Alwinell Foundation Tr Ua
Alwinell Foundation Tr Ua is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.3M in total assets. In 2025, it awarded 15 grants totaling $112K. Net investment income was $68K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.3M
-3.7% YoY
Annual Giving
$112K
+43.6% YoY
Grant Count
15
+36.4% YoY
Avg Grant Size
$7K
+5.3% YoY
Under IRS private-foundation payout rules, Alwinell Foundation Tr Ua reported a distributable amount of $85K for 2025 — the minimum it must pay out in qualifying distributions.
About Alwinell Foundation Tr Ua
Based on IRS filings
Alwinell Foundation Tr Ua is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.3M in total assets. In 2025, it awarded 15 grants totaling $112K. Net investment income was $68K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,345,918 | $1,397,186 | $1,210,688 |
| Revenue | $69,913 | $267,455 | $43,864 |
| Expenses | $121,181 | $80,958 | $82,399 |
| Qualifying Distributions | $112,690 | $78,799 | $78,685 |
| Net Investment Income | $68,077 | $265,156 | $42,133 |
| Distributable Amount | $85,475 | $75,829 | $74,579 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
61 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Eblen Charities ($15,000), Manna Food Bank ($15,000), Nc Independent Colleges ($11,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AUTISM SOCIETY OF NC RALEIGH, NC | UNRESTRICTED GENERAL | $8,000 |
| NC INDEPENDENT COLLEGES RALEIGH, NC | UNRESTRICTED GENERAL | $11,000 |
| FELLOWSHIP HALL GREENSBORO, NC | UNRESTRICTED GENERAL | $2,000 |
| JOHNSTON MEMORIAL YMCA CHARLOTTE, NC | UNRESTRICTED GENERAL | $6,000 |
| FREEDOM HOUSE CHAPEL HILL, NC | UNRESTRICTED GENERAL | $4,000 |
| EBLEN CHARITIES ASHEVILLE, NC | UNRESTRICTED GENERAL | $15,000 |
| CENTRAL PIEDMONT COMMUNITY COLLEGE CHARLOTTE, NC | EDUCATIONAL SCHOLARSHIPS | $11,000 |
| SHARON TOWERS RETIREMENT HOME CHARLOTTE, NC | UNRESTRICTED GENERAL | $3,000 |
| SC INDEPENDENT COLLEGES COLUMBIA, SC | EDUCATIONAL SCHOLARSHIPS | $11,000 |
| SALVATION ARMY-BOYSGIRLS CLUB ATLANTA, GA | UNRESTRICTED GENERAL | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $924 |
| MR JAMES R ALLISON CHAIRMAN | FDN MGR | 1 | — |
| MR HENRY J ALLISON JR | SECRETARY | 1 | — |
| CAROL A MARLEE | BOARD MEMBER | 1 | — |
Frequently Asked Questions
How large is Alwinell Foundation Tr Ua?
As of 2025, Alwinell Foundation Tr Ua holds $1.3M in total assets with $70K in annual revenue. It awarded 15 grants totaling $112K in 2025.
Where does Alwinell Foundation Tr Ua operate?
Alwinell Foundation Tr Ua has awarded grants in Georgia, North Carolina, South Carolina.
What size grants does Alwinell Foundation Tr Ua award?
In 2025, Alwinell Foundation Tr Ua awarded 15 grants totaling $112K — an average of about $7K per grant, based on its IRS Form 990 filings.
How much is Alwinell Foundation Tr Ua required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Alwinell Foundation Tr Ua reported a distributable amount of $85K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Alwinell Foundation Tr Ua's EIN?
Alwinell Foundation Tr Ua's EIN (Employer Identification Number) is 56-6039491. IRS Form 990 filing data is available on this page for 2020–2025.
Explore Open Grants
Browse active grant opportunities in Alwinell Foundation Tr Ua's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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