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.

Key facts about Citizens & Southern for Mills Bee Lane

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.

EIN
58-6065280
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$69,893
Grants made (2025)
1
Average grant
$69,893
Median grant
$69,893
Total assets
$1,331,884
Primary geography
Georgia (100% 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

$1.3M

+4.1% YoY

Annual Giving

$70K

-13.8% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$70K

-13.8% YoY

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.

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.

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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

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.

Grant Insights

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%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Emory University Atlanta, GAUnrestricted General$69,893

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K$400K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,331,884$1,279,419$1,235,371
Revenue$145,023$131,275$44,481
Expenses$92,981$101,352$66,316
Qualifying Distributions$77,327$88,126$55,107
Net Investment Income$131,680$117,346$29,344
Distributable Amount$77,838$88,895$66,725

Data update history

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)

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.

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