Shepherd N & R Charitable Tuw

ERIE, PA EIN: 30-6049846

Diseases, Disorders & Medical Disciplines

Shepherd N & R Charitable Tuw is a private foundation focused on Diseases, Disorders & Medical Disciplines, based in ERIE, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $144K in total assets. In 2024, it awarded 1 grants totaling $6K. Net investment income was $10K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$144K

+1.1% YoY

Annual Giving

$6K

-1.4% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$6K

-1.4% YoY

Under IRS private-foundation payout rules, Shepherd N & R Charitable Tuw reported a distributable amount of $8K for 2024 — the minimum it must pay out in qualifying distributions.

About Shepherd N & R Charitable Tuw

Based on IRS filings

Focus Areas

Diseases, Disorders & Medical Disciplines

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Indiana $32K (100%)

States

Indiana

Cities

Crawfordsville

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$144,354	$142,789	$144,148
Revenue	$11,982	$8,735	$7,636
Expenses	$10,412	$10,118	$9,889
Qualifying Distributions	$7,867	$7,867	$7,749
Net Investment Income	$9,546	$6,626	$5,473
Distributable Amount	$8,305	$7,779	$7,857

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 Montgomery County Medical Care Trust Inc ($6,331).

Recipient	Purpose	Amount
Montgomery County Medical Care Trust Inc CRAWFORDSVILLE, IN	GRANT	$6,331

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Subject Areas

Focus areas based on grantmaking activity

Diseases, Disorders & Medical Disciplines

Frequently Asked Questions

What is Shepherd N & R Charitable Tuw?

Shepherd N & R Charitable Tuw is a private foundation focused on Diseases, Disorders & Medical Disciplines, based in ERIE, PA. It holds $144K in total assets as of 2024.

How large is Shepherd N & R Charitable Tuw?

As of 2024, Shepherd N & R Charitable Tuw holds $144K in total assets with $12K in annual revenue. It awarded 1 grants totaling $6K in 2024.

Where does Shepherd N & R Charitable Tuw operate?

Shepherd N & R Charitable Tuw has awarded grants in Indiana.

What size grants does Shepherd N & R Charitable Tuw award?

In 2024, Shepherd N & R Charitable Tuw awarded 1 grants totaling $6K — an average of about $6K per grant, based on its IRS Form 990 filings.

How much is Shepherd N & R Charitable Tuw required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Shepherd N & R Charitable Tuw reported a distributable amount of $8K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.