John L Haglund Testamentary Trust
John L Haglund Testamentary Trust is a private foundation, based in Birmingham, AL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $879K in total assets. In 2025, it awarded 1 grant totaling $42K. Net investment income was $61K.
John L Haglund Testamentary Trust at a glance
In short: John L Haglund Testamentary Trust gave $42K across 1 grant in 2025 (avg $42K), mostly in Virginia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $42,198
- -13.2% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $42,198
- -13.2% vs 2024
- Median grant
- $42,198
- Total assets
- $878,915
- +1.5% vs 2024
- Primary geography
- Virginia (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who John L Haglund Testamentary Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was The Salvation Army ($42K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 4 grants of 5 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
Cities
How John L Haglund Testamentary Trust gives
- Giving fell 22% from 2022 to 2025. Method
- In 2025 it paid out 90% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $42K (2025) to $54K (2022). In 2025 it made 1 grant totaling $42K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Salvation Army Alexandria, VA | General Operating | $42,198 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $878,915 | $74,844 | $61,318 | $42,198 | 1 | $46,605 | $61,362 | $51,883 |
| 2024 | $866,108 | $69,782 | $66,705 | $48,621 | 1 | $52,984 | $56,586 | $50,924 |
| 2023 | $863,226 | $38,989 | $64,468 | $47,629 | 1 | $51,841 | $24,554 | $48,470 |
| 2022 | $888,775 | $14,539 | $75,205 | $54,307 | 1 | $58,716 | $11,512 | $52,038 |
| 2021 | $949,650 | $167,439 | $69,820 | $49,500 | 1 | $54,197 | $153,001 | $59,004 |
| 2020 | $851,963 | $88,276 | $66,002 | $47,414 | 1 | — | $75,464 | $53,836 |
Under IRS private-foundation payout rules, John L Haglund Testamentary Trust reported a distributable amount of $52K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
John L Haglund Testamentary Trust's only listed officer is Regions Bank, Trustee on filings since 2020 (compensated).
Officers on the 2025 filing
Regions Bank
Trustee
On filings since 2020
1 hr/week
$15K (2020) → $16K (2025)
Former officers (1)
- Former: Regions Bank Trust Dept (2021–2023) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $16K, to Regions Bank (Trustee).
Frequently asked questions about John L Haglund Testamentary Trust
How much does John L Haglund Testamentary Trust give each year?
John L Haglund Testamentary Trust gave $42K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $49K across 1 grant.
How large is John L Haglund Testamentary Trust?
John L Haglund Testamentary Trust reported $879K in total assets on its 2025 IRS Form 990-PF. It paid out $47K in qualifying distributions that year, against a required minimum of $52K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does John L Haglund Testamentary Trust operate?
John L Haglund Testamentary Trust has awarded grants in Texas, Virginia.
What is John L Haglund Testamentary Trust's EIN?
John L Haglund Testamentary Trust's EIN (Employer Identification Number) is 75-6534320. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 6, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 18, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 30, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 23, 2026)
- IRS filings on file for fiscal years 2020–2025
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