Flossie R Carter Charitable Trust Uw

BIRMINGHAM, AL EIN: 63-6114403

Flossie R Carter Charitable Trust Uw is a private foundation, based in BIRMINGHAM, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $136K in total assets. In 2024, it awarded 2 grants totaling $5K. Net investment income was $5K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$136K

-1.3% YoY

Annual Giving

$5K

-5.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$2K

-5.0% YoY

Under IRS private-foundation payout rules, Flossie R Carter Charitable Trust Uw reported a distributable amount of $7K for 2024 — the minimum it must pay out in qualifying distributions.

About Flossie R Carter Charitable Trust Uw

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Alabama $27K (100%)

States

Alabama

Cities

Goshen PikeTroy

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$135,661	$137,394	$139,539
Revenue	$7,764	$7,495	$6,124
Expenses	$9,498	$9,640	$11,550
Qualifying Distributions	$6,729	$6,968	$8,642
Net Investment Income	$5,077	$4,763	$3,476
Distributable Amount	$7,000	$6,726	$7,208

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

10 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Elam Primitive Baptist Church ($2,284), Ttee of Elam-davison Mem Cemeter Co ($2,284).

Recipient	Purpose	Amount
ELAM PRIMITIVE BAPTIST CHURCH TROY, AL	GENERAL OPERATING	$2,284
TTEE OF ELAM-DAVISON MEM CEMETER CO TROY, AL	GENERAL OPERATING	$2,284

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	$3,305

Frequently Asked Questions

How large is Flossie R Carter Charitable Trust Uw?

As of 2024, Flossie R Carter Charitable Trust Uw holds $136K in total assets with $8K in annual revenue. It awarded 2 grants totaling $5K in 2024.

Where does Flossie R Carter Charitable Trust Uw operate?

Flossie R Carter Charitable Trust Uw has awarded grants in Alabama.

What size grants does Flossie R Carter Charitable Trust Uw award?

In 2024, Flossie R Carter Charitable Trust Uw awarded 2 grants totaling $5K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is Flossie R Carter Charitable Trust Uw required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Flossie R Carter Charitable Trust Uw reported a distributable amount of $7K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Flossie R Carter Charitable Trust Uw's EIN?

Flossie R Carter Charitable Trust Uw's EIN (Employer Identification Number) is 63-6114403. IRS Form 990 filing data is available on this page for 2020–2024.