Lowry Bertelsen Charitable Tuw XXX-XX-XXXX
Lowry Bertelsen Charitable Tuw XXX-XX-XXXX is a private foundation, based in Evansville, IN. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.8M in total assets. In 2025, it awarded 1 grant totaling $84K. Net investment income was $209K.
Lowry Bertelsen Charitable Tuw XXX-XX-XXXX at a glance
In short: Lowry Bertelsen Charitable Tuw XXX-XX-XXXX gave $84K across 1 grant in 2025 (avg $84K), mostly in Indiana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $83,971
- +15.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $83,971
- +15.0% vs 2024
- Median grant
- $83,971
- Total assets
- $1,768,381
- +6.0% vs 2024
- Primary geography
- Indiana (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Lowry Bertelsen Charitable Tuw XXX-XX-XXXX funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Evansville Protestant Home ($84K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $50–100K range: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Lowry Bertelsen Charitable Tuw XXX-XX-XXXX gives
- Giving held roughly steady from 2022 to 2025 (+6%). Method
- In 2025 it paid out 103% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $50K (2020) to $84K (2025). In 2025 it made 1 grant totaling $84K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Evansville Protestant Home Evansville, IN | Program Support | $83,971 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,768,381 | $216,465 | $116,309 | $83,971 | 1 | $107,089 | $209,340 | $104,347 |
| 2024 | $1,667,893 | $155,715 | $104,606 | $73,000 | 1 | $95,087 | $149,036 | $98,850 |
| 2023 | $1,616,781 | $157,211 | $86,595 | $63,000 | 1 | $81,581 | $151,622 | $87,998 |
| 2022 | $1,546,244 | $53,456 | $105,059 | $79,000 | 1 | $97,561 | $49,339 | $90,230 |
| 2021 | $1,598,060 | $195,162 | $106,292 | $81,000 | 1 | $100,753 | $190,770 | $99,222 |
| 2020 | $1,509,251 | $133,655 | $71,822 | $50,000 | 1 | — | $130,069 | $82,182 |
Under IRS private-foundation payout rules, Lowry Bertelsen Charitable Tuw XXX-XX-XXXX reported a distributable amount of $104K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Lowry Bertelsen Charitable Tuw XXX-XX-XXXX's only listed officer is OLD National Wealth Management, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
OLD National Wealth Management
Trustee
On filings since 2020
1 hr/week
$19K (2020) → $29K (2025)
Data from IRS Form 990 filings, 2020–2025. "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 $29K, to Old National Wealth Management (Trustee).
Frequently asked questions about Lowry Bertelsen Charitable Tuw XXX-XX-XXXX
How much does Lowry Bertelsen Charitable Tuw XXX-XX-XXXX give each year?
Lowry Bertelsen Charitable Tuw XXX-XX-XXXX gave $84K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $73K across 1 grant.
How large is Lowry Bertelsen Charitable Tuw XXX-XX-XXXX?
Lowry Bertelsen Charitable Tuw XXX-XX-XXXX reported $1.8M in total assets on its 2025 IRS Form 990-PF. It paid out $107K in qualifying distributions that year, against a required minimum of $104K (roughly 5% of its investment assets).
Where does Lowry Bertelsen Charitable Tuw XXX-XX-XXXX operate?
Lowry Bertelsen Charitable Tuw XXX-XX-XXXX has awarded grants in Indiana.
What is Lowry Bertelsen Charitable Tuw XXX-XX-XXXX's EIN?
Lowry Bertelsen Charitable Tuw XXX-XX-XXXX's EIN (Employer Identification Number) is 35-6020338. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 24, 2026)
- IRS filings on file for fiscal years 2020–2024
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