William Baldwin Yung Charitable Trust
MONTGOMERY, AL EIN: 61-6662338
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$28.8M
-2.7% YoY
Annual Giving
$1.4M
+4.8% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$1.4M
+4.8% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $28,806,522 | $29,604,115 | $30,432,538 |
| Revenue | $895,295 | $812,219 | $353,158 |
| Expenses | $1,692,888 | $1,626,853 | $929,771 |
| Qualifying Distributions | $1,380,086 | $1,317,120 | $569,537 |
| Net Investment Income | $585,000 | $488,448 | $395,673 |
| Distributable Amount | $1,512,119 | $1,380,086 | $1,370,724 |
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
4 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does William Baldwin Yung Charitable Trust fund?
Explore the funder–grantee relationships behind this foundation, powered by GrantGraph™ — our database of 11 million+ funding connections.
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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 | $255,546 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Alabama $3.3M (100%)
States
Cities
Marion
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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