A Sigmund Weil Testamentary Trust

Private foundation · Grantmaker Montgomery, AL EIN: 63-6147448

A Sigmund Weil Testamentary Trust is a private foundation, based in Montgomery, AL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.6M in total assets. In 2025, it awarded 4 grants totaling $85K. Net investment income was $83K.

Key facts about A Sigmund Weil Testamentary Trust

In short: A Sigmund Weil Testamentary Trust gave $85K across 4 grants in 2025 (avg $21K), mostly in Alabama. Source: 2025 IRS Form 990-PF.

EIN
63-6147448
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$85,440
Grants made (2025)
4
Average grant
$21,360
Median grant
$21,360
Total assets
$1,581,050
Primary geography
Alabama (50% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.6M

-0.2% YoY

Annual Giving

$85K

+0.0% YoY

Grant Count

4

+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 $87K for 2025 — the minimum it must pay out in qualifying distributions.

How A Sigmund Weil Testamentary Trust gives

  • Giving held roughly steady from 2022 to 2025 (+2%). Method
  • In 2025 it paid out 98% 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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of 2025 grant dollars across all 4 itemized grants.

Cities

AtlantaAuburnJacksonvilleSelma

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K4 grants2020 4 grants2021 4 grants2022 4 grants2023 4 grants2024 4 grants2025

From 2020 to 2025, annual grant giving ranged from $84K (2022) to $85K (2025). In 2025 it made 4 grants totaling $85K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

Georgia Institute of Technology College of Engineering: $21KGeorgia Institute ofTechnology College of…$21KHarrison School of Pharmacy: $21KHarrison School of Pharmacy$21KSt Paul's Episcopal Church: $21KSt Paul's Episcopal Church$21KThe Most Worshipful Grand Lodge F & Am of Florida: $21KThe Most Worshipful GrandLodge F & Am of Florida$21K

The largest 2025 recipient was Georgia Institute of Technology College of Engineering ($21K). Together the top 4 received $85K.

Grant Size Distribution

20 grants across all recorded years

20<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 20 grants of 20 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Georgia Institute of Technology College of Engineering Atlanta, GAEducational$21,360
Harrison School of Pharmacy Auburn, ALEducational$21,360
St Paul's Episcopal Church Selma, ALReligious$21,360
The Most Worshipful Grand Lodge F & Am of Florida Jacksonville, FLCIVIC$21,360

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K$400K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,581,050$1,583,885$1,622,351
Revenue$109,651$77,843$282,266
Expenses$111,329$116,164$111,590
Qualifying Distributions$85,440$85,440$85,440
Net Investment Income$83,362$54,330$259,887
Distributable Amount$87,223$84,932$76,867

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

A Sigmund Weil Testamentary Trust's only listed officer is Regions Bank, Trustee on every filing since 2020 (compensated).

Officers on the 2025 filing

  • Regions Bank

    Trustee

    On filings since 2020

    0.5 hrs/week

    $20K (2020) → $24K (2025)

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

Regions Bank — Trustee: $24KRegions BankTrustee$24K

The highest reported compensation on the 2025 filing was $24K, to Regions Bank (Trustee).

Frequently asked questions about A Sigmund Weil Testamentary Trust

How much does A Sigmund Weil Testamentary Trust give each year?

A Sigmund Weil Testamentary Trust gave $85K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $85K across 4 grants.

What is A Sigmund Weil Testamentary Trust's typical grant size?

A Sigmund Weil Testamentary Trust's median grant in 2025 was $21,360, and its average grant was $21,360, across 4 grants on its 2025 IRS Form 990-PF.

Where does A Sigmund Weil Testamentary Trust give grants?

A Sigmund Weil Testamentary Trust gives mostly in Alabama: 50% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Georgia (25%) and Florida (25%).

Does A Sigmund Weil Testamentary Trust give general operating support?

Not in 2025: none of the 4 grants with a stated purpose on A Sigmund Weil Testamentary Trust's 2025 IRS Form 990-PF were described as general or operating support.

How large is A Sigmund Weil Testamentary Trust?

A Sigmund Weil Testamentary Trust reported $1.6M in total assets on its 2025 IRS Form 990-PF. It paid out $85K in qualifying distributions that year, against a required minimum of $87K (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.

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 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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