Bach Evelyn Combined Fdn Tr Uma XXXXXX2057

Foundation · Grantmaker La Crosse, WI EIN: 27-6333037

Bach Evelyn Combined Fdn Tr Uma XXXXXX2057 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in La Crosse, WI. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.8M in total assets. In 2025, it awarded 4 grants totaling $139K. Net investment income was $217K.

Key facts about Bach Evelyn Combined Fdn Tr Uma XXXXXX2057

In short: Bach Evelyn Combined Fdn Tr Uma XXXXXX2057 gave $139K across 4 grants in 2025 (avg $35K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.

EIN
27-6333037
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$139,200
Grants made (2025)
4
Average grant
$34,800
Median grant
$34,800
Total assets
$2,828,568
Primary geography
Wisconsin (75% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$2.8M

+2.7% YoY

Annual Giving

$139K

-25.3% YoY

Grant Count

4

+0.0% YoY

Avg Grant Size

$35K

-25.3% YoY

Under IRS private-foundation payout rules, Bach Evelyn Combined Fdn Tr Uma XXXXXX2057 reported a distributable amount of $153K for 2025 — the minimum it must pay out in qualifying distributions.

How Bach Evelyn Combined Fdn Tr Uma XXXXXX2057 gives

  • Giving fell 22% from 2022 to 2025. Method
  • In 2025 it paid out 92% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Share of all 4 itemized 2025 grant dollars.

Cities

La CrosseAtlantaHoffman EstatesTampa

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K4 grants20204 grants20214 grants20224 grants20234 grants20244 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

Salvation Army: $35KSalvation Army$35KShriners Hospitals for Children: $35KShriners Hospitals forChildren$35KChildren's Museum: $35KChildren's Museum$35KBoys & Girls Club of La Crosse: $35KBoys & Girls Club of La Crosse$35K

Grant Size Distribution

20 grants across all recorded years

20<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
SALVATION ARMY La Crosse, WIHUMANITARIAN$34,800
SHRINERS HOSPITALS FOR CHILDREN Atlanta, GAOPERATING EXPENSES$34,800
CHILDREN'S MUSEUM La Crosse, WIEDUCATIONAL$34,800
BOYS & GIRLS CLUB OF LA CROSSE La Crosse, WIHUMANITARIAN$34,800

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K202020212022202320242025
Metric202520242023
Total Assets$2,828,568$2,753,778$2,694,252
Revenue$250,323$275,387$129,693
Expenses$174,472$216,692$165,397
Qualifying Distributions$141,200$188,344$141,200
Net Investment Income$217,051$246,910$105,054
Distributable Amount$153,188$148,103$141,087

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Bach Evelyn Combined Fdn Tr Uma XXXXXX2057's only listed officer is Trust Point Inc, Trustee on every filing since 2020 (compensated).

Officers on the 2025 filing

  • Trust Point Inc

    Trustee

    On filings since 2020

    1 hr/week

    $20K (2020) → $24K (2025)

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Trust Point Inc — Trustee: $24KTrust Point IncTrustee$24K

Frequently asked questions about Bach Evelyn Combined Fdn Tr Uma XXXXXX2057

How much does Bach Evelyn Combined Fdn Tr Uma XXXXXX2057 give each year?

Bach Evelyn Combined Fdn Tr Uma XXXXXX2057 gave $139K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $186K across 4 grants.

What is Bach Evelyn Combined Fdn Tr Uma XXXXXX2057's typical grant size?

Bach Evelyn Combined Fdn Tr Uma XXXXXX2057's median grant in 2025 was $34,800, and its average grant was $34,800, across 4 grants on its 2025 IRS Form 990-PF.

Where does Bach Evelyn Combined Fdn Tr Uma XXXXXX2057 give grants?

Bach Evelyn Combined Fdn Tr Uma XXXXXX2057 gives mostly in Wisconsin: 75% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Georgia (25%). The most frequent recipient cities were La Crosse, WI (3 grants).

Does Bach Evelyn Combined Fdn Tr Uma XXXXXX2057 give general operating support?

Yes: 25% of Bach Evelyn Combined Fdn Tr Uma XXXXXX2057's 2025 grants with a stated purpose (1 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.

How large is Bach Evelyn Combined Fdn Tr Uma XXXXXX2057?

Bach Evelyn Combined Fdn Tr Uma XXXXXX2057 reported $2.8M in total assets on its 2025 IRS Form 990-PF. It paid out $141K in qualifying distributions that year, against a required minimum of $153K (roughly 5% of its investment assets).

What is Bach Evelyn Combined Fdn Tr Uma XXXXXX2057?

Bach Evelyn Combined Fdn Tr Uma XXXXXX2057 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in La Crosse, WI. It holds $2.8M in total assets as of 2025.

What is Bach Evelyn Combined Fdn Tr Uma XXXXXX2057's EIN?

Bach Evelyn Combined Fdn Tr Uma XXXXXX2057's EIN (Employer Identification Number) is 27-6333037. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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