How to apply
Accepts applications
The return gives an application contact and rules, as below.
- Contact person
- On file
- Phone
- On file
- Mailing address
- On file
- Form and materials
- On file
- Deadlines
- Applications need to be received prior to the calendar year in which the contributions are made.
- Restrictions
- Benefits primarily persons or charitable organizations located in the communities in which the bank has offices
Contact person, phone, mailing address and application materials on file. See them with a plan.
Assets and giving by year
-
Tax year 2025
$25,665
- Grants listed
- 12
- Assets, end of year
- $816,725
-
Tax year 2024
$245,200
- Grants listed
- 20
- Assets, end of year
- $626,270
-
Tax year 2023
$182,085
- Grants listed
- 25
- Assets, end of year
- $667,962
-
Tax year 2022
$183,310
- Grants listed
- 17
- Assets, end of year
- $621,886
-
Tax year 2021
$60,300
- Grants listed
- 17
- Assets, end of year
- $645,565
-
Tax year 2020
$52,417
- Grants listed
- 12
- Assets, end of year
- $510,579
-
Tax year 2019
$11,532
- Grants listed
- 9
- Assets, end of year
- $369,229
-
Tax year 2018
$40,017
- Grants listed
- 15
- Assets, end of year
- $204,912
Grants paid in 2025
As listed on the return.
-
Perdue Hill - Claiborne Foundation IncPerdue Hill, AL
For General Operating Support.
$5,000 -
Monroe County Public LibraryMonroeville, AL
For General Operating Support.
$3,500 -
Partnership Housing of Southwest AlabamaMobile, AL
For General Operating Support.
$3,250 -
Flomaton Public LibraryFlomaton, AL
For General Operating Support.
$2,500 -
The Cookery ProjectMobile, AL
For General Operating Support.
$2,500 -
Santa Rosa Kids' HouseMilton, FL
For General Operating Support.
$2,500 -
Mt Pleasant Historical SocietyUriah, AL
For General Operating Support.
$2,500 -
United Way of Baldwin CountyFoley, AL
For General Operating Support.
$2,500 -
Don't Be a Sap It's a Booby TrapLillian, AL
For General Operating Support.
$1,000 -
North Baldwin Ecumenical AssociationBay Minette, AL
For General Operating Support.
$325 -
New Life in Christ ChurchFoley, AL
For General Operating Support.
$80 -
Baldwin County AngelsRobertsdale, AL
For General Operating Support.
$10
Where the money goes
By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.
- Education1 grant $3,50037% of the total
- Housing and shelter1 grant $3,25034% of the total
- Youth development1 grant $2,50026% of the total
- Human services2 grants $3353% of the total
By State
Grants to organizations with a US address, latest year.
Officers, directors and trustees
As filed on the return, with average hours per week and pay from the foundation.
- Leigh Anne Russell-JonesPresident Hours 0.5Pay $0
- Michael R VincentChairman Hours 0.5Pay $0
- Brian BruleySECRETARY Hours 0.5Pay $0
- Richard MaxwellTRUSTEE Hours 0.5Pay $0
- Michael AndreoliTRUSTEE Hours 0.5Pay $0
- Dale AshTRUSTEE Hours 0.5Pay $0
- David D SwiftTRUSTEE Hours 0.5Pay $0
The return
More foundations
- Private foundations in Alabama
- Private foundations in Atmore
- Foundations that fund education in Alabama
- Foundations that fund housing and shelter in Alabama
- Foundations that fund youth development in Alabama
Similar foundations
Same main cause (education), giving between a quarter and four times this foundation’s where possible, nearby first.
- Mildred Neff Trust FBO Seton Hill 1 grant Preselected only $25,150 giving
- Beth B Anderson Family Foundation 5 grants Preselected only $25,000 giving
- Helen S McPheeters 6 grants Preselected only $24,780 giving
- Phil and Lisa Williams Family Foundation 10 grants Preselected only $26,864 giving
- The Forman Foundation 11 grants Preselected only $27,002 giving