Trust Uw Lucy Allen
Trust Uw Lucy Allen is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Orlando, FL. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $303K in total assets. In 2026, it awarded 1 grant totaling $11K. Net investment income was $23K.
Key facts about Trust Uw Lucy Allen
In short: Trust Uw Lucy Allen gave $11K across 1 grant in 2026 (avg $11K), mostly in Georgia. Source: 2026 IRS Form 990-PF.
- EIN
- 58-6097111
- Latest 990 filing
- Form 990-PF, 2026
- Annual giving (2026)
- $11,417
- Grants made (2026)
- 1
- Average grant
- $11,417
- Median grant
- $11,417
- Total assets
- $303,480
- Primary geography
- Georgia (100% of itemized 2026 grant dollars)
Data from IRS Form 990-PF, 2026; updated September 2026.
Financial Overview
From 2026 IRS Form 990-PF · View filing
Total Assets
$303K
+2.0% YoY
Annual Giving
$11K
-9.3% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$11K
-9.3% YoY
Under IRS private-foundation payout rules, Trust Uw Lucy Allen reported a distributable amount of $17K for 2026 — the minimum it must pay out in qualifying distributions.
How Trust Uw Lucy Allen gives
- Giving held roughly steady from 2023 to 2026 (−4%). Method
- In 2026 it paid out 98% 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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 1 itemized 2026 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2026
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| FIRST BAPTIST CHURCH Macon, GA | GENERAL OPERATING | $11,417 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2026 | 2025 | 2024 |
|---|---|---|---|
| Total Assets | $303,480 | $297,398 | $305,231 |
| Revenue | $27,245 | $14,338 | $-10,650 |
| Expenses | $21,167 | $22,147 | $17,478 |
| Qualifying Distributions | $16,878 | $18,096 | $15,497 |
| Net Investment Income | $22,781 | $10,263 | $6,594 |
| Distributable Amount | $17,227 | $16,921 | $15,850 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS July 22, 2020)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS August 4, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS August 10, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS August 3, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS June 27, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS June 25, 2025)
- Updated Form 990-PF for fiscal year 2026 (received by the IRS May 29, 2026)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS July 22, 2020)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS August 4, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS August 10, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS August 3, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS June 27, 2024)
Leadership & Key People
Officers and directors from IRS filings
Trust Uw Lucy Allen's only listed officer is Truist Bank, Trustee on every filing since 2022 (compensated).
Officers on the 2026 filing
Truist Bank
Trustee
On filings since 2022
1 hr/week
$9K (2022) → $8K (2026)
Former officers (1)
- Former: Truist Bank FKA Suntrust Bank (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
Frequently asked questions about Trust Uw Lucy Allen
How much does Trust Uw Lucy Allen give each year?
Trust Uw Lucy Allen gave $11K across 1 grant in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $13K across 1 grant.
How large is Trust Uw Lucy Allen?
Trust Uw Lucy Allen reported $303K in total assets on its 2026 IRS Form 990-PF. It paid out $17K in qualifying distributions that year, against a required minimum of $17K (roughly 5% of its investment assets).
What is Trust Uw Lucy Allen?
Trust Uw Lucy Allen is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Orlando, FL. It holds $303K in total assets as of 2026.
Where does Trust Uw Lucy Allen operate?
Trust Uw Lucy Allen has awarded grants in Georgia.
What is Trust Uw Lucy Allen's EIN?
Trust Uw Lucy Allen's EIN (Employer Identification Number) is 58-6097111. IRS Form 990 filing data is available on this page for 2020–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Trust Uw Lucy Allen by hand.
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