Trust UW Charles E Larner Jr
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.
Trust UW Charles E Larner Jr at a glance
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.
- Annual giving (2025)
- $15,010
- -27.6% vs 2024
- Grants made (2025)
- 6
- +20.0% vs 2024
- Average grant
- $2,502
- -39.7% vs 2024
- Median grant
- $2,463
- Total assets
- $288,429
- +0.5% vs 2024
- Primary geography
- Massachusetts (97% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Trust UW Charles E Larner Jr funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Ciderhill Farm ($5K). Together the top 6 received $15K.
Grant Size Distribution
27 grants across all recorded years
The most common grant size was under $50K: 27 grants of 27 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $13K (2020) to $21K (2024). In 2025 it made 6 grants totaling $15K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Ciderhill Farm Amesbury, MA | Educational | $4,568 |
| Three Sisters Garden Party Ipswich, MA | Charitable | $4,500 |
| Topsfield Fair Topsfield, MA | Educational | $4,125 |
| Amesbury Public Library Ipswich, MA | Educational | $800 |
| Our Neighbors Table Indianapolis, IN | Charitable | $517 |
| Pan Mass Challange Needham Heights, MA | Charitable | $500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $288,429 | $26,573 | $25,065 | $15,010 | 6 | $24,845 | $23,366 | $18,671 |
| 2024 | $286,921 | $20,914 | $30,795 | $20,743 | 5 | — | $8,871 | $17,099 |
| 2023 | $544,759 | $9,300 | $23,345 | $17,196 | 5 | $17,196 | $9,071 | $18,232 |
| 2022 | $300,825 | $25,415 | $29,491 | $18,961 | 4 | $18,961 | $25,415 | $19,004 |
| 2021 | $304,901 | $23,956 | $28,785 | $17,570 | 7 | $17,570 | $23,956 | $18,044 |
| 2020 | $309,730 | $25,552 | $24,050 | $12,961 | 9 | — | $25,552 | $18,392 |
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.
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
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.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Trust UW Charles E Larner Jr funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Trust UW Charles E Larner Jr's focus areas in our free grants database
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