William a Burton Charitable Trust

BIRMINGHAM, AL EIN: 27-6471989

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$438K

-2.0% YoY

Annual Giving

$22K

-4.7% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$7K

-4.7% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$14K$27K$41K$55K20202021202220232024
Metric202420232022
Total Assets$437,970$446,883$458,436
Revenue$23,067$20,673$27,296
Expenses$31,842$32,113$37,222
Qualifying Distributions$24,935$25,920$29,770
Net Investment Income$16,285$14,480$20,620
Distributable Amount$26,566$24,827$26,058

Giving Over Time

Total grant dollars and number of grants per year

$0$7K$14K$20K$27K3 grants20203 grants20213 grants20223 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

OAKDALE UNITED METHODIST…$7KBOARD OF PENSIONS OF PRE…$7KSPRING CITY CEMETERY ATT…$7K

Grant Size Distribution

15 grants across all recorded years

15<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does William a Burton Charitable Trust fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

REGIONS BANKTRUSTEE$8K

From 2024 filing

NameTitleHoursCompensation
REGIONS BANKTRUSTEE1$8,152

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

3states

Cities

OakdalePhiladelphiaSpring CityWest Boylston

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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