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
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
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
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
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.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.