Benjamin & Roberta Russell

ALEXANDER CITY, AL EIN: 63-0393126

The Benjamin & Roberta Russell Educational & Charitable Foundation is a private foundation based in Alexander City, Alabama. Incorporated in 1944, the foundation has been tax-exempt since August 1945. It operates as a 501(c)(3) organization with a focus on educational, charitable, and philanthropic activities.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$14.0M

-1.6% YoY

Annual Giving

$864K

+7.1% YoY

Grant Count

30

-11.8% YoY

Avg Grant Size

$29K

+21.4% YoY

Under IRS private-foundation payout rules, Benjamin & Roberta Russell reported a distributable amount of $843K for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation's stated purpose is giving for higher and public education, youth programs, and hospital support. Primary funding focus areas include:

  • Education
  • Philanthropy, Voluntarism & Grantmaking
  • Human Services
  • Animal welfare and rescue

Grantmaking

The foundation made 31 grants in 2023, with total giving of $863,858 in 2024. Typical grant awards range from $1,500 to $175,000.

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Geographic Focus

Where this funder awards grants

The foundation primarily funds organizations in Alabama and Oklahoma.

Grant Distribution by State

6states

Cities

Alexander CityAmericusAuburnBirminghamDadevilleFairfieldFlorenceFrankfortHooverHuntsvilleJacksons GapJacksonvilleLexingtonLivingstonLynchburgMiamiMobileMontevalloMontgomeryMount Berry

Financial History

Multi-year comparison from IRS filings

As of 2024:

  • Total Assets: $14,030,994
  • Total Giving: $863,858
  • Total Expenses: $970,000
  • Total Revenue: $745,000
  • Total Liabilities: $0

As of 2023:

  • Total Assets: $14,255,548
  • Total Expenses: $910,320
  • Total Revenue: $280,701
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$296K$593K$889K$1M20202021202220232024
Metric202420232022
Total Assets$14,030,994$14,255,548$14,885,167
Revenue$745,396$280,701$400,836
Expenses$969,950$910,320$958,572
Qualifying Distributions$863,858$806,500$825,550
Net Investment Income$658,156$379,428$307,646
Distributable Amount$843,429$789,865$820,882

Giving Over Time

Total grant dollars and number of grants per year

$0$216K$432K$648K$864K28 grants202031 grants202135 grants202234 grants202330 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

RUSSELL HOSPITAL FOUNDAT…$175KALEXANDER CITY BOARD OF …$163KAUBURN UNIVERSITY$111KCHILDRENS HARBOR INC$110KUNIVERSITY OF ALABAMA$46KARISE INC$40KBENJAMIN RUSSELL HIGH SC…$31KTROY UNIVERSITY$22KUNIVERSITY OF ALABAMA-BI…$18KCAMP ASSCA$15K

Grant Size Distribution

158 grants across all recorded years

137<$50K5$50–100K16$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Russell Hospital Foundation Inc ($175,000), Alexander City Board of Education ($162,858), Auburn University ($111,000).

RecipientPurposeAmount
ALEXANDER CITY BOARD OF EDUCATION ALEXANDER CITY, ALCONTRIBUTION$162,858
ALEXANDER CITY MEALS ON WHEELS ALEXANDER CITY, ALCONTRIBUTION$10,000
ARISE INC ALEXANDER CITY, ALCONTRIBUTION$40,000
BACKPACK BUDDIES INC ALEXANDER CITY, ALCONTRIBUTION$10,000
BENJAMIN RUSSELL HIGH SCHOOL ALEXANDER CITY, ALCONTRIBUTION$31,000
CAMP ASSCA JACKSONS GAP, ALCONTRIBUTION$15,000
CHILDRENS HARBOR INC ALEXANDER CITY, ALCONTRIBUTION$110,000
COOSA COUNTY DEPT OF HUMAN RESOURCE ROCKFORD, ALCONTRIBUTION$5,000
JIM PEARSON ELEMENTARY SCHOOL ALEXANDER CITY, ALCONTRIBUTION$3,000
LAKE MARTIN HUMANE SOCIETY ALEXANDER CITY, ALCONTRIBUTION$15,000

Leadership & Key People

Leadership team and compensation from IRS filings

  • Benjamin Russell (Trustee)
  • Adelia R Hendrix (Treasurer)
  • Julia Goree (Trustee)

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
BENJAMIN HENDRIXDIRECTOR
ADELIA R HENDRIXTREASURER
JULIA GOREESECRETARY
EARL C BAUMGARDNERPRESIDENT
EC GWALTNEY IIIDIRECTOR

Contact Information

  • Address: PO Box 369, Alexander City, AL 35011-0369
  • Telephone: 334-332-6213

Frequently Asked Questions

What does Benjamin & Roberta Russell fund?

The foundation's stated purpose is giving for higher and public education, youth programs, and hospital support. Primary funding focus areas include: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services • Animal welfare and rescue

How do I apply for a grant from Benjamin & Roberta Russell?

**Grant Activity:** The foundation made 31 grants in 2023, with total giving of $863,858 in 2024. Typical grant awards range from $1,500 to $175,000. **Recent Grants (2023):** • Russell Hospital Foundation: $157,000 • Area Referral and Information Service for the Elderly: $40,000 • Lake Martin Humane Society: $13,500 • Main Street Alexander City: $7,500 • Psi Chi - Auburn University at Montgomery: $3,000

Where does Benjamin & Roberta Russell make grants?

The foundation primarily funds organizations in Alabama and Oklahoma.

What size grants does Benjamin & Roberta Russell award?

In 2024, Benjamin & Roberta Russell awarded 30 grants totaling $864K — an average of about $29K per grant, based on its IRS Form 990 filings.

How much is Benjamin & Roberta Russell required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Benjamin & Roberta Russell reported a distributable amount of $843K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Benjamin & Roberta Russell's EIN?

Benjamin & Roberta Russell's EIN (Employer Identification Number) is 63-0393126. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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