Lena Y Meharg Scholarship Trust UWO

Private 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.

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

Jacksonville State University: $4KJacksonville State University$4KUniversity of Alabama: $1KUniversity of Alabama$1K

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

29<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 29 grants of 29 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Share of 2025 grant dollars across all 3 itemized grants.

Cities

JacksonvilleTuscaloosaAuburnTroyAnnistonProvoDecaturGadsdenOxfordTory

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

$0$5K$10K$15K$20K6 grants2021 6 grants2022 4 grants2023 10 grants2024 3 grants2025

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

RecipientPurposeAmount
Jacksonville State University Jacksonville, FLScholarship$4,200
University of Alabama Tuscaloosa, ALScholarship$1,400
1 individual scholarship Recipients not named —$1,400
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$273,887$10,177$15,024$7,0003$9,576$4,813$15,522
2024$278,779$15,783$26,358$17,50010$21,051$10,655$14,882
2023$289,620$20,194$25,720$19,2004$20,680$15,205$17,299
2022$292,527$22,039$21,118$13,6906$16,138$17,487$17,989
2021$293,263$23,272$23,407$15,3006—$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

Regions Bank — Trustee: $6KRegions BankTrustee$6K

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

  1. IRS filings on file for fiscal years 2021–2025

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Lena Y Meharg Scholarship Trust UWO'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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