J Bruce and Rose W Beveridge
J Bruce and Rose W Beveridge is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Bay Minette, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.9M in total assets. In 2024, it awarded 12 grants totaling $196K. Net investment income was $86K.
Key facts about J Bruce and Rose W Beveridge
- EIN
- 01-0620454
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $196,490
- Grants made (2024)
- 12
- Average grant
- $16,374
- Median grant
- $5,000
- New grantees (estimate)
- 25% first-time grantees (3 of 12, 2024)
- Total assets
- $3,911,582
- Primary geography
- Alabama (91% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who J Bruce and Rose W Beveridge funds
By grant dollars, the top recipient states for J Bruce and Rose W Beveridge's 12 itemized 2024 grants were Alabama (91%) and Florida (9%). The most frequent recipient cities were Bay Minette, AL (7 grants) and Mobile, AL (2 grants). 100% of grants with a stated purpose were for general or operating support.
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. 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 IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with J Bruce and Rose W Beveridge
- How to evaluate J Bruce and Rose W Beveridge as a funder
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.9M
-3.0% YoY
Annual Giving
$196K
-1.0% YoY
Grant Count
12
+9.1% YoY
Avg Grant Size
$16K
-9.3% YoY
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.
About J Bruce and Rose W Beveridge
Based on IRS filings
J Bruce and Rose W Beveridge is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Bay Minette, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.9M in total assets. In 2024, it awarded 12 grants totaling $196K. Net investment income was $86K.
Focus Areas
Ready to take the next step with J Bruce and Rose W Beveridge?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 12 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,911,582 | $4,034,533 | $4,203,979 |
| Revenue | $155,514 | $105,735 | $183,886 |
| Expenses | $278,465 | $275,181 | $314,060 |
| Qualifying Distributions | $208,365 | $213,523 | $245,016 |
| Net Investment Income | $85,731 | $44,380 | $114,127 |
| Distributable Amount | $229,642 | $208,365 | $213,523 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
55 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include First Methodist Church ($133,490), Pensacola State College ($18,000), Alabama Power Service Organization ($10,000).
| 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 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Hamilton C Smith | Trustee | — | — |
| Airey S Nix | Director | — | — |
| Bruce B Smith | Director | — | — |
| Rose Anne Tisdale | Director | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is J Bruce and Rose W Beveridge?
J Bruce and Rose W Beveridge is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Bay Minette, AL. It holds $3.9M in total assets as of 2024.
How large is J Bruce and Rose W Beveridge?
As of 2024, J Bruce and Rose W Beveridge holds $3.9M in total assets with $156K in annual revenue. It awarded 12 grants totaling $196K in 2024.
Where does J Bruce and Rose W Beveridge operate?
J Bruce and Rose W Beveridge has awarded grants in Alabama, Florida, Georgia.
What size grants does J Bruce and Rose W Beveridge award?
In 2024, J Bruce and Rose W Beveridge awarded 12 grants totaling $196K — an average of about $16K per grant, based on its IRS Form 990 filings.
How much is J Bruce and Rose W Beveridge required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, J Bruce and Rose W Beveridge reported a distributable amount of $230K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.