ROSE KOEHLER CURTZE MEM FD
https://N/ATotal Given 2020–2023
$2.7M
18 grants · $669K avg/year
based on 4 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$153K
typical big bets · $130K–$207K
grant size
100%
deep partner · 5/5 multi-year
repeat
$17.8M
Assets · 2021
5
Distinct recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
4129951769
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | $577K | $16.4M | $1.1M | 5 |
| 2021 | $612K | $17.8M | $1.3M | 5 |
| 2022 | $621K | $14.1M | $67K | 4 |
| 2023 | $865K | $15.3M | $1.3M | 4 |
Grant Size Distribution
Based on 18 grants on record
Minimum
$500
25th Pctl
$130K
Median
$153K
Average
$149K
75th Pctl
$207K
Maximum
$288K
Geographic Distribution
Officers & Directors
| Name | Title |
|---|---|
| PNC BANK NA | CO-TRUSTEE |
| JEROME C WEGLEY ESQ | CO-TRUSTEE |
| ROBERT G DWYER ESQ | CO-TRUSTEE |
Grants Awarded (18 total)
| Purpose | ||||
|---|---|---|---|---|
| SAINT VINCENT HEALTH CTR | ERIE, PA | $288,092 | GENERAL SUPPORT | 2023 |
| HAMOT HEALTH FDN | ERIE, PA | $288,092 | GENERAL SUPPORT | 2023 |
| SHRINERS HOSPITALS FOR CHILDREN | TAMPA, FL | $288,092 | GENERAL SUPPORT | 2023 |
| SAINT VINCENT HEALTH CTR | ERIE, PA | $206,669 | GENERAL SUPPORT | 2022 |
| HAMOT HEALTH FDN | ERIE, PA | $206,669 | GENERAL SUPPORT | 2022 |
| SHRINERS HOSPITALS FOR CHILDREN | TAMPA, FL | $206,669 | GENERAL SUPPORT | 2022 |
| SAINT VINCENT HEALTH CTR | ERIE, PA | $162,107 | GENERAL SUPPORT | 2021 |
| HAMOT HEALTH FDN | ERIE, PA | $162,107 | GENERAL SUPPORT | 2021 |
| SHRINERS HOSPITALS FOR CHILDREN | TAMPA, FL | $162,107 | GENERAL SUPPORT | 2021 |
| SAINT VINCENT HEALTH CTR | ERIE, PA | $144,212 | GENERAL SUPPORT | 2020 |
| LUTHERAN HOME FOR THE AGED | ERIE, PA | $144,212 | GENERAL SUPPORT | 2020 |
| HAMOT HEALTH FDN | ERIE, PA | $144,212 | GENERAL SUPPORT | 2020 |
| SHRINERS HOSPITALS FOR CHILDREN | TAMPA, FL | $144,212 | GENERAL SUPPORT | 2020 |
| LUTHERAN HOME FOR THE AGED | ERIE, PA | $124,961 | GENERAL SUPPORT | 2021 |
| ST JOHN'S EVANGELICAL LUTHERAN CHURCH | ERIE, PA | $500 | GENERAL SUPPORT | 2020 |
| ST JOHN'S EVANGELICAL LUTHERAN CHURCH | ERIE, PA | $500 | GENERAL SUPPORT | 2021 |
| ST JOHN'S EVANGELICAL LUTHERAN CHURCH | ERIE, PA | $500 | GENERAL SUPPORT | 2023 |
| ST JOHN'S EVANGELICAL LUTHERAN CHURCH | ERIE, PA | $500 | GENERAL SUPPORT | 2022 |