Lucille S Beeson Char Tr Bond Mgmt
The Lucille S Beeson Charitable Trust is an independent private foundation established in 2001 under the will of Lucille S. Beeson, a local philanthropist, scholar, humanitarian, inventor and collector who was one of the first women to attend law school in the 1920s. The foundation is based in Birmingham, Alabama and operates as a supporting organization for a designated group of local nonprofits.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$195.6M
+1.9% YoY
Annual Giving
$10.9M
+5.7% YoY
Grant Count
15
+15.4% YoY
Avg Grant Size
$730K
-8.4% YoY
Mission & Focus Areas
The foundation supports human services, animals, youth, education, health and other community needs in Alabama. Primary funding areas include:
Health, Well-Being and Human Services
- Organizations serving poor and marginalized people in the Birmingham and Montgomery areas
- Services for homeless and housing-insecure populations
- Health-related initiatives through the Baptist Health Foundation
Youth and Family Services
- Boys and Girls Ranches of Alabama
- Services for children in the foster system
- Youth development programs
Animal Welfare
- Alabama Zoological Society
- Greater Birmingham Humane Society
Community and Religious Organizations
- Baptist Health Foundation of Birmingham Inc.
- Birmingham Botanical Society Inc.
- Canterbury United Methodist Church
- Christian Service Mission
- Community Foundation of Greater Birmingham
- Jimmie Hale Mission
- Junior League of Birmingham
- Salvation Army
- United Cerebral Palsy of Greater Birmingham
- Gateway Inc.
- Alabama Sheriff's Boys and Girls Ranches
Grantmaking
The foundation made 14 grants in 2024. Recent grants include:
How to Apply
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Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations in Alabama, with particular emphasis on the Birmingham and Montgomery areas.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of 2024:
- Total Assets: $195,596,911
- Total Revenues: $16,120,971
- Total Expenses: $12,469,772
- Number of Employees: 1
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $195,596,911 | $192,024,031 | $195,757,249 |
| Revenue | $16,120,971 | $8,186,913 | $7,385,012 |
| Expenses | $12,469,772 | $11,784,394 | $11,996,624 |
| Qualifying Distributions | $11,200,036 | $10,582,910 | $10,739,119 |
| Net Investment Income | $14,933,201 | $7,019,254 | $6,259,410 |
| Distributable Amount | $11,141,000 | $10,446,067 | $10,758,321 |
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
68 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
Regions Bank serves as trustee of the foundation.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| REGIONS BANK | TRUSTEE | 1 | $1,236,016 |
Contact Information
Lucille S Beeson Charitable Trust Bond MGMT PO Box 11647 Birmingham, AL 35202-1647 Telephone: 205-820-3141
EIN: 72-6278911
Subject Areas
Focus areas based on grantmaking activity
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Similar funders by location and focus area
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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