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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
30 grants across all recorded years
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).
| Recipient | Purpose | Amount |
|---|---|---|
| CIDERHILL FARM Amesbury, MA | EDUCATIONAL | $3,965 |
| THREE SISTERS GARDEN PARTY Ipswich, MA | EDUCATIONAL | $4,000 |
| TOPSFIELD FAIR Topsfield, MA | EDUCATIONAL | $11,515 |
| AMESBURY PUBLIC Ipswich, MA | EDUCATIONAL | $750 |
| PAN MASS CHALLANGE Needham Heights, MA | EDUCATIONAL | $513 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DAVID R COSTELLO TRUSTEE | TRUSTEE | 2 | — |
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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