Walter E & Lucy M Roush Charitable Trust
Walter E & Lucy M Roush Charitable Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.4M in total assets. In 2025, it awarded 3 grants totaling $63K. Net investment income was $139K.
Walter E & Lucy M Roush Charitable Trust at a glance
In short: Walter E & Lucy M Roush Charitable Trust gave $63K across 3 grants in 2025 (avg $21K), mostly in Kansas. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $63,000
- +5.0% vs 2024
- Grants made (2025)
- 3
- -25.0% vs 2024
- Average grant
- $21,000
- +40.0% vs 2024
- Median grant
- $21,000
- Total assets
- $1,398,233
- +4.5% vs 2024
- Primary geography
- Kansas (100% 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 Walter E & Lucy M Roush Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was CASA of Shawnee County Inc ($21K). Together the top 3 received $63K.
Grant Size Distribution
18 grants across all recorded years
The most common grant size was under $50K: 18 grants of 18 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Walter E & Lucy M Roush Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−7%). Method
- In 2025 it paid out 93% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2019 to 2025, annual grant giving ranged from $56K (2019) to $68K (2022). In 2025 it made 3 grants totaling $63K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| CASA of Shawnee County Inc Topeka, KS | Volunteer Recruitment, | $21,000 |
| Doorstep Inc Topeka, KS | Emergency Service: Rent & | $21,000 |
| Kansas Children's Service League Wichita, KS | Center of Restorative | $21,000 |
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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 | $1,398,233 | $155,643 | $95,810 | $63,000 | 3 | $76,701 | $139,171 | $82,302 |
| 2024 | $1,338,012 | $145,244 | $89,089 | $60,000 | 4 | $72,928 | $128,298 | $77,340 |
| 2023 | $1,283,201 | $44,986 | $86,662 | $61,000 | 4 | $72,707 | $26,749 | $70,991 |
| 2022 | $1,325,345 | $-37,158 | $101,968 | $68,000 | 4 | $80,397 | $12,824 | $73,156 |
| 2021 | $1,464,323 | $313,777 | $89,632 | $57,750 | 3 | $71,726 | $295,730 | $81,357 |
| 2020 | $1,236,824 | $113,457 | $82,280 | $56,000 | 4 | — | $99,763 | $69,357 |
| 2019 | $1,199,096 | $86,387 | $81,191 | $56,000 | 4 | — | $77,127 | $67,243 |
Under IRS private-foundation payout rules, Walter E & Lucy M Roush Charitable Trust reported a distributable amount of $82K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Walter E & Lucy M Roush Charitable Trust's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2021
1 hr/week
$23K (2021) → $22K (2025)
Former officers (1)
- Former: Bank Of America N A (2019–2020) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $22K, to Bank of America (Trustee).
Frequently asked questions about Walter E & Lucy M Roush Charitable Trust
How much does Walter E & Lucy M Roush Charitable Trust give each year?
Walter E & Lucy M Roush Charitable Trust gave $63K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $60K across 4 grants.
What is Walter E & Lucy M Roush Charitable Trust's typical grant size?
Walter E & Lucy M Roush Charitable Trust's median grant in 2025 was $21,000, and its average grant was $21,000, across 3 grants on its 2025 IRS Form 990-PF.
Where does Walter E & Lucy M Roush Charitable Trust give grants?
Walter E & Lucy M Roush Charitable Trust gives mostly in Kansas: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Topeka, KS (2 grants).
Does Walter E & Lucy M Roush Charitable Trust give general operating support?
Not in 2025: none of the 3 grants with a stated purpose on Walter E & Lucy M Roush Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support.
How large is Walter E & Lucy M Roush Charitable Trust?
Walter E & Lucy M Roush Charitable Trust reported $1.4M in total assets on its 2025 IRS Form 990-PF. It paid out $77K in qualifying distributions that year, against a required minimum of $82K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Walter E & Lucy M Roush Charitable Trust's EIN?
Walter E & Lucy M Roush Charitable Trust's EIN (Employer Identification Number) is 48-6359254. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 9, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 31, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 27, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2019–2025
Live grants for the work Walter E & Lucy M Roush Charitable Trust 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 Walter E & Lucy M Roush Charitable Trust's focus areas in our free grants database
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—
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Cite this profile
Grantable. (2026). Walter E & Lucy M Roush Charitable Trust funder profile. GrantGraph. Retrieved October 18, 2026, from https://grantable.co/funders/walter-e-and-lucy-m-roush-charitable-trust-morg_795cb72222d44432972be5cfca207152
BibTeX
@misc{grantable_486359254_2026,
author = {{Grantable}},
title = {{Walter E \& Lucy M Roush Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/walter-e-and-lucy-m-roush-charitable-trust-morg_795cb72222d44432972be5cfca207152},
note = {Accessed 2026-10-18. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Walter E & Lucy M Roush Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Walter E & Lucy M Roush Charitable Trust down — hundreds of funders to go?