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.
Key facts about United Bank Charitable Foundation
- EIN
- 63-1192797
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $245,200
- Grants made (2024)
- 20
- Average grant
- $12,260
- Median grant
- $10,000
- New grantees (estimate)
- 80% first-time grantees (16 of 20, 2024)
- Total assets
- $626,270
- Primary geography
- Alabama (94% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who United Bank Charitable Foundation funds
By grant dollars, the top recipient states for United Bank Charitable Foundation's 20 itemized 2024 grants were Alabama (94%) and Florida (6%). The most frequent recipient cities were Mobile, AL (6 grants), Atmore, AL (3 grants), Milton, FL (2 grants) and Foley, AL (2 grants). 100% of grants with a stated purpose were for general or operating support.
Is United Bank Charitable Foundation open to new grantees?
80%
first-time grantees, 2024
In 2024, 16 of 20 grantees (80%) were first-time recipients. First grants averaged $14K; repeat grants $6K. How we count
Medians: $10K first-time, $6K repeat.
- 20% of 2024 grantees were also funded in 2023. Method
- Giving grew 307% from 2021 to 2024. Method
- In 2024 it paid out 902% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with United Bank Charitable Foundation
- How to evaluate United Bank Charitable Foundation as a funder
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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
Share of all 20 itemized 2024 grant dollars.
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 |
Data update history
When this profile's IRS filing data changed on Grantable
- 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 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 recipients include Ozanam Charitable Pharmacy Inc ($35,000), First United Methodist Church ($35,000), Main Street Atmore Foundation ($25,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Ozanam Charitable Pharmacy Inc Mobile, AL | FOR GENERAL OPERATING SUPPORT | $35,000 |
| First United Methodist Church Atmore, AL | FOR GENERAL OPERATING SUPPORT | $35,000 |
| Main Street Atmore Foundation Atmore, AL | FOR GENERAL OPERATING SUPPORT | $25,000 |
| Brewton YMCA Brewton, AL | FOR GENERAL OPERATING SUPPORT | $25,000 |
| Friends of the Swift-Coles Historic House Bon Secour, AL | FOR GENERAL OPERATING SUPPORT | $25,000 |
| Gulf Regional Early Childhood Services Mobile, AL | FOR GENERAL OPERATING SUPPORT | $10,000 |
| Fairhope Film Festival Fairhope, AL | FOR GENERAL OPERATING SUPPORT | $10,000 |
| Atmore Private School Foundation Atmore, AL | FOR GENERAL OPERATING SUPPORT | $10,000 |
| Santa Rosa Education foundation Milton, FL | FOR GENERAL OPERATING SUPPORT | $10,000 |
| Eastern Shore Repertory Theatre Daphne, AL | FOR GENERAL OPERATING SUPPORT | $10,000 |
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 |
|---|---|---|---|
| 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.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.