J a Norman Charitable Trust (pre-1969

Foundation · Grantmaker BIRMINGHAM, AL EIN: 63-6051358

J a Norman Charitable Trust (pre-1969 is a private foundation, based in BIRMINGHAM, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $636K in total assets. In 2024, it awarded 2 grants totaling $40K. Net investment income was $62K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$636K

+2.9% YoY

Annual Giving

$40K

+11.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$20K

+11.0% YoY

Under IRS private-foundation payout rules, J a Norman Charitable Trust (pre-1969 reported a distributable amount of $40K for 2024 — the minimum it must pay out in qualifying distributions.

About J a Norman Charitable Trust (pre-1969

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Alabama $139K (75%)

District of Columbia $46K (25%)

States

Alabama District of Columbia

Cities

BirminghamWashington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$635,792	$617,747	$595,014
Revenue	$70,368	$68,932	$23,441
Expenses	$52,277	$46,088	$52,246
Qualifying Distributions	$42,750	$38,635	$42,494
Net Investment Income	$62,309	$60,696	$15,861
Distributable Amount	$39,575	$36,455	$38,714

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 United Way of Central Alabama Co Jacob ($30,155), American Red Cross Office of General ($9,718).

Recipient	Purpose	Amount
AMERICAN RED CROSS OFFICE OF GENERAL WASHINGTON, DC	GENERAL OPERATING	$9,718
UNITED WAY OF CENTRAL ALABAMA CO JACOB BIRMINGHAM, AL	GENERAL OPERATING	$30,155

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	$9,384

Frequently Asked Questions

How large is J a Norman Charitable Trust (pre-1969?

As of 2024, J a Norman Charitable Trust (pre-1969 holds $636K in total assets with $70K in annual revenue. It awarded 2 grants totaling $40K in 2024.

Where does J a Norman Charitable Trust (pre-1969 operate?

J a Norman Charitable Trust (pre-1969 has awarded grants in Alabama, District of Columbia.

What size grants does J a Norman Charitable Trust (pre-1969 award?

In 2024, J a Norman Charitable Trust (pre-1969 awarded 2 grants totaling $40K — an average of about $20K per grant, based on its IRS Form 990 filings.

How much is J a Norman Charitable Trust (pre-1969 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, J a Norman Charitable Trust (pre-1969 reported a distributable amount of $40K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is J a Norman Charitable Trust (pre-1969's EIN?

J a Norman Charitable Trust (pre-1969's EIN (Employer Identification Number) is 63-6051358. IRS Form 990 filing data is available on this page for 2020–2024.