Dwight M Beeson Charitable Trust

BIRMINGHAM, AL EIN: 63-6150745

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

BirminghamJacksonMontgomery

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$231K$462K$693K$924K20202021202220232024
Metric202420232022
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

$0$142K$284K$426K$568K4 grants20204 grants20214 grants20224 grants20234 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

BAPTIST HEALTH FOUNDATIO…$133KUNITED ABILITY INC$133KBOYS AND GIRLS RANCHES O…$133KTHE COMMUNITY FOUNDATION…$133K

Grant Size Distribution

20 grants across all recorded years

<$50K$50–100K20$100–250K$250–500K$500K–1M$1–5M$5M+

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).

RecipientPurposeAmount
BAPTIST HEALTH FOUNDATION INC JACKSON, MSGENERAL OPERATING$132,730
UNITED ABILITY INC BIRMINGHAM, ALGENERAL OPERATING$132,730
BOYS AND GIRLS RANCHES OF ALABAMA MONTGOMERY, ALGENERAL OPERATING$132,730
THE COMMUNITY FOUNDATION OF GREATER BIRM BIRMINGHAM, ALGENERAL OPERATING$132,730

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

REGIONS BANKTRUSTEE$68K

From 2024 filing

NameTitleHoursCompensation
REGIONS BANKTRUSTEE1$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.

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

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