Fallin-Bates Charitable Trust

Private foundation · Grantmaker Birmingham, AL EIN: 61-6605303

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.

Key facts about Fallin-Bates Charitable Trust

In short: Fallin-Bates Charitable Trust gave $74K across 3 grants in 2025 (avg $25K), mostly in Georgia. Source: 2025 IRS Form 990-PF.

EIN
61-6605303
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$73,707
Grants made (2025)
3
Average grant
$24,569
Median grant
$24,569
Total assets
$1,369,784
Primary geography
Georgia (67% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.4M

+1.0% YoY

Annual Giving

$74K

+7.5% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$25K

+7.5% YoY

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.

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of 2025 grant dollars across all 3 itemized grants.

Cities

AtlantaGriffinDallasSt Petersburg

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K3 grants2020 3 grants2021 3 grants2022 3 grants2023 3 grants2024 3 grants2025

From 2020 to 2025, annual grant giving ranged from $69K (2024) to $83K (2022). In 2025 it made 3 grants totaling $74K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

American Heart Association Inc: $25KAmerican Heart Association Inc$25KBoy Scouts of America Flint River: $25KBoy Scouts of America FlintRiver$25KArthritis Foundation: $25KArthritis Foundation$25K

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

15<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 15 grants of 15 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
American Heart Association Inc Dallas, TXGeneral Operating$24,569
Boy Scouts of America Flint River Griffin, GAGeneral Operating$24,569
Arthritis Foundation Atlanta, GAGeneral Operating$24,569

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,369,784$1,356,056$1,333,684
Revenue$114,786$116,486$81,424
Expenses$100,125$94,034$95,764
Qualifying Distributions$79,292$74,047$78,070
Net Investment Income$95,782$98,066$64,121
Distributable Amount$82,031$79,160$73,767

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 6, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS August 29, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 22, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 30, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
  7. IRS filings on file for fiscal years 2020–2025

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

Regions Bank — Trustee: $23KRegions BankTrustee$23K

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.

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