Clifton B & Anne S Batchelder Foundation

OMAHA, NE EIN: 20-1162883

The Clifton B & Anne S Batchelder Foundation is a private family foundation established in 2007 and based in Omaha, Nebraska. The foundation operates as a 501(c)(3) organization dedicated to philanthropic giving across multiple focus areas and geographic regions.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.8M

-0.9% YoY

Annual Giving

$272K

+4.5% YoY

Grant Count

33

-2.9% YoY

Avg Grant Size

$8K

+7.7% YoY

Under IRS private-foundation payout rules, Clifton B & Anne S Batchelder Foundation reported a distributable amount of $237K for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation supports initiatives in the following areas:

  • Education
  • Health
  • In-patient medical care
  • Hospital care
  • Human services
  • Youth development

Grantmaking

The foundation makes unrestricted grants to qualified organizations. Recent grant activity includes:

Grant Range

**: $33 (based on historical data)

Average Grant

**: $33 (based on historical data)

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Geographic Focus

Where this funder awards grants

The foundation supports projects across multiple states, including:

Arizona, California, Colorado, Delaware, Florida, Kansas, Minnesota, Nebraska, New Jersey, Oklahoma, Vermont

Grant Distribution by State

12states
+4 more states

Cities

BellevueCasaCasa GrandeColorado SpringsCoolidgeCoon RapidsGreenacresLincolnMadisonMiddleburyMinneapolisOmahaOmlahaOwassoPalm SpringsPhoenixSpringviewTopekaTowsonValley

Financial History

Multi-year comparison from IRS filings

As of December 2024:

  • Total Assets: $3,794,545 to $3,830,348
  • Total Revenues: $247,468 to $301,246
  • Total Expenses: $334,593 to $337,908
  • Number of Employees: 0
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$123K$246K$369K$493K20202021202220232024
Metric202420232022
Total Assets$3,794,545$3,830,348$3,919,017
Revenue$301,246$247,468$315,413
Expenses$337,908$334,593$348,990
Qualifying Distributions$276,745$267,167$274,720
Net Investment Income$242,908$181,980$246,952
Distributable Amount$237,441$223,222$237,095

Giving Over Time

Total grant dollars and number of grants per year

$0$68K$136K$204K$272K37 grants202040 grants202139 grants202234 grants202333 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

FOOD BANK FOR THE HEARTL…$20KMIDDLEBURY COLLEGE$20KUNIVERSITY OF MINNESOTA …$18KBROWNELL TALBOT SCHOOL$16KVFW POST 3713$15KBELLEVUE UNIVERSITY$15KDURHAM MUSEUM$15KUC HEALTH MEMORIAL HOSPI…$10KFRIENDS OF PINAL COUNTY …$10KINSTITUTE FOR HOLOCAUST …$10K

Grant Size Distribution

183 grants across all recorded years

183<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Food Bank for the Heartland ($20,000), Middlebury College ($20,000), University of Minnesota Foundation ($18,000).

RecipientPurposeAmount
UC HEALTH MEMORIAL HOSPITAL COLORADO SPRINGS, COUNRESTRICTED GIFT$10,000
THE FOLDS OF HONOR FOUNDATION OWASSO, OKUNRESTRICTED GIFT$2,000
HABITAT FOR HUMANITY OF OMAHA OMAHA, NEUNRESTRICTED GIFT$5,000
PARKINSON'S NEBRASKA OMAHA, NEUNRESTRICTED GIFT$8,200
OPEN DOOR MISSION OMAHA, NEUNRESTRICTED GIFT$5,000
VFW POST 3713 COOLIDGE, AZUNRESTRICTED GIFT$15,000
FONTENELLE FOREST OMAHA, NEUNRESTRICTED GIFT$5,000
CENTRAL HIGH SCHOOL FOUNDATION Omaha, NEUNRESTRICTED GIFT$2,500
PROJECT HARMONY OMAHA, NEUNRESTRICTED GIFT$7,000
FRIENDS OF PINAL COUNTY ANIMAL SHELTER CASA GRANDE, AZUNRESTRICTED GIFT$10,000

Leadership & Key People

Leadership team and compensation from IRS filings

Key personnel serving the foundation include:

  • Edward Batchelder (Director)
  • Anne Batchelder Pratt (Director)
  • Mary Batchelder Bequette (Director)
  • Lucia Bell
  • John K Boyer

All key personnel serve without compensation.

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
EDWARD BATCHELDERDIRECTOR1
ANNE BATCHELDER PRATTDIRECTOR1
MARY BATCHELDER BEQUETTEDIRECTOR1
LUCIA BELLDIRECTOR1
JOHN K BOYERSECRETARY1

Contact Information

Address: 409 S 17th St Ste 500, Omaha, NE 68102-2603

Telephone: 402-393-1850

EIN: 20-1162883

Frequently Asked Questions

What does Clifton B & Anne S Batchelder Foundation fund?

The foundation supports initiatives in the following areas: • Education • Health • In-patient medical care • Hospital care • Human services • Youth development

How do I apply for a grant from Clifton B & Anne S Batchelder Foundation?

The foundation makes unrestricted grants to qualified organizations. Recent grant activity includes: • **Grant Volume**: Made 37 grants in 2024 • **Recent Grant Examples**: • Food Bank for the Heartland: $20,000 (unrestricted gift) • Middlebury College: $20,000 (unrestricted gift) • University of Minnesota Foundation: $18,000 (unrestricted gift) • **Total Awarded (2024)**: Approximately $260,000 • **Average Grant Size**: $33 (based on historical data) The foundation indicates it is open to new …

Where does Clifton B & Anne S Batchelder Foundation make grants?

The foundation supports projects across multiple states, including: Arizona, California, Colorado, Delaware, Florida, Kansas, Minnesota, Nebraska, New Jersey, Oklahoma, Vermont

What size grants does Clifton B & Anne S Batchelder Foundation award?

In 2024, Clifton B & Anne S Batchelder Foundation awarded 33 grants totaling $272K — an average of about $8K per grant, based on its IRS Form 990 filings.

How much is Clifton B & Anne S Batchelder Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Clifton B & Anne S Batchelder Foundation reported a distributable amount of $237K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Clifton B & Anne S Batchelder Foundation's EIN?

Clifton B & Anne S Batchelder Foundation's EIN (Employer Identification Number) is 20-1162883. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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