Annie Sue Kelly Humphrey Memorial Trust % First National Bank

Analysis

Annie Sue Kelly Humphrey Memorial Trust % First National Bank is a registered charity in United States, based in Birmingham, AL. It received its IRS tax-exemption ruling in March 1977, 49 years ago. The IRS classifies it as a supporting organisation under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending December 2023, Annie Sue Kelly Humphrey Memorial Trust % First National Bank reported income of $100k and spending of $44k, leaving 55% of income unspent that year. Across the 5 years on record, from December 2019 to December 2023, income grew from $81k to $100k (+22%), an average of +5.1% a year. The sharpest change came in the year to December 2023, when income rose by 119%. Over the whole period it spent 131% of the income it received.

Among 72,936 United States charities whose main cause is other charitable purposes and that reported income, Annie Sue Kelly Humphrey Memorial Trust % First National Bank sits at the 36th percentile: it is larger than about 36% of them. Against every charity in United States with reported income it ranks in the 37th percentile, and in the 36th percentile within AL. Charities of a similar size with the same main cause include The Waljok Foundation ($100k), The Toccoa Orchestra Guild ($100k) and Academy of General Dentistry Foundation ($100k).

Compensation of current officers, directors and key employees was $19k (44% of expenses). At year end it held assets of $1.6m against liabilities of $0, net assets of $1.6m.