Trust UW Charles E Larner Jr

Private foundation · Grantmaker Floyd, VA EIN: 27-3878463

Trust UW Charles E Larner Jr is a private foundation, based in Floyd, VA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $288K in total assets. In 2025, it awarded 6 grants totaling $15K. Net investment income was $23K.

Key facts about Trust UW Charles E Larner Jr

In short: Trust UW Charles E Larner Jr gave $15K across 6 grants in 2025 (avg $3K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.

EIN
27-3878463
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$15,010
Grants made (2025)
6
Average grant
$2,502
Median grant
$2,463
Total assets
$288,429
Primary geography
Massachusetts (97% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$288K

+0.5% YoY

Annual Giving

$15K

-27.6% YoY

Grant Count

6

+20.0% YoY

Avg Grant Size

$3K

-39.7% YoY

Under IRS private-foundation payout rules, Trust UW Charles E Larner Jr reported a distributable amount of $19K for 2025 — the minimum it must pay out in qualifying distributions.

How Trust UW Charles E Larner Jr gives

  • Giving fell 21% from 2022 to 2025. Method
  • In 2025 it paid out 133% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of all 6 itemized 2025 grant dollars.

Cities

AmesburyIpswichTopsfieldNeedham HeightsBeverlyHathorneIndianapolisMiddletonPittsburghTopsfiled

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K9 grants20207 grants20214 grants20225 grants20235 grants20246 grants2025

From 2020 to 2025, annual grant giving ranged from $13K (2020) to $21K (2024). In 2025 it made 6 grants totaling $15K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2025

Ciderhill Farm: $5KCiderhill Farm$5KThree Sisters Garden Party: $5KThree Sisters Garden Party$5KTopsfield Fair: $4KTopsfield Fair$4KAmesbury Public Library: $800Amesbury Public Library$800Our Neighbors Table: $517Our Neighbors Table$517Pan Mass Challange: $500Pan Mass Challange$500

The largest 2025 recipient was Ciderhill Farm ($5K). Together the top 6 received $15K.

Grant Size Distribution

27 grants across all recorded years

27<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 27 grants of 27 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Ciderhill Farm Amesbury, MAEducational$4,568
Three Sisters Garden Party Ipswich, MACharitable$4,500
Topsfield Fair Topsfield, MAEducational$4,125
Amesbury Public Library Ipswich, MAEducational$800
Our Neighbors Table Indianapolis, INCharitable$517
Pan Mass Challange Needham Heights, MACharitable$500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10K$20K$30K$40K202020212022202320242025
Metric202520242023
Total Assets$288,429$286,921$544,759
Revenue$26,573$20,914$9,300
Expenses$25,065$30,795$23,345
Qualifying Distributions$24,845—$17,196
Net Investment Income$23,366$8,871$9,071
Distributable Amount$18,671$17,099$18,232

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Trust UW Charles E Larner Jr is led by David R. Costello Trustee, Trustee on every filing since 2022 — the only officer listed, and uncompensated.

Officers on the 2025 filing

  • David R. Costello Trustee

    Trustee

    On filings since 2022

    2 hrs/week

    $3K (2022) → $0 (2025)

Former officers (1)
  • Former: David R. Costello (2020–2021) — Trustee

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2022 IRS filing

David R Costello Trustee — Trustee: $3KDavid R Costello TrusteeTrustee$3K

The highest reported compensation on the 2022 filing was $3K, to David R Costello Trustee (Trustee).

Frequently asked questions about Trust UW Charles E Larner Jr

How much does Trust UW Charles E Larner Jr give each year?

Trust UW Charles E Larner Jr gave $15K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $21K across 5 grants.

What is Trust UW Charles E Larner Jr's typical grant size?

Trust UW Charles E Larner Jr's median grant in 2025 was $2,463, and its average grant was $2,502, across 6 grants on its 2025 IRS Form 990-PF.

Where does Trust UW Charles E Larner Jr give grants?

Trust UW Charles E Larner Jr gives mostly in Massachusetts: 97% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Ipswich, MA (2 grants).

Does Trust UW Charles E Larner Jr give general operating support?

Not in 2025: none of the 6 grants with a stated purpose on Trust UW Charles E Larner Jr's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Educational" (3 grants) and "Charitable" (3 grants).

Who are Trust UW Charles E Larner Jr's largest grantees?

Trust UW Charles E Larner Jr's largest 2025 grantees include Ciderhill Farm ($4,568), Three Sisters Garden Party ($4,500) and Topsfield Fair ($4,125), according to its 2025 IRS Form 990-PF. Together they received 88% of its itemized 2025 grant dollars.

How large is Trust UW Charles E Larner Jr?

Trust UW Charles E Larner Jr reported $288K in total assets on its 2025 IRS Form 990-PF. It paid out $25K in qualifying distributions that year, against a required minimum of $19K (roughly 5% of its investment assets).

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 2020–2025.

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

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