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 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
1
+0.0% YoY
Avg Grant Size
$35K
+13.7% YoY
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 grants 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
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 |
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
No grants recorded for .
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 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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