The LRW Charitable Trust

Private foundation · Grantmaker San Antonio, TX EIN: 20-8673013

The LRW Charitable Trust is a private foundation, based in San Antonio, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.2M in total assets. In 2024, it awarded 1 grant totaling $197K. Net investment income was $78K.

The LRW Charitable Trust at a glance

In short: The LRW Charitable Trust gave $197K across 1 grant in 2024 (avg $197K), mostly in Texas. Source: 2024 IRS Form 990-PF.

Annual giving (2024)
$197,000
+11.9% vs 2023
Grants made (2024)
1
+0.0% vs 2023
Average grant
$197,000
+11.9% vs 2023
Median grant
$197,000
Total assets
$2,205,602
-5.3% vs 2023
Primary geography
Texas (100% of itemized 2024 grant dollars)
Latest 990 filing
Form 990-PF, 2024 View filing

Data from IRS Form 990-PF, 2024; updated October 2026.

Who The LRW Charitable Trust funds

How this funder distributes its grants

Top Recipients

Top recipient in 2024

See Attachment a: $197KSee Attachment a$197K

The largest 2024 recipient was See Attachment a ($197K).

Grant Size Distribution

31 grants across all recorded years

24<$50K2$50–100K5$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 24 grants of 31 (77%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

8states

Share of the 2024 grant dollars on its one itemized grant.

Cities

NacogdochesSan AntonioWashingtonAtlantaBossier CityGilmerMemphisRansonTopekaTylerHavre De Grace

How The LRW Charitable Trust gives

  • Giving held roughly steady from 2021 to 2024 (+10%). Method
  • In 2024 it paid out 108% of its IRS minimum distribution (the 5% rule). 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$50K$100K$150K$200K14 grants2020 14 grants2021 1 grant2022 1 grant2023 1 grant2024

From 2020 to 2024, annual grant giving ranged from $176K (2023) to $197K (2024). In 2024 it made 1 grant totaling $197K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
See Attachment a See Attachment a, TXGeneral Charitable Contribution$197,000
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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
2024$2,205,602$143,062$267,492$197,0001$201,800$77,992$187,468
2023$2,330,032$228,452$232,010$176,0001$180,410$172,458$172,177
2022$2,333,590$140,697$264,372$195,0001$201,000$66,463$174,703
2021$2,457,265$112,298$230,444$179,00014$183,695$58,829$185,326
2020$2,575,411$122,305$247,016$192,00014—$42,689$165,382

Under IRS private-foundation payout rules, The LRW Charitable Trust reported a distributable amount of $187K for 2024 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

The LRW Charitable Trust's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Loyd G. Whitley Jr.

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

  • Rufus J. Whitley

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about The LRW Charitable Trust

How much does The LRW Charitable Trust give each year?

The LRW Charitable Trust gave $197K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $176K across 1 grant.

How large is The LRW Charitable Trust?

The LRW Charitable Trust reported $2.2M in total assets on its 2024 IRS Form 990-PF. It paid out $202K in qualifying distributions that year, against a required minimum of $187K (roughly 5% of its investment assets).

Where does The LRW Charitable Trust operate?

The LRW Charitable Trust has awarded grants in District of Columbia, Georgia, Kansas, Louisiana, Maryland, Tennessee, Texas, West Virginia.

What is The LRW Charitable Trust's EIN?

The LRW Charitable Trust's EIN (Employer Identification Number) is 20-8673013. IRS Form 990 filing data is available on this page for 2020–2024.

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

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

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Browse active grant opportunities in The LRW Charitable Trust's focus areas in our free grants database

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

Figures come from The LRW Charitable Trust'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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