Roraback Lewis P Trust

DALLAS, TX EIN: 06-6233067

Philanthropy Nonprofits Health In-patient medical care Hospital care

Roraback Lewis P Trust is a private foundation focused on Philanthropy, based in DALLAS, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $30.2M in total assets. In 2025, it awarded 6 grants totaling $2.0M. Net investment income was $2.9M.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$30.2M

+2.7% YoY

Annual Giving

$2.0M

+73.7% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$326K

+73.7% YoY

Under IRS private-foundation payout rules, Roraback Lewis P Trust reported a distributable amount of $1.8M for 2025 — the minimum it must pay out in qualifying distributions.

About Roraback Lewis P Trust

Based on IRS filings

Focus Areas

Philanthropy Nonprofits Health In-patient medical care Hospital care

Ready to take the next step with Roraback Lewis P Trust?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Connecticut $7.6M (95%)

New York $400K (5%)

States

Connecticut New York

Cities

HartfordWest Nyack

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$30,189,395	$29,388,185	$29,602,877
Revenue	$2,933,398	$1,047,224	$-769,301
Expenses	$2,247,199	$1,356,012	$2,005,322
Qualifying Distributions	$2,035,269	$1,196,500	$1,853,198
Net Investment Income	$2,896,777	$897,460	$439,730
Distributable Amount	$1,804,402	$1,636,437	$1,650,135

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2025

Grant Size Distribution

30 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include St Francis Hospital & Medical Center ($879,022), Hartford Hospital ($488,345), United Way Inc ($195,338).

Recipient	Purpose	Amount
UNITED WAY INC HARTFORD, CT	UNRESTRICTED GENERAL	$195,338
CCMC -CONNECTICUT CHILDREN'S MEDICAL CTR HARTFORD, CT	UNRESTRICTED GENERAL	$195,338
ST FRANCIS HOSPITAL & MEDICAL CENTER HARTFORD, CT	UNRESTRICTED GENERAL	$879,022
YOUNG MEN'S CHRISTIAN ASSN-YMCA HARTFORD HARTFORD, CT	UNRESTRICTED GENERAL	$97,669
HARTFORD HOSPITAL HARTFORD, CT	UNRESTRICTED GENERAL	$488,345
THE SALVATION ARMY WEST NYACK, NY	UNRESTRICTED GENERAL	$97,669

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$203,470

Subject Areas

Focus areas based on grantmaking activity

Philanthropy Nonprofits Health In-patient medical care Hospital care

Frequently Asked Questions

What is Roraback Lewis P Trust?

Roraback Lewis P Trust is a private foundation focused on Philanthropy, based in DALLAS, TX. It holds $30.2M in total assets as of 2025.

How large is Roraback Lewis P Trust?

As of 2025, Roraback Lewis P Trust holds $30.2M in total assets with $2.9M in annual revenue. It awarded 6 grants totaling $2.0M in 2025.

Where does Roraback Lewis P Trust operate?

Roraback Lewis P Trust has awarded grants in Connecticut, New York.

What size grants does Roraback Lewis P Trust award?

In 2025, Roraback Lewis P Trust awarded 6 grants totaling $2.0M — an average of about $326K per grant, based on its IRS Form 990 filings.

How much is Roraback Lewis P Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Roraback Lewis P Trust reported a distributable amount of $1.8M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.