Tuw Shea Residuarymemorial Fund is a private foundation focused on Health, based in Norwich, NY. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $488K in total assets. In 2025, it awarded 3 grants totaling $37K. Net investment income was $32K.
Key facts about Tuw Shea Residuarymemorial Fund
In short: Tuw Shea Residuarymemorial Fund gave $37K across 3 grants in 2025 (avg $12K), mostly in New York. Source: 2025 IRS Form 990-PF.
- EIN
- 15-6015718
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $36,635
- Grants made (2025)
- 3
- Average grant
- $12,212
- Median grant
- $14,654
- Total assets
- $488,194
- Primary geography
- New York (60% 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
$488K
-1.6% YoY
Annual Giving
$37K
+4.2% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$12K
+4.2% YoY
Under IRS private-foundation payout rules, Tuw Shea Residuarymemorial Fund reported a distributable amount of $41K for 2025 — the minimum it must pay out in qualifying distributions.
How Tuw Shea Residuarymemorial Fund gives
- Giving fell 20% from 2022 to 2025. Method
- In 2025 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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
Share of 2025 grant dollars across all 3 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $32K (2021) to $46K (2022). In 2025 it made 3 grants totaling $37K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Catholic Charities of the Diocese ($15K). Together the top 3 received $37K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Catholic Charities of the Diocese Utica, NY | General Operating | $14,654 |
| Father Flanagan's Boys' Home Boys Town, NE | General Operating | $14,654 |
| Faxton-St Luke's Healthcare Utica, NY | General Operating | $7,327 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $488,194 | $496,203 | $509,331 |
| Revenue | $42,845 | $34,188 | $30,637 |
| Expenses | $50,691 | $47,320 | $48,575 |
| Qualifying Distributions | $39,220 | $36,351 | $38,738 |
| Net Investment Income | $31,741 | $23,542 | $20,615 |
| Distributable Amount | $40,858 | $38,674 | $35,811 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 5, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Tuw Shea Residuarymemorial Fund's only listed officer is NBT Bank NA, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
NBT Bank NA
Trustee
On filings since 2019
1 hr/week
$10K (2019) → $12K (2025)
Data from IRS Form 990 filings, 2019–2025. "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 $12K, to NBT Bank NA (Trustee).
Frequently asked questions about Tuw Shea Residuarymemorial Fund
How much does Tuw Shea Residuarymemorial Fund give each year?
Tuw Shea Residuarymemorial Fund gave $37K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $35K across 3 grants.
What is Tuw Shea Residuarymemorial Fund's typical grant size?
Tuw Shea Residuarymemorial Fund's median grant in 2025 was $14,654, and its average grant was $12,212, across 3 grants on its 2025 IRS Form 990-PF.
Where does Tuw Shea Residuarymemorial Fund give grants?
Tuw Shea Residuarymemorial Fund gives mostly in New York: 60% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Nebraska (40%). The most frequent recipient cities were Utica, NY (2 grants).
Does Tuw Shea Residuarymemorial Fund give general operating support?
Yes: 100% of Tuw Shea Residuarymemorial Fund's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Tuw Shea Residuarymemorial Fund?
Tuw Shea Residuarymemorial Fund reported $488K in total assets on its 2025 IRS Form 990-PF. It paid out $39K in qualifying distributions that year, against a required minimum of $41K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Tuw Shea Residuarymemorial Fund?
Tuw Shea Residuarymemorial Fund is a private foundation focused on Health, based in Norwich, NY. It holds $488K in total assets as of 2025.
What is Tuw Shea Residuarymemorial Fund's EIN?
Tuw Shea Residuarymemorial Fund's EIN (Employer Identification Number) is 15-6015718. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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