Lilly M Martin-Brenau Trust Uw

Private foundation · Grantmaker Birmingham, AL EIN: 58-6151648

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

Gainesville

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

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

Brenau University: $92KBrenau University$92K

The largest 2025 recipient was Brenau University ($92K).

Grant Size Distribution

5 grants across all recorded years

<$50K4$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $50–100K range: 4 grants of 5 (80%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Brenau University Gainesville, GAGeneral Operating$92,044

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K2020 2021 2022 2023 2024 2025
Metric202520242023
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

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 6, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 18, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 30, 2025)
  6. 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

Regions Bank — Trustee: $27KRegions BankTrustee$27K

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.

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