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 2025. As of 2025, the organization holds $6.0M in total assets. In 2025, it awarded 6 grants totaling $350K. Net investment income was $263K.
Betty J Koller Beneficiaries Trust at a glance
In short: Betty J Koller Beneficiaries Trust gave $350K across 6 grants in 2025 (avg $58K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $349,776
- +0.3% vs 2024
- Grants made (2025)
- 6
- +0.0% vs 2024
- Average grant
- $58,296
- +0.3% vs 2024
- Median grant
- $43,722
- Total assets
- $6,018,936
- -2.0% vs 2024
- Primary geography
- Wisconsin (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Betty J Koller Beneficiaries Trust funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Howard Young Foundation Inc ($140K). Together the top 6 received $350K.
Grant Size Distribution
30 grants across all recorded years
The most common grant size was under $50K: 18 grants of 30 (60%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
States
Cities
How Betty J Koller Beneficiaries Trust gives
- Giving held roughly steady from 2022 to 2025 (−13%). Method
- In 2025 it paid out 111% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $330K (2023) to $404K (2022). In 2025 it made 6 grants totaling $350K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Howard Young Foundation Inc Woodruff, WI | Operations | $139,911 |
| Marshfield Clinic Health System Fou Marshfield, WI | Operations | $83,946 |
| Mercer United Methodist Church Mercer, WI | Operations | $48,969 |
| Rawhide Inc New London, WI | Operations | $38,475 |
| Frank B Koller Memorial Library Manitowish Waters, WI | Operations | $31,480 |
| Town of Manitowish Waters Manitowish Waters, WI | Benefit Frank B Koller Memorial Park | $6,995 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $6,018,936 | $306,204 | $432,020 | $349,776 | 6 | $380,236 | $262,993 | $341,043 |
| 2024 | $6,144,752 | $383,409 | $416,459 | $348,663 | 6 | $377,713 | $344,663 | $335,901 |
| 2023 | $6,177,802 | $187,850 | $404,020 | $330,338 | 6 | $360,467 | $144,297 | $325,657 |
| 2022 | $6,393,972 | $240,851 | $483,416 | $404,201 | 6 | $433,483 | $199,718 | $337,555 |
| 2021 | $6,636,537 | $538,348 | $471,246 | $383,811 | 6 | $416,902 | $489,199 | $372,464 |
| 2020 | $6,569,435 | $291,645 | $440,153 | $369,047 | 6 | — | $265,863 | $343,450 |
Under IRS private-foundation payout rules, Betty J Koller Beneficiaries Trust reported a distributable amount of $341K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Betty J Koller Beneficiaries Trust is led by Gary Ratts, Trustee on every filing since 2020 — the only officer listed, and compensated.
Officers on the 2025 filing
Gary Ratts
Trustee
On filings since 2020
$41K (2020) → $42K (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $42K, to Gary Ratts (Trustee).
Frequently asked questions about Betty J Koller Beneficiaries Trust
How much does Betty J Koller Beneficiaries Trust give each year?
Betty J Koller Beneficiaries Trust gave $350K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $349K across 6 grants.
What is Betty J Koller Beneficiaries Trust's typical grant size?
Betty J Koller Beneficiaries Trust's median grant in 2025 was $43,722, and its average grant was $58,296, across 6 grants on its 2025 IRS Form 990-PF.
Where does Betty J Koller Beneficiaries Trust give grants?
Betty J Koller Beneficiaries Trust gives mostly in Wisconsin: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Manitowish Waters, WI (2 grants).
Does Betty J Koller Beneficiaries Trust give general operating support?
Not in 2025: none of the 6 grants with a stated purpose on Betty J Koller Beneficiaries Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Operations" (5 grants).
Who are Betty J Koller Beneficiaries Trust's largest grantees?
Betty J Koller Beneficiaries Trust's largest 2025 grantees include Howard Young Foundation Inc ($139,911), Marshfield Clinic Health System Fou ($83,946) and Mercer United Methodist Church ($48,969), according to its 2025 IRS Form 990-PF. Together they received 78% of its itemized 2025 grant dollars.
How large is Betty J Koller Beneficiaries Trust?
Betty J Koller Beneficiaries Trust reported $6.0M in total assets on its 2025 IRS Form 990-PF. It paid out $380K in qualifying distributions that year, against a required minimum of $341K (roughly 5% of its investment assets).
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 8, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 5, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 12, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 20, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 21, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 8, 2026)
- IRS filings on file for fiscal years 2020–2025
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