Nonprofit · EIN 83-2246557
MARGARET ANN ENDERLEIN CHARITABLE TRUST
Tax-exempt · BIRMINGHAM, AL 35202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $108,185 | $93,473 | $14,712 | $1,216,345 | $0 | $1,216,345 |
| December 31, 2024 | 990-PF | $140,113 | $439,164 | -$299,051 | $1,203,319 | $0 | $1,203,319 |
| December 31, 2023 | 990-PF | $89,539 | $103,382 | -$13,843 | $1,502,370 | $0 | $1,502,370 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $37,175
- Net gain from sales of assets
- $71,010
Expenses
- Grants and similar amounts paid
- $70,504
- Compensation of officers, directors and key employees
- $18,918
- Disbursements for charitable purposes
- $75,798
- Excise tax on investment income
- $1,285
Balance sheet and other
- Total assets, start of year
- $1,203,319
- Total assets, end of year
- $1,216,345
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,216,345
- Fair market value of assets
- $1,429,083
- Qualifying distributions
- $75,798
- Net investment income
- $108,178
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 | $18,918 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK 10950 LINCOLN TRAIL, FAIRVIEW HEIGHTS, IL 62208 | TRUSTEE | 0.1 | $19,637 |
| JOHN J BURNS 224 W RIDGEWAY AVE, WATERLOO, IA 50701 | TRUSTEE | 0.1 | $0 |
| DAVID J AMEND 224 W RIDGEWAY AVE, WATERLOO, IA 50701 | TRUSTEE | 0.1 | $0 |
| THERESA E HOFFMAN 224 W RIDGEWAY AVE, WATERLOO, IA 50701 | TRUSTEE | 0.1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK 10950 LINCOLN TRAIL, FAIRVIEW HEIGHTS, IL 62208 | TRUSTEE | 0.1 | $20,899 |
| JOHN J BURNS 224 W RIDGEWAY AVE, WATERLOO, IA 50701 | TRUSTEE | 0.1 | $0 |
| DAVID J AMEND 224 W RIDGEWAY AVE, WATERLOO, IA 50701 | TRUSTEE | 0.1 | $0 |
| THERESA E HOFFMAN 224 W RIDGEWAY AVE, WATERLOO, IA 50701 | TRUSTEE | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 11647, BIRMINGHAM, AL 35202-1647
- In care of
- % DAVE AMEND
- 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
- 83-2246557
- 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
- 2021
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,216,345
- Income (IRS master file)
- $359,848
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $108,185 | $93,473 | $1,216,345 | IRS |
| 990-PF | December 2024 | $140,113 | $439,164 | $1,203,319 | IRS |
| 990-PF | December 2023 | $89,539 | $103,382 | $1,502,370 | 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 83-2246557).
Questions about MARGARET ANN ENDERLEIN CHARITABLE TRUST
- What is the EIN of MARGARET ANN ENDERLEIN CHARITABLE TRUST?
- The employer identification number (EIN) of MARGARET ANN ENDERLEIN CHARITABLE TRUST is 83-2246557.
- Is MARGARET ANN ENDERLEIN CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to MARGARET ANN ENDERLEIN CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARGARET ANN ENDERLEIN CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARGARET ANN ENDERLEIN CHARITABLE TRUST 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 MARGARET ANN ENDERLEIN CHARITABLE TRUST 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 MARGARET ANN ENDERLEIN CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $18,918 (REGIONS BANK, TRUSTEE).
- How much revenue does MARGARET ANN ENDERLEIN CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $108,185, expenses of $93,473 and total assets of $1,216,345 at year end.
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