Dwight M Beeson Charitable Trust
Dwight M Beeson Charitable Trust is a private foundation focused on Health, based in BIRMINGHAM, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $9.4M in total assets. In 2024, it awarded 4 grants totaling $531K. Net investment income was $643K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$9.4M
+1.0% YoY
Annual Giving
$531K
+8.0% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$133K
+8.0% YoY
Under IRS private-foundation payout rules, Dwight M Beeson Charitable Trust reported a distributable amount of $532K for 2024 — the minimum it must pay out in qualifying distributions.
About Dwight M Beeson Charitable Trust
Based on IRS filings
Dwight M Beeson Charitable Trust is a private foundation focused on Health, based in BIRMINGHAM, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $9.4M in total assets. In 2024, it awarded 4 grants totaling $531K. Net investment income was $643K.
Ready to take the next step with Dwight M Beeson Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $9,352,758 | $9,263,274 | $9,441,551 |
| Revenue | $709,021 | $397,562 | $300,075 |
| Expenses | $615,075 | $570,850 | $587,675 |
| Qualifying Distributions | $544,514 | $504,378 | $518,720 |
| Net Investment Income | $643,432 | $335,274 | $237,455 |
| Distributable Amount | $531,838 | $498,632 | $515,474 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
20 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Baptist Health Foundation Inc ($132,730), United Ability Inc ($132,730), Boys and Girls Ranches of Alabama ($132,730).
| Recipient | Purpose | Amount |
|---|---|---|
| BAPTIST HEALTH FOUNDATION INC JACKSON, MS | GENERAL OPERATING | $132,730 |
| UNITED ABILITY INC BIRMINGHAM, AL | GENERAL OPERATING | $132,730 |
| BOYS AND GIRLS RANCHES OF ALABAMA MONTGOMERY, AL | GENERAL OPERATING | $132,730 |
| THE COMMUNITY FOUNDATION OF GREATER BIRM BIRMINGHAM, AL | GENERAL OPERATING | $132,730 |
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 | $67,971 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Dwight M Beeson Charitable Trust?
Dwight M Beeson Charitable Trust is a private foundation focused on Health, based in BIRMINGHAM, AL. It holds $9.4M in total assets as of 2024.
How large is Dwight M Beeson Charitable Trust?
As of 2024, Dwight M Beeson Charitable Trust holds $9.4M in total assets with $709K in annual revenue. It awarded 4 grants totaling $531K in 2024.
Where does Dwight M Beeson Charitable Trust operate?
Dwight M Beeson Charitable Trust has awarded grants in Alabama, Mississippi.
What size grants does Dwight M Beeson Charitable Trust award?
In 2024, Dwight M Beeson Charitable Trust awarded 4 grants totaling $531K — an average of about $133K per grant, based on its IRS Form 990 filings.
How much is Dwight M Beeson Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Dwight M Beeson Charitable Trust reported a distributable amount of $532K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Dwight M Beeson Charitable Trust's EIN?
Dwight M Beeson Charitable Trust's EIN (Employer Identification Number) is 63-6150745. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Dwight M Beeson Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.