Trust UW Charles E Larner Jr

FLOYD, VA EIN: 27-3878463

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$287K

-47.3% YoY

Annual Giving

$21K

+20.6% YoY

Grant Count

5

+0.0% YoY

Avg Grant Size

$4K

+20.6% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$8K$17K$25K$34K20202021202220232024
Metric202420232022
Total Assets$286,921$544,759$300,825
Revenue$20,914$9,300$25,415
Expenses$30,795$23,345$29,491
Qualifying Distributions$17,196$18,961
Net Investment Income$8,871$9,071$25,415
Distributable Amount$17,099$18,232$19,004

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$16K$21K9 grants20207 grants20214 grants20225 grants20235 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

TOPSFIELD FAIR$12KTHREE SISTERS GARDEN PARTY$4KCIDERHILL FARM$4KAMESBURY PUBLIC$750PAN MASS CHALLANGE$513

Grant Size Distribution

30 grants across all recorded years

30<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Trust UW Charles E Larner Jr fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
DAVID R COSTELLO TRUSTEETRUSTEE2

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

2states

Cities

AmesburyBeverlyHathorneIpswichMiddletonNeedham HeightsPittsburghTopsfieldTopsfiled

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

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