Lucille S Beeson Char Tr Bond Mgmt
Lucille S Beeson Char Tr Bond Mgmt is a private foundation based in Birmingham, Alabama. Its 2025 grants went to charitable organizations, with 88% of grant dollars going to recipients in Alabama.
Lucille S Beeson Char Tr Bond Mgmt at a glance
In short: Lucille S Beeson Char Tr Bond Mgmt gave $12.0M across 17 grants in 2025 (avg $704K), mostly in Alabama. 18% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $11,973,956
- +9.4% vs 2024
- Grants made (2025)
- 17
- +13.3% vs 2024
- Average grant
- $704,350
- -3.5% vs 2024
- Median grant
- $568,724
- Total assets
- $199,742,414
- +2.1% vs 2024
- New grantees (estimate)
- 18% first-time grantees (3 of 17, 2025; small sample)
- Primary geography
- Alabama (88% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Lucille S Beeson Char Tr Bond Mgmt
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: P O Box 11647, Birmingham, AL 35202
Phone: (205) 820-3141
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Lucille S Beeson Char Tr Bond Mgmt funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Salvation Army ($1.8M). Together the top 10 received $9.1M.
Grant Size Distribution
71 grants across all recorded years
The most common grant size was in the $1–5M range: 31 grants of 71 (44%).
Geographic Focus
Where this funder awards grants
In 2025, 88% of grant dollars went to Alabama recipients, 6% to New Mexico, and 5% to North Carolina. The listed Alabama recipients include organizations in Birmingham and Montgomery.
Grant Distribution by State
Share of 2025 grant dollars across all 17 itemized grants.
Cities
Is Lucille S Beeson Char Tr Bond Mgmt open to new grantees?
18%
first-time grantees, 2025
In 2025, 3 of 17 grantees (18%) were first-time recipients. With only 17 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. First grants averaged $676K; repeat grants $711K. How we count
Medians: $637K first-time, $489K repeat.
- 82% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+14%). Method
- In 2025 it paid out 102% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $10.0M (2020) to $12.0M (2025). In 2025 it made 17 grants totaling $12.0M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Salvation Army Birmingham, AL | General Operating | $1,801,209 |
| Canterbury United Methodist Church Birmingham, AL | General Operating | $1,206,164 |
| Jimmie Hale Mission Birmingham, AL | General Operating | $1,206,164 |
| Gateway Family and Child Services Birmingham, AL | General Operating | $1,206,164 |
| Ability Inc Hobbs, NM | General Operating | $751,748 |
| Health Foundation Inc North Wilkesboro, NC | General Operating | $637,440 |
| Alabama Sheriffs Youth Ranches Inc Montgomery, AL | General Operating | $637,440 |
| Boys and Girls Ranches of Alabama Montgomery, AL | General Operating | $568,724 |
| Baptist Health Foundation Inc Birmingham, AL | General Operating | $568,724 |
| The Birmingham Zoo Inc Birmingham, AL | General Operating | $489,294 |
Ready to take the next step with Lucille S Beeson Char Tr Bond Mgmt?
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 | $199,742,414 | $17,487,515 | $13,773,303 | $11,973,956 | 17 | $12,237,262 | $16,260,686 | $12,014,801 |
| 2024 | $195,596,911 | $16,120,971 | $12,469,772 | $10,948,792 | 15 | $11,200,036 | $14,933,201 | $11,141,000 |
| 2023 | $192,024,031 | $8,186,913 | $11,784,394 | $10,356,248 | 13 | $10,582,910 | $7,019,254 | $10,446,067 |
| 2022 | $195,757,249 | $7,385,012 | $11,996,624 | $10,504,953 | 13 | $10,739,119 | $6,259,410 | $10,758,321 |
| 2021 | $200,434,362 | $15,901,903 | $13,170,551 | $11,598,208 | 13 | $11,862,991 | $14,611,831 | $11,769,125 |
| 2020 | $197,734,212 | $7,854,390 | $11,760,844 | $9,997,215 | 14 | — | $6,779,066 | $10,579,984 |
Under IRS private-foundation payout rules, Lucille S Beeson Char Tr Bond Mgmt reported a distributable amount of $12.0M for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The available information does not state the foundation’s own mission. Its grants include support for organizations working in human services, youth services, health, disability services, and animal welfare.
Grantee-reported missions illustrate some of this work. Ability Inc. says it holds property for use by people with developmental disabilities. Alabama Sheriffs’ Youth Ranches says it provides safe, stable homes for abandoned, abused, and neglected children in Alabama. Baptist Health Foundation says it provides charitable resources supporting health, social assistance, and education in communities served by Baptist Health System’s joint-ventured hospitals. United Ability says it connects people with disabilities to their communities and empowers them to live full and meaningful lives. Christian Service Mission says it connects resources with needs through relational partnerships to help communities thrive.
Grantmaking
The foundation made 17 grants totaling $11,973,956 in 2025. Individual grants ranged from $230,709 to $1,801,209, with a median of $568,724. The listed 2025 grants were for general operating support.
Among the largest 2025 grants were $1,801,209 to the Salvation Army in Birmingham; $1,206,164 each to Canterbury United Methodist Church, Jimmie Hale Mission, and Gateway Family and Child Services, all in Birmingham; and $751,748 to Ability Inc. in Hobbs, New Mexico.
Leadership & Key People
Leadership team and compensation from IRS filings
Regions Bank is listed as trustee on the 2025 filing.
Lucille S Beeson Char Tr Bond Mgmt'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
$1.2M (2020) → $1.3M (2025)
Former officers (1)
- Former: Regions Bank Trust Dept (2022–2023) — 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 $1.3M, to Regions Bank (Trustee).
Frequently asked questions about Lucille S Beeson Char Tr Bond Mgmt
How much does Lucille S Beeson Char Tr Bond Mgmt give each year?
Lucille S Beeson Char Tr Bond Mgmt gave $12.0M across 17 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $10.9M across 15 grants.
What is Lucille S Beeson Char Tr Bond Mgmt's typical grant size?
Lucille S Beeson Char Tr Bond Mgmt's median grant in 2025 was $568,724, and its average grant was $704,350, across 17 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Lucille S Beeson Char Tr Bond Mgmt that year got $676K on average.
Where does Lucille S Beeson Char Tr Bond Mgmt give grants?
Lucille S Beeson Char Tr Bond Mgmt gives mostly in Alabama: 88% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were New Mexico (6%) and North Carolina (5%). The most frequent recipient cities were Birmingham, AL (13 grants) and Montgomery, AL (2 grants).
Does Lucille S Beeson Char Tr Bond Mgmt give general operating support?
Yes: 100% of Lucille S Beeson Char Tr Bond Mgmt's 2025 grants with a stated purpose (17 of 17) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Lucille S Beeson Char Tr Bond Mgmt's largest grantees?
Lucille S Beeson Char Tr Bond Mgmt's largest 2025 grantees include Salvation Army ($1,801,209), Canterbury United Methodist Church ($1,206,164) and Jimmie Hale Mission ($1,206,164), according to its 2025 IRS Form 990-PF. Together they received 35% of its itemized 2025 grant dollars.
How large is Lucille S Beeson Char Tr Bond Mgmt?
Lucille S Beeson Char Tr Bond Mgmt reported $199.7M in total assets on its 2025 IRS Form 990-PF. It paid out $12.2M in qualifying distributions that year, against a required minimum of $12.0M (roughly 5% of its investment assets).
What does Lucille S Beeson Char Tr Bond Mgmt fund?
The available information does not state the foundation’s own mission. Its grants include support for organizations working in human services, youth services, health, disability services, and animal welfare. See mission & focus areas ↑
How do I apply for a grant from Lucille S Beeson Char Tr Bond Mgmt?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Lucille S Beeson Char Tr Bond Mgmt's EIN?
Lucille S Beeson Char Tr Bond Mgmt's EIN (Employer Identification Number) is 72-6278911. IRS Form 990 filing data is available on this page for 2020–2025.
Does Lucille S Beeson Char Tr Bond Mgmt accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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 November 9, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 11, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS October 30, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
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Cite this profile
Grantable. (2026). Lucille S Beeson Char Tr Bond Mgmt funder profile. GrantGraph. Retrieved October 5, 2026, from https://grantable.co/funders/lucille-s-beeson-char-tr-bond-mgmt-morg_8af2b8bdea844910b70857994ae87b96
BibTeX
@misc{grantable_726278911_2026,
author = {{Grantable}},
title = {{Lucille S Beeson Char Tr Bond Mgmt funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/lucille-s-beeson-char-tr-bond-mgmt-morg_8af2b8bdea844910b70857994ae87b96},
note = {Accessed 2026-10-05. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Lucille S Beeson Char Tr Bond Mgmt's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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