Walter E & Lucy M Roush Charitable Trust
Walter E & Lucy M Roush Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 4 grants totaling $60K. Net investment income was $128K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.3M
+4.3% YoY
Annual Giving
$60K
-1.6% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$15K
-1.6% YoY
About Walter E & Lucy M Roush Charitable Trust
Based on IRS filings
Walter E & Lucy M Roush Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 4 grants totaling $60K. Net investment income was $128K.
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 | $1,338,012 | $1,283,201 | $1,325,345 |
| Revenue | $145,244 | $44,986 | $-37,158 |
| Expenses | $89,089 | $86,662 | $101,968 |
| Qualifying Distributions | $72,928 | $72,707 | $80,397 |
| Net Investment Income | $128,298 | $26,749 | $12,824 |
| Distributable Amount | $77,340 | $70,991 | $73,156 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
19 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $21,086 |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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