William O Baldwin Trust Fbo Lyman Ward

BIRMINGHAM, AL EIN: 63-6019142

William O Baldwin Trust Fbo Lyman Ward is a private foundation, based in BIRMINGHAM, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $45K in total assets. In 2024, it awarded 1 grants totaling $2K. Net investment income was $1K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$45K

-3.7% YoY

Annual Giving

$2K

+0.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$2K

+0.0% YoY

Under IRS private-foundation payout rules, William O Baldwin Trust Fbo Lyman Ward reported a distributable amount of $2K for 2024 — the minimum it must pay out in qualifying distributions.

About William O Baldwin Trust Fbo Lyman Ward

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Alabama $9K (100%)

States

Alabama

Cities

Camp Hill

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$44,595	$46,300	$48,162
Revenue	$2,633	$2,445	$904
Expenses	$4,363	$4,311	$4,296
Qualifying Distributions	$3,116	$3,112	$3,104
Net Investment Income	$1,417	$1,225	$217
Distributable Amount	$2,268	$2,277	$2,535

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

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Lyman Ward Military Academy Attn Lt Col ($1,814).

Recipient	Purpose	Amount
LYMAN WARD MILITARY ACADEMY ATTN LT COL CAMP HILL, AL	GENERAL OPERATING	$1,814

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	$1,508

Frequently Asked Questions

How large is William O Baldwin Trust Fbo Lyman Ward?

As of 2024, William O Baldwin Trust Fbo Lyman Ward holds $45K in total assets with $3K in annual revenue. It awarded 1 grants totaling $2K in 2024.

Where does William O Baldwin Trust Fbo Lyman Ward operate?

William O Baldwin Trust Fbo Lyman Ward has awarded grants in Alabama.

What size grants does William O Baldwin Trust Fbo Lyman Ward award?

In 2024, William O Baldwin Trust Fbo Lyman Ward awarded 1 grants totaling $2K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is William O Baldwin Trust Fbo Lyman Ward required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, William O Baldwin Trust Fbo Lyman Ward reported a distributable amount of $2K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is William O Baldwin Trust Fbo Lyman Ward's EIN?

William O Baldwin Trust Fbo Lyman Ward's EIN (Employer Identification Number) is 63-6019142. IRS Form 990 filing data is available on this page for 2020–2024.