J Bruce and Rose W Beveridge
J Bruce and Rose W Beveridge is a private foundation based in Bay Minette, Alabama. Its 2024 filing reports grants to charitable organizations, primarily in Alabama, with additional giving to a recipient in Florida.
J Bruce and Rose W Beveridge at a glance
In short: J Bruce and Rose W Beveridge gave $196K across 12 grants in 2024 (avg $16K), mostly in Alabama. 25% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $196,490
- -1.0% vs 2023
- Grants made (2024)
- 12
- +9.1% vs 2023
- Average grant
- $16,374
- -9.3% vs 2023
- Median grant
- $5,000
- Total assets
- $3,911,582
- -3.0% vs 2023
- New grantees (estimate)
- 25% first-time grantees (3 of 12, 2024; small sample)
- Primary geography
- Alabama (91% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to J Bruce and Rose W Beveridge
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds; it makes contributions only to preselected charitable organizations.
- Contact
Mailing address: 2410 Hand Avenue, Bay Minette, AL 36507
Phone: (251) 937-5561
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who J Bruce and Rose W Beveridge funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was First Methodist Church ($133K). Together the top 10 received $192K.
Grant Size Distribution
55 grants across all recorded years
The most common grant size was under $50K: 50 grants of 55 (91%).
Geographic Focus
Where this funder awards grants
In 2024, 91% of grant dollars went to recipients in Alabama and 9% to recipients in Florida.
Grant Distribution by State
Share of 2024 grant dollars across all 12 itemized grants.
Cities
Is J Bruce and Rose W Beveridge open to new grantees?
25%
first-time grantees, 2024
In 2024, 3 of 12 grantees (25%) were first-time recipients. With only 12 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. First grants averaged $47K; repeat grants $6K. How we count
Medians: $5K first-time, $5K repeat.
- 75% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (−5%). Method
- In 2024 it paid out 91% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $196K (2024) to $232K (2022). In 2024 it made 12 grants totaling $196K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| First Methodist Church Bay Minette, AL | General Purpose | $133,490 |
| Pensacola State College Pensacola, FL | General Purpose | $18,000 |
| Alabama Power Service Organization Birmingham, AL | General Purpose | $10,000 |
| Partners for Environmental Progess Mobile, AL | General Purpose | $6,000 |
| Light of the Village Bay Minette, AL | General Purpose | $5,000 |
| North Baldwin Utilities Bay Minette, AL | General Purpose | $5,000 |
| Baldwin County 911 Robertsdale, AL | General Purpose | $5,000 |
| North Baldwin Infirmary Foundation Bay Minette, AL | General Purpose | $5,000 |
| City of Bay Minette Bay Minette, AL | General Purpose | $3,000 |
| North Baldwin Animal Shelter Bay Minette, AL | General Purpose | $2,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $3,911,582 | $155,514 | $278,465 | $196,490 | 12 | $208,365 | $85,731 | $229,642 |
| 2023 | $4,034,533 | $105,735 | $275,181 | $198,543 | 11 | $213,523 | $44,380 | $208,365 |
| 2022 | $4,203,979 | $183,886 | $314,060 | $232,351 | 11 | $245,016 | $114,127 | $213,523 |
| 2021 | $4,334,153 | $487,239 | $293,121 | $206,241 | 12 | $219,566 | $420,033 | $245,016 |
| 2020 | $4,140,035 | $245,151 | $272,992 | $200,152 | 9 | — | $187,936 | $219,566 |
Under IRS private-foundation payout rules, J Bruce and Rose W Beveridge reported a distributable amount of $230K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Grantmaking
In 2024, the foundation gave $196,490 through 12 grants. Grant amounts ranged from $2,000 to $133,490, with a median grant of $5,000. The largest grants were $133,490 to First Methodist Church in Bay Minette, Alabama, and $18,000 to Pensacola State College in Pensacola, Florida. Other listed grants included $10,000 to Alabama Power Service Organization and $6,000 to Partners for Environmental Progess.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Hamilton C Smith as trustee, and Airey S Nix, Bruce B Smith, and Rose Anne Tisdale as directors.
J Bruce and Rose W Beveridge's 2024 filing lists 4 officers; none of the 4 officers listed in 2024 report compensation.
Officers on the 2024 filing
Airey S. Nix
Director
On filings since 2020
No compensation reported
Bruce B. Smith
Director
On filings since 2020
No compensation reported
Hamilton C. Smith
Trustee
On filings since 2020
No compensation reported
Rose Anne Tisdale
Director
On filings since 2020
No compensation reported
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.
Frequently asked questions about J Bruce and Rose W Beveridge
How much does J Bruce and Rose W Beveridge give each year?
J Bruce and Rose W Beveridge gave $196K across 12 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $199K across 11 grants.
What is J Bruce and Rose W Beveridge's typical grant size?
J Bruce and Rose W Beveridge's median grant in 2024 was $5,000, and its average grant was $16,374, across 12 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from J Bruce and Rose W Beveridge that year got $47K on average.
Where does J Bruce and Rose W Beveridge give grants?
J Bruce and Rose W Beveridge gives mostly in Alabama: 91% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Florida (9%). The most frequent recipient cities were Bay Minette, AL (7 grants) and Mobile, AL (2 grants).
Does J Bruce and Rose W Beveridge give general operating support?
Yes: 100% of J Bruce and Rose W Beveridge's 2024 grants with a stated purpose (12 of 12) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are J Bruce and Rose W Beveridge's largest grantees?
J Bruce and Rose W Beveridge's largest 2024 grantees include First Methodist Church ($133,490), Pensacola State College ($18,000) and Alabama Power Service Organization ($10,000), according to its 2024 IRS Form 990-PF. Together they received 82% of its itemized 2024 grant dollars.
How large is J Bruce and Rose W Beveridge?
J Bruce and Rose W Beveridge reported $3.9M in total assets on its 2024 IRS Form 990-PF. It paid out $208K in qualifying distributions that year, against a required minimum of $230K (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.
How do I apply for a grant from J Bruce and Rose W Beveridge?
The foundation does not accept unsolicited requests for funds; it makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is J Bruce and Rose W Beveridge's EIN?
J Bruce and Rose W Beveridge's EIN (Employer Identification Number) is 01-0620454. IRS Form 990 filing data is available on this page for 2020–2024.
Does J Bruce and Rose W Beveridge accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). J Bruce and Rose W Beveridge funder profile. GrantGraph. Retrieved October 17, 2026, from https://grantable.co/funders/j-bruce-and-rose-w-beveridge-morg_8701a5fd34a849db8f893c609299bf2f
BibTeX
@misc{grantable_010620454_2026,
author = {{Grantable}},
title = {{J Bruce and Rose W Beveridge funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/j-bruce-and-rose-w-beveridge-morg_8701a5fd34a849db8f893c609299bf2f},
note = {Accessed 2026-10-17. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from J Bruce and Rose W Beveridge's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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