William Baldwin Yung Charitable Trust
William Baldwin Yung Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MONTGOMERY, AL. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $28.8M in total assets. In 2024, it awarded 1 grants totaling $1.4M. Net investment income was $585K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$28.8M
-2.7% YoY
Annual Giving
$1.4M
+4.8% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$1.4M
+4.8% YoY
About William Baldwin Yung Charitable Trust
Based on IRS filings
William Baldwin Yung Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MONTGOMERY, AL. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $28.8M in total assets. In 2024, it awarded 1 grants totaling $1.4M. Net investment income was $585K.
Focus Areas
Ready to take the next step with William Baldwin Yung Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $28,806,522 | $29,604,115 | $30,432,538 |
| Revenue | $895,295 | $812,219 | $353,158 |
| Expenses | $1,692,888 | $1,626,853 | $929,771 |
| Qualifying Distributions | $1,380,086 | $1,317,120 | $569,537 |
| Net Investment Income | $585,000 | $488,448 | $395,673 |
| Distributable Amount | $1,512,119 | $1,380,086 | $1,370,724 |
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 2024
Grant Size Distribution
4 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 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| REGIONS BANK | TRUSTEE | 1 | $255,546 |
Subject Areas
Focus areas based on grantmaking activity
Related Funders
Similar funders by location and focus area
The Foundation of Marshall Medical
GUNTERSVILLE, AL
Assets
$2.7M
Grants
1
Total Given
$225K
Gamma Theta Educational Foundation Inc
TUSCALOOSA, AL
Assets
—
Grants
0
Total Given
—
The Starfish Project
HOOVER, AL
Assets
$2K
Grants
0
Total Given
—
Michael Nix Arts Scholarship a Non Profit Corp
LEXINGTON, AL
Assets
$461
Grants
0
Total Given
—
Raquib Family Waqf Foundation
BIRMINGHAM, AL
Assets
$759K
Grants
1
Total Given
$86K
A Hays Zieman & Christine B Zieman
MOBILE, AL
Assets
$1.0M
Grants
10
Total Given
$40K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with William Baldwin Yung Charitable Trust on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities