Lilly M Martin-brenau Trust Uw

BIRMINGHAM, AL EIN: 58-6151648

Lilly M Martin-brenau Trust Uw is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BIRMINGHAM, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.7M in total assets. In 2024, it awarded 1 grants totaling $84K. Net investment income was $102K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.7M

+0.6% YoY

Annual Giving

$84K

-4.9% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$84K

-4.9% YoY

Under IRS private-foundation payout rules, Lilly M Martin-brenau Trust Uw reported a distributable amount of $98K for 2024 — the minimum it must pay out in qualifying distributions.

About Lilly M Martin-brenau Trust Uw

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Georgia $451K (100%)

States

Georgia

Cities

Gainesville

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,681,372	$1,671,550	$1,698,889
Revenue	$128,787	$93,316	$91,962
Expenses	$118,608	$119,910	$137,938
Qualifying Distributions	$90,746	$95,362	$108,476
Net Investment Income	$101,556	$67,020	$66,294
Distributable Amount	$98,386	$91,030	$95,494

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Brenau University ($84,404).

Recipient	Purpose	Amount
BRENAU UNIVERSITY GAINESVILLE, GA	GENERAL OPERATING	$84,404

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	$26,711

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Lilly M Martin-brenau Trust Uw?

Lilly M Martin-brenau Trust Uw is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BIRMINGHAM, AL. It holds $1.7M in total assets as of 2024.

How large is Lilly M Martin-brenau Trust Uw?

As of 2024, Lilly M Martin-brenau Trust Uw holds $1.7M in total assets with $129K in annual revenue. It awarded 1 grants totaling $84K in 2024.

Where does Lilly M Martin-brenau Trust Uw operate?

Lilly M Martin-brenau Trust Uw has awarded grants in Georgia.

What size grants does Lilly M Martin-brenau Trust Uw award?

In 2024, Lilly M Martin-brenau Trust Uw awarded 1 grants totaling $84K — an average of about $84K per grant, based on its IRS Form 990 filings.

How much is Lilly M Martin-brenau Trust Uw required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Lilly M Martin-brenau Trust Uw reported a distributable amount of $98K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.