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

+0.0% YoY

Avg Grant Size

$185K

+785.9% YoY

Under IRS private-foundation payout rules, William H Sadler Jr Test Trust reported a distributable amount of $133K for 2024 — the minimum it must pay out in qualifying distributions.

About William H Sadler Jr Test Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Alabama $456K (100%)

States

Alabama

Cities

BirminghamTuscaloosa

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
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

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

6 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include University of Alabama ($187,675), Linly Heflin Unit ($182,728).

Recipient	Purpose	Amount
UNIVERSITY OF ALABAMA TUSCALOOSA, AL	GENERAL OPERATING	$187,675
LINLY HEFLIN UNIT BIRMINGHAM, AL	GENERAL OPERATING	$182,728

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
REGIONS BANK	TRUSTEE	1	$38,162

Frequently Asked Questions

How large is William H Sadler Jr Test Trust?

As of 2024, William H Sadler Jr Test Trust holds $2.2M in total assets with $366K in annual revenue. It awarded 2 grants totaling $370K in 2024.

Where does William H Sadler Jr Test Trust operate?

William H Sadler Jr Test Trust has awarded grants in Alabama.

What size grants does William H Sadler Jr Test Trust award?

In 2024, William H Sadler Jr Test Trust awarded 2 grants totaling $370K — an average of about $185K per grant, based on its IRS Form 990 filings.

How much is William H Sadler Jr Test Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, William H Sadler Jr Test Trust reported a distributable amount of $133K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is William H Sadler Jr Test Trust's EIN?

William H Sadler Jr Test Trust's EIN (Employer Identification Number) is 63-6119648. IRS Form 990 filing data is available on this page for 2021–2024.