Lonza L Rush TES Trust XXX-XX-XXXX

Private foundation · Grantmaker Richmond, VA EIN: 54-6138578

Lonza L Rush TES Trust XXX-XX-XXXX is a private foundation based in Richmond, Virginia. Its 2026 filing lists scholarships as the purpose of its grants, and its 2025 filing says applicants must be Virginia residents with scholastic ability and financial need.

Lonza L Rush TES Trust XXX-XX-XXXX at a glance

In short: Lonza L Rush TES Trust XXX-XX-XXXX gave $68K across 20 grants in 2026 (avg $3K), mostly in Virginia. Source: 2026 IRS Form 990-PF.

Annual giving (2026)
$67,650
+7.7% vs 2025
Grants made (2026)
20
+100.0% vs 2025
Average grant
$3,383
-46.1% vs 2025
Median grant
$3,500
Total assets
$1,297,426
-3.6% vs 2025
Primary geography
Virginia (100% of itemized 2026 grant dollars)
Latest 990 filing
Form 990-PF, 2026 View filing

Data from IRS Form 990-PF, 2026; updated October 2026.

How to apply to Lonza L Rush TES Trust XXX-XX-XXXX

How to Apply

The 2025 filing names Carolyn McCoy as the contact and lists the materials and eligibility requirements above. It lists no deadline.

Contact

Application contact: Carolyn Mccoy
Mailing address: PO Box 13888, Roanoke, VA 24018
Phone: (804) 273-7445

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Lonza L Rush TES Trust XXX-XX-XXXX funds

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2026

Averett University Morgan V Rouch: $4KAverett University Morgan VRouch$4KAverett University Abigail S Owen: $3KAverett University Abigail SOwen$3K

The largest 2026 recipient was Averett University Morgan V Rouch ($4K). Together the top 2 received $7K.

Organizations only. It also paid 18 individual scholarships ($61,150), which are not listed by name.

Grant Size Distribution

68 grants across all recorded years

68<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 68 grants of 68 (100%).

Geographic Focus

Where this funder awards grants

All grant dollars reported for filing year 2026 went to recipients in Virginia. The 2025 filing also states that applicants must be Virginia residents.

Grant Distribution by State

1state

Share of 2026 grant dollars across all 20 itemized grants.

States

Cities

DanvilleAshlandFarmvilleNorfolkRoanokeBuena VistaHarrisonburbHarrisonburgMartinsvilleNorfoldSalemSauntonStauntonSweet Briar

How Lonza L Rush TES Trust XXX-XX-XXXX gives

  • Giving fell 28% from 2023 to 2026. Method
  • In 2026 it paid out 93% 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

$0$25K$50K$75K$100K13 grants2021 15 grants2022 14 grants2023 9 grants2024 10 grants2025 20 grants2026

From 2021 to 2026, annual grant giving ranged from $52K (2021) to $94K (2023). In 2026 it made 20 grants totaling $68K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
18 individual scholarships Recipients not named —$61,150
Averett University Morgan V Rouch Danville, VAScholarship$3,500
Averett University Abigail S Owen Danville, VAScholarship$3,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2026$1,297,426$40,580$94,715$67,65020$67,650$29,956$72,606
2025$1,345,616$358,878$78,419$62,80010$62,800$342,996$67,514
2024$1,070,793$74,169$73,652$55,7839$55,783$51,388$68,510
2023$1,069,521$60,921$112,882$94,46014$104,978$54,982$92,420
2022$1,090,822$151,744$72,257$55,72215$66,134$145,400$73,323
2021$1,011,542$32,774$66,527$52,34613—$27,408$64,164

Under IRS private-foundation payout rules, Lonza L Rush TES Trust XXX-XX-XXXX reported a distributable amount of $73K for 2026 — the minimum it must pay out in qualifying distributions.

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

Mission & Focus Areas

No mission statement is provided. The listed grants show support for scholarships awarded through Virginia colleges and universities.

Grantmaking

In filing year 2026, the foundation reported 20 grants totaling $67,650. Grants ranged from $3,000 to $3,500, with a median of $3,500. Listed recipients of $3,500 scholarships included Longwood University for Savannah Bartlett; Radford University for an individual recipient and Leslie A. Witherspoon; Roanoke College for three individual recipients; and Averett University for Morgan V. Rouch.

The 2025 filing says the foundation does not restrict giving to preselected organizations. It lists an application process requiring a biographical sketch with the applicant’s full name, address, and Social Security number; scholastic records; a financial need analysis report; and a parent’s confidential statement or a college financial aid form. Applicants must be Virginia residents with appropriate scholastic ability and financial need; relatives of the trust committee are ineligible.

Leadership & Key People

Officers and directors from IRS filings

Lonza L Rush TES Trust XXX-XX-XXXX's only listed officer is TCV Trust AND Wealth Management, Trustee on every filing since 2024 (compensated).

Officers on the 2026 filing

  • TCV Trust AND Wealth Management

    Trustee

    On filings since 2024

    1 hr/week

    $11K (2024) → $14K (2026)

Former officers (2)
  • Former: Truist Bank (2022–2023) — Trustee
  • Former: Truist Bank FKA Suntrust Bank (2021) — Trustee

Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2026 IRS filing

TCV Trust and Wealth Management — Trustee: $14KTCV Trust and Wealth…Trustee$14K

The highest reported compensation on the 2026 filing was $14K, to TCV Trust and Wealth Management (Trustee).

Frequently asked questions about Lonza L Rush TES Trust XXX-XX-XXXX

How much does Lonza L Rush TES Trust XXX-XX-XXXX give each year?

Lonza L Rush TES Trust XXX-XX-XXXX gave $68K across 20 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $63K across 10 grants.

What is Lonza L Rush TES Trust XXX-XX-XXXX's typical grant size?

Lonza L Rush TES Trust XXX-XX-XXXX's median grant in 2026 was $3,500, and its average grant was $3,383, across 20 grants on its 2026 IRS Form 990-PF.

Where does Lonza L Rush TES Trust XXX-XX-XXXX give grants?

Lonza L Rush TES Trust XXX-XX-XXXX gives mostly in Virginia: 100% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Danville, VA (2 grants).

Does Lonza L Rush TES Trust XXX-XX-XXXX give general operating support?

Not in 2026: none of the 20 grants with a stated purpose on Lonza L Rush TES Trust XXX-XX-XXXX's 2026 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (20 grants).

How large is Lonza L Rush TES Trust XXX-XX-XXXX?

Lonza L Rush TES Trust XXX-XX-XXXX reported $1.3M in total assets on its 2026 IRS Form 990-PF. It paid out $68K in qualifying distributions that year, against a required minimum of $73K (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 Lonza L Rush TES Trust XXX-XX-XXXX fund?

No mission statement is provided. The listed grants show support for scholarships awarded through Virginia colleges and universities. See mission & focus areas ↑

How do I apply for a grant from Lonza L Rush TES Trust XXX-XX-XXXX?

The 2025 filing names Carolyn McCoy as the contact and lists the materials and eligibility requirements above. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Lonza L Rush TES Trust XXX-XX-XXXX's EIN?

Lonza L Rush TES Trust XXX-XX-XXXX's EIN (Employer Identification Number) is 54-6138578. IRS Form 990 filing data is available on this page for 2021–2026.

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

Data update history

(6)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2025 (received by the IRS July 10, 2025)
  2. Updated Form 990-PF for fiscal year 2026 (received by the IRS May 6, 2026)
  3. Updated Form 990-PF for fiscal year 2024 (received by the IRS July 11, 2024)
  4. Updated Form 990-PF for fiscal year 2021 (received by the IRS July 13, 2021)
  5. Updated Form 990-PF for fiscal year 2022 (received by the IRS June 6, 2022)
  6. Updated Form 990-PF for fiscal year 2023 (received by the IRS July 10, 2023)

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Lonza L Rush TES Trust XXX-XX-XXXX's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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