United Bank Charitable Foundation

ATMORE, AL EIN: 63-1192797

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

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.

Ready to take the next step with United Bank Charitable Foundation?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

AtmoreBay MinetteBon SecourBrewtonCenturyCrestviewDaphneEast BrewtonFairhopeFoleyFrisco CityFyffeLaurel HillLillianLoxleyMentoneMiltonMobileMonroevilleNeedville

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$69K$138K$206K$275K20202021202220232024
Metric202420232022
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

$0$61K$123K$184K$245K12 grants202017 grants202117 grants202225 grants202320 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Ozanam Charitable Pharma…$35KFirst United Methodist C…$35KMain Street Atmore Found…$25KBrewton YMCA$25KFriends of the Swift-Col…$25KGulf Regional Early Chil…$10KFairhope Film Festival$10KAtmore Private School Fo…$10KSanta Rosa Education fou…$10KEastern Shore Repertory …$10K

Grant Size Distribution

91 grants across all recorded years

90<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Leigh Anne Russell-JonesPresident0.5
Michael R VincentChairman0.5
Brian BruleySECRETARY0.5
RICHARD MAXWELLTRUSTEE0.5
MICHAEL ANDREOLITRUSTEE0.5
Dale AshTRUSTEE0.5
David D SwiftTRUSTEE0.5

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

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

What could you do with United Bank Charitable Foundation on Grantable?

  • Assess strategic fit with your organization
  • Draft a tailored letter of inquiry
  • Find open RFPs from this funder
  • Monitor for new funding opportunities