BIRMINGHAM, AL
Lucille S Beeson Charitable Remainder 66 1055001761
Quick Facts
- EIN
- 726278911
- Location
- BIRMINGHAM, AL
- Category
- Philanthropy & Grantmaking
- Total Assets
- $195.6M
- Annual Income
- $60.6M
- IRS Ruling Year
- 2004
- Organization Type
- Trust
- Tax Deductibility
- Contributions are deductible
About This Foundation
Lucille S Beeson Charitable Remainder 66 1055001761 is a private trust based in BIRMINGHAM, AL. The foundation received its IRS ruling in 2004. It holds total assets of $195.6M. Annual income is reported at $60.6M. The foundation operates in the area of philanthropy & grantmaking. Contributions to this foundation are tax-deductible.
View 990 FilingsFinancial Overview
Total Giving
$11.8M
2023-2%
Total Assets
$192M
2023-2%
Fair Market Value
$219.8M
2023
Net Worth
$192M
2023
Grants Paid
$10.4M
2023
Contributions
$0
2023
Net Investment Income
$7M
2023
Distribution Amount
$10.4M
2023
Total Giving by Year
$9.6M
11$9.8M
12$10.5M
13$11.1M
14$11.2M
15$11.5M
19$11.8M
20$13.2M
21$12M
22$11.8M
23Asset Growth
$157.6M
11$163.1M
12$164.7M
13$169.8M
14$172M
15$201.7M
19$197.7M
20$200.4M
21$195.8M
22$192M
23Investment Portfolio (2023)
Total: $0
Other Investments: $188.4M
Cash: $3.6M
Other Investments (98%)
Cash (2%)
Expense Breakdown (2023)
Grants Paid$10.4M
Officer Compensation$1.1M
Accounting Fees$2K
Revenue Sources (2023)
- Dividends
- $5.8M
- Capital Gains (Net)
- $2.2M
- Other Income
- $183K
Financial Details (2023)
- Total Revenue
- $8.2M
- Total Expenses
- $11.8M
- Exempt Purpose Expenses
- $10.6M
- Required Distribution
- $10.4M
- Undistributed Income
- $494K
- Total Liabilities
- $1
- Excise Tax
- $98K
- Tax Due
- $1K
Foundation Classification (2023)
Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings
Grantmaking Insights
Total Grants
26
Total Giving
$22M
Average Grant
$844K
Median Grant
$1.1M
Total Giving by Year
$11.6M (13 grants)
21$10.4M (13 grants)
23Grant Range
Min$445K
Max$1.2M
Median: $1.1M
Smallest grantLargest grant
Openness to New Grantees (2023)
77%
of 2023 grantees were first-time recipients
Geographic Distribution of Grants
AK
ME
VT
NH
WA
ID
MT
ND
MN
WI
MI
NY
MA
CT
RI
OR
NV
WY
SD
IA
IL
IN
OH
PA
NJ
CA
UT
CO
NE
MO
KY
WV
VA
MD
DE
DC
AZ
NM
KS
AR
TN
NC
SC
OK
LA
MS
AL
AL: $22M (26)
GA
FL
HI
TX
AL$22M (26)
Past Grantees
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Baptist Health Foundation IncGENERAL OPERATING | Birmingham, AL | $1.1M | 2023 |
| Salvation ArmyGENERAL OPERATING | Birmingham, AL | $1.1M | 2023 |
| United Ability IncGENERAL OPERATING | Birmingham, AL | $1.1M | 2023 |
| Canterbury United Methodist ChurchGENERAL OPERATING | Birmingham, AL | $1.1M | 2023 |
| Jimmie Hale MissionGENERAL OPERATING | Birmingham, AL | $1.1M | 2023 |
| Boys And Girls Ranches Of AlabamaGENERAL OPERATING | Montgomery, AL | $1.1M | 2023 |
| Gateway Family And Child ServicesGENERAL OPERATING | Birmingham, AL | $1.1M | 2023 |
| Birmingham Botanical Society IncGENERAL OPERATING | Birmingham, AL | $445K | 2023 |
| Greater Birmingham Humane SocietyGENERAL OPERATING | Birmingham, AL | $445K | 2023 |
| Christian Service MissionGENERAL OPERATING | Birmingham, AL | $445K | 2023 |
| Junior League Of Birmingham Alabama IncGENERAL OPERATING | Birmingham, AL | $445K | 2023 |
| The Community Foundation Of Greater BirmGENERAL OPERATING | Birmingham, AL | $445K | 2023 |
| The Birmingham Zoo IncGENERAL OPERATING | Birmingham, AL | $445K | 2023 |
| Baptist Health FoundatioGENERAL OPERATING | Birmingham, AL | $1.2M | 2021 |
| Jimmie Hale MissionGENERAL OPERATING | Birmingham, AL | $1.2M | 2021 |
| The Salvation ArmyGENERAL OPERATING | Birmingham, AL | $1.2M | 2021 |
| Canterbury UnitedGENERAL OPERATING | Birmingham, AL | $1.2M | 2021 |
| Gateway Aka Gateway IncGENERAL OPERATING | Birmingham, AL | $1.2M | 2021 |
| United Ability IncGENERAL OPERATING | Birmingham, AL | $1.2M | 2021 |
| The Boys And Girls Ranches OfGENERAL OPERATING | Montgomery, AL | $1.2M | 2021 |
| Junior League OfGENERAL OPERATING | Birmingham, AL | $499K | 2021 |
| Community Foundation Of GreaterGENERAL OPERATING | Birmingham, AL | $499K | 2021 |
| Birmingham BotanicalGENERAL OPERATING | Birmingham, AL | $499K | 2021 |
| Birmingham HumaneGENERAL OPERATING | Birmingham, AL | $499K | 2021 |
| Christian Service MissionGENERAL OPERATING | Birmingham, AL | $499K | 2021 |
| Birmingham Zoo IncGENERAL OPERATING | Birmingham, AL | $499K | 2021 |
990-PF Filings
| Tax Period | Return Type | View |
|---|---|---|
| 2023-12 | 990PF | View Filing |
| 2022-12 | 990PF | View Filing |
| 2021-12 | 990PF | View Filing |
| 2020-12 | 990PF | View Filing |
Filings sourced from IRS e-file index. View all on ProPublica
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