United Bank Charitable Foundation
United Bank Charitable Foundation is a private foundation based in Atmore, Alabama. Its 2025 filing says it benefits primarily people or charitable organizations in communities where the bank has offices.
United Bank Charitable Foundation at a glance
In short: United Bank Charitable Foundation gave $26K across 12 grants in 2025 (avg $2K), mostly in Alabama. 58% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $25,665
- -89.5% vs 2024
- Grants made (2025)
- 12
- -40.0% vs 2024
- Average grant
- $2,139
- -82.6% vs 2024
- Median grant
- $2,500
- Total assets
- $816,725
- +30.4% vs 2024
- New grantees (estimate)
- 58% first-time grantees (7 of 12, 2025; small sample)
- Primary geography
- Alabama (90% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to United Bank Charitable Foundation
- How to Apply
-
The filing lists Marina Simpson as the contact and says applications should be submitted in writing with details about the nature of the charity.
- Review Cycle
- The filing says applications must be received before the calendar year in which the contributions are made.
- Deadline
- The filing says applications must be received before the calendar year in which the contributions are made.
- Contact
Application contact: Marina Simpson
Mailing address: 200 East Nashville Avenue, Atmore, AL 36502
Phone: (251) 446-6000
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who United Bank Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Perdue Hill - Claiborne Foundation Inc ($5K). Together the top 10 received $26K.
Grant Size Distribution
91 grants across all recorded years
The most common grant size was under $50K: 90 grants of 91 (99%).
Geographic Focus
Where this funder awards grants
The filing says the foundation benefits primarily people or charitable organizations in communities where the bank has offices. In 2025, 90% of grant dollars went to recipients in Alabama and 10% to recipients in Florida.
Grant Distribution by State
Share of 2025 grant dollars across all 12 itemized grants.
Cities
Is United Bank Charitable Foundation open to new grantees?
58%
first-time grantees, 2025
In 2025, 7 of 12 grantees (58%) were first-time recipients. With only 12 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. First grants averaged $2K; repeat grants $2K. How we count
Medians: $3K first-time, $3K repeat.
- 17% of 2025 grantees were also funded in 2024. Method
- Giving fell 86% from 2022 to 2025. Method
- In 2025 it paid out 84% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $26K (2025) to $245K (2024). In 2025 it made 12 grants totaling $26K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Perdue Hill - Claiborne Foundation Inc Perdue Hill, AL | For General Operating Support. | $5,000 |
| Monroe County Public Library Monroeville, AL | For General Operating Support. | $3,500 |
| Partnership Housing of Southwest Alabama Mobile, AL | For General Operating Support. | $3,250 |
| Flomaton Public Library Flomaton, AL | For General Operating Support. | $2,500 |
| The Cookery Project Mobile, AL | For General Operating Support. | $2,500 |
| Santa Rosa Kids' House Milton, FL | For General Operating Support. | $2,500 |
| Mt Pleasant Historical Society Uriah, AL | For General Operating Support. | $2,500 |
| United Way of Baldwin County Foley, AL | For General Operating Support. | $2,500 |
| Don't Be a Sap It's a Booby Trap Lillian, AL | For General Operating Support. | $1,000 |
| North Baldwin Ecumenical Association Bay Minette, AL | For General Operating Support. | $325 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $816,725 | $218,268 | $27,813 | $25,665 | 12 | $25,665 | $16,417 | $30,427 |
| 2024 | $626,270 | $222,018 | $247,797 | $245,200 | 20 | $245,200 | $20,414 | $27,180 |
| 2023 | $667,962 | $250,206 | $184,184 | $182,085 | 25 | $182,085 | $14,156 | $26,092 |
| 2022 | $621,886 | $219,145 | $188,811 | $183,310 | 17 | $183,310 | $5,868 | $29,666 |
| 2021 | $645,565 | $195,322 | $60,336 | $60,300 | 17 | $60,300 | $3,911 | $29,525 |
| 2020 | $510,579 | $195,111 | $53,761 | $52,417 | 12 | — | $2,611 | $23,003 |
Under IRS private-foundation payout rules, United Bank Charitable Foundation reported a distributable amount of $30K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No foundation mission is stated in the available information. Its 2025 grants included support for libraries, housing, children’s services, historical organizations, and community organizations; the grants were designated for general operating support.
The Monroe County Public Library describes its mission as providing Monroe County residents free access to resources and opportunities for lifelong learning. Santa Rosa Kids’ House says it delivers a coordinated, multidisciplinary response to child abuse in an environment that puts children first. United Way of Baldwin County describes its work as collaborating with health and human service agencies to build, grow, and enhance the well-being of Baldwin County residents.
Grantmaking
In 2025, the foundation gave 12 grants totaling $25,665. Grant amounts ranged from $10 to $5,000, with a median grant of $2,500. Notable grants included $5,000 to Perdue Hill - Claiborne Foundation Inc.; $3,500 to Monroe County Public Library; $3,250 to Partnership Housing of Southwest Alabama; and $2,500 each to Flomaton Public Library, The Cookery Project, Santa Rosa Kids’ House, Mt Pleasant Historical Society, and United Way of Baldwin County. The filing lists each of these grants as general operating support.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Leigh Anne Russell-Jones as president; Michael R Vincent as chairman; Brian Bruley as secretary; and Richard Maxwell, Michael Andreoli, Dale Ash, and David D Swift as trustees.
United Bank Charitable Foundation is led by Leigh Anne Russell-Jones, President since 2022 (on filings since 2020); none of the 7 officers listed in 2025 report compensation.
Officers on the 2025 filing
Leigh Anne Russell-Jones
President
President → Trustee, 2021
Trustee → President, 2022
On filings since 2020
0.5 hrs/week
No compensation reported
Michael R Vincent
Chairman
President → Chairman, 2022
On filings since 2021
0.5 hrs/week
No compensation reported
David D Swift
Trustee
On filings since 2020
0.5 hrs/week
No compensation reported
Michael Andreoli
Trustee
On filings since 2020
0.5 hrs/week
No compensation reported
Richard Maxwell
Trustee
On filings since 2020
0.5 hrs/week
No compensation reported
Dale Ash
Trustee
On filings since 2021
0.5 hrs/week
No compensation reported
Brian Bruley
Secretary
On filings since 2024
0.5 hrs/week
No compensation reported
Former officers (2)
- Former: Tina N. Brooks (2020–2023) — Secretary
- Former: Robert R. Jones III (2020) — Chairman
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about United Bank Charitable Foundation
How much does United Bank Charitable Foundation give each year?
United Bank Charitable Foundation gave $26K across 12 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $245K across 20 grants.
What is United Bank Charitable Foundation's typical grant size?
United Bank Charitable Foundation's median grant in 2025 was $2,500, and its average grant was $2,139, across 12 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from United Bank Charitable Foundation that year got $2K on average.
Where does United Bank Charitable Foundation give grants?
United Bank Charitable Foundation gives mostly in Alabama: 90% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Florida (10%). The most frequent recipient cities were Mobile, AL (2 grants) and Foley, AL (2 grants).
Does United Bank Charitable Foundation give general operating support?
Yes: 100% of United Bank Charitable Foundation's 2025 grants with a stated purpose (12 of 12) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are United Bank Charitable Foundation's largest grantees?
United Bank Charitable Foundation's largest 2025 grantees include Perdue Hill - Claiborne Foundation Inc ($5,000), Monroe County Public Library ($3,500) and Partnership Housing of Southwest Alabama ($3,250), according to its 2025 IRS Form 990-PF. Together they received 46% of its itemized 2025 grant dollars.
How large is United Bank Charitable Foundation?
United Bank Charitable Foundation reported $817K in total assets on its 2025 IRS Form 990-PF. It paid out $26K in qualifying distributions that year, against a required minimum of $30K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does United Bank Charitable Foundation fund?
No foundation mission is stated in the available information. Its 2025 grants included support for libraries, housing, children’s services, historical organizations, and community organizations; the grants were designated for general operating support. See mission & focus areas ↑
How do I apply for a grant from United Bank Charitable Foundation?
The filing lists Marina Simpson as the contact and says applications should be submitted in writing with details about the nature of the charity. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 28, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work United Bank Charitable Foundation funds
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