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EIN 72-6278911

Lucille S Beeson Charitable Trust Bond MGMT

IRS 501(c) type
501(c)(3)
Num. employees
1
City
Birmingham
State
Alabama
Year formed
2004
Most recent tax filings
2022-12-01
NTEE code, primary
T20: Private Foundations
Description
Lucille S Beeson Charitable Trust Bond MGMT is a private foundation that made 14 grants last year. The trustee is Regions Bank, and the grantees include Jimmie Hale Mission. It is located in Birmingham, AL.
Also known as...
Lucille S Beeson Charitable Trust; Lucille S Beeson Charitable Remainder 66 1055001761
Total revenues
$7,385,012
2022
Total expenses
$11,996,624
2022
Total assets
$195,757,249
2022
Num. employees
1
2022

Grants made by Lucille S Beeson Charitable Trust Bond MGMT

GranteeGrant descriptionAmount
Downtown Jimmie Hale MissionGeneral Operating$1,113,525
United AbilityGeneral Operating$1,113,525
Alabama Sheriffs' Youth RanchesGeneral Operating$1,113,525
...and 4 more grants made

Personnel at Lucille S Beeson Charitable Trust Bond MGMT

NameTitle
Regions Bank TrusteeTrust Officer

Financials for Lucille S Beeson Charitable Trust Bond MGMT

RevenuesFYE 12/2022
Total grants, contributions, etc.$0
Investment income and dividends$5,460,826
Net rental income$0
Net gain from sale of non-inventory assets$1,836,787
Gross sales of inventory$0
Miscellaneous revenues$87,399
Total revenues$7,385,012

Form 990s for Lucille S Beeson Charitable Trust Bond MGMT

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-09990PFView PDF
2021-122022-05-10990PFView PDF
2020-122021-06-21990PFView PDF
2019-122021-06-09990PFView PDF
2018-122019-12-12990PFView PDF
...and 6 more Form 990s
Data update history
January 20, 2024
Posted financials
Added Form 990PF for fiscal year 2022
January 20, 2024
Updated personnel
Identified 1 new personnel
December 30, 2023
Used new vendors
Identified 1 new vendor, including
August 28, 2023
Posted financials
Added Form 990PF for fiscal year 2021
October 31, 2021
Posted financials
Added Form 990PF for fiscal year 2020
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsState / local levelTax deductible donations
General information
Address
PO Box 11647
Birmingham, AL 35202
Metro area
Birmingham-Hoover, AL
County
Jefferson County, AL
Phone
(206) 264-7881
IRS details
EIN
72-6278911
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2004
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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