Lena Y Meharg Scholarship Trust Uwo

Foundation · Grantmaker BIRMINGHAM, AL EIN: 63-6017711

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.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$274K

-1.8% YoY

Annual Giving

$7K

-60.0% YoY

Grant Count

-70.0% YoY

Avg Grant Size

$2K

+33.3% YoY

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.

About Lena Y Meharg Scholarship Trust Uwo

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Alabama $64K (88%)

Florida $4K (6%)

Utah $3K (4%)

Georgia $2K (2%)

States

Alabama Florida Georgia Utah

Cities

AnnistonAuburnDecaturGadsdenJacksonvilleOxfordProvoToryTroyTuscaloosa

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$273,887	$278,779	$289,620
Revenue	$10,177	$15,783	$20,194
Expenses	$15,024	$26,358	$25,720
Qualifying Distributions	$9,576	$21,051	$20,680
Net Investment Income	$4,813	$10,655	$15,205
Distributable Amount	$15,522	$14,882	$17,299

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Grant Size Distribution

29 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Jacksonville State University ($4,200), University of Alabama ($1,400), Gadsden State ($1,400).

Recipient	Purpose	Amount
JACKSONVILLE STATE UNIVERSITY JACKSONVILLE, FL	SCHOLARSHIP	$4,200
UNIVERSITY OF ALABAMA TUSCALOOSA, AL	SCHOLARSHIP	$1,400
GADSDEN STATE GADSDEN, AL	SCHOLARSHIP	$1,400

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
REGIONS BANK	TRUSTEE	1	$6,419

Frequently Asked Questions

How large is Lena Y Meharg Scholarship Trust Uwo?

As of 2025, Lena Y Meharg Scholarship Trust Uwo holds $274K in total assets with $10K in annual revenue. It awarded 3 grants totaling $7K in 2025.

Where does Lena Y Meharg Scholarship Trust Uwo operate?

Lena Y Meharg Scholarship Trust Uwo has awarded grants in Alabama, Florida, Georgia, Utah.

What size grants does Lena Y Meharg Scholarship Trust Uwo award?

In 2025, Lena Y Meharg Scholarship Trust Uwo awarded 3 grants totaling $7K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is Lena Y Meharg Scholarship Trust Uwo required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Lena Y Meharg Scholarship Trust Uwo reported a distributable amount of $16K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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.