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Alabama · Private foundation

Lucille S Beeson Char Tr Bond Mgmt

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$12M
Granted FY2025(still arriving)
17
Grants FY2025
15
Organizations funded FY2024
7%
First-time grantees FY2024
Read the full brief
Median grant, FY2025
$568,724
Largest grant, FY2025
$1,801,209
Organizations funded a year
13 to 15
FY2019 to FY2024
States reached, FY2025
3
Total assets, FY2025
$200M
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2024, 7% of the organizations Lucille S Beeson Char Tr Bond Mgmt funded were first-time grantees, receiving 5% of its grant dollars.

New vs renewed · share of each year

In FY2024, 95% of grant dollars renewed an existing relationship; $595k went to new ones.

50%100%’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’20’21’22’23’24
HealthAnimalsHuman ServicesCommunity ImprovementEnvironmentOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2025still arriving16$12M13%
FY202415$11M7%
FY202313$10M0%
FY202213$11M69%
FY202113$12M0%
FY202013$10.0M8%
FY201913$9.8Mn/a
91% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2019 to 2025.

Human Services$23MHealth$16MFood & Nutrition$7.9MReligion$5.5MAnimals$5.1MYouth Development$4.7MPhilanthropy$3.0MEnvironment$1.9MOther$0

Top grantees

Largest recipients by total granted, FY2019 to FY2025, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Downtown Jimmie Hale Mission$7,920,536718%
United Ability Inc$7,168,78779%
Alabama Sheriffs' Youth Ranches Inc$4,578,023425%
Canterbury United Methodist Church$4,578,0234n/a
Baptist Health Foundation Inc$3,345,537437%
Gateway$3,342,513319%
Birmingham Zoo Inc$2,785,72764%
Christian Service Mission Inc$2,301,215632%
Junior League of Birmingham Inc$1,857,124437%
The Birmingham Botanical Society Inc$1,857,124417%
Show all 15 grantees
All grantees of Lucille S Beeson Char Tr Bond Mgmt by total granted
GranteeTotal grantedYearsShare of their budget
Downtown Jimmie Hale Mission$7,920,536718%
United Ability Inc$7,168,78779%
Alabama Sheriffs' Youth Ranches Inc$4,578,023425%
Canterbury United Methodist Church$4,578,0234n/a
Baptist Health Foundation Inc$3,345,537437%
Gateway$3,342,513319%
Birmingham Zoo Inc$2,785,72764%
Christian Service Mission Inc$2,301,215632%
Junior League of Birmingham Inc$1,857,124437%
The Birmingham Botanical Society Inc$1,857,124417%
The Greater Birmingham Humane Society Inc$1,857,12448%
The Community Foundation of Greater$1,190,451357%
Ability Inc$751,7481n/a
The Health Foundation Inc$637,4401n/a
Baptist Health Foundation Inc$595,046125%

What it could do for these grantees

Plus 11 recipients with no EIN on record ($30M), not named here.

Where it is load-bearing

Lucille S Beeson Char Tr Bond Mgmt supplied at least a quarter of the budget for 5 of its grantees at some point. The chart plots its 12 largest grantees; load-bearing ones sit top left.

25%50%75%100%$10Mgrantee revenue →↑ funder's share of their budgetDowntown Jimmie Hale Mission: $7,920,536 over 7y, 18% of budgetUnited Ability Inc: $7,168,787 over 7y, 9.4% of budgetAlabama Sheriffs' Youth Ranches Inc: $4,578,023 over 4y, 25% of budgetBaptist Health Foundation Inc: $3,345,537 over 4y, 37% of budgetGateway: $3,342,513 over 3y, 19% of budgetBirmingham Zoo Inc: $2,785,727 over 6y, 4.1% of budgetChristian Service Mission Inc: $2,301,215 over 6y, 32% of budgetJunior League of Birmingham Inc: $1,857,124 over 4y, 37% of budgetThe Birmingham Botanical Society Inc: $1,857,124 over 4y, 17% of budgetThe Greater Birmingham Humane Society Inc: $1,857,124 over 4y, 7.6% of budgetThe Community Foundation of Greater: $1,190,451 over 3y, 57% of budgetBaptist Health Foundation Inc: $595,046 over 1y, 25% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 12.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

The Daniel Foundation of AlabamaAL23.7× affinity9 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Daniel Foundation of Alabama · Altecstyslinger Foundation · The Community Foundation of Greater Birmingham · Alabama Power Foundation Inc · Robert R Meyer Foundation · Hill Crest Foundation Inc · Nall-Whatley Foundation · The Hackney Foundation · Susan Mott Webb Charitable Trust · Mike and Gillian Goodrich Foundation · Protective Life Foundation · Enterprise Holdings Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Lucille S Beeson Char Tr Bond Mgmt with peer funders

About Lucille S Beeson Char Tr Bond Mgmt

How much does Lucille S Beeson Char Tr Bond Mgmt give?
Lucille S Beeson Char Tr Bond Mgmt reported 17 grants totaling $11,973,956 in its FY2025 IRS filing. It funded between 13 and 15 organizations a year over FY2019 to FY2024.
What does Lucille S Beeson Char Tr Bond Mgmt fund?
By grant dollars over FY2019 to FY2025, its largest causes are Human Services (31%), Health (21%), Food & Nutrition (11%).
Who are Lucille S Beeson Char Tr Bond Mgmt's largest grantees?
By total granted over FY2019 to FY2025: Downtown Jimmie Hale Mission ($7.9M), United Ability Inc ($7.2M), Alabama Sheriffs' Youth Ranches Inc ($4.6M).
Does Lucille S Beeson Char Tr Bond Mgmt fund new organizations?
In FY2024, 7% of the organizations it funded were first-time grantees.
Does Lucille S Beeson Char Tr Bond Mgmt accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as Lucille S Beeson Char Tr Bond Mgmt?
Its strongest co-funders, measured against what their size predicts, include The Daniel Foundation of Alabama, Altecstyslinger Foundation, The Community Foundation of Greater Birmingham.
Where is Lucille S Beeson Char Tr Bond Mgmt based?
Lucille S Beeson Char Tr Bond Mgmt is based in AL.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 26 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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