Bach Evelyn Combined Fdn Tr Uma 1045002057
Bach Evelyn Combined Fdn Tr Uma 1045002057 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LA CROSSE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.8M in total assets. In 2024, it awarded 4 grants totaling $186K. Net investment income was $247K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.8M
+2.2% YoY
Annual Giving
$186K
+33.9% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$47K
+33.9% YoY
Under IRS private-foundation payout rules, Bach Evelyn Combined Fdn Tr Uma 1045002057 reported a distributable amount of $148K for 2024 — the minimum it must pay out in qualifying distributions.
About Bach Evelyn Combined Fdn Tr Uma 1045002057
Based on IRS filings
Bach Evelyn Combined Fdn Tr Uma 1045002057 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LA CROSSE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.8M in total assets. In 2024, it awarded 4 grants totaling $186K. Net investment income was $247K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,753,778 | $2,694,252 | $2,724,980 |
| Revenue | $275,387 | $129,693 | $89,019 |
| Expenses | $216,692 | $165,397 | $215,238 |
| Qualifying Distributions | $188,344 | $141,200 | $181,200 |
| Net Investment Income | $246,910 | $105,054 | $54,028 |
| Distributable Amount | $148,103 | $141,087 | $147,754 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
20 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Salvation Army ($46,586), Shriners Hospitals for Children ($46,586), Children's Museum ($46,586).
| Recipient | Purpose | Amount |
|---|---|---|
| SALVATION ARMY LA CROSSE, WI | HUMANITARIAN | $46,586 |
| SHRINERS HOSPITALS FOR CHILDREN ATLANTA, GA | OPERATING EXPENSES | $46,586 |
| CHILDREN'S MUSEUM LA CROSSE, WI | EDUCATIONAL | $46,586 |
| BOYS & GIRLS CLUB OF LA CROSSE LA CROSSE, WI | HUMANITARIAN | $46,586 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Trust Point Inc | Trustee | 1 | $23,345 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Bach Evelyn Combined Fdn Tr Uma 1045002057?
Bach Evelyn Combined Fdn Tr Uma 1045002057 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LA CROSSE, WI. It holds $2.8M in total assets as of 2024.
How large is Bach Evelyn Combined Fdn Tr Uma 1045002057?
As of 2024, Bach Evelyn Combined Fdn Tr Uma 1045002057 holds $2.8M in total assets with $275K in annual revenue. It awarded 4 grants totaling $186K in 2024.
Where does Bach Evelyn Combined Fdn Tr Uma 1045002057 operate?
Bach Evelyn Combined Fdn Tr Uma 1045002057 has awarded grants in Florida, Georgia, Illinois, Wisconsin.
What size grants does Bach Evelyn Combined Fdn Tr Uma 1045002057 award?
In 2024, Bach Evelyn Combined Fdn Tr Uma 1045002057 awarded 4 grants totaling $186K — an average of about $47K per grant, based on its IRS Form 990 filings.
How much is Bach Evelyn Combined Fdn Tr Uma 1045002057 required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bach Evelyn Combined Fdn Tr Uma 1045002057 reported a distributable amount of $148K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Bach Evelyn Combined Fdn Tr Uma 1045002057's EIN?
Bach Evelyn Combined Fdn Tr Uma 1045002057's EIN (Employer Identification Number) is 27-6333037. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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