STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

WALTER E AND LUCY M ROUSH CHARITABLE TRUST

Cite this

Plain text WALTER E AND LUCY M ROUSH CHARITABLE TRUST. Strategy Studio, nonprofit organization profile, tax years 2014–2025. https://strategystudio.org/org/486359254. Retrieved 2026-10-18.

APA Strategy Studio. (n.d.). WALTER E AND LUCY M ROUSH CHARITABLE TRUST [Nonprofit organization profile; tax years 2014–2025]. Retrieved October 18, 2026, from https://strategystudio.org/org/486359254

MLA “WALTER E AND LUCY M ROUSH CHARITABLE TRUST.” Strategy Studio, tax years 2014–2025, https://strategystudio.org/org/486359254. Accessed 18 Oct. 2026.

Retrieved 2026-10-18; covers tax years 2014–2025. Data: Strategy Studio, CC BY 4.0.

2025 · Form 990PF · revenue $156K · expenses $96K · assets $1.4M

EIN
48-6359254
Address
PO BOX 653067, DALLAS, TX 75265-3067
NTEE code
T90
Subsection
501(c)(3)
Ruling year
1999
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Bank Of America Institution TRUSTEE2014-2025 $22,398$232,450 4368

People by year

2025 · 1 person listed · 1 paid, $22K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BANK OF AMERICA Institution TRUSTEE1 $22,398-- $22,3984368
2024 · 1 person listed · 1 paid, $21K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BANK OF AMERICA Institution TRUSTEE1 $21,086-- $21,0864368
2023 · 1 person listed · 1 paid, $19K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BANK OF AMERICA Institution TRUSTEE1 $19,033-- $19,0334368
2022 · 1 person listed · 1 paid, $20K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BANK OF AMERICA Institution TRUSTEE1 $20,155-- $20,1554368
2021 · 1 person listed · 1 paid, $23K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BANK OF AMERICA Institution TRUSTEE1 $22,740-- $22,7404368
2020 · 1 person listed · 1 paid, $19K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BANK OF AMERICA N A Institution TRUSTEE1 $18,756-- $18,7564368
2019 · 1 person listed · 1 paid, $18K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BANK OF AMERICA N A Institution TRUSTEE1 $18,223-- $18,2234368
2018 · 1 person listed · 1 paid, $19K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BANK OF AMERICA N A Institution TRUSTEE1 $18,773-- $18,7734368
2017 · 1 person listed · 1 paid, $18K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BANK OF AMERICA N A Institution TRUSTEE1 $17,758-- $17,7584368
2016 · 1 person listed · 1 paid, $17K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BANK OF AMERICA N A Institution TRUSTEE1 $16,539-- $16,5394368
2015 · 1 person listed · 1 paid, $18K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BANK OF AMERICA N A Institution TRUSTEE1 $17,778-- $17,7784368
2014 · 1 person listed · 1 paid, $19K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BANK OF AMERICA N A Institution TRUSTEE1 $19,211-- $19,2114368

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2025 · 3 grants to organizations · $63K
2024 · 4 grants to organizations · $60K
2023 · 4 grants to organizations · $61K
2022 · 4 grants to organizations · $68K
2021 · 3 grants to organizations · $58K
2020 · 4 grants to organizations · $56K
2019 · 4 grants to organizations · $56K
2018 · 4 grants to organizations · $54K
2017 · 4 grants to organizations · $51K
2016 · 5 grants to organizations · $53K
2015 · 5 grants to organizations · $58K
2014 · 8 grants to organizations · $52K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

No contributors are listed on Schedule B in the e-filed returns we have for this organization.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990PF period ending 2025-12-31 · view filing · original 990 ↗
$155,643$95,810 $1,398,233$1,398,233 -- $22,398--
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$145,244$89,089 $1,338,012$1,338,012 -- $21,086--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$44,986$86,662 $1,283,201$1,283,201 -- $19,033--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
-$37,158$101,968 $1,325,345$1,325,345 -- $20,155--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$313,777$89,632 $1,464,323$1,464,323 -- $22,740--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$113,457$82,280 $1,236,824$1,236,824 -- $18,756--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$86,387$81,191 $1,199,096$1,199,096 -- $18,223--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$107,054$82,988 $1,215,594$1,215,594 -- $18,773--
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$130,044$74,936 $1,185,256$1,185,256 -- $17,758--
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$18,452$75,553 $1,154,701$1,154,701 -- $16,539--
2015 · Form 990PF period ending 2015-12-31 · view filing · original 990 ↗
$49,588$81,113 $1,219,084$1,219,084 -- $17,778--
2014 · Form 990PF period ending 2014-12-31 · view filing · original 990 ↗
$39,751$79,051 $1,250,591$1,250,591 -- $19,211--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
EUNICE BEST WRIGHT CHARITABLE TRUSTTXT90 $154,541$135,648 TRUSTEE$0 Same NTEE code T90, revenue within 2x, same state
LOIS MILLS DURDEN CHARITABLE TRUSTTXT90 $109,059$98,148 Trustee$13,514 Same NTEE code T90, revenue within 2x, same state
NINA JEAN OBEL CHARITABLE TRUSTTXT90 $260,836$361,223 TRUSTEE$17,196 Same NTEE code T90, revenue within 2x, same state
GERTRUDE G BANCROFT CHARITABLE REMAINDER TRUSTTXT90 $125,740$84,343 CO-TRUSTEE$14,409 Same NTEE code T90, revenue within 2x, same state
W H & MARY ELLEN COBB CHARITABLE TRTXT90 $223,337$185,656 TRUSTEE$39,148 Same NTEE code T90, revenue within 2x, same state
CALLEJO-BOTELLO FOUNDATION A CHARITABLE TRUSTTXT90 $125,680$69,511 Trustee$0 Same NTEE code T90, revenue within 2x, same state
TUA JANET B NORTHUP CHARITABLETXT90 $95,891$73,268 TRUSTEE$14,963 Same NTEE code T90, revenue within 2x, same state
RICHARD ALBERT GAGNE CHARITABLE FOUNDATIONTXT90 $106,594$38,758 President/Dir$0 Same NTEE code T90, revenue within 2x, same state
GLASER FAMILY CHARITABLE FOUNDATIONTXT90 $153,605$264,846 EXECUTIVE DIRECTOR$60,000 Same NTEE code T90, revenue within 2x, same state
WILE MEMORIAL FUND TRUSTTXT90 $281,694$189,266 TRUSTEE$41,041 Same NTEE code T90, revenue within 2x, same state
JANET & BOB LOEFFLER FAMILY CHARITABLE FOUNDATIONTXT90 $200,254$117,236 PRESIDENT$0 Same NTEE code T90, revenue within 2x, same state
NELLIE M ULSHAFER TRUST UWTXT90 $121,454$81,155 TRUSTEE$19,386 Same NTEE code T90, revenue within 2x, same state
TEXAS POLICE TRUST MULTIPLE EMPLOYER TRUSTTXT90 $200,710$22,695 TRUSTEE$0 Same NTEE code T90, revenue within 2x, same state
AMY MACDONNELL TRUSTTXT90 $94,347$61,850 TRUSTEE$14,401 Same NTEE code T90, revenue within 2x, same state
DIETERT CLAIM ENDOWMENT TRUSTTXT90 $100,635$137,514 PRESIDENT$0 Same NTEE code T90, revenue within 2x, same state
TOMMY B AND LUCILLE JACKSON SLAUGHTER FOUNDATION 2TXT90 $286,679$250,896 SEC TREAS$22,707 Same NTEE code T90, revenue within 2x, same state
GRACE E BROOKS TRUST 1-0706TXT90 $245,197$121,122 TRUSTEE$32,165 Same NTEE code T90, revenue within 2x, same state
OAKS WEST CHURCH OF CHRIST TESTAMENTARY TRUSTTXT90 $233,746$235,783 TRUSTEE$0 Same NTEE code T90, revenue within 2x, same state
FAITH W COLLINS EST TRUST UW 59-301764040TXT90 $163,147$118,434 TRUSTEE$26,430 Same NTEE code T90, revenue within 2x, same state
K R AND LAURA MILLER FOUNDATIONTXT90 $181,045$207,411 Trustee$6,500 Same NTEE code T90, revenue within 2x, same state
NELS D SEDWALL CHAR TRTXT90 $231,965$167,502 TRUSTEE$34,045 Same NTEE code T90, revenue within 2x, same state
FRED L AND ANNA ROSE OUTLAND FUNDTXT90 $83,262$49,633 TRUSTEE PART-TIME$3,716 Same NTEE code T90, revenue within 2x, same state
MILDRED W & CHARLES P PAGE FUNDTXT90 $223,807$146,554 TRUSTEE$31,083 Same NTEE code T90, revenue within 2x, same state
STANLEY CHARLES B UW WALNUT PKTXT90 $142,367$90,827 TRUSTEE$25,337 Same NTEE code T90, revenue within 2x, same state
EVA AND MARVIN WOMACK FOUNDATIONTXT90 $176,040$209,375 PRESIDENT/DIRECTOR$0 Same NTEE code T90, revenue within 2x, same state

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$27,0002 22017–2024 BRETT T BAILEY FOUNDATION INC; ROTARY CLUB OF ANDOVER CHARITABLE TR
AMAZONSMILE FOUNDATION Private foundation$81 12020–2020 ROTARY CLUB OF ANDOVER CHARITABLE TR

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2025 · Form 990PF · $95,810 spent · pay $22,398 · grants $63,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $63,000 65.8%
Pay: officers, directors, trustees $22,398 23.4%
Fees: other professional $4,242 4.4%
Taxes $4,132 4.3%
Fees: accounting $1,250 1.3%
Other expenses $788 0.8%
Total$95,810100%

View the filing

2024 · Form 990PF · $89,089 spent · pay $21,086 · grants $60,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $60,000 67.3%
Pay: officers, directors, trustees $21,086 23.7%
Fees: other professional $3,994 4.5%
Taxes $1,897 2.1%
Fees: accounting $1,250 1.4%
Other expenses $862 1.0%
Total$89,089100%

View the filing

2023 · Form 990PF · $86,662 spent · pay $19,033 · grants $61,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $61,000 70.4%
Pay: officers, directors, trustees $19,033 22.0%
Fees: other professional $3,594 4.1%
Fees: accounting $1,250 1.4%
Taxes $1,049 1.2%
Other expenses $736 0.8%
Total$86,662100%

View the filing

2022 · Form 990PF · $101,968 spent · pay $20,155 · grants $68,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $68,000 66.7%
Pay: officers, directors, trustees $20,155 19.8%
Taxes $7,903 7.8%
Fees: other professional $3,805 3.7%
Fees: accounting $1,325 1.3%
Other expenses $780 0.8%
Total$101,968100%

View the filing

2021 · Form 990PF · $89,632 spent · pay $22,740 · grants $57,750 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $57,750 64.4%
Pay: officers, directors, trustees $22,740 25.4%
Fees: other professional $4,310 4.8%
Taxes $2,619 2.9%
Fees: accounting $1,425 1.6%
Other expenses $788 0.9%
Total$89,632100%

View the filing

2020 · Form 990PF · $82,280 spent · pay $18,756 · grants $56,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $56,000 68.1%
Pay: officers, directors, trustees $18,756 22.8%
Fees: other professional $3,555 4.3%
Taxes $2,028 2.5%
Fees: accounting $1,425 1.7%
Other expenses $516 0.6%
Total$82,280100%

View the filing

2019 · Form 990PF · $81,191 spent · pay $18,223 · grants $56,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $56,000 69.0%
Pay: officers, directors, trustees $18,223 22.4%
Fees: other professional $3,448 4.2%
Taxes $1,775 2.2%
Fees: accounting $1,425 1.8%
Other expenses $320 0.4%
Total$81,191100%

View the filing

2018 · Form 990PF · $82,988 spent · pay $18,773 · grants $53,550 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $53,550 64.5%
Pay: officers, directors, trustees $18,773 22.6%
Taxes $5,374 6.5%
Fees: other professional $3,560 4.3%
Fees: accounting $1,425 1.7%
Other expenses $306 0.4%
Total$82,988100%

View the filing

2017 · Form 990PF · $74,936 spent · pay $17,758 · grants $51,200 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $51,200 68.3%
Pay: officers, directors, trustees $17,758 23.7%
Fees: other professional $3,368 4.5%
Fees: accounting $1,425 1.9%
Taxes $893 1.2%
Other expenses $292 0.4%
Total$74,936100%

View the filing

2016 · Form 990PF · $75,553 spent · pay $16,539 · grants $53,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $53,000 70.1%
Pay: officers, directors, trustees $16,539 21.9%
Fees: other professional $3,132 4.1%
Fees: accounting $1,425 1.9%
Taxes $1,139 1.5%
Other expenses $318 0.4%
Total$75,553100%

View the filing

2015 · Form 990PF · $81,113 spent · pay $17,778 · grants $57,522 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $57,522 70.9%
Pay: officers, directors, trustees $17,778 21.9%
Fees: other professional $3,366 4.1%
Fees: accounting $1,250 1.5%
Taxes $825 1.0%
Other expenses $372 0.5%
Total$81,113100%

View the filing

2014 · Form 990PF · $79,051 spent · pay $19,211 · grants $52,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $52,500 66.4%
Pay: officers, directors, trustees $19,211 24.3%
Fees: other professional $3,558 4.5%
Taxes $2,532 3.2%
Fees: accounting $1,250 1.6%
Total$79,051100%

View the filing