Lilly M Martin-Brenau Trust Uw
Lilly M Martin-Brenau Trust Uw is a private foundation, based in Birmingham, AL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.7M in total assets. In 2025, it awarded 1 grant totaling $92K. Net investment income was $102K.
Lilly M Martin-Brenau Trust Uw at a glance
In short: Lilly M Martin-Brenau Trust Uw gave $92K across 1 grant in 2025 (avg $92K), mostly in Georgia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $92,044
- +9.1% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $92,044
- +9.1% vs 2024
- Median grant
- $92,044
- Total assets
- $1,681,972
- +0.0% vs 2024
- Primary geography
- Georgia (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Lilly M Martin-Brenau Trust Uw funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Brenau University ($92K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $50–100K range: 4 grants of 5 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Lilly M Martin-Brenau Trust Uw gives
- Giving held roughly steady from 2022 to 2025 (−10%). Method
- In 2025 it paid out 98% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $84K (2024) to $102K (2022). In 2025 it made 1 grant totaling $92K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Brenau University Gainesville, GA | General Operating | $92,044 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,681,972 | $130,261 | $128,153 | $92,044 | 1 | $98,506 | $102,155 | $100,745 |
| 2024 | $1,681,372 | $128,787 | $118,608 | $84,404 | 1 | $90,746 | $101,556 | $98,386 |
| 2023 | $1,671,550 | $93,316 | $119,910 | $88,736 | 1 | $95,362 | $67,020 | $91,030 |
| 2022 | $1,698,889 | $91,962 | $137,938 | $101,713 | 1 | $108,476 | $66,294 | $95,494 |
| 2021 | $1,745,750 | $250,530 | $125,164 | $88,821 | 1 | $94,923 | $221,454 | $107,820 |
| 2020 | $1,621,011 | $153,196 | $117,875 | $87,000 | 1 | — | $128,374 | $94,977 |
Under IRS private-foundation payout rules, Lilly M Martin-Brenau Trust Uw reported a distributable amount of $101K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Lilly M Martin-Brenau Trust Uw's only listed officer is Regions Bank, Trustee on filings since 2020 (compensated).
Officers on the 2025 filing
Regions Bank
Trustee
On filings since 2020
1 hr/week
$23K (2020) → $27K (2025)
Former officers (1)
- Former: Regions Bank Trust Dept (2021–2023) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $27K, to Regions Bank (Trustee).
Frequently asked questions about Lilly M Martin-Brenau Trust Uw
How much does Lilly M Martin-Brenau Trust Uw give each year?
Lilly M Martin-Brenau Trust Uw gave $92K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $84K across 1 grant.
How large is Lilly M Martin-Brenau Trust Uw?
Lilly M Martin-Brenau Trust Uw reported $1.7M in total assets on its 2025 IRS Form 990-PF. It paid out $99K in qualifying distributions that year, against a required minimum of $101K (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.
Where does Lilly M Martin-Brenau Trust Uw operate?
Lilly M Martin-Brenau Trust Uw has awarded grants in Georgia.
What is Lilly M Martin-Brenau Trust Uw's EIN?
Lilly M Martin-Brenau Trust Uw's EIN (Employer Identification Number) is 58-6151648. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 6, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 18, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 30, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
Live grants for the work Lilly M Martin-Brenau Trust Uw funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
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