Alwinell Foundation Tr UA
Alwinell Foundation Tr UA is a private foundation based in Dallas, Texas. Its 2025 filing reports 15 grants totaling $112,000 to organizations in North Carolina, South Carolina, and Georgia. Its 2026 filing, the latest on this page, reports 13 grants totaling $89,000.
Alwinell Foundation Tr UA at a glance
In short: Alwinell Foundation Tr UA gave $89K across 13 grants in 2026 (avg $7K), mostly in North Carolina. 9% of 2026 grantees were new. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $89,000
- -20.5% vs 2025
- Grants made (2026)
- 13
- -13.3% vs 2025
- Average grant
- $6,846
- -8.3% vs 2025
- Median grant
- $6,000
- Total assets
- $1,342,785
- -0.2% vs 2025
- New grantees (estimate)
- 9% first-time grantees (1 of 11, 2026; small sample)
- Primary geography
- North Carolina (82% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated November 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Alwinell Foundation Tr UA
- How to Apply
-
The 2024 filing lists Carol A Martell as the decision maker and a letter request as the required material. It states that funds may be used only within the United States or its possessions.
- Review Cycle
- None listed on the 2024 filing.
- Deadline
- None listed on the 2024 filing.
- Contact
Application contact: Carol A Martell Decision Maker
Mailing address: 126 Ridge Trail, Chapel Hill, NC 27516-1638
Phone: (919) 962-8713
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Alwinell Foundation Tr UA funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2026
The largest 2026 recipient was NC Independent Colleges Aka Independent College FD ($11K). Together the top 10 received $65K.
Organizations only. It also paid 2 individual scholarships ($22,000), which are not listed by name.
Grant Size Distribution
61 grants across all recorded years
The most common grant size was under $50K: 61 grants of 61 (100%).
Geographic Focus
Where this funder awards grants
The foundation is based in Dallas, Texas. In 2025, 86% of grant dollars went to recipients in North Carolina, 10% to South Carolina, and 4% to Georgia.
Grant Distribution by State
Share of 2026 grant dollars across all 13 itemized grants.
Cities
Is Alwinell Foundation Tr UA open to new grantees?
9%
first-time grantees, 2026
In 2026, 1 of 11 grantees (9%) were first-time recipients. With only 11 grantees, that is a small sample: one grantee more or less moves the share by about 9 points. First grants averaged $3K; repeat grants $6K. How we count
Medians: $3K first-time, $6K repeat.
- 91% of 2026 grantees were also funded in 2025. Method
- Giving held roughly steady from 2023 to 2026 (+14%). Method
- In 2026 it paid out 95% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2026). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2026, annual grant giving ranged from $61K (2021) to $112K (2025). In 2026 it made 13 grants totaling $89K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| NC Independent Colleges Aka Independent College FD Raleigh, NC | Unrestricted General | $11,000 |
| 2 individual scholarships Recipients not named | — | $22,000 |
| Hope Haven Inc Charlotte, NC | Unrestricted General | $10,000 |
| Autism Society of NC Raleigh, NC | Unrestricted General | $8,000 |
| Sharon Towers Retirement Home Charlotte, NC | Unrestricted General | $7,000 |
| Johnston Memorial YMCA Charlotte, NC | Unrestricted General | $6,000 |
| Freedom House Chapel Hill, NC | Unrestricted General | $6,000 |
| Interact Raleigh, NC | Unrestricted General | $6,000 |
| Salvation Army-Boysgirls Club Atlanta, GA | Unrestricted General | $5,000 |
| Appalachian Community Relief Black Mountain, NC | Unrestricted General | $3,000 |
Ready to take the next step with Alwinell Foundation Tr UA?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $1,342,785 | $88,417 | $91,550 | $89,000 | 13 | $89,702 | $84,660 | $94,517 |
| 2025 | $1,345,918 | $69,913 | $121,181 | $112,000 | 15 | $112,690 | $68,077 | $85,475 |
| 2024 | $1,397,186 | $267,455 | $80,958 | $78,000 | 11 | $78,799 | $265,156 | $75,829 |
| 2023 | $1,210,688 | $43,864 | $82,399 | $78,000 | 11 | $78,685 | $42,133 | $74,579 |
| 2022 | $1,250,628 | $113,905 | $81,071 | $78,000 | 11 | $78,661 | $112,171 | $84,708 |
| 2021 | $1,216,437 | $82,892 | $64,457 | $61,000 | 13 | — | $81,512 | $77,320 |
| 2020 | $1,198,005 | $81,349 | $67,301 | $62,500 | 15 | — | $79,600 | $67,805 |
Under IRS private-foundation payout rules, Alwinell Foundation Tr UA reported a distributable amount of $95K for 2026 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants show support for organizations working in areas including hunger relief, education, disability services, homelessness, and addiction recovery. For example, MANNA Food Bank describes its mission as working to end hunger in western North Carolina; Eblen Charities says it provides aid and support to people and families in need; and an individual recipient supporting organization says it carries out charitable and educational purposes benefiting the college. These are the grantees’ stated missions, not the foundation’s.
Grantmaking
In 2025, the foundation made 15 grants totaling $112,000. Grants ranged from $2,000 to $15,000, with a median grant of $6,000. Among the largest were $15,000 each to Eblen Charities and MANNA Food Bank; $11,000 each to two individual recipients Community College, and an individual recipient; and $10,000 to Hope Haven Inc. The listed purposes include unrestricted general support and educational scholarships. Its 2026 filing, the latest on this page, reports 13 grants totaling $89,000.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Bank of America as trustee; Mr James R Allison as foundation manager and chairman; Mr Henry J Allison Jr as secretary; and Carol A Marlee as a board member.
Alwinell Foundation Tr UA's 2026 filing lists 4 officers; 1 of 4 officers listed in 2026 is compensated.
Officers on the 2026 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$851 (2022) → $956 (2026)
Carol A. Marlee
Board Member
On filings since 2020
1 hr/week
No compensation reported
Henry J. Allison Jr.
Secretary
On filings since 2020
1 hr/week
No compensation reported
James R. Allison Chairman
Fdn Manager
On filings since 2020
1 hr/week
No compensation reported
Former officers (1)
- Former: Bank Of America N A (2020–2021) — Trustee
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $956, to Bank of America (Trustee).
Frequently asked questions about Alwinell Foundation Tr UA
How much does Alwinell Foundation Tr UA give each year?
Alwinell Foundation Tr UA gave $89K across 13 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $112K across 15 grants.
What is Alwinell Foundation Tr UA's typical grant size?
Alwinell Foundation Tr UA's median grant in 2026 was $6,000, and its average grant was $6,846, across 13 grants on its 2026 IRS Form 990-PF. Organizations receiving their first grant from Alwinell Foundation Tr UA that year got $3K on average.
Where does Alwinell Foundation Tr UA give grants?
Alwinell Foundation Tr UA gives mostly in North Carolina: 82% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The next largest states were South Carolina (12%) and Georgia (6%). The most frequent recipient cities were Raleigh, NC (3 grants) and Charlotte, NC (3 grants).
Does Alwinell Foundation Tr UA give general operating support?
Yes: 85% of Alwinell Foundation Tr UA's 2026 grants with a stated purpose (11 of 13) were for general or operating support, per its 2026 IRS Form 990-PF.
Who are Alwinell Foundation Tr UA's largest grantees?
Alwinell Foundation Tr UA's largest 2026 grantees include NC Independent Colleges Aka Independent College FD ($11,000), Hope Haven Inc ($10,000) and Autism Society of NC ($8,000), according to its 2026 IRS Form 990-PF. It also paid 2 individual scholarships ($22,000), which are not listed by name. Together they received 33% of its itemized 2026 grant dollars.
How large is Alwinell Foundation Tr UA?
Alwinell Foundation Tr UA reported $1.3M in total assets on its 2026 IRS Form 990-PF. It paid out $90K in qualifying distributions that year, against a required minimum of $95K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Alwinell Foundation Tr UA fund?
No mission statement for the foundation is provided. Its 2025 grants show support for organizations working in areas including hunger relief, education, disability services, homelessness, and addiction recovery. See mission & focus areas ↑
How do I apply for a grant from Alwinell Foundation Tr UA?
The 2024 filing lists Carol A Martell as the decision maker and a letter request as the required material. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2020–2026.
Data last updated November 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS July 2, 2020)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS July 30, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS September 30, 2022)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS September 25, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS August 26, 2025)
- Added Form 990-PF for fiscal year 2026 (received by the IRS September 3, 2026)
- IRS filings on file for fiscal years 2020–2025
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Cite this profile
Grantable. (2026). Alwinell Foundation Tr UA funder profile. GrantGraph. Retrieved November 12, 2026, from https://grantable.co/funders/alwinell-foundation-tr-ua-morg_4ce2e47fd74448fabd7ee6d2ff066410
BibTeX
@misc{grantable_566039491_2026,
author = {{Grantable}},
title = {{Alwinell Foundation Tr UA funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/alwinell-foundation-tr-ua-morg_4ce2e47fd74448fabd7ee6d2ff066410},
note = {Accessed 2026-11-12. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Alwinell Foundation Tr UA's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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