Lulu Moody Charitable Trust (pre 1969

Foundation · Grantmaker BIRMINGHAM, AL EIN: 63-6020220

Lulu Moody Charitable Trust (pre 1969 is a private foundation, based in BIRMINGHAM, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $46K in total assets. In 2024, it awarded 1 grants totaling $891. Net investment income was $1K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$46K

-2.6% YoY

Annual Giving

$891

-23.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$891

-23.0% YoY

Under IRS private-foundation payout rules, Lulu Moody Charitable Trust (pre 1969 reported a distributable amount of $2K for 2024 — the minimum it must pay out in qualifying distributions.

About Lulu Moody Charitable Trust (pre 1969

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Alabama $7K (100%)

States

Alabama

Cities

Birmingham

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$45,503	$46,716	$48,258
Revenue	$2,738	$2,609	$850
Expenses	$3,938	$4,157	$4,576
Qualifying Distributions	$2,294	$2,555	$2,985
Net Investment Income	$1,119	$982	—
Distributable Amount	$2,290	$2,289	$2,546

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 Quarterbacking Children's Health ($891).

Recipient	Purpose	Amount
QUARTERBACKING CHILDREN'S HEALTH BIRMINGHAM, AL	GENERAL OPERATING	$891

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	$2,013

Frequently Asked Questions

How large is Lulu Moody Charitable Trust (pre 1969?

As of 2024, Lulu Moody Charitable Trust (pre 1969 holds $46K in total assets with $3K in annual revenue. It awarded 1 grants totaling $891 in 2024.

Where does Lulu Moody Charitable Trust (pre 1969 operate?

Lulu Moody Charitable Trust (pre 1969 has awarded grants in Alabama.

What size grants does Lulu Moody Charitable Trust (pre 1969 award?

In 2024, Lulu Moody Charitable Trust (pre 1969 awarded 1 grants totaling $891 — an average of about $891 per grant, based on its IRS Form 990 filings.

How much is Lulu Moody Charitable Trust (pre 1969 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Lulu Moody Charitable Trust (pre 1969 reported a distributable amount of $2K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Lulu Moody Charitable Trust (pre 1969's EIN?

Lulu Moody Charitable Trust (pre 1969's EIN (Employer Identification Number) is 63-6020220. IRS Form 990 filing data is available on this page for 2020–2024.