A Sigmund Weil Testamentary Trust

MONTGOMERY, AL EIN: 63-6147448

A Sigmund Weil Testamentary Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MONTGOMERY, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.6M in total assets. In 2024, it awarded 4 grants totaling $85K. Net investment income was $54K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.6M

-2.4% YoY

Annual Giving

$85K

+0.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$21K

+0.0% YoY

Under IRS private-foundation payout rules, A Sigmund Weil Testamentary Trust reported a distributable amount of $85K for 2024 — the minimum it must pay out in qualifying distributions.

About A Sigmund Weil Testamentary Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

Ready to take the next step with A Sigmund Weil Testamentary Trust?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Alabama $214K (50%)

Florida $107K (25%)

Georgia $105K (25%)

States

Alabama Florida Georgia

Cities

AtlantaAuburnJacksonvilleSelma

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,583,885	$1,622,351	$1,451,879
Revenue	$77,843	$282,266	$146,424
Expenses	$116,164	$111,590	$109,896
Qualifying Distributions	$85,440	$85,440	$83,660
Net Investment Income	$54,330	$259,887	$121,838
Distributable Amount	$84,932	$76,867	$79,461

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Grant Size Distribution

20 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Georgia Institute of Technology College of Engineering ($21,360), Harrison School of Pharmacy ($21,360), St Paul's Episcopal Church ($21,360).

Recipient	Purpose	Amount
GEORGIA INSTITUTE OF TECHNOLOGY COLLEGE OF ENGINEERING ATLANTA, GA	EDUCATIONAL	$21,360
HARRISON SCHOOL OF PHARMACY AUBURN, AL	EDUCATIONAL	$21,360
ST PAUL'S EPISCOPAL CHURCH SELMA, AL	RELIGIOUS	$21,360
THE MOST WORSHIPFUL GRAND LODGE F & AM OF FLORIDA JACKSONVILLE, FL	CIVIC	$21,360

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
REGIONS BANK	TRUSTEE	0.5	$23,391

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is A Sigmund Weil Testamentary Trust?

A Sigmund Weil Testamentary Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MONTGOMERY, AL. It holds $1.6M in total assets as of 2024.

How large is A Sigmund Weil Testamentary Trust?

As of 2024, A Sigmund Weil Testamentary Trust holds $1.6M in total assets with $78K in annual revenue. It awarded 4 grants totaling $85K in 2024.

Where does A Sigmund Weil Testamentary Trust operate?

A Sigmund Weil Testamentary Trust has awarded grants in Alabama, Florida, Georgia.

What size grants does A Sigmund Weil Testamentary Trust award?

In 2024, A Sigmund Weil Testamentary Trust awarded 4 grants totaling $85K — an average of about $21K per grant, based on its IRS Form 990 filings.

How much is A Sigmund Weil Testamentary Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, A Sigmund Weil Testamentary Trust reported a distributable amount of $85K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is A Sigmund Weil Testamentary Trust's EIN?

A Sigmund Weil Testamentary Trust's EIN (Employer Identification Number) is 63-6147448. IRS Form 990 filing data is available on this page for 2020–2024.