Trust Uw Lucy Allen

ORLANDO, FL EIN: 58-6097111

Financial Overview

From 2025 IRS Form 990-PF

Total Assets

$297K

-2.6% YoY

Annual Giving

$13K

+2.9% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$13K

+2.9% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$12K$25K$37K$49K202020212022202320242025
Metric202520242023
Total Assets$297,398$305,231$333,199
Revenue$14,338$-10,650$16,771
Expenses$22,147$17,478$19,748
Qualifying Distributions$18,096$15,497$15,614
Net Investment Income$10,263$6,594$12,964
Distributable Amount$16,921$15,850$15,906

Giving Over Time

Total grant dollars and number of grants per year

$0$6K$11K$17K$23K1 grants20201 grants20211 grants20221 grants20231 grants20241 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

FIRST BAPTIST CHURCH$13K

Grant Size Distribution

6 grants across all recorded years

6<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Trust Uw Lucy Allen fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

TRUIST BANKTRUSTEE$8K

From 2025 filing

NameTitleHoursCompensation
TRUIST BANKTRUSTEE1$8,007

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

1states

States

Cities

Macon

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

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