Citizens & Southern for Mills Bee Lane

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 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 1 grants totaling $81K. Net investment income was $117K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.3M

+3.6% YoY

Annual Giving

$81K

+66.2% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$81K

+66.2% YoY

Under IRS private-foundation payout rules, Citizens & Southern for Mills Bee Lane reported a distributable amount of $89K for 2024 — the minimum it must pay out in qualifying distributions.

About Citizens & Southern for Mills Bee Lane

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Georgia $332K (100%)

States

Georgia

Cities

Atlanta

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,279,419	$1,235,371	$1,257,758
Revenue	$131,275	$44,481	$-29,392
Expenses	$101,352	$66,316	$98,223
Qualifying Distributions	$88,126	$55,107	$80,280
Net Investment Income	$117,346	$29,344	$14,286
Distributable Amount	$88,895	$66,725	$68,524

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Emory University ($81,079).

Recipient	Purpose	Amount
EMORY UNIVERSITY ATLANTA, GA	UNRESTRICTED GENERAL	$81,079

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$16,369

Frequently Asked Questions

How large is Citizens & Southern for Mills Bee Lane?

As of 2024, Citizens & Southern for Mills Bee Lane holds $1.3M in total assets with $131K in annual revenue. It awarded 1 grants totaling $81K in 2024.

Where does Citizens & Southern for Mills Bee Lane operate?

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

What size grants does Citizens & Southern for Mills Bee Lane award?

In 2024, Citizens & Southern for Mills Bee Lane awarded 1 grants totaling $81K — an average of about $81K per grant, based on its IRS Form 990 filings.

How much is Citizens & Southern for Mills Bee Lane required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Citizens & Southern for Mills Bee Lane reported a distributable amount of $89K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.