J a Norman Charitable Trust (pre-1969

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

2

+0.0% YoY

Avg Grant Size

$20K

+11.0% YoY

About J a Norman Charitable Trust (pre-1969

Based on IRS filings

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

BirminghamWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$27K$53K$80K$106K20202021202220232024
Metric202420232022
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

$0$10K$20K$30K$40K2 grants20202 grants20212 grants20222 grants20232 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

UNITED WAY OF CENTRAL AL…$30KAMERICAN RED CROSS OFFIC…$10K

Grant Size Distribution

10 grants across all recorded years

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

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

REGIONS BANKTRUSTEE$9K

From 2024 filing

NameTitleHoursCompensation
REGIONS BANKTRUSTEE1$9,384

Related Funders

Similar funders by location and focus area

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

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