Betty J Koller Beneficiaries Trust
Betty J Koller Beneficiaries Trust is a private foundation, based in WEBSTER, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $6.1M in total assets. In 2024, it awarded 6 grants totaling $349K. Net investment income was $345K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$6.1M
-0.5% YoY
Annual Giving
$349K
+5.5% YoY
Grant Count
6
+0.0% YoY
Avg Grant Size
$58K
+5.5% YoY
About Betty J Koller Beneficiaries Trust
Based on IRS filings
Betty J Koller Beneficiaries Trust is a private foundation, based in WEBSTER, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $6.1M in total assets. In 2024, it awarded 6 grants totaling $349K. Net investment income was $345K.
Ready to take the next step with Betty J Koller Beneficiaries 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 | $6,144,752 | $6,177,802 | $6,393,972 |
| Revenue | $383,409 | $187,850 | $240,851 |
| Expenses | $416,459 | $404,020 | $483,416 |
| Qualifying Distributions | $377,713 | $360,467 | $433,483 |
| Net Investment Income | $344,663 | $144,297 | $199,718 |
| Distributable Amount | $335,901 | $325,657 | $337,555 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
Grant Size Distribution
30 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 |
|---|---|---|---|
| GARY RATTS | TRUSTEE | — | $41,500 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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