Lena Y Meharg Scholarship Trust UWO
Lena Y Meharg Scholarship Trust UWO is a private foundation, based in Birmingham, AL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $274K in total assets. In 2025, it awarded 3 grants totaling $7K. Net investment income was $5K.
Lena Y Meharg Scholarship Trust UWO at a glance
In short: Lena Y Meharg Scholarship Trust UWO gave $7K across 3 grants in 2025 (avg $2K), mostly in Florida. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $7,000
- -60.0% vs 2024
- Grants made (2025)
- 3
- -70.0% vs 2024
- Average grant
- $2,333
- +33.3% vs 2024
- Median grant
- $1,400
- Total assets
- $273,887
- -1.8% vs 2024
- Primary geography
- Florida (60% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Lena Y Meharg Scholarship Trust UWO funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Jacksonville State University ($4K). Together the top 2 received $6K.
Organizations only. It also paid 1 individual scholarship ($1,400), which are not listed by name.
Grant Size Distribution
29 grants across all recorded years
The most common grant size was under $50K: 29 grants of 29 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
Cities
How Lena Y Meharg Scholarship Trust UWO gives
- Giving fell 49% from 2022 to 2025. Method
- In 2025 it paid out 62% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $7K (2025) to $19K (2023). In 2025 it made 3 grants totaling $7K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Jacksonville State University Jacksonville, FL | Scholarship | $4,200 |
| University of Alabama Tuscaloosa, AL | Scholarship | $1,400 |
| 1 individual scholarship Recipients not named | — | $1,400 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $273,887 | $10,177 | $15,024 | $7,000 | 3 | $9,576 | $4,813 | $15,522 |
| 2024 | $278,779 | $15,783 | $26,358 | $17,500 | 10 | $21,051 | $10,655 | $14,882 |
| 2023 | $289,620 | $20,194 | $25,720 | $19,200 | 4 | $20,680 | $15,205 | $17,299 |
| 2022 | $292,527 | $22,039 | $21,118 | $13,690 | 6 | $16,138 | $17,487 | $17,989 |
| 2021 | $293,263 | $23,272 | $23,407 | $15,300 | 6 | — | $18,674 | $18,388 |
Under IRS private-foundation payout rules, Lena Y Meharg Scholarship Trust UWO reported a distributable amount of $16K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Lena Y Meharg Scholarship Trust UWO's only listed officer is Regions Bank, Trustee on every filing since 2022 (compensated).
Officers on the 2025 filing
Regions Bank
Trustee
On filings since 2022
1 hr/week
$6K (2022) → $6K (2025)
Former officers (1)
- Former: Regions Bank Trust Department (2021) — Trustee
Data from IRS Form 990 filings, 2021–2025. "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
The highest reported compensation on the 2025 filing was $6K, to Regions Bank (Trustee).
Frequently asked questions about Lena Y Meharg Scholarship Trust UWO
How much does Lena Y Meharg Scholarship Trust UWO give each year?
Lena Y Meharg Scholarship Trust UWO gave $7K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $18K across 10 grants.
What is Lena Y Meharg Scholarship Trust UWO's typical grant size?
Lena Y Meharg Scholarship Trust UWO's median grant in 2025 was $1,400, and its average grant was $2,333, across 3 grants on its 2025 IRS Form 990-PF.
Where does Lena Y Meharg Scholarship Trust UWO give grants?
Lena Y Meharg Scholarship Trust UWO gives mostly in Florida: 60% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Alabama (40%).
Does Lena Y Meharg Scholarship Trust UWO give general operating support?
Not in 2025: none of the 3 grants with a stated purpose on Lena Y Meharg Scholarship Trust UWO's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (3 grants).
How large is Lena Y Meharg Scholarship Trust UWO?
Lena Y Meharg Scholarship Trust UWO reported $274K in total assets on its 2025 IRS Form 990-PF. It paid out $10K in qualifying distributions that year, against a required minimum of $16K (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 is Lena Y Meharg Scholarship Trust UWO's EIN?
Lena Y Meharg Scholarship Trust UWO's EIN (Employer Identification Number) is 63-6017711. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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