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    5. Lucille S Beeson Char Tr Bond Mgmt

    Lucille S Beeson Char Tr Bond Mgmt

    ActivePhilanthropy & Voluntarism
    BIRMINGHAM, AL2058203141
    EIN (Tax ID): 72-6278911Latest Form 990:

    About Lucille S Beeson Char Tr Bond Mgmt

    The foundation concentrates large, unrestricted operating support to faith‑based and community social service organizations in the Birmingham area, favoring charities that serve vulnerable populations (homeless, children, people with disabilities) and local healthcare. Grants are sizable and repeated to a small set of organizations, suggesting long‑term partnerships rather than one‑off project funding. The giving is practical and institutional — keeping shelters, missions, child welfare agencies, and a regional hospital foundation financially stable.

    Focus Areas

    Faith‑based emergency and recovery services (e.g., Salvation Army, church ministries)Residential care and youth ranches for at‑risk childrenFamily and child welfare direct service agencies in BirminghamServices for people with disabilities and independent living supportsRegional hospital/health system general operating support

    Giving Approach

    Concentrated, large unrestricted grants to a small set of repeat grantees; multi‑grant relationships focused on sustaining operating budgets rather than funding diverse new initiatives.

    Funding Style

    general operating support

    About Lucille S Beeson Char Tr Bond Mgmt

    Lucille S Beeson Char Tr Bond Mgmt shows a clear pattern of backing the same Birmingham-area institutions with large, unrestricted operating grants year after year. The biggest recent awards sit around $1.1 million, and the foundation repeatedly returns to organizations that serve people facing homelessness, family instability, disability-related needs, and local health-care support. That pattern points to institutional support rather than short-term project funding. Among the recurring recipients are Jimmie Hale Mission and Salvation Army, both of which appear across multiple recent years with general operating support. The foundation also supports Canterbury United Methodist Church, Gateway Family and Child Services, United Ability Inc, and Boys and Girls Ranches of Alabama with similarly sized grants, indicating long-running relationships with faith-based, child-welfare, and disability-service providers. Health care appears alongside human services in the recent grants list, with Baptist Health Foundation Inc receiving support in both Birmingham and Jackson. The mix of recipients suggests a local funder focused on keeping core community-service organizations financially stable rather than funding narrow initiatives.

    What Lucille S Beeson Char Tr Bond Mgmt Funds

    Faith-based emergency and recovery services are a prominent thread. Lucille S Beeson Char Tr Bond Mgmt gave $1,160,572 to Salvation Army for general operating support in 2025, and the same recipient appears again at $1,113,525 in 2023 and $1,097,762 in 2024. Family and child welfare is another clear area. Gateway Family and Child Services received $1,160,572 in 2025, with additional general operating awards of $1,113,525 in 2023 and $1,097,762 in 2024. Support for services centered on children and residential care also shows up through Boys and Girls Ranches of Alabama, which received $1,160,572 in 2025 and the same grant level of $1,113,525 in 2023. Disability-related support is visible in United Ability Inc, which received $1,160,572 in 2025 and $1,097,762 in 2024, both for general operating support.

    How Lucille S Beeson Char Tr Bond Mgmt Gives

    Typical grant size is high and tightly grouped: the 25th percentile is $451,713, the median is $1,097,762, and the 75th percentile is $1,109,584. The recent record shows repeated awards to the same organizations across 2023, 2024, and 2025, which suggests multi-year relationships rather than one-time gifts. Grants are structured as general operating support and appear to be unrestricted core funding. The foundation funds individuals is false, and it does not make program-related investments.

    Financial Snapshot

    Annual Giving

    $10.9M

    Total Assets

    $195.6M

    Total Revenue

    $16.1M

    Total Expenses

    $12.5M

    Typical Grant Size

    Most grants fall between $452K and $1.1M, with a median of $1.1M.

    25th Percentile

    $452K

    Median

    $1.1M

    75th Percentile

    $1.1M

    Geographic Reach

    Local1 state funded

    About 100% of grants go to recipients in AL.

    Funding intensity
    Low
    High
    Headquarters

    Deep Analysis

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    © 2026 Kindora. All rights reserved.

    Privacy PolicyTerms of ServiceSystem Status
    2025
    Total assets: $195.6M
    3 filings on record
    Find their full 990 filing →
    See If You're a Fit — FreeFree account · instant fit score · similar funders
    unrestricted funding
    core capacity support
    operational sustainability

    Notable grantees: Salvation Army, Canterbury United Methodist Church, Jimmie Hale Mission, Boys and Girls Ranches of Alabama, United Ability Inc

    Topics

    organizational operating expensesadministrative infrastructurestaff salaries and benefits

    Where Lucille S Beeson Char Tr Bond Mgmt Makes Grants

    Grantmaking is fully concentrated in Alabama, with 100% of grants to recipients in the HQ state and Alabama also the top state by grant count. Birmingham is the main recipient city, including Jimmie Hale Mission, Canterbury United Methodist Church, United Ability Inc, Gateway Family and Child Services, Baptist Health Foundation Inc, The Birmingham Zoo Inc, and Greater Birmingham Humane Society. Montgomery appears through Boys and Girls Ranches of Alabama, and Jackson appears once through Baptist Health Foundation Inc.

    Frequently Asked Questions About Lucille S Beeson Char Tr Bond Mgmt

    What kinds of organizations does Lucille S Beeson Char Tr Bond Mgmt support?

    The recent grants list shows support for faith-based emergency services, family and child welfare agencies, disability services, residential care for at-risk children, and regional health-related organizations. Examples include Salvation Army, Gateway Family and Child Services, United Ability Inc, Boys and Girls Ranches of Alabama, and Baptist Health Foundation Inc.

    Does the foundation make repeated grants to the same recipients?

    Yes. Several recipients appear in multiple years, including Salvation Army in 2023, 2024, and 2025; Gateway Family and Child Services in those same three years; and United Ability Inc across 2024 and 2025. That pattern points to ongoing support rather than isolated awards.

    What is a typical grant size?

    The grant-size distribution is clustered at a high level: p25 is $451,713, the median is $1,097,762, and p75 is $1,109,584. Recent grants also include multiple awards at $1,160,572 in 2025.

    Where do most grants go?

    All of the grants in the recent sample go to recipients in Alabama, and Alabama is also the top state by grant count. Birmingham receives most of the individual awards, with additional grants in Montgomery and one in Jackson.

    Latest 990 Filing

    2025

    Source: IRS Form 990-PF, fiscal year 2025.

    Recent Grants

    Most recent grants reported to the IRS.

    RecipientLocationAmountYearPurpose
    SALVATION ARMYBIRMINGHAM, AL$1,160,5722025GENERAL OPERATING
    GATEWAY FAMILY AND CHILD SERVICESBIRMINGHAM, AL$1,160,5722025GENERAL OPERATING
    JIMMIE HALE MISSIONBIRMINGHAM, AL$1,160,5722025GENERAL OPERATING
    CANTERBURY UNITED METHODIST CHURCHBIRMINGHAM, AL$1,160,5722025GENERAL OPERATING
    UNITED ABILITY INCBIRMINGHAM, AL$1,160,5722025GENERAL OPERATING
    BOYS AND GIRLS RANCHES OF ALABAMAMONTGOMERY, AL$1,160,5722025GENERAL OPERATING
    BAPTIST HEALTH FOUNDATION INCJACKSON, MS$595,0462025GENERAL OPERATING
    BAPTIST HEALTH FOUNDATION INCBIRMINGHAM, AL$565,5262025GENERAL OPERATING
    THE BIRMINGHAM ZOO INCBIRMINGHAM, AL$470,7982025GENERAL OPERATING
    THE COMMUNITY FOUNDATION OF GREATER BIRMBIRMINGHAM, AL$470,7982025GENERAL OPERATING
    JUNIOR LEAGUE OF BIRMINGHAM ALABAMA INCBIRMINGHAM, AL$470,7982025GENERAL OPERATING
    BIRMINGHAM BOTANICAL SOCIETY INCBIRMINGHAM, AL$470,7982025GENERAL OPERATING
    GREATER BIRMINGHAM HUMANE SOCIETYBIRMINGHAM, AL$470,7982025GENERAL OPERATING
    CHRISTIAN SERVICE MISSIONBIRMINGHAM, AL$241,3862025GENERAL OPERATING
    MISSION CHRISTIAN SERVICEBIRMINGHAM, AL$229,4122025GENERAL OPERATING
    CANTERBURY UNITED METHODIST CHURCHBIRMINGHAM, AL$1,097,7622024GENERAL OPERATING
    JIMMIE HALE MISSIONBIRMINGHAM, AL$1,097,7622024GENERAL OPERATING
    GATEWAY FAMILY AND CHILD SERVICESBIRMINGHAM, AL$1,097,7622024GENERAL OPERATING
    SALVATION ARMYBIRMINGHAM, AL$1,097,7622024GENERAL OPERATING
    UNITED ABILITY INCBIRMINGHAM, AL$1,097,7622024GENERAL OPERATING
    BAPTIST HEALTH FOUNDATION INCBIRMINGHAM, AL$1,097,7622024GENERAL OPERATING
    BOYS AND GIRLS RANCHES OF ALABAMAMONTGOMERY, AL$1,097,7622024GENERAL OPERATING
    GREATER BIRMINGHAM HUMANE SOCIETYBIRMINGHAM, AL$445,3192024GENERAL OPERATING
    CHRISTIAN SERVICE MISSIONBIRMINGHAM, AL$445,3192024GENERAL OPERATING
    JUNIOR LEAGUE OF BIRMINGHAM ALABAMA INCBIRMINGHAM, AL$445,3192024GENERAL OPERATING
    THE BIRMINGHAM ZOO INCBIRMINGHAM, AL$445,3192024GENERAL OPERATING
    BIRMINGHAM BOTANICAL SOCIETY INCBIRMINGHAM, AL$445,3192024GENERAL OPERATING
    THE COMMUNITY FOUNDATION OF GREATER BIRMBIRMINGHAM, AL$445,3192024GENERAL OPERATING
    CANTERBURY UNITED METHODIST CHURCHBIRMINGHAM, AL$1,113,5252023GENERAL OPERATING
    BAPTIST HEALTH FOUNDATION INCBIRMINGHAM, AL$1,113,5252023GENERAL OPERATING
    UNITED ABILITY INCBIRMINGHAM, AL$1,113,5252023GENERAL OPERATING
    BOYS AND GIRLS RANCHES OF ALABAMAMONTGOMERY, AL$1,113,5252023GENERAL OPERATING
    GATEWAY FAMILY AND CHILD SERVICESBIRMINGHAM, AL$1,113,5252023GENERAL OPERATING
    JIMMIE HALE MISSIONBIRMINGHAM, AL$1,113,5252023GENERAL OPERATING
    SALVATION ARMYBIRMINGHAM, AL$1,113,5252023GENERAL OPERATING
    BIRMINGHAM BOTANICAL SOCIETY INCBIRMINGHAM, AL$451,7132023GENERAL OPERATING
    JUNIOR LEAGUE OF BIRMINGHAM ALABAMA INCBIRMINGHAM, AL$451,7132023GENERAL OPERATING
    THE BIRMINGHAM ZOO INCBIRMINGHAM, AL$451,7132023GENERAL OPERATING
    GREATER BIRMINGHAM HUMANE SOCIETYBIRMINGHAM, AL$451,7132023GENERAL OPERATING
    MISSION CHRISTIAN SERVICEBIRMINGHAM, AL$451,7132023GENERAL OPERATING
    THE COMMUNITY FOUNDATION OF GREATER BIRMBIRMINGHAM, AL$451,7132023GENERAL OPERATING

    SALVATION ARMY

    $1,160,572
    BIRMINGHAM, AL2025

    GENERAL OPERATING

    GATEWAY FAMILY AND CHILD SERVICES

    $1,160,572
    BIRMINGHAM, AL2025

    GENERAL OPERATING

    JIMMIE HALE MISSION

    $1,160,572
    BIRMINGHAM, AL2025

    GENERAL OPERATING

    CANTERBURY UNITED METHODIST CHURCH

    $1,160,572
    BIRMINGHAM, AL2025

    GENERAL OPERATING

    UNITED ABILITY INC

    $1,160,572
    BIRMINGHAM, AL2025

    GENERAL OPERATING

    BOYS AND GIRLS RANCHES OF ALABAMA

    $1,160,572
    MONTGOMERY, AL2025

    GENERAL OPERATING

    BAPTIST HEALTH FOUNDATION INC

    $595,046
    JACKSON, MS2025

    GENERAL OPERATING

    BAPTIST HEALTH FOUNDATION INC

    $565,526
    BIRMINGHAM, AL2025

    GENERAL OPERATING

    THE BIRMINGHAM ZOO INC

    $470,798
    BIRMINGHAM, AL2025

    GENERAL OPERATING

    THE COMMUNITY FOUNDATION OF GREATER BIRM

    $470,798
    BIRMINGHAM, AL2025

    GENERAL OPERATING

    JUNIOR LEAGUE OF BIRMINGHAM ALABAMA INC

    $470,798
    BIRMINGHAM, AL2025

    GENERAL OPERATING

    BIRMINGHAM BOTANICAL SOCIETY INC

    $470,798
    BIRMINGHAM, AL2025

    GENERAL OPERATING

    GREATER BIRMINGHAM HUMANE SOCIETY

    $470,798
    BIRMINGHAM, AL2025

    GENERAL OPERATING

    CHRISTIAN SERVICE MISSION

    $241,386
    BIRMINGHAM, AL2025

    GENERAL OPERATING

    MISSION CHRISTIAN SERVICE

    $229,412
    BIRMINGHAM, AL2025

    GENERAL OPERATING

    CANTERBURY UNITED METHODIST CHURCH

    $1,097,762
    BIRMINGHAM, AL2024

    GENERAL OPERATING

    JIMMIE HALE MISSION

    $1,097,762
    BIRMINGHAM, AL2024

    GENERAL OPERATING

    GATEWAY FAMILY AND CHILD SERVICES

    $1,097,762
    BIRMINGHAM, AL2024

    GENERAL OPERATING

    SALVATION ARMY

    $1,097,762
    BIRMINGHAM, AL2024

    GENERAL OPERATING

    UNITED ABILITY INC

    $1,097,762
    BIRMINGHAM, AL2024

    GENERAL OPERATING

    BAPTIST HEALTH FOUNDATION INC

    $1,097,762
    BIRMINGHAM, AL2024

    GENERAL OPERATING

    BOYS AND GIRLS RANCHES OF ALABAMA

    $1,097,762
    MONTGOMERY, AL2024

    GENERAL OPERATING

    GREATER BIRMINGHAM HUMANE SOCIETY

    $445,319
    BIRMINGHAM, AL2024

    GENERAL OPERATING

    CHRISTIAN SERVICE MISSION

    $445,319
    BIRMINGHAM, AL2024

    GENERAL OPERATING

    JUNIOR LEAGUE OF BIRMINGHAM ALABAMA INC

    $445,319
    BIRMINGHAM, AL2024

    GENERAL OPERATING

    THE BIRMINGHAM ZOO INC

    $445,319
    BIRMINGHAM, AL2024

    GENERAL OPERATING

    BIRMINGHAM BOTANICAL SOCIETY INC

    $445,319
    BIRMINGHAM, AL2024

    GENERAL OPERATING

    THE COMMUNITY FOUNDATION OF GREATER BIRM

    $445,319
    BIRMINGHAM, AL2024

    GENERAL OPERATING

    CANTERBURY UNITED METHODIST CHURCH

    $1,113,525
    BIRMINGHAM, AL2023

    GENERAL OPERATING

    BAPTIST HEALTH FOUNDATION INC

    $1,113,525
    BIRMINGHAM, AL2023

    GENERAL OPERATING

    UNITED ABILITY INC

    $1,113,525
    BIRMINGHAM, AL2023

    GENERAL OPERATING

    BOYS AND GIRLS RANCHES OF ALABAMA

    $1,113,525
    MONTGOMERY, AL2023

    GENERAL OPERATING

    GATEWAY FAMILY AND CHILD SERVICES

    $1,113,525
    BIRMINGHAM, AL2023

    GENERAL OPERATING

    JIMMIE HALE MISSION

    $1,113,525
    BIRMINGHAM, AL2023

    GENERAL OPERATING

    SALVATION ARMY

    $1,113,525
    BIRMINGHAM, AL2023

    GENERAL OPERATING

    BIRMINGHAM BOTANICAL SOCIETY INC

    $451,713
    BIRMINGHAM, AL2023

    GENERAL OPERATING

    JUNIOR LEAGUE OF BIRMINGHAM ALABAMA INC

    $451,713
    BIRMINGHAM, AL2023

    GENERAL OPERATING

    THE BIRMINGHAM ZOO INC

    $451,713
    BIRMINGHAM, AL2023

    GENERAL OPERATING

    GREATER BIRMINGHAM HUMANE SOCIETY

    $451,713
    BIRMINGHAM, AL2023

    GENERAL OPERATING

    MISSION CHRISTIAN SERVICE

    $451,713
    BIRMINGHAM, AL2023

    GENERAL OPERATING

    THE COMMUNITY FOUNDATION OF GREATER BIRM

    $451,713
    BIRMINGHAM, AL2023

    GENERAL OPERATING