Unkelfrancis P & Annie C Endowmnt
Unkelfrancis P & Annie C Endowmnt is a private foundation focused on Education, based in Birmingham, AL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $395K in total assets. In 2025, it awarded 4 grants totaling $21K. Net investment income was $28K.
Unkelfrancis P & Annie C Endowmnt at a glance
In short: Unkelfrancis P & Annie C Endowmnt gave $21K across 4 grants in 2025 (avg $5K), mostly in Mississippi. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $21,047
- +10.4% vs 2024
- Grants made (2025)
- 4
- +0.0% vs 2024
- Average grant
- $5,262
- +10.4% vs 2024
- Median grant
- $5,788
- Total assets
- $394,869
- +1.1% vs 2024
- Primary geography
- Mississippi (65% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Unkelfrancis P & Annie C Endowmnt funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was St Joseph Catholic Church ($7K). Together the top 4 received $21K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 20 grants of 20 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
How Unkelfrancis P & Annie C Endowmnt gives
- Giving held roughly steady from 2022 to 2025 (−9%). Method
- In 2025 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $19K (2024) to $23K (2022). In 2025 it made 4 grants totaling $21K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| St Joseph Catholic Church Greenville, MI | General Operating | $7,366 |
| United Way of Washington County Attn Greenville, MS | General Operating | $6,314 |
| The Education Foundation of Greenville Greenville, MS | General Operating | $5,262 |
| Greenville Ms Chapter of the Knights of Greenville, MS | General Operating | $2,105 |
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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 | $394,869 | $33,872 | $29,584 | $21,047 | 4 | $23,405 | $28,151 | $24,407 |
| 2024 | $390,600 | $27,389 | $26,964 | $19,063 | 4 | $21,363 | $21,809 | $23,347 |
| 2023 | $390,558 | $19,158 | $27,356 | $20,228 | 4 | $22,496 | $14,130 | $21,331 |
| 2022 | $399,083 | $22,324 | $31,287 | $23,229 | 4 | $25,486 | $16,806 | $22,485 |
| 2021 | $408,660 | $37,694 | $28,973 | $20,511 | 4 | $22,920 | $31,492 | $25,638 |
| 2020 | $400,040 | $21,166 | $27,535 | $19,998 | 4 | — | $15,625 | $22,759 |
| 2019 | $406,319 | $19,616 | $27,155 | $20,009 | 4 | — | $14,725 | $22,320 |
Under IRS private-foundation payout rules, Unkelfrancis P & Annie C Endowmnt reported a distributable amount of $24K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Unkelfrancis P & Annie C Endowmnt's 2025 filing lists 3 officers; 1 of 3 officers listed in 2025 is compensated.
Officers on the 2025 filing
Regions Bank
Trustee
Co-Trustee → Trustee, 2020
On filings since 2019
1 hr/week
$6K (2019) → $7K (2025)
Chris Tonas
Co-Trustee
On filings since 2019
1 hr/week
No compensation reported
Jennifer Russell
Co-Trustee
On filings since 2019
1 hr/week
No compensation reported
Former officers (1)
- Former: Regions Bank Trust Dept (2021–2023) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $7K, to Regions Bank (Trustee).
Frequently asked questions about Unkelfrancis P & Annie C Endowmnt
How much does Unkelfrancis P & Annie C Endowmnt give each year?
Unkelfrancis P & Annie C Endowmnt gave $21K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $19K across 4 grants.
What is Unkelfrancis P & Annie C Endowmnt's typical grant size?
Unkelfrancis P & Annie C Endowmnt's median grant in 2025 was $5,788, and its average grant was $5,262, across 4 grants on its 2025 IRS Form 990-PF.
Where does Unkelfrancis P & Annie C Endowmnt give grants?
Unkelfrancis P & Annie C Endowmnt gives mostly in Mississippi: 65% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Michigan (35%). The most frequent recipient cities were Greenville, MS (3 grants).
Does Unkelfrancis P & Annie C Endowmnt give general operating support?
Yes: 100% of Unkelfrancis P & Annie C Endowmnt's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Unkelfrancis P & Annie C Endowmnt?
Unkelfrancis P & Annie C Endowmnt reported $395K in total assets on its 2025 IRS Form 990-PF. It paid out $23K in qualifying distributions that year, against a required minimum of $24K (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 is Unkelfrancis P & Annie C Endowmnt?
Unkelfrancis P & Annie C Endowmnt is a private foundation focused on Education, based in Birmingham, AL. It holds $395K in total assets as of 2025.
What is Unkelfrancis P & Annie C Endowmnt's EIN?
Unkelfrancis P & Annie C Endowmnt's EIN (Employer Identification Number) is 64-6191106. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 8, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
- IRS filings on file for fiscal years 2020–2024
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