Warner Memorial Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BIRMINGHAM, AL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.4M in total assets. In 2025, it awarded 2 grants totaling $77K. Net investment income was $63K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.4M
-1.4% YoY
Annual Giving
$77K
+1.9% YoY
Grant Count
2
+100.0% YoY
Avg Grant Size
$38K
-49.0% YoY
Under IRS private-foundation payout rules, Warner Memorial Trust reported a distributable amount of $87K for 2025 — the minimum it must pay out in qualifying distributions.
About Warner Memorial Trust
Based on IRS filings
Warner Memorial Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BIRMINGHAM, AL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.4M in total assets. In 2025, it awarded 2 grants totaling $77K. Net investment income was $63K.
Focus Areas
Ready to take the next step with Warner Memorial Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,435,151 | $1,455,614 | $1,469,317 |
| Revenue | $79,092 | $82,591 | $125,037 |
| Expenses | $97,864 | $96,902 | $104,309 |
| Qualifying Distributions | $81,743 | $80,137 | $87,910 |
| Net Investment Income | $63,316 | $67,471 | $110,023 |
| Distributable Amount | $86,745 | $81,579 | $80,111 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
Grant Size Distribution
7 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Kentuck Art Center & Festival ($75,000), Community Foundation of West Alabama ($1,799).
| Recipient | Purpose | Amount |
|---|---|---|
| COMMUNITY FOUNDATION OF WEST ALABAMA NORTHPORT, AL | GENERAL OPERATING | $1,799 |
| KENTUCK ART CENTER & FESTIVAL NORTHPORT, AL | GENERAL OPERATING | $75,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| REGIONS BANK | TRUSTEE | 1 | $19,718 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Warner Memorial Trust?
Warner Memorial Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BIRMINGHAM, AL. It holds $1.4M in total assets as of 2025.
How large is Warner Memorial Trust?
As of 2025, Warner Memorial Trust holds $1.4M in total assets with $79K in annual revenue. It awarded 2 grants totaling $77K in 2025.
Where does Warner Memorial Trust operate?
Warner Memorial Trust has awarded grants in Alabama, Illinois.
What size grants does Warner Memorial Trust award?
In 2025, Warner Memorial Trust awarded 2 grants totaling $77K — an average of about $38K per grant, based on its IRS Form 990 filings.
How much is Warner Memorial Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Warner Memorial Trust reported a distributable amount of $87K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Warner Memorial Trust's EIN?
Warner Memorial Trust's EIN (Employer Identification Number) is 61-6449860. IRS Form 990 filing data is available on this page for 2020–2025.
Explore Open Grants
Browse active grant opportunities in Warner Memorial Trust's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
The Reese Phifer Jr Memorial
TUSCALOOSA, AL
Assets
$4.0M
Grants
61
Total Given
$363K
Young Boozer Family Foundation
MONTGOMERY, AL
Assets
$1.8M
Grants
53
Total Given
$177K
Regions Foundation
BIRMINGHAM, AL
Assets
$130.5M
Grants
67
Total Given
$4.9M
Tom Ogletree Memorial Schshp Trust
SAINT LOUIS, MO
Assets
$49K
Grants
10
Total Given
$51K
The Miami Foundation Inc
MIAMI, FL
Assets
$525.0M
Grants
879
Total Given
$57.2M
Mcabee Family Foundation
TUSCALOOSA, AL
Assets
$989K
Grants
13
Total Given
$109K
Alabama Power Foundation Inc
BIRMINGHAM, AL
Assets
$117.9M
Grants
1,240
Total Given
$16.2M
Ritchey Family Foundation Inc
MIAMI, FL
Assets
$1.3M
Grants
26
Total Given
$46K
The Community Foundation for the Central
AUGUSTA, GA
Assets
$182.6M
Grants
196
Total Given
$16.1M
Davis Family Foundation
BRENT, AL
Assets
—
Grants
7
Total Given
$75K
The Daniel Foundation of Alabama
BIRMINGHAM, AL
Assets
$114.5M
Grants
521
Total Given
$7.5M
The Community Foundation of Greater
BIRMINGHAM, AL
Assets
$350.7M
Grants
440
Total Given
$43.6M
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Warner Memorial Trust 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
Go from researching Warner Memorial Trust to a real strategy.