Robert Henry Foundation Succ Tr Ua

Montgomery, AL
Tax-exempt since Dec. 1965
EIN: 63-6053365

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Type of Nonprofit

Designated as a 501(c)(3) 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.

Donations to this organization are tax deductible.

Revenue

$11.5k (2024)

Expenses

$13.2k (2024)

Total Assets

$215k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

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. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$11,501

Expenses

$13,230

Net Income

-$1,729

Net Assets

$214,562

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,415	64.5%
Sales of Assets	$4,086	35.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,694	88.4%
Compensation of Officers*	$847	6.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$214,562
Total Liabilities	$0
Net Assets	$214,562

Compensation

Key Employees and Officers	Compensation	Other
Regions Bank (Trustee)	$847	$0

990-PF

Filed on April 25, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$9,801

Expenses

$12,505

Net Income

-$2,704

Net Assets

$216,287

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,663	68.0%
Sales of Assets	$3,138	32.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,056	88.4%
Compensation of Officers*	$868	6.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$216,287
Total Liabilities	$0
Net Assets	$216,287

Compensation

Key Employees and Officers	Compensation	Other
Regions Bank (Trustee)	$868	$0

990-PF

Filed on May 10, 2024

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

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XML

Fiscal Year Ending Dec.
2022

Revenue

$8,855

Expenses

$14,035

Net Income

-$5,180

Net Assets

$218,991

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,403	61.0%
Sales of Assets	$3,452	39.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,238	87.2%
Compensation of Officers*	$945	6.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$218,991
Total Liabilities	$0
Net Assets	$218,991

Compensation

Key Employees and Officers	Compensation	Other
Regions Bank (Trustee)	$945	$0

990-PF

Filed on May 4, 2023

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

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PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$17,601

Expenses

$12,036

Net Income

$5,565

Net Assets

$224,071

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,386	30.6%
Sales of Assets	$12,215	69.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,415	86.5%
Compensation of Officers*	$936	7.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$224,071
Total Liabilities	$0
Net Assets	$224,071

Compensation

Key Employees and Officers	Compensation	Other
Regions Bank (Trustee)	$936	$0

990-PF

Filed on May 9, 2022

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

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XML

Fiscal Year Ending Dec.
2020

Revenue

$10,305

Expenses

$12,009

Net Income

-$1,704

Net Assets

$218,452

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,465	62.7%
Sales of Assets	$3,840	37.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,425	86.8%
Compensation of Officers*	$900	7.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$218,453
Total Liabilities	$1
Net Assets	$218,452

Compensation

Key Employees and Officers	Compensation	Other
Regions Bank (Trustee)	$900	$0

990-PF

Filed on May 3, 2021

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

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XML

Fiscal Year Ending Dec.
2019

Revenue

$8,794

Expenses

$11,968

Net Income

-$3,174

Net Assets

$220,156

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,750	76.8%
Sales of Assets	$2,000	22.7%
Other Income	$44	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,550	88.2%
Compensation of Officers*	$921	7.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$220,157
Total Liabilities	$1
Net Assets	$220,156

Compensation

Key Employees and Officers	Compensation	Other
Regions Bank (Trustee)	$921	$0

990-PF

Filed on April 30, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$7,084

Expenses

$12,119

Net Income

-$5,035

Net Assets

$223,329

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,564	92.7%
Sales of Assets	$520	7.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,355	85.4%
Compensation of Officers*	$844	7.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$223,329
Total Liabilities	$0
Net Assets	$223,329

Compensation

Key Employees and Officers	Compensation	Other
Regions Bank (Trustee)	$844	$0

990-PF

Filed on May 10, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$14,823

Expenses

$11,594

Net Income

$3,229

Net Assets

$228,547

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,690	38.4%
Sales of Assets	$8,963	60.5%
Other Income	$170	1.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,306	88.9%
Compensation of Officers*	$796	6.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$228,547
Total Liabilities	$0
Net Assets	$228,547

Compensation

Key Employees and Officers	Compensation	Other
Regions Bank (Trustee)	$796	$0

990-PF

Filed on May 7, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$2,461

Expenses

$12,176

Net Income

-$9,715

Net Assets

$225,318

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,740	> 100%
Sales of Assets	-$2,279
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,561	86.7%
Compensation of Officers*	$854	7.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$225,318
Total Liabilities	$0
Net Assets	$225,318

Compensation

Key Employees and Officers	Compensation	Other
Regions Bank (Trustee)	$854	$0

990-PF

Filed on May 4, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$12,609

Expenses

$12,639

Net Income

-$30

Net Assets

$234,899

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,459	51.2%
Sales of Assets	$6,150	48.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,998	87.0%
Compensation of Officers*	$931	7.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$234,899
Total Liabilities	$0
Net Assets	$234,899

Compensation

Key Employees and Officers	Compensation	Other
Regions Bank (Trustee)	$931	$0

990-PF

Filed on May 13, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$18,227

Expenses

$12,592

Net Income

$5,635

Net Assets

$234,929

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,686	36.7%
Sales of Assets	$11,541	63.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,256	89.4%
Compensation of Officers*	$815	6.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$234,929
Total Liabilities	$0
Net Assets	$234,929

Compensation

Key Employees and Officers	Compensation	Other
Regions Bank (Trustee)	$815	$0

990-PF

Filed on May 7, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$19,018

Expenses

$12,654

Net Income

$6,364

Net Assets

$229,215

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,625	29.6%
Sales of Assets	$13,393	70.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,169	88.3%
Compensation of Officers*	$804	6.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$229,215
Total Liabilities	$0
Net Assets	$229,215

Compensation

Key Employees and Officers	Compensation	Other
Regions Bank (Trustee)	$804	$0

990-PF

Filed on May 14, 2014

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

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Schedules ▼

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Fiscal Year Ending Dec.
2012

Revenue

$14,812

Expenses

$12,332

Net Income

$2,480

Net Assets

$222,700

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,296	42.5%
Sales of Assets	$8,516	57.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,819	87.7%
Compensation of Officers*	$877	7.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$222,701
Total Liabilities	$1
Net Assets	$222,700

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$14,421

Expenses

$12,286

Net Income

$2,135

Net Assets

$220,221

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,025	48.7%
Sales of Assets	$7,396	51.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,870	88.5%
Compensation of Officers*	$837	6.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$220,221
Total Liabilities	$0
Net Assets	$220,221

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

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Updated January 26, 2026

Robert Henry Foundation Succ Tr Ua

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $11.5k (2024)

Expenses $13.2k (2024)

Total Assets $215k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$11.5k (2024)

Expenses

$13.2k (2024)

Total Assets

$215k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

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2022

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2021

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2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2005

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2002

Fiscal Year Ending Dec.
2001