Bessie V Battise Trust
Bessie V Battise Trust is a private foundation, based in Milwaukee, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $661K in total assets. In 2024, it awarded 1 grant totaling $35K. Net investment income was $12K.
Key facts about Bessie V Battise Trust
- EIN
- 37-6190377
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $34,915
- Grants made (2024)
- 1
- Average grant
- $34,915
- Median grant
- $34,915
- Total assets
- $661,471
- Primary geography
- Illinois (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
How Bessie V Battise Trust gives
- Giving held roughly steady from 2021 to 2024 (+6%). Method
- In 2024 it paid out 109% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with Bessie V Battise Trust
- How to evaluate Bessie V Battise Trust as a funder
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$661K
-3.9% YoY
Annual Giving
$35K
+13.7% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$35K
+13.7% YoY
Under IRS private-foundation payout rules, Bessie V Battise Trust reported a distributable amount of $35K for 2024 — the minimum it must pay out in qualifying distributions.
About Bessie V Battise Trust
Based on IRS filings
Bessie V Battise Trust is a private foundation, based in Milwaukee, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $661K in total assets. In 2024, it awarded 1 grant totaling $35K. Net investment income was $12K.
Ready to take the next step with Bessie V Battise Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 1 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $661,471 | $688,097 | $714,301 |
| Revenue | $21,650 | $17,307 | $76,534 |
| Expenses | $48,268 | $43,508 | $53,644 |
| Qualifying Distributions | $37,830 | $33,646 | $40,150 |
| Net Investment Income | $12,459 | $11,369 | $66,379 |
| Distributable Amount | $34,765 | $32,474 | $33,378 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include St Paul's Episcopal Church ($34,915).
| Recipient | Purpose | Amount |
|---|---|---|
| ST PAUL'S EPISCOPAL CHURCH Carlinville, IL | GENERAL OPERATING | $34,915 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| US Bank NA | Trustee | 1 | $11,247 |
Frequently Asked Questions
How large is Bessie V Battise Trust?
As of 2024, Bessie V Battise Trust holds $661K in total assets with $22K in annual revenue. It awarded 1 grant totaling $35K in 2024.
Where does Bessie V Battise Trust operate?
Bessie V Battise Trust has awarded grants in Illinois.
What size grants does Bessie V Battise Trust award?
In 2024, Bessie V Battise Trust awarded 1 grant totaling $35K — an average of about $35K per grant, based on its IRS Form 990 filings.
How much is Bessie V Battise Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bessie V Battise Trust reported a distributable amount of $35K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Bessie V Battise Trust's EIN?
Bessie V Battise Trust's EIN (Employer Identification Number) is 37-6190377. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.