Private foundation (trust)EIN 256630150Est. 0000-00

TODD ROGER K TUA

AMHERST, NY 14228

Total Assets

$5.2M

FY 2023

Annual Giving

$235K

FY 2023

Grants Made

4

FY 2023

Avg Grant

$59K

FY 2023

Grant Range

$24K–$94K

Typical

Deadlines

Applications

Financial Snapshot

2023 filing

Total Revenue

$176K

Total Expenses

$282K

Qualifying Distributions

$235K

Distributable Amount

$243K

Min. Investment Return

$245K

Payout rate 97%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.97%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

4 grants

Grant sizes from minimum $24K through median $59K to maximum $94K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2020 to 2023. Peak $289K in 2021. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

16 grants

CARLISLE AREA HEALTH &
$412K
4 grants
FIRST UNITED CHURCH OF CHRIST
$309K
4 grants
CUMBERLAND CO HISTORICAL SOCIETY
$206K
4 grants
UNITED WAY OF CARLISLE & CUMB CTY
$103K
4 grants

Grant Size Distribution

16 grants

<$10K
$10–50K
6
grants
$50–250K
10
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

Pennsylvania
$1.0M
100% of total

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TODD ROGER K TUA — Grants, Financials & Contact | Grantivo