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
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
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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
No grants recorded for .
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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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