Hazel S Cottle Trust

BIRMINGHAM, AL EIN: 63-6103432

Hazel S Cottle Trust is a private foundation, based in BIRMINGHAM, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $423K in total assets. In 2024, it awarded 2 grants totaling $19K. Net investment income was $21K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$423K

-0.2% YoY

Annual Giving

$19K

-7.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$9K

-7.5% YoY

Under IRS private-foundation payout rules, Hazel S Cottle Trust reported a distributable amount of $21K for 2024 — the minimum it must pay out in qualifying distributions.

About Hazel S Cottle Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Alabama $95K (100%)

States

Alabama

Cities

GadsdenTuscaloosa

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$422,600	$423,324	$428,343
Revenue	$24,818	$21,619	$6,875
Expenses	$25,548	$26,626	$24,577
Qualifying Distributions	$20,271	$21,737	$19,654
Net Investment Income	$20,647	$17,360	$8,376
Distributable Amount	$21,075	$20,485	$21,749

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 Humane Society of West Alabama ($9,250), Humane Society Pet Rescue and Adoption ($9,250).

Recipient	Purpose	Amount
HUMANE SOCIETY OF WEST ALABAMA TUSCALOOSA, AL	GENERAL OPERATING	$9,250
HUMANE SOCIETY PET RESCUE AND ADOPTION GADSDEN, AL	GENERAL OPERATING	$9,250

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	$5,107

Frequently Asked Questions

How large is Hazel S Cottle Trust?

As of 2024, Hazel S Cottle Trust holds $423K in total assets with $25K in annual revenue. It awarded 2 grants totaling $19K in 2024.

Where does Hazel S Cottle Trust operate?

Hazel S Cottle Trust has awarded grants in Alabama.

What size grants does Hazel S Cottle Trust award?

In 2024, Hazel S Cottle Trust awarded 2 grants totaling $19K — an average of about $9K per grant, based on its IRS Form 990 filings.

How much is Hazel S Cottle Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Hazel S Cottle Trust reported a distributable amount of $21K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.