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Also known as: TESTAMENTARY TRUST
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Julia G Melson Charitable Testamentary Trust is a private corporation based in MONTGOMERY, AL. The foundation received its IRS ruling in 2012. It holds total assets of $1.7M. Annual income is reported at $533K. The foundation is governed by 3 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. Grantmaking is concentrated in Alabama. According to available records, Julia G Melson Charitable Testamentary Trust has made 56 grants totaling $435K, with a median grant of $6K. The foundation has distributed between $105K and $220K annually from 2020 to 2023. Grantmaking activity was highest in 2022 with $220K distributed across 28 grants. Individual grants have ranged from $5K to $17K, with an average award of $8K. The foundation has supported 15 unique organizations. Grant recipients are concentrated in Alabama. Contributions to this foundation are tax-deductible.
Smallest Grant
$6K
Median Grant
$6K
Average Grant
$8K
Largest Grant
$17K
Based on 14 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Julia G Melson Charitable Testamentary Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 56 grants. Its grantmaking reaches organizations primarily in AL.
Julia G Melson Charitable Testamentary Trust has distributed a total of $435K across 56 grants. The median grant size is $6K, with an average of $8K. Individual grants have ranged from $5K to $17K.
Julia G Melson Charitable Testamentary Trust typically selects its grantees rather than accepting unsolicited proposals.
Julia G Melson Charitable Testamentary Trust is headquartered in MONTGOMERY, AL.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Karla Conway | CO-TRUSTEE | $0 | $0 | N/A |
| Carolyn Cox | CO-TRUSTEE | $0 | $0 | N/A |
| Richard P Morthland | CO-TRUSTEE | $0 | $0 | N/A |
Total Giving
$131K
Total Assets
$1.7M
Fair Market Value
$2.2M
Net Worth
$1.7M
Grants Paid
$105K
Contributions
N/A
Net Investment Income
$52K
Distribution Amount
$105K
Total: $1.5M
Total Grants
56
Total Giving
$435K
Average Grant
$8K
Median Grant
$6K
Unique Recipients
15
Most Common Grant
$6K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| University Of AlabamaSCHOLARSHIP FUND - SCHOOL OF COMMERCE | Tuscaloosa, AL | $16K | 2023 |
| Young Men'S Christian AssociationGENERAL SUPPORT | Selma, AL | $5K | 2023 |
| Salvation ArmyGENERAL SUPPORT | Selma, AL | $5K | 2023 |
| Public Library Selma And Dallas CountyGENERAL SUPPORT | Selma, AL | $11K | 2023 |
| Corner Presbyterian ChurchGENERAL SUPPORT | Selma, AL | $11K | 2023 |
| Presbyterian Home For ChildrenGENERAL SUPPORT | Talladega, AL | $11K | 2023 |
| West Central Alabama Rehabilitation CenterGENERAL SUPPORT | Selma, AL | $11K | 2023 |
| Sturdivant MuseumGENERAL SUPPORT | Selma, AL | $5K | 2023 |
| United Way Agency Selma And Dallas CountyGENERAL SUPPORT | Selma, AL | $5K | 2023 |
| Board Of Education City Of SelmaGENERAL SUPPORT | Selma, AL | $5K | 2023 |
| Boy Scouts Of America - Selma DistrictGENERAL SUPPORT | Selma, AL | $5K | 2023 |
| Alabama Sheriff Youth Ranches IncGENERAL SUPPORT | Montgomery, AL | $5K | 2023 |
| George C Wallace Community CollegeGENERAL SUPPORT | Selma, AL | $5K | 2023 |
| Old Depot MuseumGENERAL SUPPORT | Selma, AL | $5K | 2023 |
| Alabama Sheriff'S Boys & Girls RanchGENERAL SUPPORT | Montgomery, AL | $6K | 2020 |
BIRMINGHAM, AL
BIRMINGHAM, AL
BIRMINGHAM, AL