Lowry Bertelsen Charitable Tuw Xxx-xx-xxxx

EVANSVILLE, IN EIN: 35-6020338

Lowry Bertelsen Charitable Tuw Xxx-xx-xxxx is a private foundation, based in EVANSVILLE, IN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.7M in total assets. In 2024, it awarded 1 grants totaling $73K. Net investment income was $149K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.7M

+3.2% YoY

Annual Giving

$73K

+15.9% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$73K

+15.9% YoY

About Lowry Bertelsen Charitable Tuw Xxx-xx-xxxx

Based on IRS filings

Lowry Bertelsen Charitable Tuw Xxx-xx-xxxx is a private foundation, based in EVANSVILLE, IN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.7M in total assets. In 2024, it awarded 1 grants totaling $73K. Net investment income was $149K.

Ready to take the next step with Lowry Bertelsen Charitable Tuw Xxx-xx-xxxx?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Evansville

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$54K$107K$161K$215K20202021202220232024
Metric202420232022
Total Assets$1,667,893$1,616,781$1,546,244
Revenue$155,715$157,211$53,456
Expenses$104,606$86,595$105,059
Qualifying Distributions$95,087$81,581$97,561
Net Investment Income$149,036$151,622$49,339
Distributable Amount$98,850$87,998$90,230

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$41K$61K$81K1 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

EVANSVILLE PROTESTANT HOME$73K

Grant Size Distribution

5 grants across all recorded years

<$50K5$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

OLD NATIONAL WEALTH …TRUSTEE$27K

From 2024 filing

NameTitleHoursCompensation
OLD NATIONAL WEALTH MANAGEMENTTRUSTEE1$27,304

Related Funders

Similar funders by location and focus area

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

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