William H Sadler Jr Test Trust

BIRMINGHAM, AL EIN: 63-6119648

William H Sadler Jr Test Trust is a private foundation, based in BIRMINGHAM, AL. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $2.2M in total assets. In 2024, it awarded 2 grants totaling $370K. Net investment income was $333K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.2M

-3.2% YoY

Annual Giving

$370K

+785.9% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$185K

+785.9% YoY

About William H Sadler Jr Test Trust

Based on IRS filings

William H Sadler Jr Test Trust is a private foundation, based in BIRMINGHAM, AL. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $2.2M in total assets. In 2024, it awarded 2 grants totaling $370K. Net investment income was $333K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

BirminghamTuscaloosa

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$120K$240K$360K$481K2021202220232024
Metric202420232022
Total Assets$2,189,301$2,262,346$2,253,976
Revenue$365,867$94,013$99,902
Expenses$436,913$88,068$108,503
Qualifying Distributions$379,563$51,180$36,998
Net Investment Income$333,236$64,577$70,394
Distributable Amount$132,851$124,635$126,698

Giving Over Time

Total grant dollars and number of grants per year

$0$93K$185K$278K$370K1 grants20211 grants20222 grants20232 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

UNIVERSITY OF ALABAMA$188KLINLY HEFLIN UNIT$183K

Grant Size Distribution

6 grants across all recorded years

4<$50K$50–100K2$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

REGIONS BANKTRUSTEE$38K

From 2024 filing

NameTitleHoursCompensation
REGIONS BANKTRUSTEE1$38,162

Related Funders

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

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