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 2025. As of 2025, the organization holds $9.5M in total assets. In 2025, it awarded 4 grants totaling $521K. Net investment income was $731K.
Dwight M Beeson Charitable Trust at a glance
In short: Dwight M Beeson Charitable Trust gave $521K across 4 grants in 2025 (avg $130K), mostly in Alabama. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $521,332
- -1.8% vs 2024
- Grants made (2025)
- 4
- +0.0% vs 2024
- Average grant
- $130,333
- -1.8% vs 2024
- Median grant
- $130,333
- Total assets
- $9,523,387
- +1.8% vs 2024
- Primary geography
- Alabama (75% 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 Dwight M Beeson Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Baptist Health Foundation Inc ($130K). Together the top 4 received $521K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was in the $100–250K range: 20 grants of 20 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
How Dwight M Beeson Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (+3%). 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
From 2020 to 2025, annual grant giving ranged from $492K (2023) to $568K (2021). In 2025 it made 4 grants totaling $521K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Baptist Health Foundation Inc Jackson, MS | General Operating | $130,333 |
| United Ability Inc Birmingham, AL | General Operating | $130,333 |
| Boys and Girls Ranches of Alabama Montgomery, AL | General Operating | $130,333 |
| The Community Foundation of Greater Birm Birmingham, AL | General Operating | $130,333 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $9,523,387 | $798,307 | $620,919 | $521,332 | 4 | $540,804 | $730,972 | $543,819 |
| 2024 | $9,352,758 | $709,021 | $615,075 | $530,920 | 4 | $544,514 | $643,432 | $531,838 |
| 2023 | $9,263,274 | $397,562 | $570,850 | $491,768 | 4 | $504,378 | $335,274 | $498,632 |
| 2022 | $9,441,551 | $300,075 | $587,675 | $505,732 | 4 | $518,720 | $237,455 | $515,474 |
| 2021 | $9,733,163 | $839,569 | $650,045 | $567,592 | 4 | $581,804 | $760,341 | $567,030 |
| 2020 | $9,545,347 | $351,877 | $602,986 | $503,272 | 4 | — | $293,058 | $508,949 |
Under IRS private-foundation payout rules, Dwight M Beeson Charitable Trust reported a distributable amount of $544K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Dwight M Beeson Charitable Trust's only listed officer is Regions Bank, Trustee on filings since 2020 (compensated).
Officers on the 2025 filing
Regions Bank
Trustee
On filings since 2020
1 hr/week
$64K (2020) → $70K (2025)
Former officers (1)
- Former: Regions Bank Trust Dept (2021–2023) — Trustee
Data from IRS Form 990 filings, 2020–2025. "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
The highest reported compensation on the 2025 filing was $70K, to Regions Bank (Trustee).
Frequently asked questions about Dwight M Beeson Charitable Trust
How much does Dwight M Beeson Charitable Trust give each year?
Dwight M Beeson Charitable Trust gave $521K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $531K across 4 grants.
What is Dwight M Beeson Charitable Trust's typical grant size?
Dwight M Beeson Charitable Trust's median grant in 2025 was $130,333, and its average grant was $130,333, across 4 grants on its 2025 IRS Form 990-PF.
Where does Dwight M Beeson Charitable Trust give grants?
Dwight M Beeson Charitable Trust gives mostly in Alabama: 75% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Mississippi (25%). The most frequent recipient cities were Birmingham, AL (2 grants).
Does Dwight M Beeson Charitable Trust give general operating support?
Yes: 100% of Dwight M Beeson Charitable Trust's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Dwight M Beeson Charitable Trust?
Dwight M Beeson Charitable Trust reported $9.5M in total assets on its 2025 IRS Form 990-PF. It paid out $541K in qualifying distributions that year, against a required minimum of $544K (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.
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 $9.5M in total assets as of 2025.
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
- IRS filings on file for fiscal years 2020–2024
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