Civic Intelligence

Fred L and Ann Dodson Krone Trust

EIN 71-6108014 • Birmingham, AL

P O Box 11647Birmingham, AL 35202
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Liabilities

-

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Net Assets

-

No earlier filing loaded for comparison.

Operations

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Trend Graphs

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Operations Trend

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

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Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Apr 29, 2026
Return Version
2025v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$8,893-$8,893
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFIRST PRESBYTERIAN CHURCHGENERAL OPERATING-HOT SPRINGS, AR, US$37,317
Filing and Contact Details

Filer

Filer Name
Fred L and Ann Dodson Krone Trust
EIN
71-6108014
Phone
2058203141
Address
P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2058203141
Signed
2026-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
4300 E CAMELBACK ROAD STE 475, PHOENIX, AZ 85018
Preparer
Jeffrey E Kuhlin
Phone
4123556000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1253132DP6F0 FR SD2670 3.5% 01 JU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt126693475105 PNC FINL SVCS GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt127872590104 T -MOBILE US INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12891282CHJ3 US TREASURY N/B 3.75
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt129921910501 VANGUARD WORLD FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13098389B100 XCEL ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt131NF0013559 MINERAL AUDIT ASSET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt132SM8732960 TEXAS NRRE OIL AND G
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13300287Y109 ABBVIE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13400770X675 PZENA EMERG MKTS VAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13500771X419 GQG PART EMERG MKTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt136020002101 ALLSTATE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13704314H568 ARTISAN PARTNERS FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13809290D101 BLACKROCK INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13917327CAT0 CITIGROUP INC 4.542%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14026441CCC7 DUKE ENERGY CORP 4.8
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1413140XLJA7 FN FS4756 2.5% 01 AU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt142316773100 FIFTH THIRD BANCORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt143373334KV2 GEORGIA POWER CO 5.0
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt144437076DB5 HOME DEPOT INC 4.875
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt145464287309 ISHARES TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14649271V100 KEURIG DR PEPPER INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14752472T718 BRNDYWNGLBL HIGH YLD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt148539830109 LOCKHEED MARTIN CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt149579780206 MC CORMICK & CO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt150595017104 MICROCHIP TECHNOLOGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15161747YFU4 MORGAN STANLEY 4.654
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15268389XCS2 ORACLE CORP 4.2% 27
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt153822905AF2 SHELL FINANCE US INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15491282CFW6 US TREASURY N/B 4.5%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15591282CHT1 US TREASURY N/B 3.87
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15691282CJW2 US TREASURY N/B 4% 3
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt157921943858 VANGUARD TAX-MANAGED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt158G87052109 TE CONNECTIVITY PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt159023135CV6 AMAZON.COM INC 4.65%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16003040WBF1 AMERICAN WATER CAPIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt161060505104 BANK AMER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16211135F101 BROADCOM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt163126408103 CSX CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16413645RBJ2 CANADIAN PACIFIC RAI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt165166756BK1 CHEVRON USA INC 4.5%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt166254687106 DISNEY WALT CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt167256677105 DOLLAR GEN CORP NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1683132DUWW3 FR SD6961 5% 01 NOV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt169418056107 HASBRO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17063743HFX5 NATIONAL RURAL UTIL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt171693390882 PIMCO FDS PAC INVT M
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt172717081FE8 PFIZER INC 4.5% 15 N
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt173824348BV7 SHERWIN WILLIAMS CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt174844741BL1 SOUTHWEST AIRLINES C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt175969457CS7 WILLIAMS COMPANIES I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt176G1151C101 ACCENTURE PLC-CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt177G54950103 LINDE PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01217
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13849
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt23992
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3780
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt43111
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt53713
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt113982
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt121524
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt131166
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt143297
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15655
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16711
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