Funder DirectoryLUCILLE S BEESON CHAR TR BOND MGMT
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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

PhilanthropyVoluntarism & Grantmaking Foundations

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 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

15 grants

Grant sizes from minimum $229K through median $566K to maximum $1.2M, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2020 to 2024. Peak $11.6M in 2021. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

68 grants

UNITED ABILITY INC
$5.7M
5 grants
JIMMIE HALE MISSION
$5.7M
5 grants
CANTERBURY UNITED METHODIST CHURCH
$3.4M
3 grants
SALVATION ARMY
$3.4M
3 grants
GATEWAY FAMILY AND CHILD SERVICES
$3.4M
3 grants
BOYS AND GIRLS RANCHES OF ALABAMA
$3.4M
3 grants
BAPTIST HEALTH FOUNDATION INC
$3.4M
4 grants
THE SALVATION ARMY
$2.3M
2 grants

Grant Size Distribution

68 grants

<$10K
$10–50K
$50–250K
4
grants
$250K–1M
30
grants
$1–5M
34
grants
$5M+

Geographic Focus

2 states

Alabama
$52.8M
99% of total
Mississippi
$595K
1% of total

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LUCILLE S BEESON CHAR TR BOND MGMT — Grants, Financials & Contact | Grantivo