Skip to main content

Nonprofit · EIN 63-6055718

J A & OPHELIA KILLGORE SCHOLARSHIP TRUST FUND 1155000555

Tax-exempt · BIRMINGHAM, AL 35202

Financials

$113K$206K2022$142K$202K2023$137K$171K2024
Revenue Expenses · by fiscal year end
Financials of J A & OPHELIA KILLGORE SCHOLARSHIP TRUST FUND 1155000555 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$136,783$170,891-$34,108$2,712,162$0$2,712,162
September 30, 2024990-PF$141,538$201,750-$60,212$2,744,954$0$2,744,954
September 30, 2023990-PF$112,691$206,445-$93,754$2,799,915$0$2,799,915
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Dividends
$92,333
Net gain from sales of assets
$44,450

Expenses

Grants and similar amounts paid
$136,500
Compensation of officers, directors and key employees
$24,281
Disbursements for charitable purposes
$142,497
Excise tax on investment income
$1,543

Balance sheet and other

Total assets, start of year
$2,744,954
Total assets, end of year
$2,712,162
Total liabilities, end of year
$0
Net assets, end of year
$2,712,162
Fair market value of assets
$3,104,272
Qualifying distributions
$142,497
Net investment income
$136,783

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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
REGIONS BANK
250 RIVERCHASE PARKWAY EAST, BIRMINGHAM, AL 35244
TRUSTEE1$24,281
LEE COUNTY BOARD OF EDUCATION
2410 SOCIETY HILL ROAD, OPELIKA, AL 36804
SCHOLARSHIP COMM1$0
BOARD OF EDUCATION OPELIKA CITY
300 SIMMONS STREET, OPELIKA, AL 36801
SCHOLARSHIP COMM1$0
BOARD OF EDUCATION AUBURN CITY
855 E SAMFORD AVE, AUBURN, AL 36831
SCHOLARSHIP COMM1$0
990-PF for the year ended September 30, 2024: 4 people
NameTitleHours / weekCompensation
REGIONS BANK
250 RIVERCHASE PARKWAY EAST, BIRMINGHAM, AL 35244
TRUSTEE1$23,893
LEE COUNTY BOARD OF EDUCATION
2410 SOCIETY HILL ROAD, OPELIKA, AL 36804
SCHOLARSHIP COMM1$0
BOARD OF EDUCATION OPELIKA CITY
300 SIMMONS STREET, OPELIKA, AL 36801
SCHOLARSHIP COMM1$0
BOARD OF EDUCATION AUBURN CITY
855 E SAMFORD AVE, AUBURN, AL 36831
SCHOLARSHIP COMM1$0
990-PF for the year ended September 30, 2023: 4 people
NameTitleHours / weekCompensation
REGIONS BANK
250 RIVERCHASE PARKWAY EAST, BIRMINGHAM, AL 35244
TRUSTEE1$24,913
LEE COUNTY BOARD OF EDUCATION
2410 SOCIETY HILL ROAD, OPELIKA, AL 36804
SCHOLARSHIP COMM1$0
BOARD OF EDUCATION OPELIKA CITY
300 SIMMONS STREET, OPELIKA, AL 36801
SCHOLARSHIP COMM1$0
BOARD OF EDUCATION AUBURN CITY
855 E SAMFORD AVE, AUBURN, AL 36831
SCHOLARSHIP COMM1$0

Address and contacts

Address (IRS master file)
PO BOX 11647, BIRMINGHAM, AL 35202-1647
In care of
% REGIONS BANK TRUST DEPT
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 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-PF on file
2023September 30, 2024February 18, 2025990-PF on file

IRS record

EIN
63-6055718
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
1968
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$2,712,162
Income (IRS master file)
$728,097

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$136,783$170,891$2,712,162XML
990-PFSeptember 2024$141,538$201,750$2,744,954XML
990-PFSeptember 2023$112,691$206,445$2,799,915XML
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS
990-PFSeptember 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 63-6055718).

Questions about J A & OPHELIA KILLGORE SCHOLARSHIP TRUST FUND 1155000555

What is the EIN of J A & OPHELIA KILLGORE SCHOLARSHIP TRUST FUND 1155000555?
The employer identification number (EIN) of J A & OPHELIA KILLGORE SCHOLARSHIP TRUST FUND 1155000555 is 63-6055718.
Is J A & OPHELIA KILLGORE SCHOLARSHIP TRUST FUND 1155000555 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
Are donations to J A & OPHELIA KILLGORE SCHOLARSHIP TRUST FUND 1155000555 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does J A & OPHELIA KILLGORE SCHOLARSHIP TRUST FUND 1155000555 file?
Form 990-PF. Private foundations file every year.
When is the next return of J A & OPHELIA KILLGORE SCHOLARSHIP TRUST FUND 1155000555 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 J A & OPHELIA KILLGORE SCHOLARSHIP TRUST FUND 1155000555 last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended September 2025.
Who are the officers and directors of J A & OPHELIA KILLGORE SCHOLARSHIP TRUST FUND 1155000555?
The 990-PF for the year ended September 30, 2025 lists 4 people; 1 received compensation from the organization, the highest $24,281 (REGIONS BANK, TRUSTEE).
How much revenue does J A & OPHELIA KILLGORE SCHOLARSHIP TRUST FUND 1155000555 have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $136,783, expenses of $170,891 and total assets of $2,712,162 at year end.

Other nonprofits in BIRMINGHAM

All nonprofits in BIRMINGHAM · Alabama