Tuw Shea Residuarymemorial Fund

Private foundation · Grantmaker Norwich, NY EIN: 15-6015718

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

2states

Share of 2025 grant dollars across all 3 itemized grants.

Cities

UticaBoys Town

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K3 grants2019 3 grants2020 3 grants2021 3 grants2022 3 grants2023 3 grants2024 3 grants2025

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

Catholic Charities of the Diocese: $15KCatholic Charities of theDiocese$15KFather Flanagan's Boys' Home: $15KFather Flanagan's Boys' Home$15KFaxton-St Luke's Healthcare: $7KFaxton-St Luke's Healthcare$7K

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

15<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 15 grants of 15 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Catholic Charities of the Diocese Utica, NYGeneral Operating$14,654
Father Flanagan's Boys' Home Boys Town, NEGeneral Operating$14,654
Faxton-St Luke's Healthcare Utica, NYGeneral Operating$7,327

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K$80K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
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

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS May 5, 2020)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
  3. 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

NBT Bank NA — Trustee: $12KNBT Bank NATrustee$12K

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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