Fallin-bates Charitable Trust
Fallin-bates Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BIRMINGHAM, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 3 grants totaling $69K. Net investment income was $98K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.4M
+1.7% YoY
Annual Giving
$69K
-5.9% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$23K
-5.9% YoY
Under IRS private-foundation payout rules, Fallin-bates Charitable Trust reported a distributable amount of $79K for 2024 — the minimum it must pay out in qualifying distributions.
About Fallin-bates Charitable Trust
Based on IRS filings
Fallin-bates Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BIRMINGHAM, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 3 grants totaling $69K. Net investment income was $98K.
Focus Areas
Ready to take the next step with Fallin-bates Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,356,056 | $1,333,684 | $1,348,346 |
| Revenue | $116,486 | $81,424 | $-12,625 |
| Expenses | $94,034 | $95,764 | $107,211 |
| Qualifying Distributions | $74,047 | $78,070 | $88,313 |
| Net Investment Income | $98,066 | $64,121 | $14,026 |
| Distributable Amount | $79,160 | $73,767 | $78,300 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
15 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include American Heart Association Inc ($22,864), Boy Scouts of America Flint River ($22,864), Arthritis Foundation ($22,864).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN HEART ASSOCIATION INC DALLAS, TX | GENERAL OPERATING | $22,864 |
| BOY SCOUTS OF AMERICA FLINT RIVER GRIFFIN, GA | GENERAL OPERATING | $22,864 |
| ARTHRITIS FOUNDATION ATLANTA, GA | GENERAL OPERATING | $22,864 |
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 | $22,274 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Fallin-bates Charitable Trust?
Fallin-bates Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BIRMINGHAM, AL. It holds $1.4M in total assets as of 2024.
How large is Fallin-bates Charitable Trust?
As of 2024, Fallin-bates Charitable Trust holds $1.4M in total assets with $116K in annual revenue. It awarded 3 grants totaling $69K in 2024.
Where does Fallin-bates Charitable Trust operate?
Fallin-bates Charitable Trust has awarded grants in Florida, Georgia, Texas.
What size grants does Fallin-bates Charitable Trust award?
In 2024, Fallin-bates Charitable Trust awarded 3 grants totaling $69K — an average of about $23K per grant, based on its IRS Form 990 filings.
How much is Fallin-bates Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Fallin-bates Charitable Trust reported a distributable amount of $79K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Fallin-bates 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.