McCallum Charitable Foundation Inc

Private foundation · Grantmaker Vestavia Hills, AL EIN: 63-1184013

McCallum Charitable Foundation Inc is a private foundation, based in Vestavia Hills, AL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $816K in total assets. In 2025, it awarded 6 grants totaling $26K. Net investment income was $32K.

Key facts about McCallum Charitable Foundation Inc

In short: McCallum Charitable Foundation Inc gave $26K across 6 grants in 2025 (avg $4K), mostly in Alabama. Source: 2025 IRS Form 990-PF.

EIN
63-1184013
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$26,000
Grants made (2025)
6
Average grant
$4,333
Median grant
$2,750
Total assets
$815,657
Primary geography
Alabama (100% 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

$816K

+5.6% YoY

Annual Giving

$26K

+106.3% YoY

Grant Count

6

+50.0% YoY

Avg Grant Size

$4K

+37.6% YoY

Under IRS private-foundation payout rules, McCallum Charitable Foundation Inc reported a distributable amount of $39K for 2025 — the minimum it must pay out in qualifying distributions.

How McCallum Charitable Foundation Inc gives

  • Giving grew 940% from 2022 to 2025. Method
  • In 2025 it paid out 67% 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 2025 grant dollars across all 6 itemized grants.

Cities

BirminghamBirmninghamLeedsRosemontSewanneeThorsbyTuscaloosa

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K7 grants2021 1 grant2022 0 grants2023 4 grants2024 6 grants2025

From 2021 to 2025, annual grant giving ranged from $3K (2022) to $26K (2025). In 2025 it made 6 grants totaling $26K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

University of Alabama at Birmingham: $21K across 3 grantsUniversity of Alabama atBirmingham$21K · 3 grantsCASA of Jefferson County: $3KCASA of Jefferson County$3KTurning Point Foundation: $2KTurning Point Foundation$2KThe Red Barn: $1KThe Red Barn$1K

The largest 2025 recipient was University of Alabama at Birmingham ($21K across 3 grants). Together the top 4 received $26K.

Grant Size Distribution

18 grants across all recorded years

18<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 18 grants of 18 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
University of Alabama at Birmingham Birmningham, ALTo Support UAB Athletics Foundation$15,000
University of Alabama at Birmingham Birmningham, ALTo support educatonal excellance to a nursing student through the alice l mccallum endowed nursing scholarship$2,750
University of Alabama at Birmingham Birmningham, ALTo Support Chris McCallum Scholarship$2,750
CASA of Jefferson County Birmningham, ALTo support volunteers advocating for abused and neglected children$2,750
Turning Point Foundation Thorsby, ALTo Support Addiction Treatment$1,500
The Red Barn Leeds, ALTo promote educational, therapeutic, and equine-assisted programs benefiting individuals with disabilities and special circumstances,. Especially those living in low-income families.$1,250

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K$800K2021 2022 2023 2024 2025
Metric202520242023
Total Assets$815,657$772,514$718,637
Revenue$32,162$25,667$-53,055
Expenses$32,213$18,613$5,460
Qualifying Distributions$26,000$12,600—
Net Investment Income$32,134$26,007$19,293
Distributable Amount$39,011$35,730$22,806

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2021–2025

Leadership & Key People

Officers and directors from IRS filings

McCallum Charitable Foundation Inc's 2025 filing lists 4 officers; none of the 4 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Charles A. McCallum III

    Director

    On filings since 2021

    1 hr/week

    No compensation reported

  • Christopher J. McCallum

    Director

    On filings since 2021

    0.5 hrs/week

    No compensation reported

  • Phillip W. McCallum

    Director

    On filings since 2021

    0.5 hrs/week

    No compensation reported

  • Scott A. McCallum

    Director

    On filings since 2021

    0.5 hrs/week

    No compensation reported

Former officers (1)
  • Former: Charles A. McCallum Jr. (2021) — Director

Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about McCallum Charitable Foundation Inc

How much does McCallum Charitable Foundation Inc give each year?

McCallum Charitable Foundation Inc gave $26K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $13K across 4 grants.

What is McCallum Charitable Foundation Inc's typical grant size?

McCallum Charitable Foundation Inc's median grant in 2025 was $2,750, and its average grant was $4,333, across 6 grants on its 2025 IRS Form 990-PF.

Where does McCallum Charitable Foundation Inc give grants?

McCallum Charitable Foundation Inc gives mostly in Alabama: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Birmningham, AL (4 grants).

Does McCallum Charitable Foundation Inc give general operating support?

Not in 2025: none of the 6 grants with a stated purpose on McCallum Charitable Foundation Inc's 2025 IRS Form 990-PF were described as general or operating support.

Who are McCallum Charitable Foundation Inc's largest grantees?

McCallum Charitable Foundation Inc's largest 2025 grantees include University of Alabama at Birmingham ($20,500 across 3 grants), CASA of Jefferson County ($2,750) and Turning Point Foundation ($1,500), according to its 2025 IRS Form 990-PF. Together they received 95% of its itemized 2025 grant dollars.

How large is McCallum Charitable Foundation Inc?

McCallum Charitable Foundation Inc reported $816K in total assets on its 2025 IRS Form 990-PF. It paid out $26K in qualifying distributions that year, against a required minimum of $39K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is McCallum Charitable Foundation Inc's EIN?

McCallum Charitable Foundation Inc's EIN (Employer Identification Number) is 63-1184013. IRS Form 990 filing data is available on this page for 2021–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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