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Lucy Allen Trust Uw is a private trust based in ORLANDO, FL. The foundation received its IRS ruling in 2019. The principal officer is W&Im Trust Tax Services. It holds total assets of $297K. Annual income is reported at $43K. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2021 to 2024. According to available records, Lucy Allen Trust Uw has made 2 grants totaling $24K, with a median grant of $12K. Grant recipients are concentrated in Georgia. Contributions to this foundation are tax-deductible.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Lucy Allen Trust Uw primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 2 grants. Its grantmaking reaches organizations primarily in GA.
Lucy Allen Trust Uw has distributed a total of $24K across 2 grants. The median grant size is $12K, with an average of $12K. Individual grants have ranged from $12K to $12K.
Lucy Allen Trust Uw typically selects its grantees rather than accepting unsolicited proposals.
Lucy Allen Trust Uw is headquartered in ORLANDO, FL.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Truist Bank | TRUSTEE | $4K | $0 | $4K |
Total Giving
$17K
Total Assets
$305K
Fair Market Value
$341K
Net Worth
$305K
Grants Paid
$12K
Contributions
N/A
Net Investment Income
$7K
Distribution Amount
$16K
Total: $85K
Total Grants
2
Total Giving
$24K
Average Grant
$12K
Median Grant
$12K
Unique Recipients
1
Most Common Grant
$12K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| First Baptist ChurchGENERAL OPERATING | Macon, GA | $12K | 2023 |
WEST PALM BCH, FL
WEST PALM BCH, FL
POMPANO BEACH, FL