At Brightwell Trust

MONTGOMERY, AL EIN: 63-6019162

At Brightwell Trust is a private foundation, based in MONTGOMERY, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.7M in total assets. In 2024, it awarded 1 grants totaling $71K. Net investment income was $119K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.7M

+1.6% YoY

Annual Giving

$71K

-2.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$71K

-2.8% YoY

Under IRS private-foundation payout rules, At Brightwell Trust reported a distributable amount of $94K for 2024 — the minimum it must pay out in qualifying distributions.

About At Brightwell Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Georgia $366K (100%)

States

Georgia

Cities

Lexington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,652,191	$1,625,695	$1,610,624
Revenue	$128,639	$120,490	$163,349
Expenses	$102,140	$105,428	$114,436
Qualifying Distributions	$91,102	$92,876	$101,850
Net Investment Income	$118,538	$110,552	$153,555
Distributable Amount	$94,447	$90,367	$93,428

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include At Brightwell School ($71,335).

Recipient	Purpose	Amount
AT BRIGHTWELL SCHOOL LEXINGTON, GA	EDUCATIONAL	$71,335

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
REGIONS PRIVATE WEALTH MANAGEMENT	TRUSTEE	5	$25,657

Frequently Asked Questions

How large is At Brightwell Trust?

As of 2024, At Brightwell Trust holds $1.7M in total assets with $129K in annual revenue. It awarded 1 grants totaling $71K in 2024.

Where does At Brightwell Trust operate?

At Brightwell Trust has awarded grants in Georgia.

What size grants does At Brightwell Trust award?

In 2024, At Brightwell Trust awarded 1 grants totaling $71K — an average of about $71K per grant, based on its IRS Form 990 filings.

How much is At Brightwell Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, At Brightwell Trust reported a distributable amount of $94K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.