The Joseph Treadwell Charitable Fdn
The Joseph Treadwell Charitable Foundation is a private foundation based in Mobile, Alabama, established in 1988. The foundation provides educational scholarships and charitable grants to benefit community members, with a particular emphasis on students in need of financial assistance and nonprofit organizations serving vulnerable populations.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$6.0M
-8.9% YoY
Annual Giving
$975K
+10.0% YoY
Grant Count
29
-19.4% YoY
Avg Grant Size
$34K
+36.6% YoY
Under IRS private-foundation payout rules, The Joseph Treadwell Charitable Fdn reported a distributable amount of $779K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The mission of the Joseph Treadwell Charitable Foundation is to benefit endeavors that further the advancement of community members residing in Mobile County through educational and charitable opportunities.
The foundation focuses on the following areas:
Educational Programs:
- Scholarships for post-secondary education
- Educational and mentoring programs for school-age children
- Programs that benefit children across Mobile County
Charitable Programs:
- Drug and alcohol rehabilitation programs
- Drug and alcohol education programs
- Health and wellness programs for senior citizens
- Programs that improve the quality of life for individuals with developmental disabilities
The founder, Joseph Treadwell, was particularly interested in supporting institutions that work with individuals struggling with alcohol and drug addiction. He also prioritized helping students who grew up in unfavorable circumstances but demonstrated motivation and desire to improve their lives.
Grantmaking
Academic scholarships are offered to graduating high school seniors in Mobile County and Baldwin County, Alabama who wish to attend college or university within Mobile County. Students are selected by high school guidance counselors, who submit applications by March 31st. The foundation board meets in April or early May to review applications, conduct interviews, and select scholarship recipients.
Grant Range
$2,000 - $298,000
Average Grant
amount varies by year
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Geographic Focus
Where this funder awards grants
The foundation restricts its grantmaking to Alabama, with primary focus on Mobile County. Scholarships are available to students from Mobile County and Baldwin County high schools.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
Assets:
- 2023: $6,608,398
- 2024: $6,021,033
Annual Giving:
- 2024: $975,239
- 2023: $886,000
- 2022: $531,000
Giving Rate: Approximately 16.2% of assets
Revenue (2023):
- Total revenues: $556,159
- Investment income and dividends: $149,671
Expenses (2023):
- Total expenses: $1,206,787
Liabilities: $0 (2023)
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $6,021,033 | $6,608,398 | $7,259,026 |
| Revenue | $678,800 | $556,159 | $694,993 |
| Expenses | $1,266,165 | $1,206,787 | $843,412 |
| Qualifying Distributions | $975,239 | $886,457 | $530,923 |
| Net Investment Income | $387,874 | $235,829 | $382,504 |
| Distributable Amount | $778,940 | $697,647 | $593,615 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
113 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include University of South Alabama ($297,886), University of Mobile ($124,499), The Visitation Monastery ($111,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ALABAMA A&M UNIVERSITY HUNTSVILLE, AL | UNRESTRICTED CONTRIBUTION | $1,985 |
| AUBURN UNIVERSITY AUBURN, AL | UNRESTRICTED CONTRIBUTION | $32,652 |
| BIG BROTHERS BIG SISTERS MOBILE, AL | UNRESTRICTED CONTRIBUTION | $25,000 |
| BISHOP STATE COMMUNITY COLLEGE MOBILE, AL | UNRESTRICTED CONTRIBUTION | $5,564 |
| BOYS & GIRLS CLUBS OF SOUTH ALABAMA MOBILE, AL | UNRESTRICTED CONTRIBUTION | $5,000 |
| CAMP RAP-A-HOPE MOBILE, AL | UNRESTRICTED CONTRIBUTION | $50,000 |
| CHILD ADVOCACY CENTER MOBILE, AL | UNRESTRICTED CONTRIBUTION | $10,000 |
| COASTAL ALABAMA COMMUNITY COLLEGE BAY MINETTE, AL | UNRESTRICTED CONTRIBUTION | $10,226 |
| DANCE WITHOUT LIMITS MOBILE, AL | UNRESTRICTED CONTRIBUTION | $10,000 |
| DRUG EDUCATION COUNCIL INC MOBILE, AL | UNRESTRICTED CONTRIBUTION | $35,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
Founder: Joseph Treadwell established the foundation in 1988. A native of Fordyce, Arkansas, he moved to Mobile in 1953 and spent over forty years in the automobile business. He founded Treadwell Ford, which he built from a dealership manager position to complete ownership by 1962.
Current Administration:
- Trustmark National Bank serves as trustee
- Shannon McClure, Vice President and Trust Officer at Trustmark National Bank, manages scholarship inquiries
- Charlotte K. Carey is listed as a trustee
- The foundation has 3 employees
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CHARLOTTE K CAREY | FDN. MGR. | 1 | $60,000 |
| VINCENT F KILBORN | FDN. MGR. | 1 | $60,000 |
| TRUSTMARK NATIONAL BANK | TRUSTEE | 1 | $96,356 |
Recent News & Activity
Recent developments and announcements
The foundation received the Lyons Award from the University of Mobile in recognition of its lifetime support through scholarships for students attending the university. The award represents the university's focus on educating and training students to become leaders who transform the world.
2024 Grant Awards - Coalition for Kids Fund - JCEFThe foundation has made gifts to more than thirty organizations since its inception and has sponsored scholarships to many deserving students in Mobile County.
Trellis Foundation Announces $2.5M in Grants to Community Organizations -Frequently Asked Questions
What does The Joseph Treadwell Charitable Fdn fund?
The mission of the Joseph Treadwell Charitable Foundation is to benefit endeavors that further the advancement of community members residing in Mobile County through educational and charitable opportunities. The foundation focuses on the following areas: **Educational Programs:** • Scholarships for post-secondary education • Educational and mentoring programs for school-age children • Programs that benefit children across Mobile County **Charitable Programs:** • Drug and alcohol rehabilitation …
How do I apply for a grant from The Joseph Treadwell Charitable Fdn?
**Grant Amounts:** • Median grant: $10,000 • Grant range: $2,000 - $298,000 • Average grant amount varies by year **Annual Giving Activity:** • 2024: $975,239 in total giving across 29 grants • 2023: $886,000 in total giving across 35 grants • 2022: $531,000 in total giving across 25 grants **Scholarship Program:** Academic scholarships are offered to graduating high school seniors in Mobile County and Baldwin County, Alabama who wish to attend college or university within Mobile County. Studen…
Where does The Joseph Treadwell Charitable Fdn make grants?
The foundation restricts its grantmaking to Alabama, with primary focus on Mobile County. Scholarships are available to students from Mobile County and Baldwin County high schools.
What size grants does The Joseph Treadwell Charitable Fdn award?
In 2024, The Joseph Treadwell Charitable Fdn awarded 29 grants totaling $975K — an average of about $34K per grant, based on its IRS Form 990 filings.
How much is The Joseph Treadwell Charitable Fdn required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Joseph Treadwell Charitable Fdn reported a distributable amount of $779K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Joseph Treadwell Charitable Fdn's EIN?
The Joseph Treadwell Charitable Fdn's EIN (Employer Identification Number) is 57-0880131. IRS Form 990 filing data is available on this page for 2021–2024.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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