William Gaston Allen Foundation Tr
The William Gaston Allen Foundation TR is a private foundation located in Orlando, Florida. Its 2026 grants included scholarships to individuals and general operating support for organizations in North Carolina, as well as grants to recipients in other states.
William Gaston Allen Foundation Tr at a glance
In short: William Gaston Allen Foundation Tr gave $203K across 36 grants in 2026 (avg $6K), mostly in North Carolina. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $203,001
- +58.8% vs 2025
- Grants made (2026)
- 36
- +28.6% vs 2025
- Average grant
- $5,639
- +23.5% vs 2025
- Median grant
- $4,500
- Total assets
- $3,537,125
- -0.5% vs 2025
- Primary geography
- North Carolina (89% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated October 2026.
How to apply to William Gaston Allen Foundation Tr
- How to Apply
-
The foundation’s 2025 filing says to submit a written request to Michelle McNamara. Awards are restricted to corporations, community chests, funds, foundations, or similar entities organized and operated exclusively for exempt religious, educational, or scientific purposes under Section 501(c)(3).
- Contact
Application contact: Michelle Mcnamara
Mailing address: 434 Fayetteville St Fl 11, Raleigh, NC 27601-2902
Phone: (919) 716-9314
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who William Gaston Allen Foundation Tr funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2026
The largest 2026 recipient was Wayne Community Foundation Trust ($17K). Together the top 3 received $50K.
Organizations only. It also paid 33 individual scholarships ($153,000), which are not listed by name.
Grant Size Distribution
73 grants across all recorded years
The most common grant size was under $50K: 67 grants of 73 (92%).
Geographic Focus
Where this funder awards grants
In 2026, North Carolina recipients received 89% of grant dollars. Recipients in Tennessee received 4%, while those in Oklahoma, South Carolina, and Virginia each received 2%.
Grant Distribution by State
Share of 2026 grant dollars across all 36 itemized grants.
Cities
How William Gaston Allen Foundation Tr gives
- Giving held roughly steady from 2023 to 2026 (−15%). Method
- In 2026 it paid out 114% of its IRS minimum distribution (the 5% rule). 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 $94K (2022) to $238K (2023). In 2026 it made 36 grants totaling $203K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Wayne Community Foundation Trust Goldsboro, NC | General Operating | $16,667 |
| Brunswick Technical College Fdn Supply, NC | General Operating | $16,667 |
| Wake Technical Community College Raleigh, NC | General Operating | $16,667 |
| 33 individual scholarships Recipients not named | — | $153,000 |
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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 | $3,537,125 | $237,313 | $251,274 | $203,001 | 36 | $226,439 | $210,506 | $198,279 |
| 2025 | $3,556,019 | $147,424 | $183,336 | $127,800 | 28 | $150,236 | $133,401 | $192,077 |
| 2024 | $3,589,962 | $748,921 | $185,547 | $147,000 | 4 | $167,375 | $730,683 | $162,774 |
| 2023 | $3,016,467 | $63,078 | $282,738 | $237,779 | 4 | $257,855 | $51,959 | $172,075 |
| 2022 | $3,236,440 | $117,511 | $147,101 | $93,940 | 1 | $118,229 | $89,307 | $198,046 |
| 2021 | $3,264,927 | $85,458 | $217,866 | $174,002 | 4 | — | $62,404 | $178,450 |
| 2020 | $3,397,866 | $108,203 | $166,810 | $120,000 | 3 | — | $53,827 | $175,619 |
Under IRS private-foundation payout rules, William Gaston Allen Foundation Tr reported a distributable amount of $198K for 2026 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2026 grant descriptions show support for scholarships and general operating expenses. One recipient, Wake Technical Community College, describes the Wake Tech Foundation’s mission as raising awareness, financial resources, and other assets in support of the college’s mission, goals, and funding priorities.
Grantmaking
In 2026, the foundation made 36 grants totaling $203,001. Grants ranged from $4,500 to $16,667, with a median of $4,500. The largest grants were $16,667 each to Wayne Community Foundation Trust, Brunswick Technical College Foundation, and Wake Technical Community College, all for general operating support. Other listed awards included a $9,000 scholarship and multiple $4,500 scholarships.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2026 filing lists Truist Bank as lead trustee and Ray Warren, Rick Clayton, and Taylor Greg Potter as trustees.
William Gaston Allen Foundation Tr's 2026 filing lists 4 officers; 1 of 4 officers listed in 2026 is compensated.
Officers on the 2026 filing
Truist Bank
Lead Trustee
On filings since 2022
1 hr/week
$49K (2022) → $26K (2026)
Ray Warren
Trustee
On filings since 2020
1 hr/week
No compensation reported
Rick Clayton
Trustee
On filings since 2020
1 hr/week
No compensation reported
Taylor Greg Potter
Trustee
On filings since 2020
1 hr/week
No compensation reported
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 $26K, to Truist Bank (Lead Trustee).
Frequently asked questions about William Gaston Allen Foundation Tr
How much does William Gaston Allen Foundation Tr give each year?
William Gaston Allen Foundation Tr gave $203K across 36 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $128K across 28 grants.
What is William Gaston Allen Foundation Tr's typical grant size?
William Gaston Allen Foundation Tr's median grant in 2026 was $4,500, and its average grant was $5,639, across 36 grants on its 2026 IRS Form 990-PF.
Where does William Gaston Allen Foundation Tr give grants?
William Gaston Allen Foundation Tr gives mostly in North Carolina: 89% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there.
Does William Gaston Allen Foundation Tr give general operating support?
Occasionally: 8% of William Gaston Allen Foundation Tr's 2026 grants with a stated purpose (3 of 36) were for general or operating support, per its 2026 IRS Form 990-PF. Recurring purposes include "Scholarship" (33 grants).
Who are William Gaston Allen Foundation Tr's largest grantees?
William Gaston Allen Foundation Tr's largest 2026 grantees include Wayne Community Foundation Trust ($16,667), Brunswick Technical College Fdn ($16,667) and Wake Technical Community College ($16,667), according to its 2026 IRS Form 990-PF. It also paid 33 individual scholarships ($153,000), which are not listed by name. Together they received 25% of its itemized 2026 grant dollars.
How large is William Gaston Allen Foundation Tr?
William Gaston Allen Foundation Tr reported $3.5M in total assets on its 2026 IRS Form 990-PF. It paid out $226K in qualifying distributions that year, against a required minimum of $198K (roughly 5% of its investment assets).
What does William Gaston Allen Foundation Tr fund?
No mission statement for the foundation is provided. Its 2026 grant descriptions show support for scholarships and general operating expenses. See mission & focus areas ↑
How do I apply for a grant from William Gaston Allen Foundation Tr?
The foundation’s 2025 filing says to submit a written request to Michelle McNamara. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is William Gaston Allen Foundation Tr's EIN?
William Gaston Allen Foundation Tr's EIN (Employer Identification Number) is 35-7201867. IRS Form 990 filing data is available on this page for 2020–2026.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS June 26, 2026)
- IRS filings on file for fiscal years 2020–2025
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Cite this profile
Grantable. (2026). William Gaston Allen Foundation Tr funder profile. GrantGraph. Retrieved October 6, 2026, from https://grantable.co/funders/william-gaston-allen-foundation-tr-morg_23861b96931544b580652c21af3e5668
BibTeX
@misc{grantable_357201867_2026,
author = {{Grantable}},
title = {{William Gaston Allen Foundation Tr funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/william-gaston-allen-foundation-tr-morg_23861b96931544b580652c21af3e5668},
note = {Accessed 2026-10-06. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from William Gaston Allen Foundation Tr's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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