Charitable Trust UWO Ci Jones
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
Share of 2025 grant dollars across all 6 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
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
The largest 2025 recipient was Salvation Army ($10K). Together the top 6 received $50K.
Grant Size Distribution
30 grants across all recorded years
The most common grant size was under $50K: 30 grants of 30 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Salvation Army Alexandria, VA | General Operating | $10,000 |
| American Heart Association National St Petersburg, FL | General Operating | $10,000 |
| Cumberland Presbyterian Church Jasper, TN | General Operating | $10,000 |
| Oneal Comprehensive Cancer Center Birmingham, AL | General Operating | $10,000 |
| The Children's Hospital of Alabama Birmingham, AL | General Operating | $10,000 |
| Walker College Foundation Attn Ms Holly Jasper, AL | Scholarship | $100 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 6, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 6, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 30, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- 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
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.
Here's the math on researching Charitable Trust UWO Ci Jones by hand.
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