Margaret C Lloyd & Ellen Deberuff Charitable

Foundation · Grantmaker Birmingham, AL EIN: 59-7073665

Margaret C Lloyd & Ellen Deberuff Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Birmingham, AL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $375K in total assets. In 2025, it awarded 4 grants totaling $18K. Net investment income was $24K.

Key facts about Margaret C Lloyd & Ellen Deberuff Charitable

In short: Margaret C Lloyd & Ellen Deberuff Charitable gave $18K across 4 grants in 2025 (avg $5K), mostly in District of Columbia. Source: 2025 IRS Form 990-PF.

EIN
59-7073665
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$18,116
Grants made (2025)
4
Average grant
$4,529
Median grant
$4,529
Total assets
$375,067
Primary geography
District of Columbia (50% 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

$375K

+0.9% YoY

Annual Giving

$18K

+7.2% YoY

Grant Count

4

+0.0% YoY

Avg Grant Size

$5K

+7.2% YoY

Under IRS private-foundation payout rules, Margaret C Lloyd & Ellen Deberuff Charitable reported a distributable amount of $21K for 2025 — the minimum it must pay out in qualifying distributions.

How Margaret C Lloyd & Ellen Deberuff Charitable gives

  • Giving held roughly steady from 2022 to 2025 (−15%). 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

3states

Share of all 4 itemized 2025 grant dollars.

Cities

WashingtonNew YorkNorfolk

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K1 grants20204 grants20214 grants20224 grants20234 grants20244 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

The American Society for the Prevention: $5KThe American Society for thePrevention$5KPeta: $5KPeta$5KThe Humane Society of the United States: $5KThe Humane Society of theUnited States$5KAmerican Humane Association: $5KAmerican Humane Association$5K

Grant Size Distribution

20 grants across all recorded years

20<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
THE AMERICAN SOCIETY FOR THE PREVENTION New York, NYGENERAL OPERATING$4,529
PETA Norfolk, VAGENERAL OPERATING$4,529
THE HUMANE SOCIETY OF THE UNITED STATES Washington, DCGENERAL OPERATING$4,529
AMERICAN HUMANE ASSOCIATION Washington, DCGENERAL OPERATING$4,529

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K202020212022202320242025
Metric202520242023
Total Assets$375,067$371,585$377,260
Revenue$30,157$19,868$25,733
Expenses$26,427$25,535$26,343
Qualifying Distributions$20,516$19,305$20,629
Net Investment Income$24,364$14,114$19,591
Distributable Amount$20,942$20,517$19,298

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 19, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 30, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
  7. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Officers and directors from IRS filings

Margaret C Lloyd & Ellen Deberuff Charitable'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

    $7K (2020) → $7K (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

Regions Bank — Trustee: $7KRegions BankTrustee$7K

Frequently asked questions about Margaret C Lloyd & Ellen Deberuff Charitable

How much does Margaret C Lloyd & Ellen Deberuff Charitable give each year?

Margaret C Lloyd & Ellen Deberuff Charitable gave $18K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $17K across 4 grants.

What is Margaret C Lloyd & Ellen Deberuff Charitable's typical grant size?

Margaret C Lloyd & Ellen Deberuff Charitable's median grant in 2025 was $4,529, and its average grant was $4,529, across 4 grants on its 2025 IRS Form 990-PF.

Where does Margaret C Lloyd & Ellen Deberuff Charitable give grants?

Margaret C Lloyd & Ellen Deberuff Charitable gives mostly in District of Columbia: 50% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were New York (25%) and Virginia (25%). The most frequent recipient cities were Washington, DC (2 grants).

Does Margaret C Lloyd & Ellen Deberuff Charitable give general operating support?

Yes: 100% of Margaret C Lloyd & Ellen Deberuff Charitable's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.

How large is Margaret C Lloyd & Ellen Deberuff Charitable?

Margaret C Lloyd & Ellen Deberuff Charitable reported $375K in total assets on its 2025 IRS Form 990-PF. It paid out $21K in qualifying distributions that year, against a required minimum of $21K (roughly 5% of its investment assets).

What is Margaret C Lloyd & Ellen Deberuff Charitable?

Margaret C Lloyd & Ellen Deberuff Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Birmingham, AL. It holds $375K in total assets as of 2025.

What is Margaret C Lloyd & Ellen Deberuff Charitable's EIN?

Margaret C Lloyd & Ellen Deberuff Charitable's EIN (Employer Identification Number) is 59-7073665. 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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