Charitable Trust Uwo Ci Jones

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 2024. As of 2024, the organization holds $835K in total assets. In 2024, it awarded 6 grants totaling $50K. Net investment income was $67K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$835K

+1.4% YoY

Annual Giving

$50K

+10.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$8K

+10.8% YoY

Under IRS private-foundation payout rules, Charitable Trust Uwo Ci Jones reported a distributable amount of $49K for 2024 — the minimum it must pay out in qualifying distributions.

About Charitable Trust Uwo Ci Jones

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Alabama $112K (48%)

Tennessee $47K (20%)

Georgia $47K (20%)

Florida $19K (8%)

Virginia $10K (4%)

States

Alabama Florida Georgia Tennessee Virginia

Cities

AlexandriaAtlantaBirminghamBriminghamJasperMariettaSouth BirminghamSt Petersburg

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$834,726	$822,801	$841,518
Revenue	$79,831	$42,097	$14,833
Expenses	$67,725	$60,846	$69,074
Qualifying Distributions	$53,145	$47,977	$52,886
Net Investment Income	$66,734	$28,877	$8,107
Distributable Amount	$49,374	$45,596	$48,232

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

Grant Size Distribution

30 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Salvation Army ($10,000), American Heart Association National ($10,000), Cumberland Presbyterian Church ($10,000).

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

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
REGIONS BANK	TRUSTEE	1	$15,087

Frequently Asked Questions

How large is Charitable Trust Uwo Ci Jones?

As of 2024, Charitable Trust Uwo Ci Jones holds $835K in total assets with $80K in annual revenue. It awarded 6 grants totaling $50K in 2024.

Where does Charitable Trust Uwo Ci Jones operate?

Charitable Trust Uwo Ci Jones has awarded grants in Alabama, Florida, Georgia, Tennessee, Virginia.

What size grants does Charitable Trust Uwo Ci Jones award?

In 2024, Charitable Trust Uwo Ci Jones awarded 6 grants totaling $50K — an average of about $8K per grant, based on its IRS Form 990 filings.

How much is Charitable Trust Uwo Ci Jones required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Charitable Trust Uwo Ci Jones reported a distributable amount of $49K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.