Unkelfrancis P & Annie C Endowmnt

BIRMINGHAM, AL EIN: 64-6191106

Education Philanthropy Community and economic development

Unkelfrancis P & Annie C Endowmnt is a private foundation focused on Education, based in BIRMINGHAM, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $391K in total assets. In 2024, it awarded 4 grants totaling $19K. Net investment income was $22K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$391K

+0.0% YoY

Annual Giving

$19K

-5.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$5K

-5.8% YoY

Under IRS private-foundation payout rules, Unkelfrancis P & Annie C Endowmnt reported a distributable amount of $23K for 2024 — the minimum it must pay out in qualifying distributions.

About Unkelfrancis P & Annie C Endowmnt

Based on IRS filings

Focus Areas

Education Philanthropy Community and economic development

Ready to take the next step with Unkelfrancis P & Annie C Endowmnt?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Mississippi $103K (100%)

States

Mississippi

Cities

Greenville

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$390,600	$390,558	$399,083
Revenue	$27,389	$19,158	$22,324
Expenses	$26,964	$27,356	$31,287
Qualifying Distributions	$21,363	$22,496	$25,486
Net Investment Income	$21,809	$14,130	$16,806
Distributable Amount	$23,347	$21,331	$22,485

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Grant Size Distribution

20 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include St Joseph Catholic Church ($6,672), United Way of Washington County Attn ($5,719), The Education Foundation of Greenville ($4,766).

Recipient	Purpose	Amount
GREENVILLE MS CHAPTER OF THE KNIGHTS OF GREENVILLE, MS	GENERAL OPERATING	$1,906
ST JOSEPH CATHOLIC CHURCH GREENVILLE, MS	GENERAL OPERATING	$6,672
UNITED WAY OF WASHINGTON COUNTY ATTN GREENVILLE, MS	GENERAL OPERATING	$5,719
THE EDUCATION FOUNDATION OF GREENVILLE GREENVILLE, MS	GENERAL OPERATING	$4,766

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
CHRIS TONAS	CO-TRUSTE	1	—
JENNIFER RUSSELL	CO-TRUSTE	1	—
REGIONS BANK	TRUSTEE	1	$6,450

Subject Areas

Focus areas based on grantmaking activity

Education Philanthropy Community and economic development

Frequently Asked Questions

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 $391K in total assets as of 2024.

How large is Unkelfrancis P & Annie C Endowmnt?

As of 2024, Unkelfrancis P & Annie C Endowmnt holds $391K in total assets with $27K in annual revenue. It awarded 4 grants totaling $19K in 2024.

Where does Unkelfrancis P & Annie C Endowmnt operate?

Unkelfrancis P & Annie C Endowmnt has awarded grants in Mississippi.

What size grants does Unkelfrancis P & Annie C Endowmnt award?

In 2024, Unkelfrancis P & Annie C Endowmnt awarded 4 grants totaling $19K — an average of about $5K per grant, based on its IRS Form 990 filings.

How much is Unkelfrancis P & Annie C Endowmnt required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Unkelfrancis P & Annie C Endowmnt reported a distributable amount of $23K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.