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.
Key facts about Lilly M Martin-Brenau Trust Uw
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.
- EIN
- 58-6151648
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $92,044
- Grants made (2025)
- 1
- Average grant
- $92,044
- Median grant
- $92,044
- Total assets
- $1,681,972
- Primary geography
- Georgia (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.7M
+0.0% YoY
Annual Giving
$92K
+9.1% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$92K
+9.1% YoY
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.
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.
Ready to take the next step with Lilly M Martin-Brenau Trust Uw?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
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.
Grant Insights
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%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Brenau University Gainesville, GA | General Operating | $92,044 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,681,972 | $1,681,372 | $1,671,550 |
| Revenue | $130,261 | $128,787 | $93,316 |
| Expenses | $128,153 | $118,608 | $119,910 |
| Qualifying Distributions | $98,506 | $90,746 | $95,362 |
| Net Investment Income | $102,155 | $101,556 | $67,020 |
| Distributable Amount | $100,745 | $98,386 | $91,030 |
Data update history
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)
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.
Here's the math on researching Lilly M Martin-Brenau Trust Uw by hand.
Explore Open Grants
Browse active grant opportunities in Lilly M Martin-Brenau Trust Uw's focus areas in our free grants database
Similar Funders
Funders with grantees in common
The Annexstad Family Foundation
Alpharetta, GA
The foundation funds undergraduate scholarships for students who have overcome difficult circumstances, providing support through partner colleges and universities across the United States. In 2025, its 54 grants ranged from $2,065 to $1 million, with a median of $43,875. It does not accept unsolicited requests; partner institutions select scholarship recipients.
Assets
$32.6M
Grants
54
Total Given
$3.2M
United Way of Hall County Inc
Gainesville, GA
United Way of Hall County funds eligible nonprofits serving Hall County, Georgia, through programs focused on education, health, and financial stability; reported 2021 awards ranged from $10,000 to $49,000. Its Collective Impact Grant requires participation in grant training, and the profile does not state whether unsolicited requests are accepted.
Assets
$2.9M
Grants
22
Total Given
$749K
Spencer Educational Foundation Inc
New York, NY
Spencer Educational Foundation supports scholarships, grants, internships, experiential learning, and curriculum development that prepare future risk management and insurance professionals. Its 2025 itemized grants ranged from $5,000 to $82,500, with a median of $10,000, and its programs serve eligible organizations in the United States and Canada.
Assets
$9.9M
Grants
122
Total Given
$2.0M
Lettie Pate Whitehead Foundation Inc
Atlanta, GA
The foundation funds need-based undergraduate scholarships for female Christian students through participating institutions in Alabama, Florida, Georgia, Louisiana, Mississippi, North Carolina, South Carolina, Tennessee, and Virginia, and supports care for senior women at facilities in Georgia, North Carolina, and Virginia. In 2024, grants ranged from $72,500 to $2,939,000, with a median of $254,000. It does not fund individuals, and institutions not already supported are rarely added; current grantees apply through the foundation’s grant process.
Assets
$990.9M
Grants
208
Total Given
$63.3M
Hardy & Merryl McCalman Foundation Inc
Dunwoody, GA
Assets
$1.6M
Grants
8
Total Given
$74K
Helen S McPheeters
Birmingham, AL
Assets
$691K
Grants
6
Total Given
$25K
Jewish Community Federation of San Francisco the Peninsula Marin & Sonoma
San Francisco, CA
The Federation funds Jewish life and identity, antisemitism response, crisis relief, human services, and justice and inclusion, with work in the Bay Area, Israel, and beyond. Its 2025 grants ranged from $5,050 to $2,405,915, with a median of $22,750. It frequently issues requests for proposals and welcomes inquiries about new Bay Area programs; no current organization grant opportunities were listed.
Assets
$2.0B
Grants
1,032
Total Given
$94.5M
Soros Fund Charitable Foundation
New York, NY
The foundation supports preselected charitable organizations, including cultural institutions, schools, universities, and other nonprofits. In 2025, it made 215 grants ranging from $75 to $566,124, with a median grant of $3,000; most funding went to organizations in New York, followed by Virginia, New Jersey, and Massachusetts. It does not accept unsolicited requests.
Assets
$70.1M
Grants
215
Total Given
$3.6M
Lettie Pate Evans Foundation Inc
Atlanta, GA
The foundation funds education and arts and culture, primarily through large, often one-time project grants; its 2025 awards ranged from $500,000 to $8.6 million, with a median of about $1.15 million. It focuses on metro Atlanta and Georgia, with occasional grants in Virginia to organizations Lettie Pate Evans supported during her life. It accepts unsolicited requests and encourages an informal inquiry before applying.
Assets
$243.6M
Grants
10
Total Given
$21.5M
Ryder System Charitable Foundation Inc
Alpharetta, GA
The foundation supports community services, disaster preparedness, health care, education, workforce programs, hunger relief, and other community needs. Its 2025 grants ranged from $500 to $459,470, with a median of $10,000; most funding went to Florida, with additional grants in Washington, DC, Pennsylvania, Tennessee, Georgia, and elsewhere. It accepts requests year-round from 501(c)(3) organizations by written letter.
Assets
$268K
Grants
58
Total Given
$2.0M
Northeast Georgia Health System Inc
Gainesville, GA
Northeast Georgia Health System supports health and community programs, including indigent patient care, hospice, maternal and pediatric health, education, workforce development, and local community initiatives, primarily in Northeast Georgia. Its 2025 grants had a median of $15,000 and ranged from $5,300 to $1,314,990; the profile does not state whether it accepts unsolicited requests.
Assets
$783.8M
Grants
20
Total Given
$2.0M
Roy C Moore Foundation
Birmingham, AL
The Roy C Moore Foundation supports organizations working in health, education, human services, and related areas, including scholarships and general operating support. Its 2025 grants ranged from $400 to $7,684, with a median of $1,697, and awards are restricted to Northeast Georgia. It accepts applications using standard materials, does not limit giving to preselected organizations, and lists an annual November 15 deadline.
Assets
$1.8M
Grants
43
Total Given
$99K
More Funders in Alabama
Lilly M Martin-Brenau Trust Uw down — hundreds of funders to go?