Private foundation (trust)EIN 726278911Est. 2004-01
LUCILLE S BEESON CHAR TR BOND MGMT
BIRMINGHAM, AL 35202
Total Assets
$227.9M
FY 2024
Annual Giving
$10.9M
FY 2024
Grants Made
15
FY 2024
Avg Grant
$730K
FY 2024
Grant Range
$229K–$1.2M
Typical
Deadlines
—
Applications
Focus Areas
Financial Snapshot
2024 filing
Total Revenue
$16.1M
Total Expenses
$12.5M
Qualifying Distributions
$11.2M
Distributable Amount
$11.1M
Min. Investment Return
$11.3M
Undistributed Income
$435K
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
15 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
5 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
68 grants
Grant Size Distribution
68 grants
Geographic Focus
2 states
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