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 2025. As of 2025, the organization holds $297K in total assets. In 2025, it awarded 1 grants totaling $13K. Net investment income was $10K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
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
About Trust Uw Lucy Allen
Based on IRS filings
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 2025. As of 2025, the organization holds $297K in total assets. In 2025, it awarded 1 grants totaling $13K. Net investment income was $10K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| TRUIST BANK | TRUSTEE | 1 | $8,007 |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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