Citizens & Southern for Mills Bee Lane

Private foundation · Grantmaker Dallas, TX EIN: 58-6065280

Citizens & Southern for Mills Bee Lane is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.3M in total assets. In 2025, it awarded 1 grant totaling $70K. Net investment income was $132K.

Citizens & Southern for Mills Bee Lane at a glance

In short: Citizens & Southern for Mills Bee Lane gave $70K across 1 grant in 2025 (avg $70K), mostly in Georgia. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$69,893
-13.8% vs 2024
Grants made (2025)
1
+0.0% vs 2024
Average grant
$69,893
-13.8% vs 2024
Median grant
$69,893
Total assets
$1,331,884
+4.1% vs 2024
Primary geography
Georgia (100% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated September 2026.

Who Citizens & Southern for Mills Bee Lane funds

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Emory University: $70KEmory University$70K

The largest 2025 recipient was Emory University ($70K).

Grant Size Distribution

5 grants across all recorded years

1<$50K4$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $50–100K range: 4 grants of 5 (80%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

Atlanta

How Citizens & Southern for Mills Bee Lane gives

  • Giving held roughly steady from 2022 to 2025 (−5%). Method
  • In 2025 it paid out 99% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K1 grant2019 1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2019 to 2025, annual grant giving ranged from $49K (2023) to $81K (2024). In 2025 it made 1 grant totaling $70K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Emory University Atlanta, GAUnrestricted General$69,893
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$1,331,884$145,023$92,981$69,8931$77,327$131,680$77,838
2024$1,279,419$131,275$101,352$81,0791$88,126$117,346$88,895
2023$1,235,371$44,481$66,316$48,7741$55,107$29,344$66,725
2022$1,257,758$-29,392$98,223$73,6611$80,280$14,286$68,524
2021$1,385,342$289,230$86,334$64,4801$71,893$274,800$76,465
2020$1,170,975$108,819$83,144$64,4601—$97,995$65,304
2019$1,152,284$80,310$67,564$51,4641—$73,105$63,355

Under IRS private-foundation payout rules, Citizens & Southern for Mills Bee Lane reported a distributable amount of $78K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Citizens & Southern for Mills Bee Lane's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).

Officers on the 2025 filing

  • Bank Of America

    Trustee

    On filings since 2021

    1 hr/week

    $17K (2021) → $17K (2025)

Former officers (1)
  • Former: Bank Of America N A (2019–2020) — Trustee

Data from IRS Form 990 filings, 2019–2025. "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

Bank of America — Trustee: $17KBank of AmericaTrustee$17K

The highest reported compensation on the 2025 filing was $17K, to Bank of America (Trustee).

Frequently asked questions about Citizens & Southern for Mills Bee Lane

How much does Citizens & Southern for Mills Bee Lane give each year?

Citizens & Southern for Mills Bee Lane gave $70K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $81K across 1 grant.

How large is Citizens & Southern for Mills Bee Lane?

Citizens & Southern for Mills Bee Lane reported $1.3M in total assets on its 2025 IRS Form 990-PF. It paid out $77K in qualifying distributions that year, against a required minimum of $78K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

Where does Citizens & Southern for Mills Bee Lane operate?

Citizens & Southern for Mills Bee Lane has awarded grants in Georgia.

What is Citizens & Southern for Mills Bee Lane's EIN?

Citizens & Southern for Mills Bee Lane's EIN (Employer Identification Number) is 58-6065280. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Data update history

(7)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 2, 2025)
  2. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
  3. Added Form 990-PF for fiscal year 2019 (received by the IRS April 2, 2020)
  4. Updated Form 990-PF for fiscal year 2020 (received by the IRS March 26, 2021)
  5. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 19, 2022)
  6. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 26, 2023)
  7. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Citizens & Southern for Mills Bee Lane's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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