Lillian R Wardman Irr Tr
Lillian R Wardman Irr Tr is a private foundation focused on Arts and culture, based in Orlando, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.1M in total assets. In 2025, it awarded 9 grants totaling $55K. Net investment income was $140K.
Lillian R Wardman Irr Tr at a glance
In short: Lillian R Wardman Irr Tr gave $55K across 9 grants in 2025 (avg $6K), top state Virginia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $55,000
- +19.6% vs 2024
- Grants made (2025)
- 9
- +12.5% vs 2024
- Average grant
- $6,111
- +6.3% vs 2024
- Median grant
- $6,500
- Total assets
- $1,116,947
- +6.8% vs 2024
- Primary geography
- Virginia (45% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
How to apply to Lillian R Wardman Irr Tr
Open Grants
1 open opportunity from Lillian R Wardman Irr Tr
Who Lillian R Wardman Irr Tr funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was Cleveland & Woodley Park Village ($8K). Together the top 9 received $55K.
Grant Size Distribution
47 grants across all recorded years
The most common grant size was under $50K: 47 grants of 47 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
Cities
How Lillian R Wardman Irr Tr gives
- Giving held roughly steady from 2022 to 2025 (−15%). Method
- In 2025 it paid out 99% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $46K (2023) to $65K (2022). In 2025 it made 9 grants totaling $55K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Cleveland & Woodley Park Village Washington, DC | General Operating | $7,500 |
| Culpepper Garden Arlington, VA | General Operating | $7,500 |
| Wesley Housing Development Alexandria, VA | General Operating | $7,500 |
| Seabury Resources for Aging Washington, DC | General Operating | $7,500 |
| Legal Counsel of the Elderly Washington DC, DC | General Operating | $6,500 |
| Arlington Thrive Arlington, VA | General Operating | $5,000 |
| Communities Together Inc Bethesda, MD | General Operating | $5,000 |
| The Fenwick Foundation Arlington, VA | General Operating | $5,000 |
| Community Reach of Montgomery County Rockville, MD | General Operating | $3,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,116,947 | $150,640 | $80,702 | $55,000 | 9 | $67,824 | $140,128 | $68,226 |
| 2024 | $1,045,460 | $101,669 | $59,898 | $46,000 | 8 | $54,721 | $96,538 | $63,940 |
| 2023 | $1,003,737 | $33,878 | $70,486 | $46,000 | 8 | $59,098 | $22,883 | $58,756 |
| 2022 | $1,040,331 | $53,328 | $90,349 | $65,000 | 11 | $77,941 | $42,363 | $62,353 |
| 2021 | $1,077,834 | $67,999 | $72,681 | $48,000 | 11 | $61,357 | $56,459 | $71,998 |
| 2020 | $1,082,212 | $-15,647 | $73,096 | $49,000 | 12 | — | $9,207 | $61,870 |
| 2019 | $1,170,651 | $30,004 | $73,016 | $48,000 | 11 | — | $20,714 | $62,051 |
Under IRS private-foundation payout rules, Lillian R Wardman Irr Tr reported a distributable amount of $68K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Lillian R Wardman Irr Tr's only listed officer is Truist Bank, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Truist Bank
Trustee
On filings since 2021
1 hr/week
$22K (2021) → $21K (2025)
Former officers (1)
- Former: Truist Bank FKA Suntrust Bank (2019–2020) — 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
The highest reported compensation on the 2025 filing was $21K, to Truist Bank (Trustee).
Frequently asked questions about Lillian R Wardman Irr Tr
How much does Lillian R Wardman Irr Tr give each year?
Lillian R Wardman Irr Tr gave $55K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $46K across 8 grants.
What is Lillian R Wardman Irr Tr's typical grant size?
Lillian R Wardman Irr Tr's median grant in 2025 was $6,500, and its average grant was $6,111, across 9 grants on its 2025 IRS Form 990-PF.
Where does Lillian R Wardman Irr Tr give grants?
Lillian R Wardman Irr Tr's top state is Virginia, with 45% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were District of Columbia (39%) and Maryland (15%). The most frequent recipient cities were Arlington, VA (3 grants) and Washington, DC (2 grants).
Does Lillian R Wardman Irr Tr give general operating support?
Yes: 100% of Lillian R Wardman Irr Tr's 2025 grants with a stated purpose (9 of 9) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Lillian R Wardman Irr Tr's largest grantees?
Lillian R Wardman Irr Tr's largest 2025 grantees include Cleveland & Woodley Park Village ($7,500), Culpepper Garden ($7,500) and Wesley Housing Development ($7,500), according to its 2025 IRS Form 990-PF. Together they received 41% of its itemized 2025 grant dollars.
How large is Lillian R Wardman Irr Tr?
Lillian R Wardman Irr Tr reported $1.1M in total assets on its 2025 IRS Form 990-PF. It paid out $68K in qualifying distributions that year, against a required minimum of $68K (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 is Lillian R Wardman Irr Tr?
Lillian R Wardman Irr Tr is a private foundation focused on Arts and culture, based in Orlando, FL. It holds $1.1M in total assets as of 2025.
What is Lillian R Wardman Irr Tr's EIN?
Lillian R Wardman Irr Tr's EIN (Employer Identification Number) is 52-6121876. 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.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 7, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 25, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 17, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 18, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 16, 2026)
- IRS filings on file for fiscal years 2019–2025
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