Arthur E & Roberta M Yates Charitable Foundation Tr

  • Birmingham, AL
  • Tax exemption issued: July 2016
  • EIN: 58-6350586

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Organizations with gross receipts of less than $50,000 can file the form 990-N postcard filing, which doesn’t include financial details. All Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,176,872
Expenses
$509,240
Net Income
$667,632
Net Assets
$8,752,946
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $249,425
21.2%
Sales of Assets $927,447
78.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $437,983
86.0%
Compensation of Officers* $74,414
14.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $8,752,946
Total Liabilities $0
Net Assets $8,752,946
Compensation
Key Employees and Officers Compensation Other
Regions Bank (Trustee) $74,414 $0
Joseph Dana (Trustee) $0 $0

Document Links

990-PF
Filed on April 21, 2026

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$368,294
Expenses
$478,596
Net Income
-$110,302
Net Assets
$8,089,315
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $205,619
55.8%
Sales of Assets $162,675
44.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $410,803
85.8%
Compensation of Officers* $72,515
15.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $8,089,315
Total Liabilities $0
Net Assets $8,089,315
Compensation
Key Employees and Officers Compensation Other
Regions Bank (Trustee) $72,515 $0
Joseph Dana (Trustee) $0 $0

Document Links

990-PF
Filed on April 30, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$283,290
Expenses
$497,229
Net Income
-$213,939
Net Assets
$8,202,607
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $216,742
76.5%
Sales of Assets $66,548
23.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $432,466
87.0%
Compensation of Officers* $68,510
13.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $8,202,607
Total Liabilities $0
Net Assets $8,202,607
Compensation
Key Employees and Officers Compensation Other
Regions Bank Trust Dept (Trustee) $68,510 $0
Joseph Dana (Trustee) $0 $0

Document Links

990-PF
Filed on April 18, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$192,953
Expenses
$555,596
Net Income
-$362,643
Net Assets
$8,419,785
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $208,336
> 100%
Sales of Assets -$15,383
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $489,120
88.0%
Compensation of Officers* $72,222
13.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $8,419,785
Total Liabilities $0
Net Assets $8,419,785
Compensation
Key Employees and Officers Compensation Other
Regions Bank Trust Dept (Trustee) $72,222 $0
Joseph Dana (Trustee) $0 $0

Document Links

990-PF
Filed on May 10, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$596,761
Expenses
$534,222
Net Income
$62,539
Net Assets
$8,782,038
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $187,511
31.4%
Sales of Assets $409,250
68.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $461,106
86.3%
Compensation of Officers* $75,570
14.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $8,782,038
Total Liabilities $0
Net Assets $8,782,038
Compensation
Key Employees and Officers Compensation Other
Regions Bank Trust Dept (Trustee) $75,570 $0
Joseph Dana (Trustee) $0 $0

Document Links

990-PF
Filed on May 10, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$321,263
Expenses
$511,101
Net Income
-$189,838
Net Assets
$8,718,636
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $205,217
63.9%
Sales of Assets $115,691
36.0%
Other Income $355
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $443,753
86.8%
Compensation of Officers* $66,524
13.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $8,718,637
Total Liabilities $1
Net Assets $8,718,636
Compensation
Key Employees and Officers Compensation Other
Regions Bank (Trustee) $66,524 $0
Joseph Dana (Trustee) $0 $0

Document Links

990-PF
Filed on May 6, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$952,824
Expenses
$529,857
Net Income
$422,967
Net Assets
$8,904,717
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $262,117
27.5%
Sales of Assets $690,236
72.4%
Other Income $471
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $459,092
86.6%
Compensation of Officers* $66,278
12.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $8,904,718
Total Liabilities $1
Net Assets $8,904,717
Compensation
Key Employees and Officers Compensation Other
Regions Bank (Trustee) $66,278 $0
Joseph Dana (Trustee) $0 $0

Document Links

990-PF
Filed on July 6, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$258,981
Expenses
$402,279
Net Income
-$143,298
Net Assets
$5,240,381
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $15
0.0%
Dividends $210,868
81.4%
Sales of Assets $48,098
18.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $350,481
87.1%
Compensation of Officers* $46,088
11.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,240,381
Total Liabilities $0
Net Assets $5,240,381

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$559,045
Expenses
$455,539
Net Income
$103,506
Net Assets
$5,398,702
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $24
0.0%
Dividends $218,276
39.0%
Sales of Assets $340,745
61.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $366,383
80.4%
Compensation of Officers* $47,387
10.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,398,702
Total Liabilities $0
Net Assets $5,398,702

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$296,601
Expenses
$375,777
Net Income
-$79,176
Net Assets
$5,312,509
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $48
0.0%
Dividends $207,978
70.1%
Sales of Assets $88,495
29.8%
Other Income $80
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $335,933
89.4%
Compensation of Officers* $48,105
12.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,312,509
Total Liabilities $0
Net Assets $5,312,509

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$315,196
Expenses
$47,048
Net Income
$268,148
Net Assets
$5,383,931
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $63
0.0%
Dividends $218,641
69.4%
Sales of Assets $93,631
29.7%
Other Income $2,861
0.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,146
19.4%
Compensation of Officers* $45,728
97.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,383,931
Total Liabilities $0
Net Assets $5,383,931

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$262,202
Expenses
$208,681
Net Income
$53,521
Net Assets
$5,114,933
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $91
0.0%
Dividends $196,379
74.9%
Sales of Assets $65,732
25.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $166,846
80.0%
Compensation of Officers* $44,009
21.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,114,933
Total Liabilities $0
Net Assets $5,114,933

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains financial information from tax returns processed by the IRS since the 2012 calendar years, as well as data extracted from digital filings. IRS summary data also includes limited older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits for nonprofit organizations that spent $750,000 or more in federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Most organizations that have been recognized as tax exempt by the IRS have to file the Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file the Form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard," which does not contain financial details. Churches are not required to file Form 990.

Nonprofit Explorer has organizations that are claiming tax exemption in any of the 27 subsections of the 501(c) section of the tax code. Taxable trusts and private foundations that are required to file a form 990PF are also included.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes Employer Identification Numbers and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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