Flossie R Carter Charitable Trust Uw

Private foundation · Grantmaker 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.

Key facts about Flossie R Carter Charitable Trust Uw

In short: Flossie R Carter Charitable Trust Uw gave $5K across 2 grants in 2024 (avg $2K), mostly in Alabama. Source: 2024 IRS Form 990-PF.

EIN
63-6114403
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$4,568
Grants made (2024)
2
Average grant
$2,284
Median grant
$2,284
Total assets
$135,661
Primary geography
Alabama (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$136K

-1.3% YoY

Annual Giving

$5K

-5.0% YoY

Grant Count

2

+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.

How Flossie R Carter Charitable Trust Uw gives

  • Giving fell 49% from 2021 to 2024. Method
  • In 2024 it paid out 96% 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

1state

Share of 2024 grant dollars across all 2 itemized grants.

States

Cities

TroyGoshen Pike

Giving Over Time

Total grant dollars and number of grants per year

$0$2.5K$5K$7.5K$10K2 grants2020 2 grants2021 2 grants2022 2 grants2023 2 grants2024

From 2020 to 2024, annual grant giving ranged from $2K (2020) to $9K (2021). In 2024 it made 2 grants totaling $5K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Elam Primitive Baptist Church: $2KElam Primitive Baptist Church$2KTtee of Elam-Davison Mem Cemeter CO: $2KTtee of Elam-Davison MemCemeter CO$2K

The largest 2024 recipient was Elam Primitive Baptist Church ($2K). Together the top 2 received $5K.

Grant Size Distribution

10 grants across all recorded years

10<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 10 grants of 10 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Elam Primitive Baptist Church Troy, ALGeneral Operating$2,284
Ttee of Elam-Davison Mem Cemeter CO Troy, ALGeneral Operating$2,284

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$5K$10K$15K$20K2020 2021 2022 2023 2024
Metric202420232022
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

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Flossie R Carter Charitable Trust Uw's only listed officer is Regions Bank, Trustee on filings since 2020 (compensated).

Officers on the 2024 filing

  • Regions Bank

    Trustee

    On filings since 2020

    1 hr/week

    $3K (2020) → $3K (2024)

Former officers (1)
  • Former: Regions Bank Trust Dept (2022–2023) — Trustee

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2024 IRS filing

Regions Bank — Trustee: $3KRegions BankTrustee$3K

The highest reported compensation on the 2024 filing was $3K, to Regions Bank (Trustee).

Frequently asked questions about Flossie R Carter Charitable Trust Uw

How much does Flossie R Carter Charitable Trust Uw give each year?

Flossie R Carter Charitable Trust Uw gave $5K across 2 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $5K across 2 grants.

How large is Flossie R Carter Charitable Trust Uw?

Flossie R Carter Charitable Trust Uw reported $136K in total assets on its 2024 IRS Form 990-PF. It paid out $7K in qualifying distributions that year, against a required minimum of $7K (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.

Where does Flossie R Carter Charitable Trust Uw operate?

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

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.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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