Nonprofit · EIN 63-6087675
LULA NEWSOME CHARITABLE TRUST NO 2
Tax-exempt · BIRMINGHAM, AL 35202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $64,410 | $108,980 | -$44,570 | $635,891 | $0 | $635,891 |
| December 31, 2024 | 990-PF | $23,416 | $75,041 | -$51,625 | $619,339 | $0 | $619,339 |
| December 31, 2023 | 990-PF | $38,841 | $43,454 | -$4,613 | $639,160 | $0 | $639,160 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $19,565
- Net gain from sales of assets
- $44,815
- Other income
- $30
Expenses
- Grants and similar amounts paid
- $95,697
- Compensation of officers, directors and key employees
- $11,775
- Disbursements for charitable purposes
- $99,202
- Excise tax on investment income
- $759
Balance sheet and other
- Total assets, start of year
- $619,339
- Total assets, end of year
- $635,891
- Total liabilities, end of year
- $0
- Net assets, end of year
- $635,891
- Fair market value of assets
- $770,365
- Qualifying distributions
- $99,202
- Net investment income
- $64,377
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 | $11,775 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK 250 RIVERCHASE PARKWAY EAST, BIRMINGHAM, AL 35244 | TRUSTEE | 1 | $11,439 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK TRUST DEPT 250 RIVERCHASE PARKWAY EAST, BIRMINGHAM, AL 35244 | TRUSTEE | 1 | $10,170 |
Address and contacts
- Address (IRS master file)
- PO BOX 11647, BIRMINGHAM, AL 35202-1647
- In care of
- % REGIONS BANK
- 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
- 63-6087675
- 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
- 2018
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $635,891
- Income (IRS master file)
- $231,696
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $64,410 | $108,980 | $635,891 | XML |
| 990-PF | December 2024 | $23,416 | $75,041 | $619,339 | IRS |
| 990-PF | December 2023 | $38,841 | $43,454 | $639,160 | 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 63-6087675).
Questions about LULA NEWSOME CHARITABLE TRUST NO 2
- What is the EIN of LULA NEWSOME CHARITABLE TRUST NO 2?
- The employer identification number (EIN) of LULA NEWSOME CHARITABLE TRUST NO 2 is 63-6087675.
- Is LULA NEWSOME CHARITABLE TRUST NO 2 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to LULA NEWSOME CHARITABLE TRUST NO 2 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LULA NEWSOME CHARITABLE TRUST NO 2 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LULA NEWSOME CHARITABLE TRUST NO 2 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 LULA NEWSOME CHARITABLE TRUST NO 2 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 LULA NEWSOME CHARITABLE TRUST NO 2?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $11,775 (REGIONS BANK, TRUSTEE).
- How much revenue does LULA NEWSOME CHARITABLE TRUST NO 2 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $64,410, expenses of $108,980 and total assets of $635,891 at year end.
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