Fallin-Bates Charitable Trust
Fallin-Bates Charitable Trust is a private foundation, based in Birmingham, AL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.4M in total assets. In 2025, it awarded 3 grants totaling $74K. Net investment income was $96K.
Fallin-Bates Charitable Trust at a glance
In short: Fallin-Bates Charitable Trust gave $74K across 3 grants in 2025 (avg $25K), mostly in Georgia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $73,707
- +7.5% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $24,569
- +7.5% vs 2024
- Median grant
- $24,569
- Total assets
- $1,369,784
- +1.0% vs 2024
- Primary geography
- Georgia (67% 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 Fallin-Bates Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was American Heart Association Inc ($25K). Together the top 3 received $74K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
Cities
How Fallin-Bates Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−11%). Method
- In 2025 it paid out 97% 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 $69K (2024) to $83K (2022). In 2025 it made 3 grants totaling $74K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| American Heart Association Inc Dallas, TX | General Operating | $24,569 |
| Boy Scouts of America Flint River Griffin, GA | General Operating | $24,569 |
| Arthritis Foundation Atlanta, GA | General Operating | $24,569 |
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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 | $1,369,784 | $114,786 | $100,125 | $73,707 | 3 | $79,292 | $95,782 | $82,031 |
| 2024 | $1,356,056 | $116,486 | $94,034 | $68,592 | 3 | $74,047 | $98,066 | $79,160 |
| 2023 | $1,333,684 | $81,424 | $95,764 | $72,894 | 3 | $78,070 | $64,121 | $73,767 |
| 2022 | $1,348,346 | $-12,625 | $107,211 | $82,908 | 3 | $88,313 | $14,026 | $78,300 |
| 2021 | $1,468,575 | $130,794 | $99,516 | $74,163 | 3 | $79,811 | $111,699 | $88,555 |
| 2020 | $1,437,288 | $48,487 | $91,809 | $70,695 | 3 | — | $32,028 | $79,151 |
Under IRS private-foundation payout rules, Fallin-Bates Charitable Trust reported a distributable amount of $82K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Fallin-Bates 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
$20K (2020) → $23K (2025)
Former officers (1)
- Former: Regions Bank Trust Dept (2022–2023) — 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 $23K, to Regions Bank (Trustee).
Frequently asked questions about Fallin-Bates Charitable Trust
How much does Fallin-Bates Charitable Trust give each year?
Fallin-Bates Charitable Trust gave $74K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $69K across 3 grants.
What is Fallin-Bates Charitable Trust's typical grant size?
Fallin-Bates Charitable Trust's median grant in 2025 was $24,569, and its average grant was $24,569, across 3 grants on its 2025 IRS Form 990-PF.
Where does Fallin-Bates Charitable Trust give grants?
Fallin-Bates Charitable Trust gives mostly in Georgia: 67% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Texas (33%).
Does Fallin-Bates Charitable Trust give general operating support?
Yes: 100% of Fallin-Bates Charitable Trust's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Fallin-Bates Charitable Trust?
Fallin-Bates Charitable Trust reported $1.4M in total assets on its 2025 IRS Form 990-PF. It paid out $79K in qualifying distributions that year, against a required minimum of $82K (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 Fallin-Bates Charitable Trust's EIN?
Fallin-Bates Charitable Trust's EIN (Employer Identification Number) is 61-6605303. 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
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 6, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS August 29, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 22, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 30, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2020–2025
Live grants for the work Fallin-Bates Charitable Trust funds
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