Luella Wood TW Charitable

Foundation · Grantmaker Buffalo, NY EIN: 23-7831211

Luella Wood TW Charitable is a private foundation, based in Buffalo, NY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $330K in total assets. In 2025, it awarded 2 grants totaling $17K. Net investment income was $29K.

Key facts about Luella Wood TW Charitable

In short: Luella Wood TW Charitable gave $17K across 2 grants in 2025 (avg $9K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.

EIN
23-7831211
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$17,258
Grants made (2025)
2
Average grant
$8,629
Median grant
$8,629
Total assets
$329,912
Primary geography
Pennsylvania (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$330K

+3.1% YoY

Annual Giving

$17K

+6.8% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$9K

+6.8% YoY

Under IRS private-foundation payout rules, Luella Wood TW Charitable reported a distributable amount of $18K for 2025 — the minimum it must pay out in qualifying distributions.

How Luella Wood TW Charitable gives

  • Giving grew 75% from 2022 to 2025. Method
  • In 2025 it paid out 102% 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

1state

Share of all 2 itemized 2025 grant dollars.

States

Cities

MillersvilleWrightsville

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K2 grants20202 grants20212 grants20222 grants20232 grants20242 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

Trinity Lutheran Church: $9KTrinity Lutheran Church$9KMillersville University: $9KMillersville University$9K

Grant Size Distribution

10 grants across all recorded years

10<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
TRINITY LUTHERAN CHURCH Wrightsville, PAGENERAL SUPPORT$8,629
MILLERSVILLE UNIVERSITY Millersville, PAGENERAL SUPPORT$8,629

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K202020212022202320242025
Metric202520242023
Total Assets$329,912$320,072$319,944
Revenue$36,330$25,332$13,673
Expenses$26,479$24,835$25,452
Qualifying Distributions$18,158$17,060$17,793
Net Investment Income$28,667$17,680$5,962
Distributable Amount$17,757$18,159$17,059

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS December 7, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS August 10, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 7, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
  7. Updated Form 990-PF for fiscal year 2020 (received by the IRS December 7, 2021)
  8. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
  9. Updated Form 990-PF for fiscal year 2022 (received by the IRS August 10, 2023)
  10. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 7, 2024)
  11. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
  12. Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)

Leadership & Key People

Officers and directors from IRS filings

Luella Wood TW Charitable's only listed officer is MT Trust CO, Trustee on the 2020 filing (compensated).

Officers on the 2020 filing

  • MT Trust CO

    Trustee

    New on the 2020 filing

    1 hr/week

    $7K (2020)

Data from IRS Form 990 filings, 2020. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2020 IRS filing

Mt Trust CO — Trustee: $7KMt Trust COTrustee$7K

Frequently asked questions about Luella Wood TW Charitable

How much does Luella Wood TW Charitable give each year?

Luella Wood TW Charitable gave $17K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $16K across 2 grants.

How large is Luella Wood TW Charitable?

Luella Wood TW Charitable reported $330K in total assets on its 2025 IRS Form 990-PF. It paid out $18K in qualifying distributions that year, against a required minimum of $18K (roughly 5% of its investment assets).

Where does Luella Wood TW Charitable operate?

Luella Wood TW Charitable has awarded grants in Pennsylvania.

What is Luella Wood TW Charitable's EIN?

Luella Wood TW Charitable's EIN (Employer Identification Number) is 23-7831211. 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.

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