Lamar Bruni Vergara Trust logo

Lamar Bruni Vergara Trust

Private foundation · Grantmaker Laredo, TX EIN: 74-6374699 Website

The Lamar Bruni Vergara Trust is a private foundation based in Laredo, Texas, established in 1989 to honor local philanthropist Lamar Bruni Vergara. Through its grant programs, it supports designated Catholic Church, educational and health institutions, as well as local social services entities.

Key facts about Lamar Bruni Vergara Trust

In short: Lamar Bruni Vergara Trust gave $3.7M across 31 grants in 2025 (avg $120K), mostly in Texas. 13% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
74-6374699
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$3,723,000
Grants made (2025)
31
Average grant
$120,097
Median grant
$40,000
New grantees (estimate)
13% first-time grantees (4 of 31, 2025)
Total assets
$65,690,164
Primary geography
Texas (100% of itemized 2025 grant dollars)
How to apply
The Trust’s filing states that a grant application form is available on its website. Full details ↓
Deadline
October 15 each year.

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$65.7M

-2.6% YoY

Annual Giving

$3.7M

+2.0% YoY

Grant Count

31

+14.8% YoY

Avg Grant Size

$120K

-11.1% YoY

Under IRS private-foundation payout rules, Lamar Bruni Vergara Trust reported a distributable amount of $3.8M for 2025 — the minimum it must pay out in qualifying distributions.

Is Lamar Bruni Vergara Trust open to new grantees?

13%

first-time grantees, 2025

In 2025, 4 of 31 grantees (13%) were first-time recipients. First grants averaged $15K; repeat grants $136K. How we count

Medians: $15K first-time, $50K repeat.

  • 87% of 2025 grantees were also funded in 2024. Method
  • Giving held roughly steady from 2022 to 2025 (−1%). Method
  • In 2025 it paid out 97% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The Trust says its grantmaking continues Vergara’s legacy through support for Catholic Church, educational and health institutions, and local social services. Its listed recipients include schools, universities, religious organizations, health institutions and social-service organizations.

Grantee missions illustrate some of this work: South Texas Food Bank says it alleviates hunger by distributing food to people in need through food banks and other qualified nonprofits. Ruthe B. Cowl Rehabilitation Center is among the Trust’s listed recipients; the Trust’s 2025 filing records a $200,000 grant to it.

Grantmaking

In filing year 2025, the Trust made 31 grants totaling $3,723,000. Grants ranged from $10,000 to $1,000,000, with a median of $40,000. The prior two filing years show grant totals of $3,648,250 across 27 grants in 2024 and $3,628,040 across 31 grants in 2023.

Review Cycle

October 15 each year.

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Geographic Focus

Where this funder awards grants

The Trust’s application restrictions identify nonprofit causes in Webb and Zapata counties as its predominant geographic focus. Its 2025 grants include numerous Laredo recipients, as well as grants to organizations elsewhere in Texas.

Grant Distribution by State

1state

Share of 2025 grant dollars across all 31 itemized grants.

States

Cities

LaredoSan AntonioAguilaresCorpus ChristiAustinHebbronville

Giving Over Time

Total grant dollars and number of grants per year

$0$1M$2M$3M$4M28 grants2019 27 grants2020 27 grants2021 32 grants2022 31 grants2023 27 grants2024 31 grants2025

From 2019 to 2025, annual grant giving ranged from $3.3M (2021) to $3.8M (2022). In 2025 it made 31 grants totaling $3.7M.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Texas A&M International University: $1.0MTexas A&M InternationalUniversity$1.0MLaredo College: $500KLaredo College$500KMary Help of Christians School: $300KMary Help of Christians School$300KDiocese of Laredo: $290KDiocese of Laredo$290KBoys & Girls Club of Laredo: $250KBoys & Girls Club of Laredo$250KRuthe B Cowl Rehabilitation Ctr: $200KRuthe B Cowl RehabilitationCtr$200KUniversity of Texas Health Science Center: $175KUniversity of Texas HealthScience Center$175KSouth Texas Food Bank: $155KSouth Texas Food Bank$155KUnited Day School: $110KUnited Day School$110KCASA De Misericordia: $100KCASA De Misericordia$100K

The largest 2025 recipient was Texas A&M International University ($1.0M). Together the top 10 received $3.1M.

Grant Size Distribution

148 grants across all recorded years

70<$50K22$50–100K38$100–250K9$250–500K4$500K–1M5$1–5M$5M+

The most common grant size was under $50K: 70 grants of 148 (47%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Texas A&M International University Laredo, TXEducational$1,000,000
Laredo College Laredo, TXEducational$500,000
Mary Help of Christians School Laredo, TXEducational$300,000
Diocese of Laredo Laredo, TXReligous$290,000
Boys & Girls Club of Laredo Laredo, TXCharitable$250,000
Ruthe B Cowl Rehabilitation Ctr Laredo, TXCharitable$200,000
University of Texas Health Science Center San Antonio, TXEducational$175,000
South Texas Food Bank Laredo, TXCharitable$155,000
United Day School Laredo, TXEducational$110,000
CASA De Misericordia Laredo, TXReligous$100,000

Financial History

Multi-year comparison from IRS filings

Filing year Total grants Number of grants
2025 $3,723,000 31
2024 $3,648,250 27
2023 $3,628,040 31
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2.5M$5M$7.5M$10M2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$65,690,164$67,458,566$68,184,091
Revenue$2,978,417$3,892,349$2,952,072
Expenses$4,706,801$4,618,360$4,549,250
Qualifying Distributions$3,723,000$3,648,250$3,628,040
Net Investment Income$1,994,616$2,922,239$2,030,862
Distributable Amount$3,827,759$3,939,177$3,433,126

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS February 19, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS March 24, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS March 8, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS February 14, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS March 27, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS February 5, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS February 27, 2026)
  8. IRS filings on file for fiscal years 2019–2025

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Albert Martin II and Charles D. Maynard as trustees. The Trust’s mission page identifies J. C. “Joe” Martin III and James H. Pearl as co-trustees.

Lamar Bruni Vergara Trust's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • Albert Martin II

    Trustee

    On filings since 2024

    25 hrs/week

    $27K (2024) → $169K (2025)

  • Charles D. Maynard

    Trustee

    On filings since 2024

    25 hrs/week

    $27K (2024) → $169K (2025)

Former officers (2)
  • Former: Jc Martin Iii Estate (2024) — Trustee
  • Former: Jc Martin III (2019–2023) — Trustee

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Albert Martin II — Trustee: $169KAlbert Martin IITrustee$169KCharles D Maynard — Trustee: $169KCharles D MaynardTrustee$169K

The highest reported compensation on the 2025 filing was $169K, to Albert Martin II (Trustee). 2 officers or directors reported compensation on that filing.

Contact

Application contact: Dana Orfila
Mailing address: 106 Del Ct, Laredo, TX 78041
Phone: (956) 712-9190
Website: https://lbvtrust.org

Frequently asked questions about Lamar Bruni Vergara Trust

How much does Lamar Bruni Vergara Trust give each year?

Lamar Bruni Vergara Trust gave $3.7M across 31 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $3.6M across 27 grants.

What is Lamar Bruni Vergara Trust's typical grant size?

Lamar Bruni Vergara Trust's median grant in 2025 was $40,000, and its average grant was $120,097, across 31 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Lamar Bruni Vergara Trust that year got $15K on average.

Where does Lamar Bruni Vergara Trust give grants?

Lamar Bruni Vergara Trust gives mostly in Texas: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Laredo, TX (26 grants) and San Antonio, TX (2 grants).

Does Lamar Bruni Vergara Trust give general operating support?

Not in 2025: none of the 31 grants with a stated purpose on Lamar Bruni Vergara Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (16 grants), "Educational" (12 grants) and "Religous" (3 grants).

Who are Lamar Bruni Vergara Trust's largest grantees?

Lamar Bruni Vergara Trust's largest 2025 grantees include Texas A&M International University ($1,000,000), Laredo College ($500,000) and Mary Help of Christians School ($300,000), according to its 2025 IRS Form 990-PF. Together they received 48% of its itemized 2025 grant dollars.

How large is Lamar Bruni Vergara Trust?

Lamar Bruni Vergara Trust reported $65.7M in total assets on its 2025 IRS Form 990-PF. It paid out $3.7M in qualifying distributions that year, against a required minimum of $3.8M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What does Lamar Bruni Vergara Trust fund?

The Trust says its grantmaking continues Vergara’s legacy through support for Catholic Church, educational and health institutions, and local social services. Its listed recipients include schools, universities, religious organizations, health institutions and social-service organizations. See mission & focus areas ↑

How do I apply for a grant from Lamar Bruni Vergara Trust?

The Trust’s filing states that a grant application form is available on its website. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Lamar Bruni Vergara Trust's EIN?

Lamar Bruni Vergara Trust's EIN (Employer Identification Number) is 74-6374699. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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