Sheila D Benson Foundation

Foundation · Grantmaker Birmingham, AL EIN: 84-4768958

Sheila D Benson Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Birmingham, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.0M in total assets. In 2024, it awarded 4 grants totaling $245K. Net investment income was $82K.

Key facts about Sheila D Benson Foundation

EIN: 84-4768958
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $245,000
Grants made (2024): 4
Average grant: $61,250
Median grant: $40,000
Total assets: $4,024,076
Primary geography: Alabama (94% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Who Sheila D Benson Foundation funds

By grant dollars, the top recipient states for Sheila D Benson Foundation's 4 itemized 2024 grants were Alabama (94%) and Florida (6%). The most frequent recipient cities were Birmingham, AL (3 grants). None of its 4 grants with a stated purpose were described as general or operating support.

How Sheila D Benson Foundation gives

Giving grew 880% from 2021 to 2024. Method
In 2024 it paid out 102% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Next steps with Sheila D Benson Foundation

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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$4.0M

-4.0% YoY

Annual Giving

$245K

+22.5% YoY

Grant Count

+33.3% YoY

Avg Grant Size

$61K

-8.1% YoY

Under IRS private-foundation payout rules, Sheila D Benson Foundation reported a distributable amount of $241K for 2024 — the minimum it must pay out in qualifying distributions.

About Sheila D Benson Foundation

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Alabama $230K (94%)

Florida $15K (6%)

Share of all 4 itemized 2024 grant dollars.

States

Alabama Florida

Cities

BirminghamSanta Rosa BeachMobileVestavia Hills

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$4,024,076	$4,192,867	$4,402,533
Revenue	$134,707	$37,071	$-263,180
Expenses	$295,007	$240,400	$285,644
Qualifying Distributions	$245,000	$200,000	$246,000
Net Investment Income	$82,485	$83,496	$77,983
Distributable Amount	$241,063	$218,303	$224,496

Data update history

When this profile's IRS filing data changed on Grantable

March 3, 2026 IRS filings on file for fiscal years 2020–2024

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 2024

Grant Size Distribution

13 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include University of Alabama at Birmingham - Civitan Sparks Clinic ($150,000), University of Alabama at Birmingham ($60,000), Collat School of Business at University of Alabama at Birmingham ($20,000).

Recipient	Purpose	Amount
UNIVERSITY OF ALABAMA AT BIRMINGHAM - CIVITAN SPARKS CLINIC Birmingham, AL	PROVIDES PRIMARY CARE & DENTAL SERVICES FOR INDIVIDUALS WITH DEVELOPMENTAL & PHYSICAL CHALLENGES	$150,000
UNIVERSITY OF ALABAMA AT BIRMINGHAM Birmingham, AL	SUPPORT FOR BEHAVIORIAL MEDICINE & BUSINESS ENTREPRENEURIAL PROGRAMS	$60,000
COLLAT SCHOOL OF BUSINESS AT UNIVERSITY OF ALABAMA AT BIRMINGHAM Birmingham, AL	PROVIDES SCHOLARSHIPS FOR STUDENTS PURSUING BUSINESS DEGREES	$20,000
CHILDREN'S VOLUNTEER HEALTH NETWORK Santa Rosa Beach, FL	MEDICAL CARE & SUPPORT FOR CHILDREN IN NEED	$15,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

No officer or director reported compensation in the available filings.

From 2024 IRS filing

Name	Title	Hours	Compensation
Sheila Benson	President and Director	1	—
Loring Jones IV	VP and Director	1	—
Michael Kimbrell	VP and Director	1	—
Don Williams	Secretary, Treasurer, Director	1	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Sheila D Benson Foundation?

Sheila D Benson Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Birmingham, AL. It holds $4.0M in total assets as of 2024.

How large is Sheila D Benson Foundation?

As of 2024, Sheila D Benson Foundation holds $4.0M in total assets with $135K in annual revenue. It awarded 4 grants totaling $245K in 2024.

Where does Sheila D Benson Foundation operate?

Sheila D Benson Foundation has awarded grants in Alabama, Florida.

What size grants does Sheila D Benson Foundation award?

In 2024, Sheila D Benson Foundation awarded 4 grants totaling $245K — an average of about $61K per grant, based on its IRS Form 990 filings.

How much is Sheila D Benson Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Sheila D Benson Foundation reported a distributable amount of $241K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.