L W Allison Scholarship Trust

Foundation · Grantmaker Birmingham, AL EIN: 63-6191296

L W Allison Scholarship Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Birmingham, AL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $436K in total assets. In 2025, it awarded 2 grants totaling $22K. Net investment income was $20K.

Key facts about L W Allison Scholarship Trust

In short: L W Allison Scholarship Trust gave $22K across 2 grants in 2025 (avg $11K), mostly in Alabama. Source: 2025 IRS Form 990-PF.

EIN
63-6191296
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$21,700
Grants made (2025)
2
Average grant
$10,850
Median grant
$10,850
Total assets
$436,406
Primary geography
Alabama (67% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$436K

-0.9% YoY

Annual Giving

$22K

+5.3% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$11K

+5.3% YoY

Under IRS private-foundation payout rules, L W Allison Scholarship Trust reported a distributable amount of $22K for 2025 — the minimum it must pay out in qualifying distributions.

How L W Allison Scholarship Trust gives

  • Giving held roughly steady from 2022 to 2025 (−7%). Method
  • In 2025 it paid out 106% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of all 2 itemized 2025 grant dollars.

Cities

JacksonvilleYoung Harris

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K2 grants20202 grants20212 grants20222 grants20232 grants20242 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

Jacksonville State University: $15KJacksonville State University$15KOffice of the President Young Harris: $7KOffice of the President YoungHarris$7K

Grant Size Distribution

10 grants across all recorded years

10<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
JACKSONVILLE STATE UNIVERSITY Jacksonville, ALSCHOLARSHIPS$14,500
OFFICE OF THE PRESIDENT YOUNG HARRIS Young Harris, GASCHOLARSHIPS$7,200

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10K$20K$30K$40K202020212022202320242025
Metric202520242023
Total Assets$436,406$440,328$443,922
Revenue$24,393$23,579$23,743
Expenses$28,166$27,196$27,134
Qualifying Distributions$23,714$22,619$23,252
Net Investment Income$20,203$19,414$19,781
Distributable Amount$22,359$21,977$21,269

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

L W Allison Scholarship Trust's only listed officer is Regions Bank, Trustee on filings since 2020 (compensated).

Officers on the 2025 filing

  • Regions Bank

    Trustee

    On filings since 2020

    1 hr/week

    $5K (2020) → $5K (2025)

Former officers (1)
  • Former: Regions Bank Trust Dept (2021–2023) — Trustee

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Regions Bank — Trustee: $5KRegions BankTrustee$5K

Frequently asked questions about L W Allison Scholarship Trust

How much does L W Allison Scholarship Trust give each year?

L W Allison Scholarship Trust gave $22K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $21K across 2 grants.

How large is L W Allison Scholarship Trust?

L W Allison Scholarship Trust reported $436K in total assets on its 2025 IRS Form 990-PF. It paid out $24K in qualifying distributions that year, against a required minimum of $22K (roughly 5% of its investment assets).

What is L W Allison Scholarship Trust?

L W Allison Scholarship Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Birmingham, AL. It holds $436K in total assets as of 2025.

Where does L W Allison Scholarship Trust operate?

L W Allison Scholarship Trust has awarded grants in Alabama, Georgia.

What is L W Allison Scholarship Trust's EIN?

L W Allison Scholarship Trust's EIN (Employer Identification Number) is 63-6191296. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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