Lulu Moody Charitable Trust (pre 1969
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
1
+0.0% YoY
Avg Grant Size
$891
-23.0% YoY
About Lulu Moody Charitable Trust (pre 1969
Based on IRS filings
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.
Ready to take the next step with Lulu Moody Charitable Trust (pre 1969?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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
No grants recorded for .
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 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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