSELL CHARITABLE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
Are donations to ADELIA RUSSELL CHARITABLE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ADELIA RUSSELL CHARITABLE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of ADELIA RUSSELL CHARITABLE FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ADELIA RUSSELL CHARITABLE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of ADELIA RUSSELL CHARITABLE FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 3 people; 1 received compensation from the organization, the highest $10,833 (THOMAS LAMBERTH, DIRECTOR & SECRETARY).
How much revenue does ADELIA RUSSELL CHARITABLE FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $4,246,782, expenses of $868,879 and total assets of $9,904,625 at year end.

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