Private foundation (trust)EIN 826433110Est. 2018-01

THE MILESTONE FUND

BIRMINGHAM, AL 35202

Total Assets

$2.5M

FY 2023

Annual Giving

$132K

FY 2023

Grants Made

13

FY 2023

Avg Grant

$10K

FY 2023

Grant Range

$2K–$35K

Typical

Deadlines

Applications

Focus Areas

PhilanthropyVoluntarism & Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$308K

Total Expenses

$141K

Qualifying Distributions

$138K

Distributable Amount

$118K

Min. Investment Return

$123K

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

13 grants

Grant sizes from minimum $2K through median $5K to maximum $35K, 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 2018 to 2023. Peak $132K in 2023. Hover bars for details.

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

Top Recipients

61 grants

UNITED WAY OF CENTRAL AL
$130K
5 grants
CHILDREN'S HOSPITAL FOUNDATION
$105K
5 grants
COMMUNITY FOUNDATION OF GREATER BIR
$65K
5 grants
WOODLAWN FOUNDATION
$60K
5 grants
HIGHLANDS SCHOOL
$55K
5 grants
UAB COMPREHENSIVE CANCER CENTER
$45K
5 grants
INDIAN SPRINGS SCHOOL
$23K
4 grants
BIRMINGHAM CIVIL RIGHTS INSTITUTE
$20K
4 grants

Grant Size Distribution

61 grants

<$10K
45
grants
$10–50K
16
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

2 states

Alabama
$601K
98% of total
Illinois
$10K
2% of total

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THE MILESTONE FUND — Grants, Financials & Contact | Grantivo