Protective Life Foundation logo

Protective Life Foundation

BIRMINGHAM, AL EIN: 63-1129596 Website

The Protective Foundation is a company-sponsored foundation established in 1994 and based in Birmingham, Alabama. It is committed to creating lasting value in communities by supporting nonprofit organizations through strategic philanthropic partnerships and corporate giving.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$653K

+169.1% YoY

Annual Giving

$3.8M

-12.7% YoY

Grant Count

219

+15.9% YoY

Avg Grant Size

$17K

-24.7% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation's mission is to create lasting value in communities by supporting organizations that:

  • Promote education
  • Ensure food security
  • Provide shelter
  • Aid disaster victims
  • Improve quality of life for neighbors

The foundation also supports work in arts and culture, health and human services, and environment and community revitalization.

Grantmaking

Organizations must meet the following criteria to apply:

Grant Range

$88

Average Grant

$88

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Geographic Focus

Where this funder awards grants

While the foundation primarily focuses on the metro Birmingham area, it supports organizations across multiple U.S. states including Alabama, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maine, Maryland, Michigan, Minnesota, Missouri, Montana, North Carolina, New York, and additional states.

Grant Distribution by State

36states
+28 more states

Cities

AbileneAlbertvilleAlexander CityAlexandriaAlpharettaArlingtonAthensAtlantaAuburnAuburn UniversityAuroraAustinBaltimoreBangorBaton RougeBay MinetteBellinghamBereaBessemerBirmin

Financial History

Multi-year comparison from IRS filings

  • Total Assets: $242,562–$243,000
  • Annual Revenue: $4,791,526
  • Annual Expenses: $4,483,211
  • Total Grants Awarded (2024): $4.5 million
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$3M$4M$5M20202021202220232024
Metric202420232022
Total Assets$652,775$242,562
Revenue$4,261,000$4,791,526$3,510,860
Expenses$3,838,304$4,483,211$3,993,153
Qualifying Distributions$3,838,304$4,304,851$3,883,579
Net Investment Income
Distributable Amount$32,081$35,230$35,968

Giving Over Time

Total grant dollars and number of grants per year

$0$1M$2M$3M$5M241 grants2020211 grants2021176 grants2022189 grants2023219 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

BIRMINGHAM PROMISE INC$200KBIRMINGHAM BOTANICAL SOC…$75KCHILDREN'S AID SOCIETY$60KBOY SCOUTS OF AMERICA$50KALABAMA SYMPHONIC ASSOCI…$40KAMERICAN HEART ASSOCIATION$35KA EDUCATION PARTNERSHIP$25KCOMMUNITY ON THE RISE$25KAMERICAN RED CROSS - ALA…$20KBIRMINGHAM ATHLETIC PART…$20K

Grant Size Distribution

250 grants across all recorded years

226<$50K17$50–100K7$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Leadership team and compensation from IRS filings

  • David Loper – Executive Director, Protective Foundation
  • Lori A. Dixon – AVP, Protective Foundation
  • Kate Mayfield – Community Engagement Coordinator

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
David LoperEXECUTIVE DIRECTOR40
RICHARD J BIELENPRESIDENT0.5
CHARLES D EVERS JRTREASURER0.5
FELICIA M LEESECRETARY0.5
WENDY EVESQUEEVP & CHIEF HUMAN RESOURCES OF5

Recent News & Activity

Recent developments and announcements

The foundation engages 3,000 teammates in community impact work. The foundation has partnered with organizations focused on community assessment and resource allocation, including work to identify neighborhoods and homeowners in need of support through data-driven approaches to community revitalization.

Union Home Mortgage Foundation Announces Fourth Quarter 2025 Grant Recipients

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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