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 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
Under IRS private-foundation payout rules, Lowry Bertelsen Charitable Tuw Xxx-xx-xxxx reported a distributable amount of $99K for 2024 — the minimum it must pay out in qualifying distributions.
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
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Evansville Protestant Home ($73,000).
| Recipient | Purpose | Amount |
|---|---|---|
| EVANSVILLE PROTESTANT HOME EVANSVILLE, IN | PROGRAM SUPPORT | $73,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| OLD NATIONAL WEALTH MANAGEMENT | TRUSTEE | 1 | $27,304 |
Frequently Asked Questions
How large is Lowry Bertelsen Charitable Tuw Xxx-xx-xxxx?
As of 2024, Lowry Bertelsen Charitable Tuw Xxx-xx-xxxx holds $1.7M in total assets with $156K in annual revenue. It awarded 1 grants totaling $73K in 2024.
Where does Lowry Bertelsen Charitable Tuw Xxx-xx-xxxx operate?
Lowry Bertelsen Charitable Tuw Xxx-xx-xxxx has awarded grants in Indiana.
What size grants does Lowry Bertelsen Charitable Tuw Xxx-xx-xxxx award?
In 2024, Lowry Bertelsen Charitable Tuw Xxx-xx-xxxx awarded 1 grants totaling $73K — an average of about $73K per grant, based on its IRS Form 990 filings.
How much is Lowry Bertelsen Charitable Tuw Xxx-xx-xxxx required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Lowry Bertelsen Charitable Tuw Xxx-xx-xxxx reported a distributable amount of $99K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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