Warner Memorial Trust
Warner Memorial Trust is a private foundation, 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.
Warner Memorial Trust at a glance
In short: Warner Memorial Trust gave $77K across 2 grants in 2025 (avg $38K), mostly in Alabama. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $76,799
- +1.9% vs 2024
- Grants made (2025)
- 2
- +100.0% vs 2024
- Average grant
- $38,400
- -49.0% vs 2024
- Median grant
- $38,400
- Total assets
- $1,435,151
- -1.4% vs 2024
- Primary geography
- Alabama (100% 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 Warner Memorial Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Kentuck Art Center & Festival ($75K). Together the top 2 received $77K.
Grant Size Distribution
7 grants across all recorded years
The most common grant size was in the $50–100K range: 4 grants of 7 (57%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
Cities
How Warner Memorial Trust gives
- Giving held roughly steady from 2022 to 2025 (−1%). Method
- In 2025 it paid out 94% 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 2020 to 2025, annual grant giving ranged from $73K (2020) to $83K (2023). In 2025 it made 2 grants totaling $77K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Kentuck Art Center & Festival Northport, AL | General Operating | $75,000 |
| Community Foundation of West Alabama Northport, AL | General Operating | $1,799 |
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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 | $1,435,151 | $79,092 | $97,864 | $76,799 | 2 | $81,743 | $63,316 | $86,745 |
| 2024 | $1,455,614 | $82,591 | $96,902 | $75,357 | 1 | $80,137 | $67,471 | $81,579 |
| 2023 | $1,469,317 | $125,037 | $104,309 | $83,156 | 1 | $87,910 | $110,023 | $80,111 |
| 2022 | $1,450,311 | $117,758 | $101,023 | $77,443 | 1 | $82,474 | $101,633 | $88,187 |
| 2021 | $1,434,258 | $119,648 | $97,353 | $77,403 | 2 | — | $103,919 | $82,232 |
| 2020 | $1,412,827 | $62,299 | $94,589 | $72,665 | 1 | — | $46,384 | $81,996 |
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.
Leadership & Key People
Officers and directors from IRS filings
Warner Memorial Trust's only listed officer is Regions Bank, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Regions Bank
Trustee
On filings since 2020
1 hr/week
$19K (2020) → $20K (2025)
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $20K, to Regions Bank (Trustee).
Frequently asked questions about Warner Memorial Trust
How much does Warner Memorial Trust give each year?
Warner Memorial Trust gave $77K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $75K across 1 grant.
How large is Warner Memorial Trust?
Warner Memorial Trust reported $1.4M in total assets on its 2025 IRS Form 990-PF. It paid out $82K in qualifying distributions that year, against a required minimum of $87K (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.
Where does Warner Memorial Trust operate?
Warner Memorial Trust has awarded grants in Alabama, Illinois.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
Live grants for the work Warner Memorial Trust funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Warner Memorial Trust's focus areas in our free grants database
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