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. 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
Share of all 4 itemized 2025 grant dollars.
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
Grant Size Distribution
20 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| THE AMERICAN SOCIETY FOR THE PREVENTION New York, NY | GENERAL OPERATING | $4,529 |
| PETA Norfolk, VA | GENERAL OPERATING | $4,529 |
| THE HUMANE SOCIETY OF THE UNITED STATES Washington, DC | GENERAL OPERATING | $4,529 |
| AMERICAN HUMANE ASSOCIATION Washington, DC | GENERAL OPERATING | $4,529 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
- 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 May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 19, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 30, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- 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
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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