William Baldwin Yung Charitable Trust
William Baldwin Yung Charitable Trust is a private foundation, based in Montgomery, AL. IRS filing data is available from 2022 through 2025. As of 2025, the organization holds $28.3M in total assets. In 2025, it awarded 1 grant totaling $1.5M. Net investment income was $1.1M.
William Baldwin Yung Charitable Trust at a glance
In short: William Baldwin Yung Charitable Trust gave $1.5M across 1 grant in 2025 (avg $1.5M), mostly in Alabama. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $1,512,119
- +9.6% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $1,512,119
- +9.6% vs 2024
- Median grant
- $1,512,119
- Total assets
- $28,333,327
- -1.6% vs 2024
- Primary geography
- Alabama (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who William Baldwin Yung Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Marion Military Institute Foundation ($1.5M).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $1–5M range: 3 grants of 5 (60%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How William Baldwin Yung Charitable Trust gives
- Giving grew 165% from 2022 to 2025. Method
- In 2025 it paid out 96% 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 2022 to 2025, annual grant giving ranged from $570K (2022) to $1.5M (2025). In 2025 it made 1 grant totaling $1.5M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Marion Military Institute Foundation Marion, AL | Educational Operations | $1,512,119 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $28,333,327 | $1,370,900 | $1,844,095 | $1,512,119 | 1 | $1,512,119 | $1,054,507 | $1,575,282 |
| 2024 | $28,806,522 | $895,295 | $1,692,888 | $1,380,086 | 1 | $1,380,086 | $585,000 | $1,512,119 |
| 2023 | $29,604,115 | $812,219 | $1,626,853 | $1,317,120 | 1 | $1,317,120 | $488,448 | $1,380,086 |
| 2022 | $30,432,538 | $353,158 | $929,771 | $569,537 | 2 | $569,537 | $395,673 | $1,370,724 |
Under IRS private-foundation payout rules, William Baldwin Yung Charitable Trust reported a distributable amount of $1.6M for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
William Baldwin Yung Charitable Trust's only listed officer is Regions Bank, Trustee on every filing since 2022 (compensated).
Officers on the 2025 filing
Regions Bank
Trustee
On filings since 2022
1 hr/week
$236K (2022) → $265K (2025)
Data from IRS Form 990 filings, 2022–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $265K, to Regions Bank (Trustee).
Frequently asked questions about William Baldwin Yung Charitable Trust
How much does William Baldwin Yung Charitable Trust give each year?
William Baldwin Yung Charitable Trust gave $1.5M across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1.4M across 1 grant.
How large is William Baldwin Yung Charitable Trust?
William Baldwin Yung Charitable Trust reported $28.3M in total assets on its 2025 IRS Form 990-PF. It paid out $1.5M in qualifying distributions that year, against a required minimum of $1.6M (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 William Baldwin Yung Charitable Trust operate?
William Baldwin Yung Charitable Trust has awarded grants in Alabama.
What is William Baldwin Yung Charitable Trust's EIN?
William Baldwin Yung Charitable Trust's EIN (Employer Identification Number) is 61-6662338. IRS Form 990 filing data is available on this page for 2022–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 28, 2026)
- IRS filings on file for fiscal years 2022–2024
Live grants for the work William Baldwin Yung Charitable Trust 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 William Baldwin Yung Charitable Trust's focus areas in our free grants database
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