Bessie V Battise Trust

MILWAUKEE, WI EIN: 37-6190377

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 grants totaling $35K. Net investment income was $12K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$661K

-3.9% YoY

Annual Giving

$35K

+13.7% YoY

Grant Count

+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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Illinois $167K (100%)

States

Illinois

Cities

Carlinville

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

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 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 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 grants 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 grants 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.