Trust Uw Lucy Allen
Trust Uw Lucy Allen is a private foundation, 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.
Trust Uw Lucy Allen at a glance
In short: Trust Uw Lucy Allen gave $11K across 1 grant in 2026 (avg $11K), mostly in Georgia. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $11,417
- -9.3% vs 2025
- Grants made (2026)
- 1
- +0.0% vs 2025
- Average grant
- $11,417
- -9.3% vs 2025
- Median grant
- $11,417
- Total assets
- $303,480
- +2.0% vs 2025
- Primary geography
- Georgia (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who Trust Uw Lucy Allen funds
How this funder distributes its grants
Top Recipients
Top recipient in 2026
The largest 2026 recipient was First Baptist Church ($11K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2026 grant dollars on its one itemized grant.
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2026, annual grant giving ranged from $10K (2021) to $23K (2020). In 2026 it made 1 grant totaling $11K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| First Baptist Church Macon, GA | General Operating | $11,417 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $303,480 | $27,245 | $21,167 | $11,417 | 1 | $16,878 | $22,781 | $17,227 |
| 2025 | $297,398 | $14,338 | $22,147 | $12,592 | 1 | $18,096 | $10,263 | $16,921 |
| 2024 | $305,231 | $-10,650 | $17,478 | $12,239 | 1 | $15,497 | $6,594 | $15,850 |
| 2023 | $333,199 | $16,771 | $19,748 | $11,947 | 1 | $15,614 | $12,964 | $15,906 |
| 2022 | $336,213 | $36,585 | $22,839 | $10,568 | 1 | $17,361 | $32,189 | $18,740 |
| 2021 | $322,301 | $44,701 | $21,053 | $10,481 | 1 | — | $40,756 | $16,945 |
| 2020 | $298,754 | $13,577 | $32,951 | $22,733 | 1 | — | $9,677 | $16,797 |
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.
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
The highest reported compensation on the 2026 filing was $8K, to Truist Bank (Trustee).
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). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- 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)
Live grants for the work Trust Uw Lucy Allen funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Trust Uw Lucy Allen's focus areas in our free grants database
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