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 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.
Key facts about Walter E & Lucy M Roush Charitable Trust
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.
- EIN
- 48-6359254
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $63,000
- Grants made (2025)
- 3
- Average grant
- $21,000
- Median grant
- $21,000
- Total assets
- $1,398,233
- Primary geography
- Kansas (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.4M
+4.5% YoY
Annual Giving
$63K
+5.0% YoY
Grant Count
3
-25.0% YoY
Avg Grant Size
$21K
+40.0% YoY
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.
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 3 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
Grant Size Distribution
18 grants across all recorded years
Giving History
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 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,398,233 | $1,338,012 | $1,283,201 |
| Revenue | $155,643 | $145,244 | $44,986 |
| Expenses | $95,810 | $89,089 | $86,662 |
| Qualifying Distributions | $76,701 | $72,928 | $72,707 |
| Net Investment Income | $139,171 | $128,298 | $26,749 |
| Distributable Amount | $82,302 | $77,340 | $70,991 |
Data update history
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
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
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).
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 $1.4M in total assets as of 2025.
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.
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