Angelica Muns Charitable Trust

Private foundation · Grantmaker Birmingham, AL EIN: 61-6377307

Angelica Muns Charitable Trust is a private foundation, based in Birmingham, AL. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $692K in total assets. In 2026, it awarded 1 grant totaling $34K. Net investment income was $23K.

Key facts about Angelica Muns Charitable Trust

In short: Angelica Muns Charitable Trust gave $34K across 1 grant in 2026 (avg $34K), mostly in Florida. Source: 2026 IRS Form 990-PF.

EIN
61-6377307
Latest 990 filing
Form 990-PF, 2026
Annual giving (2026)
$34,049
Grants made (2026)
1
Average grant
$34,049
Median grant
$34,049
Total assets
$692,291
Primary geography
Florida (100% of itemized 2026 grant dollars)

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

Financial Overview

From 2026 IRS Form 990-PF · View filing

Total Assets

$692K

-2.2% YoY

Annual Giving

$34K

+3.0% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$34K

+3.0% YoY

Under IRS private-foundation payout rules, Angelica Muns Charitable Trust reported a distributable amount of $39K for 2026 — the minimum it must pay out in qualifying distributions.

How Angelica Muns Charitable Trust gives

  • Giving held roughly steady from 2023 to 2026 (−13%). Method
  • In 2026 it paid out 95% 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

1state

Share of the 2026 grant dollars on its one itemized grant.

States

Cities

Ocala

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025 1 grant2026

From 2021 to 2026, annual grant giving ranged from $33K (2025) to $39K (2023). In 2026 it made 1 grant totaling $34K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2026

The Community Foundation for: $34KThe Community Foundation for$34K

The largest 2026 recipient was The Community Foundation for ($34K).

Grant Size Distribution

5 grants across all recorded years

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

The most common grant size was under $50K: 5 grants of 5 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
The Community Foundation for Ocala, FLGeneral Operating$34,049

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K$80K2021 2022 2023 2024 2025 2026
Metric202620252024
Total Assets$692,291$707,809$693,873
Revenue$33,062$60,653$11,170
Expenses$48,561$46,298$46,510
Qualifying Distributions$37,456$36,376$37,177
Net Investment Income$23,130$51,023$17,827
Distributable Amount$39,288$37,369$36,277

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2026 (received by the IRS July 31, 2026)
  2. IRS filings on file for fiscal years 2021–2025

Leadership & Key People

Officers and directors from IRS filings

Angelica Muns Charitable Trust's only listed officer is Regions Bank, Trustee on every filing since 2021 (compensated).

Officers on the 2026 filing

  • Regions Bank

    Trustee

    On filings since 2021

    1 hr/week

    $12K (2021) → $12K (2026)

Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2026 IRS filing

Regions Bank — Trustee: $12KRegions BankTrustee$12K

The highest reported compensation on the 2026 filing was $12K, to Regions Bank (Trustee).

Frequently asked questions about Angelica Muns Charitable Trust

How much does Angelica Muns Charitable Trust give each year?

Angelica Muns Charitable Trust gave $34K across 1 grant in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $33K across 1 grant.

How large is Angelica Muns Charitable Trust?

Angelica Muns Charitable Trust reported $692K in total assets on its 2026 IRS Form 990-PF. It paid out $37K in qualifying distributions that year, against a required minimum of $39K (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.

Where does Angelica Muns Charitable Trust operate?

Angelica Muns Charitable Trust has awarded grants in Florida.

What is Angelica Muns Charitable Trust's EIN?

Angelica Muns Charitable Trust's EIN (Employer Identification Number) is 61-6377307. IRS Form 990 filing data is available on this page for 2021–2026.

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

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