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· 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 FY2025still arriving
17
Grants FY2025still arriving
3
States reached
$1.8M
Largest
01What it funds
0191% 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
02FY2025 · 17 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • $50k–250k1 grant · $231k
  • $250k+16 grants · $12M
$568,724
Median grant
3
States reached
$200M
Total assets
Largest grants
RecipientAmount
SALVATION ARMY$1,801,209
GATEWAY FAMILY AND CHILD SERVICES$1,206,164
JIMMIE HALE MISSION$1,206,164
CANTERBURY UNITED METHODIST CHURCH$1,206,164
ABILITY INC$751,748
ALABAMA SHERIFFS YOUTH RANCHES INC$637,440
HEALTH FOUNDATION INC$637,440
BAPTIST HEALTH FOUNDATION INC$568,724
BOYS AND GIRLS RANCHES OF ALABAMA$568,724
JUNIOR LEAGUE OF BIRMINGHAM ALABAMA INC$489,294
GREATER BIRMINGHAM HUMANE SOCIETY$489,294
THE BIRMINGHAM ZOO INC$489,294
THE COMMUNITY FOUNDATION OF GREATER BIRM$489,294
BIRMINGHAM BOTANICAL SOCIETY INC$489,294
UNITED ABILITY INC$454,415
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY19–25, $6.3M) land where the poverty rate runs at 17%, against an area that typically sits at 16%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 16%ALABAMA SHERIFFS YOUTH RANCHES INC: $637k → 18%CHRISTIAN SERVICE MISSION: $499k → 16%CHRISTIAN SERVICE MISSION: $445k → 16%CHRISTIAN SERVICE MISSION: $430k → 16%CHRISTIAN SERVICE MISSION: $427k → 16%CHRISTIAN SERVICE MISSION: $259k → 16%CHRISTIAN SERVICE MISSION: $241k → 16%GATEWAY AKA GATEWAY INC: $1.2M → 16%GATEWAY AKA GATEWAY INC: $1.1M → 16%GATEWAY AKA GATEWAY INC: $1.1M → 16%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

97%of every dollar goes to organizations it has funded before.
$73M · 22 repeat orgs$2.4M to everyone else

Grantees it renews have grown median revenue +34% since the first grant, against -24% for those funded once.

22 repeat relationships: 14 still active in FY2025, 8 since wound down; 2 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

22
2

Total granted

$73M
$1.0M

Median revenue growth · since first grant

+34%
-24%

Still filing today

50%
50%

New vs renewed · share of each year

In FY2025, 88% of grant dollars renewed an existing relationship; $1.4M went to new ones.

50%100%’19’20’21’22’23’24’25
RenewedFirst-time

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

’19’20’21’22’23’24’25
HealthHuman ServicesAnimalsHousing & ShelterCommunity 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.

Backed again, and grew

  • DJ
    DOWNTOWN JIMMIE HALE MISSION
    7× · 2019–2025 · $7.9M · revenue +23%
  • UA
    UNITED ABILITY INC
    7× · 2019–2025 · $7.2M · revenue +34%
  • AS
    ALABAMA SHERIFFS' YOUTH RANCHES INC
    4× · 2022–2025 · $4.6M · revenue +26% · 25% of their budget

Funded once

  • BH
    BAPTIST HEALTH FOUNDATION INC
    one grant, 2024 · $595k · revenue -24%
  • TA
    THE ALABAMA ZOOLOGICAL SOCIETY
    one grant, 2019 · $427k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Greater Birmingham Ministries

To serve people, build community, pursue justice.

—
2
Baptist Health System Inc

"as a witness to the love of god, revealed through jesus christ, the baptist health system is committed to ministries that enhance the health, dignity, and wholeness of those we serve, through integrity, compassion, advocacy,…

Health
3
Habitat for Humanity of Baldwin County Inc

Habitat for humanity of baldwin county, inc. is an ecumenical, christian housing ministry that seeks to eliminate poverty housing by partnering with the community to make decent shelter a matter of conscience and action.

—
4
Mississippi Baptist Health Systems Inc

Mississippi baptist health systems, inc.'s foundation and tradition is its christian healing ministry. the mission is to serve the community through continuously improving quality medical care and effective use of education and technology…

Health
5
Alabama Healthcare Hall of Fame
Arts & Culture
6
Charitable Gift Foundation

The charitable gift foundation is a public charity operating in affiliation with the community foundation of greater birmingham. the primary purpose of the foundation is to assist other charities with donation of real property and complex…

Philanthropy
7
Mississippi Baptist Medical Center Inc

The mission of mississippi baptist medical center, inc. is to serve the community through continuously improving quality medical care and effective use of education and technology in a personal and compassionate environment.

Health
8
Baptist Memorial Hospital- North Mississippi Inc

Baptist memorial hospital-north mississippi, inc. provides quality medical health care regardless of race, creed, sex, national origin, handicap, or age.

Health
9
Legal Aid Society of Birmingham

The Organization is a nonprofit community defender providing legal assistance through court appointment to children and other indigent persons.

Crime & Legal
10
Baptist Health Foundation Richmond Inc

The mission of Baptist Health Foundation Richmond is to serve as an instrument to assist, advance and strengthen Baptist Health Richmond hospital in its mission and ministry of healing, in its service as a health center for the community,…

Human Services
11
Baptist Health System Foundation Inc

To make hope, healing and well-being accessible to every person as an expression of God's love.

—
12
Refuge 1212 Inc

Red mountain grace is a not-for-profit organization dedicated as a place of refuge for out-of-town patients and caregivers that are receiving extended medical treatment. our foundation is in christ, our heart is for birmingham.

Health
How this is measured
The grantee most central to the portfolio’s shape is Baptist Health Foundation Inc; the most unlike its peers is The Greater Birmingham Humane Society Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

14 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 14 of the 26 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

5
Load-bearing (≥25% of a budget)
2
Early backer (in before they grew)
14/14
Grantees still filing
10/14
Grew since first funded

Where the money sits, by cause and then by grantee

SALVATION ARMY: $8,515,581 · OtherSALVATION ARMYGATEWAY FAMILY AND CHILD SERVICES: $4,578,023 · OtherGATEWAY FAMILY AND CHILD SERVICESCanterbury United Methodist Church: $4,578,023 · OtherCanterbury United Methodist ChurchBAPTIST HEALTH FOUNDATIO: $3,342,513 · OtherBAPTIST HEALTH FOUNDATIOIndividual grant recipient: $3,342,513 · OtherIndividual grant recipientTHE BOYS AND GIRLS RANCHES OF: $3,342,513 · OtherTHE BOYS AND GIRLS RANCHES OFTHE COMMUNITY FOUNDATION OF GREATER BIRM: $1,857,124 · OtherIndividual grant recipient: $1,355,925 · OtherJUNIOR LEAGUE OF: $1,355,925 · OtherIndividual grant recipient: $1,355,925 · Other+3 more: $2,529,607 · Other+3 moreUNITED ABILITY INC: $7,168,787 · HealthUNITED ABILITY IN…BAPTIST HEALTH FOUNDATION INC: $3,345,537 · HealthBAPTIST HEALTH FO…THE HEALTH FOUNDATION INC: $637,440 · HealthTHE HEALTH FOUNDA…BAPTIST HEALTH FOUNDATION INC: $595,046 · HealthALABAMA SHERIFFS' YOUTH RANCHES INC: $4,578,023 · Human ServicesALABAMA SHERIFF…Gateway: $3,342,513 · Human ServicesGatewayChristian Service Mission Inc: $2,301,215 · Human ServicesChristian Servi…DOWNTOWN JIMMIE HALE MISSION: $7,920,536 · Housing & ShelterDOWNTOWN JI…Birmingham Zoo Inc: $2,785,727 · AnimalsTHE GREATER BIRMINGHAM HUMANE SOCIETY INC: $1,857,124 · AnimalsJUNIOR LEAGUE OF BIRMINGHAM INC: $1,857,124 · Community ImprovementTHE BIRMINGHAM BOTANICAL SOCIETY INC: $1,857,124 · EnvironmentABILITY INC: $751,748 · Employment
Other$36,153,672Health$11,746,810Human Services$10,221,751Housing & Shelter$7,920,536Animals$4,642,851Community Improvement$1,857,124Environment$1,857,124Employment$751,748

Each grantee by its size and the funder’s share of it; top left is load-bearing

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
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds DOWNTOWN JIMMIE HALE MISSION ↗
  • Who funds UNITED ABILITY INC ↗
  • Who funds ALABAMA SHERIFFS' YOUTH RANCHES INC ↗
  • Who funds BAPTIST HEALTH FOUNDATION INC ↗
  • Who funds Gateway ↗
  • Who funds Birmingham Zoo Inc ↗
  • Who funds Christian Service Mission Inc ↗
  • Who funds JUNIOR LEAGUE OF BIRMINGHAM INC ↗
  • Who funds THE BIRMINGHAM BOTANICAL SOCIETY INC ↗
  • Who funds THE GREATER BIRMINGHAM HUMANE SOCIETY INC ↗
  • Who funds THE COMMUNITY FOUNDATION OF GREATER ↗
  • Who funds ABILITY INC ↗
  • Who funds THE HEALTH FOUNDATION INC ↗
  • Who funds BAPTIST HEALTH FOUNDATION INC ↗

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.

How much its grantees rely on government

Each dot is one organization Lucille S Beeson Char Tr Bond Mgmt funds: left to right is the share of its income from government, bottom to top the share from Lucille S Beeson Char Tr Bond Mgmt. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%6%25%56%100%funder's share of their income ↑0%8%15%22%30%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    5report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–30%
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

    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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