Charitable Trust UWO Ci Jones

Private foundation · Grantmaker Birmingham, AL EIN: 63-6153820

Charitable Trust UWO Ci Jones is a private foundation, based in Birmingham, AL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $841K in total assets. In 2025, it awarded 6 grants totaling $50K. Net investment income was $62K.

Key facts about Charitable Trust UWO Ci Jones

In short: Charitable Trust UWO Ci Jones gave $50K across 6 grants in 2025 (avg $8K), top state Alabama. Source: 2025 IRS Form 990-PF.

EIN
63-6153820
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$50,100
Grants made (2025)
6
Average grant
$8,350
Median grant
$10,000
Total assets
$840,690
Primary geography
Alabama (40% 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

$841K

+0.7% YoY

Annual Giving

$50K

+0.0% YoY

Grant Count

6

+0.0% YoY

Avg Grant Size

$8K

+0.0% YoY

Under IRS private-foundation payout rules, Charitable Trust UWO Ci Jones reported a distributable amount of $51K for 2025 — the minimum it must pay out in qualifying distributions.

How Charitable Trust UWO Ci Jones gives

  • Giving held roughly steady from 2022 to 2025 (+0%). Method
  • In 2025 it paid out 104% of its IRS minimum distribution (the 5% rule). 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

5states

Share of 2025 grant dollars across all 6 itemized grants.

Cities

JasperBirminghamMariettaSt PetersburgAlexandriaAtlantaSouth BirminghamBrimingham

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K6 grants2020 6 grants2021 6 grants2022 6 grants2023 6 grants2024 6 grants2025

From 2020 to 2025, annual grant giving ranged from $43K (2020) to $50K (2025). In 2025 it made 6 grants totaling $50K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2025

Salvation Army: $10KSalvation Army$10KAmerican Heart Association National: $10KAmerican Heart AssociationNational$10KCumberland Presbyterian Church: $10KCumberland Presbyterian Church$10KOneal Comprehensive Cancer Center: $10KOneal Comprehensive CancerCenter$10KThe Children's Hospital of Alabama: $10KThe Children's Hospital ofAlabama$10KWalker College Foundation Attn Ms Holly: $100Walker College Foundation AttnMs Holly$100

The largest 2025 recipient was Salvation Army ($10K). Together the top 6 received $50K.

Grant Size Distribution

30 grants across all recorded years

30<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 30 grants of 30 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Salvation Army Alexandria, VAGeneral Operating$10,000
American Heart Association National St Petersburg, FLGeneral Operating$10,000
Cumberland Presbyterian Church Jasper, TNGeneral Operating$10,000
Oneal Comprehensive Cancer Center Birmingham, ALGeneral Operating$10,000
The Children's Hospital of Alabama Birmingham, ALGeneral Operating$10,000
Walker College Foundation Attn Ms Holly Jasper, ALScholarship$100

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$840,690$834,726$822,801
Revenue$75,968$79,831$42,097
Expenses$68,922$67,725$60,846
Qualifying Distributions$53,234$53,145$47,977
Net Investment Income$62,305$66,734$28,877
Distributable Amount$51,054$49,374$45,596

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 6, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 6, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 30, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
  7. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Officers and directors from IRS filings

Charitable Trust UWO Ci Jones's only listed officer is Regions Bank, Trustee on filings since 2020 (compensated).

Officers on the 2025 filing

  • Regions Bank

    Trustee

    On filings since 2020

    1 hr/week

    $13K (2020) → $16K (2025)

Former officers (1)
  • Former: Regions Bank Trust Dept (2021–2023) — Trustee

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: $16KRegions BankTrustee$16K

The highest reported compensation on the 2025 filing was $16K, to Regions Bank (Trustee).

Frequently asked questions about Charitable Trust UWO Ci Jones

How much does Charitable Trust UWO Ci Jones give each year?

Charitable Trust UWO Ci Jones gave $50K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $50K across 6 grants.

What is Charitable Trust UWO Ci Jones's typical grant size?

Charitable Trust UWO Ci Jones's median grant in 2025 was $10,000, and its average grant was $8,350, across 6 grants on its 2025 IRS Form 990-PF.

Where does Charitable Trust UWO Ci Jones give grants?

Charitable Trust UWO Ci Jones's top state is Alabama, with 40% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Virginia (20%) and Florida (20%). The most frequent recipient cities were Birmingham, AL (2 grants).

Does Charitable Trust UWO Ci Jones give general operating support?

Yes: 83% of Charitable Trust UWO Ci Jones's 2025 grants with a stated purpose (5 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Charitable Trust UWO Ci Jones's largest grantees?

Charitable Trust UWO Ci Jones's largest 2025 grantees include Salvation Army ($10,000), American Heart Association National ($10,000) and Cumberland Presbyterian Church ($10,000), according to its 2025 IRS Form 990-PF. Together they received 60% of its itemized 2025 grant dollars.

How large is Charitable Trust UWO Ci Jones?

Charitable Trust UWO Ci Jones reported $841K in total assets on its 2025 IRS Form 990-PF. It paid out $53K in qualifying distributions that year, against a required minimum of $51K (roughly 5% of its investment assets).

What is Charitable Trust UWO Ci Jones's EIN?

Charitable Trust UWO Ci Jones's EIN (Employer Identification Number) is 63-6153820. 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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