The Alabama State Capitol

Form 990-PFTax year 2025EIN 82-6433110

The Milestone Fund

A private foundation in Birmingham, AL. Its return for tax year 2025 lists 15 grants and $159,000 paid in grants.

Tax year 2025 (period ending Dec 31, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

8 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2025

    $159,000

    Grants listed
    15
    Assets, end of year
    $947,461
  • Tax year 2024

    $145,000

    Grants listed
    13
    Assets, end of year
    $1,043,381
  • Tax year 2023

    $132,000

    Grants listed
    13
    Assets, end of year
    $1,086,510
  • Tax year 2022

    $122,000

    Grants listed
    13
    Assets, end of year
    $919,092
  • Tax year 2021

    $127,000

    Grants listed
    13
    Assets, end of year
    $965,400
  • Tax year 2020

    $120,000

    Grants listed
    14
    Assets, end of year
    $1,001,961
  • Tax year 2019

    $120,000

    Grants listed
    14
    Assets, end of year
    $1,052,341
  • Tax year 2018

    $110,000

    Grants listed
    8
    Assets, end of year
    $1,109,771

Grants paid in 2025

15 grants, largest first

As listed on the return.

  1. United Way of Central AlBirmingham, AL

    General fund

    $35,000
  2. Children's Hospital FoundationBirmingham, AL

    General fund

    $25,000
  3. Community Foundation of Greater BirBirmingham, AL

    General fund

    $20,000
  4. UAB Comprehensive Cancer CenterBirmingham, AL

    Geneal fund

    $20,000
  5. Indian Springs SchoolIndian SPGS, AL

    General fund

    $10,000
  6. Woodlawn FoundationBirmingham, AL

    General fund

    $10,000
  7. Alabama SymphonyBirmingham, AL

    General fund

    $5,000
  8. Birmingham Civil Rights InstituteBirmingham, AL

    General fund

    $5,000
  9. Birmingham Historical SocietyBirmingham, AL

    General fund

    $5,000
  10. Hispanic Interest Coalition of AlabBirmingham, AL

    General fund

    $5,000
  11. Mike Slive FoundationBirmingham, AL

    General fund

    $5,000
  12. Altamont SchoolBirmingham, AL

    General fund

    $5,000
  13. WBHM Public RadioBirmingham, AL

    General fund

    $5,000
  14. The Junior League of BirminghamBirmingham, AL

    General fund

    $2,000
  15. Medical Opinion and Education FoundBirmingham, AL

    General fund

    $2,000

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Education2 grants $15,00041% of the total
  2. Community development2 grants $12,00032% of the total
  3. Arts and culture1 grant $5,00014% of the total
  4. Philanthropy and grantmaking1 grant $5,00014% of the total

By State

Grants to organizations with a US address, latest year.

  1. Alabama15 grants $159,000

Officers, directors and trustees

1 person as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Regions Bank Trust DepartmentTRUSTEE Hours 0Pay $7,263

The return

More foundations

Similar foundations

Same main cause (education), giving between a quarter and four times this foundation’s where possible, nearby first.

  1. Nall-Whatley FoundationBirmingham, AL 33 grants Preselected only $154,604 giving
  2. Tickle Family FoundationBirmingham, AL 13 grants Preselected only $151,056 giving
  3. W Maxwell Thomas MD Charitable TrustBirmingham, AL 5 grants Preselected only $179,998 giving
  4. Peter W and Peggy H Field FoundationBirmingham, AL 12 grants Preselected only $183,146 giving
  5. William H Sadler Jr Test TrustBirmingham, AL 2 grants Preselected only $130,152 giving