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Lowry Bertelsen Charitable Trust is a private trust based in EVANSVILLE, IN. The foundation received its IRS ruling in 1972. The principal officer is National City Bank. It holds total assets of $1.7M. Annual income is reported at $354K. Total assets have grown from $1.3M in 2011 to $1.6M in 2023. The foundation is governed by 1 officer or trustee. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2018 to 2023. According to available records, Lowry Bertelsen Charitable Trust has made 3 grants totaling $239K, with a median grant of $79K. Annual giving has grown from $81K in 2021 to $158K in 2022. Individual grants have ranged from $79K to $81K, with an average award of $80K. Grant recipients are concentrated in Indiana. Contributions to this foundation are tax-deductible.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Lowry Bertelsen Charitable Trust is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 3 grants. Its grantmaking reaches organizations primarily in IN.
Lowry Bertelsen Charitable Trust has distributed a total of $239K across 3 grants. The median grant size is $79K, with an average of $80K. Individual grants have ranged from $79K to $81K.
Lowry Bertelsen Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Lowry Bertelsen Charitable Trust is headquartered in EVANSVILLE, IN.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Old National Wealth Management | TRUSTEE | $22K | $0 | $22K |
Total Giving
$87K
Total Assets
$1.6M
Fair Market Value
$1.9M
Net Worth
$1.6M
Grants Paid
$63K
Contributions
N/A
Net Investment Income
$152K
Distribution Amount
$88K
Total Grants
3
Total Giving
$239K
Average Grant
$80K
Median Grant
$79K
Unique Recipients
1
Most Common Grant
$79K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Evansville Protestant HomePROGRAM SUPPORT | Evansville, IN | $79K | 2022 |