United Bank Charitable Foundation
United Bank Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ATMORE, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $626K in total assets. In 2024, it awarded 20 grants totaling $245K. Net investment income was $20K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$626K
-6.2% YoY
Annual Giving
$245K
+34.7% YoY
Grant Count
20
-20.0% YoY
Avg Grant Size
$12K
+68.3% YoY
Under IRS private-foundation payout rules, United Bank Charitable Foundation reported a distributable amount of $27K for 2024 — the minimum it must pay out in qualifying distributions.
About United Bank Charitable Foundation
Based on IRS filings
United Bank Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ATMORE, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $626K in total assets. In 2024, it awarded 20 grants totaling $245K. Net investment income was $20K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $626,270 | $667,962 | $621,886 |
| Revenue | $222,018 | $250,206 | $219,145 |
| Expenses | $247,797 | $184,184 | $188,811 |
| Qualifying Distributions | $245,200 | $182,085 | $183,310 |
| Net Investment Income | $20,414 | $14,156 | $5,868 |
| Distributable Amount | $27,180 | $26,092 | $29,666 |
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
91 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Ozanam Charitable Pharmacy Inc ($35,000), First United Methodist Church ($35,000), Main Street Atmore Foundation ($25,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Anna Bell's Attic East Brewton, AL | For General Operating Support | $2,400 |
| Bearing Fruit Community Milton, FL | For General Operating Support | $3,500 |
| Main Street Atmore Foundation Atmore, AL | FOR GENERAL OPERATING SUPPORT | $25,000 |
| TAPS Drill Mobile, AL | FOR GENERAL OPERATING SUPPORT | $5,000 |
| Ozanam Charitable Pharmacy Inc Mobile, AL | FOR GENERAL OPERATING SUPPORT | $35,000 |
| Gulf Regional Early Childhood Services Mobile, AL | FOR GENERAL OPERATING SUPPORT | $10,000 |
| First United Methodist Church Atmore, AL | FOR GENERAL OPERATING SUPPORT | $35,000 |
| Dance Without Limits Foundation Mobile, AL | FOR GENERAL OPERATING SUPPORT | $6,300 |
| Fairhope Film Festival Fairhope, AL | FOR GENERAL OPERATING SUPPORT | $10,000 |
| United Way of Baldwin County Foley, AL | FOR GENERAL OPERATING SUPPORT | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Leigh Anne Russell-Jones | President | 0.5 | — |
| Michael R Vincent | Chairman | 0.5 | — |
| Brian Bruley | SECRETARY | 0.5 | — |
| RICHARD MAXWELL | TRUSTEE | 0.5 | — |
| MICHAEL ANDREOLI | TRUSTEE | 0.5 | — |
| Dale Ash | TRUSTEE | 0.5 | — |
| David D Swift | TRUSTEE | 0.5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is United Bank Charitable Foundation?
United Bank Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ATMORE, AL. It holds $626K in total assets as of 2024.
How large is United Bank Charitable Foundation?
As of 2024, United Bank Charitable Foundation holds $626K in total assets with $222K in annual revenue. It awarded 20 grants totaling $245K in 2024.
Where does United Bank Charitable Foundation operate?
United Bank Charitable Foundation has awarded grants in Alabama, Florida, Texas.
What size grants does United Bank Charitable Foundation award?
In 2024, United Bank Charitable Foundation awarded 20 grants totaling $245K — an average of about $12K per grant, based on its IRS Form 990 filings.
How much is United Bank Charitable Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, United Bank Charitable Foundation reported a distributable amount of $27K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is United Bank Charitable Foundation's EIN?
United Bank Charitable Foundation's EIN (Employer Identification Number) is 63-1192797. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in United Bank Charitable Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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