Lillian R Wardman Irr Tr

ORLANDO, FL EIN: 52-6121876

Lillian R Wardman Irr Tr is a private foundation, based in ORLANDO, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.0M in total assets. In 2024, it awarded 8 grants totaling $46K. Net investment income was $97K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.0M

+4.2% YoY

Annual Giving

$46K

+0.0% YoY

Grant Count

8

+0.0% YoY

Avg Grant Size

$6K

+0.0% YoY

About Lillian R Wardman Irr Tr

Based on IRS filings

Lillian R Wardman Irr Tr is a private foundation, based in ORLANDO, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.0M in total assets. In 2024, it awarded 8 grants totaling $46K. Net investment income was $97K.

Ready to take the next step with Lillian R Wardman Irr Tr?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Cities

AlexandriaArlingtonChicagoFairfaxLargoRestonRockvilleSilver SpringTakoma ParkWashigntonWashingtonWashington Dc

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$28K$56K$84K$112K20202021202220232024
Metric202420232022
Total Assets$1,045,460$1,003,737$1,040,331
Revenue$101,669$33,878$53,328
Expenses$59,898$70,486$90,349
Qualifying Distributions$54,721$59,098$77,941
Net Investment Income$96,538$22,883$42,363
Distributable Amount$63,940$58,756$62,353

Giving Over Time

Total grant dollars and number of grants per year

$0$16K$33K$49K$65K12 grants202011 grants202111 grants20228 grants20238 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2024

EASTER SEALS SERVING DC-…$8KN STREET VILLAGE$7KFOOD & FRIENDS$7KMEALS ON WHEELS OF TAKOM…$6KCULPEPPER GARDEN$5KHOME CARE PARTNERS INC$5KLEGAL COUNSEL OF THE ELD…$5KARC OF PRINCE GEORGES CO…$5K

Grant Size Distribution

50 grants across all recorded years

50<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Open Grants

1 open opportunity from Lillian R Wardman Irr Tr

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

TRUIST BANKTRUSTEE$9K

From 2024 filing

NameTitleHoursCompensation
TRUIST BANKTRUSTEE1$9,441

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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