Joseph S Ball Klamath Scholarship Intervivos

Private foundation · Grantmaker Milwaukee, WI EIN: 91-6566234

Joseph S Ball Klamath Scholarship Intervivos is a private foundation focused on Education, based in Milwaukee, WI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $610K in total assets. In 2025, it awarded 3 grants totaling $30K. Net investment income was $65K.

Joseph S Ball Klamath Scholarship Intervivos at a glance

In short: Joseph S Ball Klamath Scholarship Intervivos gave $30K across 3 grants in 2025 (avg $10K), mostly in Oregon. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$30,000
+55.0% vs 2024
Grants made (2025)
3
-25.0% vs 2024
Average grant
$10,000
+106.7% vs 2024
Median grant
$10,000
Total assets
$609,784
+5.6% vs 2024
Primary geography
Oregon (67% 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 Joseph S Ball Klamath Scholarship Intervivos funds

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

Klamath Community College: $10KKlamath Community College$10KOregon State University: $10KOregon State University$10K

The largest 2025 recipient was Klamath Community College ($10K). Together the top 2 received $20K.

Organizations only. It also paid 1 individual scholarship ($10,000), which are not listed by name.

Grant Size Distribution

20 grants across all recorded years

20<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 20 grants of 20 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Share of 2025 grant dollars across all 3 itemized grants.

Cities

Klamath FallsCorvallisAshlandPhoenixEugeneMedfordPortlandSpokaneUrbanaSan DiegoSanta Barbara

How Joseph S Ball Klamath Scholarship Intervivos gives

  • Giving fell 64% from 2022 to 2025. Method
  • In 2025 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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

$0$25K$50K$75K$100K4 grants2021 8 grants2022 1 grant2023 4 grants2024 3 grants2025

From 2021 to 2025, annual grant giving ranged from $4K (2023) to $83K (2022). In 2025 it made 3 grants totaling $30K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Klamath Community College Klamath Falls, ORScholarship$10,000
Oregon State University Corvallis, ORScholarship$10,000
1 individual scholarship Recipients not named —$10,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$609,784$75,709$43,374$30,0003$32,742$65,307$35,009
2024$577,451$25,881$31,719$19,3504$21,981$15,634$37,056
2023$579,162$22,581$16,794$3,5751$6,229$13,289$37,488
2022$566,674$67,331$97,169$82,9008$85,760$55,710$36,133
2021$594,666$25,323$36,364$21,8394—$11,011$40,181

Under IRS private-foundation payout rules, Joseph S Ball Klamath Scholarship Intervivos reported a distributable amount of $35K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Joseph S Ball Klamath Scholarship Intervivos's only listed officer is US Bank N A, Trustee on the 2025 filing (compensated).

Officers on the 2025 filing

  • US Bank N A

    Trustee

    New on the 2025 filing

    1 hr/week

    $11K (2025)

Former officers (1)
  • Former: US Bank NA (2021–2024) — Trustee

Data from IRS Form 990 filings, 2021–2025. "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

US Bank N a — Trustee: $11KUS Bank N aTrustee$11K

The highest reported compensation on the 2025 filing was $11K, to US Bank N a (Trustee).

Frequently asked questions about Joseph S Ball Klamath Scholarship Intervivos

How much does Joseph S Ball Klamath Scholarship Intervivos give each year?

Joseph S Ball Klamath Scholarship Intervivos gave $30K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $19K across 4 grants.

What is Joseph S Ball Klamath Scholarship Intervivos's typical grant size?

Joseph S Ball Klamath Scholarship Intervivos's median grant in 2025 was $10,000, and its average grant was $10,000, across 3 grants on its 2025 IRS Form 990-PF.

Where does Joseph S Ball Klamath Scholarship Intervivos give grants?

Joseph S Ball Klamath Scholarship Intervivos gives mostly in Oregon: 67% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was California (33%).

Does Joseph S Ball Klamath Scholarship Intervivos give general operating support?

Not in 2025: none of the 3 grants with a stated purpose on Joseph S Ball Klamath Scholarship Intervivos's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (3 grants).

How large is Joseph S Ball Klamath Scholarship Intervivos?

Joseph S Ball Klamath Scholarship Intervivos reported $610K in total assets on its 2025 IRS Form 990-PF. It paid out $33K in qualifying distributions that year, against a required minimum of $35K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is Joseph S Ball Klamath Scholarship Intervivos?

Joseph S Ball Klamath Scholarship Intervivos is a private foundation focused on Education, based in Milwaukee, WI. It holds $610K in total assets as of 2025.

What is Joseph S Ball Klamath Scholarship Intervivos's EIN?

Joseph S Ball Klamath Scholarship Intervivos's EIN (Employer Identification Number) is 91-6566234. IRS Form 990 filing data is available on this page for 2021–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2021–2025

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Joseph S Ball Klamath Scholarship Intervivos's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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