Betty J Koller Beneficiaries Trust

WEBSTER, WI EIN: 83-6510465

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

+0.0% YoY

Avg Grant Size

$58K

+5.5% YoY

Under IRS private-foundation payout rules, Betty J Koller Beneficiaries Trust reported a distributable amount of $336K for 2024 — the minimum it must pay out in qualifying distributions.

About Betty J Koller Beneficiaries Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Wisconsin $1.8M (100%)

States

Wisconsin

Cities

Manitowish WatersMarshfieldMercerNew LondonWoodruff

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Among its reported 2024 grants, the largest include Howard Young Foundation Inc ($139,465), Marshfield Clinic Health System Fou ($83,679), Mercer United Methodist Church ($48,813).

Recipient	Purpose	Amount
FRANK B KOLLER MEMORIAL LIBRARY MANITOWISH WATERS, WI	OPERATIONS	$31,380
HOWARD YOUNG FOUNDATION INC WOODRUFF, WI	OPERATIONS	$139,465
TOWN OF MANITOWISH WATERS MANITOWISH WATERS, WI	BENEFIT FRANK B KOLLER MEMORIAL PARK	$6,973
MARSHFIELD CLINIC HEALTH SYSTEM FOU MARSHFIELD, WI	OPERATIONS	$83,679
MERCER UNITED METHODIST CHURCH MERCER, WI	OPERATIONS	$48,813
RAWHIDE INC NEW LONDON, WI	OPERATIONS	$38,353

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

Frequently Asked Questions

How large is Betty J Koller Beneficiaries Trust?

As of 2024, Betty J Koller Beneficiaries Trust holds $6.1M in total assets with $383K in annual revenue. It awarded 6 grants totaling $349K in 2024.

Where does Betty J Koller Beneficiaries Trust operate?

Betty J Koller Beneficiaries Trust has awarded grants in Wisconsin.

What size grants does Betty J Koller Beneficiaries Trust award?

In 2024, Betty J Koller Beneficiaries Trust awarded 6 grants totaling $349K — an average of about $58K per grant, based on its IRS Form 990 filings.

How much is Betty J Koller Beneficiaries Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Betty J Koller Beneficiaries Trust reported a distributable amount of $336K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Betty J Koller Beneficiaries Trust's EIN?

Betty J Koller Beneficiaries Trust's EIN (Employer Identification Number) is 83-6510465. IRS Form 990 filing data is available on this page for 2020–2024.