Trust UW Charles E Larner Jr

FLOYD, VA EIN: 27-3878463

Trust UW Charles E Larner Jr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FLOYD, VA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $287K in total assets. In 2024, it awarded 5 grants totaling $21K. Net investment income was $9K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$287K

-47.3% YoY

Annual Giving

$21K

+20.6% YoY

Grant Count

5

+0.0% YoY

Avg Grant Size

$4K

+20.6% YoY

Under IRS private-foundation payout rules, Trust UW Charles E Larner Jr reported a distributable amount of $17K for 2024 — the minimum it must pay out in qualifying distributions.

About Trust UW Charles E Larner Jr

Based on IRS filings

Trust UW Charles E Larner Jr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FLOYD, VA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $287K in total assets. In 2024, it awarded 5 grants totaling $21K. Net investment income was $9K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

AmesburyBeverlyHathorneIpswichMiddletonNeedham HeightsPittsburghTopsfieldTopsfiled

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$8K$17K$25K$34K20202021202220232024
Metric202420232022
Total Assets$286,921$544,759$300,825
Revenue$20,914$9,300$25,415
Expenses$30,795$23,345$29,491
Qualifying Distributions$17,196$18,961
Net Investment Income$8,871$9,071$25,415
Distributable Amount$17,099$18,232$19,004

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$16K$21K9 grants20207 grants20214 grants20225 grants20235 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

TOPSFIELD FAIR$12KTHREE SISTERS GARDEN PARTY$4KCIDERHILL FARM$4KAMESBURY PUBLIC$750PAN MASS CHALLANGE$513

Grant Size Distribution

30 grants across all recorded years

30<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Topsfield Fair ($11,515), Three Sisters Garden Party ($4,000), Ciderhill Farm ($3,965).

RecipientPurposeAmount
CIDERHILL FARM Amesbury, MAEDUCATIONAL$3,965
THREE SISTERS GARDEN PARTY Ipswich, MAEDUCATIONAL$4,000
TOPSFIELD FAIR Topsfield, MAEDUCATIONAL$11,515
AMESBURY PUBLIC Ipswich, MAEDUCATIONAL$750
PAN MASS CHALLANGE Needham Heights, MAEDUCATIONAL$513

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
DAVID R COSTELLO TRUSTEETRUSTEE2

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Trust UW Charles E Larner Jr?

Trust UW Charles E Larner Jr is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in FLOYD, VA. It holds $287K in total assets as of 2024.

How large is Trust UW Charles E Larner Jr?

As of 2024, Trust UW Charles E Larner Jr holds $287K in total assets with $21K in annual revenue. It awarded 5 grants totaling $21K in 2024.

Where does Trust UW Charles E Larner Jr operate?

Trust UW Charles E Larner Jr has awarded grants in Massachusetts, Pennsylvania.

What size grants does Trust UW Charles E Larner Jr award?

In 2024, Trust UW Charles E Larner Jr awarded 5 grants totaling $21K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is Trust UW Charles E Larner Jr required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Trust UW Charles E Larner Jr reported a distributable amount of $17K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Trust UW Charles E Larner Jr's EIN?

Trust UW Charles E Larner Jr's EIN (Employer Identification Number) is 27-3878463. IRS Form 990 filing data is available on this page for 2020–2024.

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

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