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. 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
Share of all 4 itemized 2025 grant dollars.
Cities
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 2025
Grant Size Distribution
20 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| SALVATION ARMY La Crosse, WI | HUMANITARIAN | $34,800 |
| SHRINERS HOSPITALS FOR CHILDREN Atlanta, GA | OPERATING EXPENSES | $34,800 |
| CHILDREN'S MUSEUM La Crosse, WI | EDUCATIONAL | $34,800 |
| BOYS & GIRLS CLUB OF LA CROSSE La Crosse, WI | HUMANITARIAN | $34,800 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
- 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
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.
Here's the math on researching Bach Evelyn Combined Fdn Tr Uma XXXXXX2057 by hand.
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