Helen M Lucas Charitable Tuw
Helen M Lucas Charitable Tuw is a private foundation, based in Chambersburg, PA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $784K in total assets. In 2025, it awarded 5 grants totaling $47K. Net investment income was $41K.
Key facts about Helen M Lucas Charitable Tuw
In short: Helen M Lucas Charitable Tuw gave $47K across 5 grants in 2025 (avg $9K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- EIN
- 47-6568629
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $47,015
- Grants made (2025)
- 5
- Average grant
- $9,403
- Median grant
- $6,272
- Total assets
- $783,561
- Primary geography
- Pennsylvania (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated October 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$784K
-1.2% YoY
Annual Giving
$47K
+3.2% YoY
Grant Count
5
+0.0% YoY
Avg Grant Size
$9K
+3.2% YoY
Under IRS private-foundation payout rules, Helen M Lucas Charitable Tuw reported a distributable amount of $46K for 2025 — the minimum it must pay out in qualifying distributions.
How Helen M Lucas Charitable Tuw gives
- Giving held roughly steady from 2022 to 2025 (−9%). Method
- In 2025 it paid out 108% of its IRS minimum distribution (the 5% rule). 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 2025 grant dollars across all 5 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $39K (2019) to $52K (2022). In 2025 it made 5 grants totaling $47K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Lutheran Theological Seminary at Gettysb URG ($19K). Together the top 5 received $47K.
Grant Size Distribution
25 grants across all recorded years
The most common grant size was under $50K: 25 grants of 25 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Lutheran Theological Seminary at Gettysb URG Gettysburg, PA | General Support | $18,806 |
| Franklin County Library Systems Chambersburg, PA | General Support | $9,403 |
| Spiritrust Lutheran York, PA | General Support | $6,272 |
| The John H Shook Foundation Scotland, PA | General Support | $6,267 |
| Menno Haven Inc Chambersburg, PA | General Support | $6,267 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $783,561 | $792,769 | $812,974 |
| Revenue | $52,811 | $38,571 | $49,413 |
| Expenses | $62,044 | $60,367 | $59,471 |
| Qualifying Distributions | $49,930 | $48,463 | $48,747 |
| Net Investment Income | $41,076 | $27,265 | $38,157 |
| Distributable Amount | $46,287 | $45,329 | $42,795 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 4, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 7, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 24, 2025)
- Added Form 990-PF for fiscal year 2019 (received by the IRS July 15, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Helen M Lucas Charitable Tuw's only listed officer is Farmers & Merchants Trust Company, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Farmers & Merchants Trust Company
Trustee
On filings since 2019
2 hrs/week
$11K (2019) → $4K (2025)
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
The highest reported compensation on the 2025 filing was $4K, to Farmers & Merchants Trust Company (Trustee).
Frequently asked questions about Helen M Lucas Charitable Tuw
How much does Helen M Lucas Charitable Tuw give each year?
Helen M Lucas Charitable Tuw gave $47K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $46K across 5 grants.
What is Helen M Lucas Charitable Tuw's typical grant size?
Helen M Lucas Charitable Tuw's median grant in 2025 was $6,272, and its average grant was $9,403, across 5 grants on its 2025 IRS Form 990-PF.
Where does Helen M Lucas Charitable Tuw give grants?
Helen M Lucas Charitable Tuw gives mostly in Pennsylvania: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Chambersburg, PA (2 grants).
Does Helen M Lucas Charitable Tuw give general operating support?
Yes: 100% of Helen M Lucas Charitable Tuw's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Helen M Lucas Charitable Tuw's largest grantees?
Helen M Lucas Charitable Tuw's largest 2025 grantees include Lutheran Theological Seminary at Gettysb URG ($18,806), Franklin County Library Systems ($9,403) and Spiritrust Lutheran ($6,272), according to its 2025 IRS Form 990-PF. Together they received 73% of its itemized 2025 grant dollars.
How large is Helen M Lucas Charitable Tuw?
Helen M Lucas Charitable Tuw reported $784K in total assets on its 2025 IRS Form 990-PF. It paid out $50K in qualifying distributions that year, against a required minimum of $46K (roughly 5% of its investment assets).
What is Helen M Lucas Charitable Tuw's EIN?
Helen M Lucas Charitable Tuw's EIN (Employer Identification Number) is 47-6568629. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
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