Turner Medical Trust

BIRMINGHAM, AL EIN: 63-6219873

Turner Medical Trust is a private foundation focused on Education, based in BIRMINGHAM, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $13.0M in total assets. In 2024, it awarded 3 grants totaling $790K. Net investment income was $1.1M.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$13.0M

+2.3% YoY

Annual Giving

$790K

+7.0% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$263K

+7.0% YoY

Under IRS private-foundation payout rules, Turner Medical Trust reported a distributable amount of $37K for 2024 — the minimum it must pay out in qualifying distributions.

About Turner Medical Trust

Based on IRS filings

Turner Medical Trust is a private foundation focused on Education, based in BIRMINGHAM, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $13.0M in total assets. In 2024, it awarded 3 grants totaling $790K. Net investment income was $1.1M.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

AtlantaAuburnBirminghamDothanMobile

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$424K$849K$1M$2M20202021202220232024
Metric202420232022
Total Assets$13,034,443$12,739,914$12,957,074
Revenue$1,198,470$642,989$587,405
Expenses$911,144$847,699$978,777
Qualifying Distributions$808,479$754,893$864,904
Net Investment Income$1,103,709$553,760$494,356
Distributable Amount$36,902$748,225$800,078

Giving Over Time

Total grant dollars and number of grants per year

$0$236K$471K$707K$942K4 grants20205 grants20214 grants20223 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

UAB SCHOOL OF MEDICINE$501KUNIVERSITY OF SOUTH ALAB…$284KHOUSTON COUNTY MEDICAL S…$4K

Grant Size Distribution

19 grants across all recorded years

9<$50K1$50–100K3$100–250K1$250–500K5$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Uab School of Medicine ($501,071), University of South Alabama ($284,260), Houston County Medical Society ($4,182).

RecipientPurposeAmount
UAB SCHOOL OF MEDICINE BIRMINGHAM, ALSCHOLARSHIPS$501,071
HOUSTON COUNTY MEDICAL SOCIETY DOTHAN, ALGENERAL OPERATING$4,182
UNIVERSITY OF SOUTH ALABAMA MOBILE, ALSCHOLARSHIP$284,260

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

REGIONS BANKTRUSTEE$85K

From 2024 filing

NameTitleHoursCompensation
REGIONS BANKTRUSTEE4$84,823
CHUCK LEDBETTER DOTHAN CITY SCHOOLSCHOLARSHIP COMM1
CHRIS NICHOLLS HOUSTON COUNTY MEDISCHOLARSHIP COMM1
MARK SCOTT HOUSTON COUNTY SCHOOLSCHOLARSHIP COMM1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Turner Medical Trust?

Turner Medical Trust is a private foundation focused on Education, based in BIRMINGHAM, AL. It holds $13.0M in total assets as of 2024.

How large is Turner Medical Trust?

As of 2024, Turner Medical Trust holds $13.0M in total assets with $1.2M in annual revenue. It awarded 3 grants totaling $790K in 2024.

Where does Turner Medical Trust operate?

Turner Medical Trust has awarded grants in Alabama, Georgia.

What size grants does Turner Medical Trust award?

In 2024, Turner Medical Trust awarded 3 grants totaling $790K — an average of about $263K per grant, based on its IRS Form 990 filings.

How much is Turner Medical Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Turner Medical Trust reported a distributable amount of $37K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Turner Medical Trust's EIN?

Turner Medical Trust's EIN (Employer Identification Number) is 63-6219873. IRS Form 990 filing data is available on this page for 2020–2024.

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Related Funders

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

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