William Gaston Allen Foundation Tr is a private foundation focused on Education, based in ORLANDO, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $3.6M in total assets. In 2025, it awarded 28 grants totaling $128K. Net investment income was $133K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$3.6M
-0.9% YoY
Annual Giving
$128K
-13.1% YoY
Grant Count
28
+600.0% YoY
Avg Grant Size
$5K
-87.6% YoY
Under IRS private-foundation payout rules, William Gaston Allen Foundation Tr reported a distributable amount of $192K for 2025 — the minimum it must pay out in qualifying distributions.
About William Gaston Allen Foundation Tr
Based on IRS filings
William Gaston Allen Foundation Tr is a private foundation focused on Education, based in ORLANDO, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $3.6M in total assets. In 2025, it awarded 28 grants totaling $128K. Net investment income was $133K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $3,556,019 | $3,589,962 | $3,016,467 |
| Revenue | $147,424 | $748,921 | $63,078 |
| Expenses | $183,336 | $185,547 | $282,738 |
| Qualifying Distributions | $150,236 | $167,375 | $257,855 |
| Net Investment Income | $133,401 | $730,683 | $51,959 |
| Distributable Amount | $192,077 | $162,774 | $172,075 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
41 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Wayne Community Foundation Trust ($5,100), Brunswick Technical College Fdn ($5,100), Wake Technical Community College ($5,100).
| Recipient | Purpose | Amount |
|---|---|---|
| WAYNE COMMUNITY FOUNDATION TRUST GOLDSBORO, NC | GENERAL OPERATING | $5,100 |
| BRUNSWICK TECHNICAL COLLEGE FDN SUPPLY, NC | GENERAL OPERATING | $5,100 |
| WAKE TECHNICAL COMMUNITY COLLEGE RALEIGH, NC | GENERAL OPERATING | $5,100 |
| SICOLA DANIAIL OKLAHOMA CITY, OK | SCHOLARSHIP | $4,500 |
| HYLTON SAMI CHARLESTON, SC | SCHOLARSHIP | $4,500 |
| BROWN HUNTER RALEIGH, NC | SCHOLARSHIP | $4,500 |
| JOHNSON JOSIAH WISTONSALEM, NC | SCHOLARSHIP | $4,500 |
| HALL DALIYAH GREENSBORO, NC | SCHOLARSHIP | $4,500 |
| PLACE CARRISSA SMITHFIELD, NC | SCHOLARSHIP | $4,500 |
| JONES LEXI RELEIGH, NC | SCHOLARSHIP | $4,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| TRUIST BANK | LEAD TRUSTEE | 1 | $25,165 |
| RAY WARREN | TRUSTEE | 1 | — |
| RICK CLAYTON | TRUSTEE | 1 | — |
| TAYLOR GREG POTTER | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is William Gaston Allen Foundation Tr?
William Gaston Allen Foundation Tr is a private foundation focused on Education, based in ORLANDO, FL. It holds $3.6M in total assets as of 2025.
How large is William Gaston Allen Foundation Tr?
As of 2025, William Gaston Allen Foundation Tr holds $3.6M in total assets with $147K in annual revenue. It awarded 28 grants totaling $128K in 2025.
Where does William Gaston Allen Foundation Tr operate?
William Gaston Allen Foundation Tr has awarded grants in Florida, North Carolina, Oklahoma, South Carolina, Tennessee, Virginia.
What size grants does William Gaston Allen Foundation Tr award?
In 2025, William Gaston Allen Foundation Tr awarded 28 grants totaling $128K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is William Gaston Allen Foundation Tr required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, William Gaston Allen Foundation Tr reported a distributable amount of $192K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2025.
Explore Open Grants
Browse active grant opportunities in William Gaston Allen Foundation Tr's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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