William Baldwin Yung Charitable Trust

EIN 61-6662338 • Montgomery, AL

PO Box 2450Montgomery, AL 36102

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$25M-$50M nonprofits • Source year 2024

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$25M-$50M nonprofits • Source year 2024

-89%

Higher net margin than 4% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

$255,546

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 28.5% of source-year revenue.

$25M-$50M nonprofits • Source year 2024

-2.7%

Faster asset growth than 19% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

10%

Faster revenue growth than 54% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets15th percentile

Assets

Down

$28,806,522

Down $797,593 (-2.7%) from 2023

Liabilities

Flat

Flat from 2023

Net Assets

Down

$28,806,522

Down $797,593 (-2.7%) from 2023

Operations

Liabilities / Revenue16th percentile Net Margin4th percentile

Revenue

$895,295

Up $83,076 (+10%) from 2023

Expenses

$1,692,888

Up $66,035 (+4.1%) from 2023

Net Income

-$797,593

Up $17,041 (+2.1%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth19th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

Highlighted filing

2024

Assets$28,806,522

Liabilities$0

Net Assets$28,806,522

Open 2024 Filing

Operations Trend

Revenue Growth54th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

Highlighted filing

2024

Revenue$895,295

Expenses$1,692,888

Net Income-$797,593

Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $28,806,522
Liabilities: $0
Net assets: $28,806,522
Revenue: $895,295
Expenses: $1,692,888
Net income: -$797,593

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$28.8	$0.00	$28.8	$0.90	$1.69	$0.80
2023Detailed filing. Detailed filing data is available for this year.	$29.6	$0.00	$29.6	$0.81	$1.63	$0.81
2022Detailed filing. Detailed filing data is available for this year.	$30.4	$0.01	$30.4	$0.35	$0.93	$0.58

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2024 to Dec 31, 2024
Signed: May 9, 2025
Return Version: 2024v5.1

Compensation and Service Providers

Top Officer Pay57th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
REGIONS BANK	Trustee	-	$255,546	-	$255,546

Filing and Contact Details

Filer

Filer Name: William Baldwin Yung Charitable Trust
EIN: 61-6662338
Phone: 3342306103
Address: PO BOX 2450, MONTGOMERY, AL 36102

Signing Officer

Name: Regions Bank
Title: Trustee
Phone: 3342306103
Signed: 2025-05-09
Discuss with paid preparer: Yes

Preparer

Firm: Jackson Thornton & Co Pc
Address: PO BOX 96, MONTGOMERY, AL 36101-0096
Preparer: Amy S Pugh
Phone: 3348347660

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	1380086
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	1380086
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	1512119
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	1380086
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	1512119
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	1380086
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	AMORTIZATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	41688
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	81
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	41688
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	81
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	2869
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	MISCELLANEOUS INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	2869
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	2869
TaxesSchedule/TaxesDetail/Amt	0	114
TaxesSchedule/TaxesDetail/Amt	1	12866
TaxesSchedule/TaxesDetail/Amt	2	107
TaxesSchedule/TaxesDetail/CategoryTxt	0	AD VALOREM TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	1	FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	2	990-PF 4TH QTR ESTIMATE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	2	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	114
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	12866
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	2	0
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	REGIONS BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	3342306103
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	WILLIAM BALDWIN YUNG CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	WILL
ReturnHeader/Filer/EIN	0	616662338
ReturnHeader/Filer/PhoneNum	0	3342306103
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 2450
ReturnHeader/Filer/USAddress/CityNm	0	MONTGOMERY
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	AL
ReturnHeader/Filer/USAddress/ZIPCd	0	36102
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	0
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	631035228
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	JACKSON THORNTON & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	PO BOX 96
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	MONTGOMERY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	361010096
ReturnHeader/PreparerPersonGrp/PhoneNum	0	3348347660
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2025-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	AMY S PUGH
ReturnHeader/ReturnTs	0	2025-05-12T10:58:59-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-01-01
ReturnHeader/TaxPeriodEndDt	0	2024-12-31
ReturnHeader/TaxYr	0	2024

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