Lowry Bertelsen Charitable Tuw Xxx-xx-xxxx
EVANSVILLE, IN EIN: 35-6020338
Financial Overview
From 2024 IRS Form 990-PF
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
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| 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
No grants recorded for .
Who else does Lowry Bertelsen Charitable Tuw Xxx-xx-xxxx fund?
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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 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Indiana $346K (100%)
States
Cities
Evansville
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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