Walter E & Lucy M Roush Charitable Trust

DALLAS, TX EIN: 48-6359254

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

+0.0% YoY

Avg Grant Size

$15K

-1.6% YoY

Under IRS private-foundation payout rules, Walter E & Lucy M Roush Charitable Trust reported a distributable amount of $77K for 2024 — the minimum it must pay out in qualifying distributions.

About Walter E & Lucy M Roush Charitable Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Kansas $303K (100%)

States

Kansas

Cities

Topeka

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Among its reported 2024 grants, the largest include Casa of Shawnee County Inc ($15,000), Doorstep Inc ($15,000), Topeka Rescue Mission ($15,000).

Recipient	Purpose	Amount
CASA OF SHAWNEE COUNTY INC TOPEKA, KS	SUPPORT CASA CHILD IN NEED	$15,000
DOORSTEP INC TOPEKA, KS	EMERGENCY SERVICE UTILITY	$15,000
TOPEKA RESCUE MISSION TOPEKA, KS	HUNGER RELIEF PROJECT	$15,000
UNITED METHODIST HOMES INC TOPEKA, KS	SUPPORT FOR ALDERSGATE	$15,000

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

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is 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. It holds $1.3M in total assets as of 2024.

How large is Walter E & Lucy M Roush Charitable Trust?

As of 2024, Walter E & Lucy M Roush Charitable Trust holds $1.3M in total assets with $145K in annual revenue. It awarded 4 grants totaling $60K in 2024.

Where does Walter E & Lucy M Roush Charitable Trust operate?

Walter E & Lucy M Roush Charitable Trust has awarded grants in Kansas.

What size grants does Walter E & Lucy M Roush Charitable Trust award?

In 2024, Walter E & Lucy M Roush Charitable Trust awarded 4 grants totaling $60K — an average of about $15K per grant, based on its IRS Form 990 filings.

How much is Walter E & Lucy M Roush Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Walter E & Lucy M Roush Charitable Trust reported a distributable amount of $77K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.