Nonprofit · EIN 81-0654051
SAM KERLIN FAMILY SCHOLARSHIP TRUST
Tax-exempt · BIRMINGHAM, AL 35202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990-PF | $26,259 | $18,906 | $7,353 | $221,903 | $0 | $221,903 |
| July 31, 2024 | 990-PF (amended) | $16,703 | $22,148 | -$5,445 | $214,579 | $0 | $214,579 |
Financial details: 990-PF for the year ended July 31, 2025
Revenue
- Dividends
- $5,629
- Net gain from sales of assets
- $20,630
Expenses
- Grants and similar amounts paid
- $12,501
- Compensation of officers, directors and key employees
- $5,010
- Disbursements for charitable purposes
- $14,503
- Excise tax on investment income
- $308
Balance sheet and other
- Total assets, start of year
- $214,579
- Total assets, end of year
- $221,903
- Total liabilities, end of year
- $0
- Net assets, end of year
- $221,903
- Fair market value of assets
- $294,714
- Qualifying distributions
- $14,503
- Net investment income
- $26,259
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 July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK 250 RIVERCHASE PARKWAY EAST, BIRMINGHAM, AL 35244 | TRUSTEE | 1 | $5,010 |
990-PF for the year ended July 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK 250 RIVERCHASE PARKWAY EAST, BIRMINGHAM, AL 35244 | TRUSTEE | 1 | $5,025 |
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 July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990-PF on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-PF on file |
IRS record
- EIN
- 81-0654051
- 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
- 2005
- Accounting year ends
- July
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $221,903
- Income (IRS master file)
- $98,008
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2025 | $26,259 | $18,906 | $221,903 | XML |
| 990-PF | July 2024 | $16,703 | $22,148 | $214,579 | XML |
| 990-PF | July 2023 | – | – | – | IRS |
| 990-PF | July 2022 | – | – | – | IRS |
| 990-PF | July 2021 | – | – | – | 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 81-0654051).
Questions about SAM KERLIN FAMILY SCHOLARSHIP TRUST
- What is the EIN of SAM KERLIN FAMILY SCHOLARSHIP TRUST?
- The employer identification number (EIN) of SAM KERLIN FAMILY SCHOLARSHIP TRUST is 81-0654051.
- Is SAM KERLIN FAMILY SCHOLARSHIP TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to SAM KERLIN FAMILY SCHOLARSHIP TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SAM KERLIN FAMILY SCHOLARSHIP TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SAM KERLIN FAMILY SCHOLARSHIP TRUST due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SAM KERLIN FAMILY SCHOLARSHIP TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended July 2025.
- Who are the officers and directors of SAM KERLIN FAMILY SCHOLARSHIP TRUST?
- The 990-PF for the year ended July 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $5,010 (REGIONS BANK, TRUSTEE).
- How much revenue does SAM KERLIN FAMILY SCHOLARSHIP TRUST have?
- On its 990-PF for the year ended July 31, 2025 it reported revenue of $26,259, expenses of $18,906 and total assets of $221,903 at year end.
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