Laurence & Lydia Baltes Charitable

MILWAUKEE, WI EIN: 47-6164456

Laurence & Lydia Baltes Charitable is a private foundation focused on Environment, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $668K in total assets. In 2024, it awarded 1 grants totaling $28K. Net investment income was $13K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$668K

-2.8% YoY

Annual Giving

$28K

-4.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$28K

-4.5% YoY

Under IRS private-foundation payout rules, Laurence & Lydia Baltes Charitable reported a distributable amount of $33K for 2024 — the minimum it must pay out in qualifying distributions.

About Laurence & Lydia Baltes Charitable

Based on IRS filings

Focus Areas

Environment Domesticated animals

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Nebraska $152K (100%)

States

Nebraska

Cities

Scottsbluff

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$668,182	$687,645	$713,919
Revenue	$20,681	$17,276	$143,655
Expenses	$40,292	$43,550	$46,083
Qualifying Distributions	$31,477	$32,493	$35,912
Net Investment Income	$13,456	$12,165	$135,128
Distributable Amount	$33,360	$31,145	$32,434

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Order of Elks #1367 ($28,437).

Recipient	Purpose	Amount
ORDER OF ELKS #1367 SCOTTSBLUFF, NE	GENERAL OPERATING	$28,437

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
US BANK NA	TRUSTEE	1	$9,451

Subject Areas

Focus areas based on grantmaking activity

Environment Domesticated animals

Frequently Asked Questions

What is Laurence & Lydia Baltes Charitable?

Laurence & Lydia Baltes Charitable is a private foundation focused on Environment, based in MILWAUKEE, WI. It holds $668K in total assets as of 2024.

How large is Laurence & Lydia Baltes Charitable?

As of 2024, Laurence & Lydia Baltes Charitable holds $668K in total assets with $21K in annual revenue. It awarded 1 grants totaling $28K in 2024.

Where does Laurence & Lydia Baltes Charitable operate?

Laurence & Lydia Baltes Charitable has awarded grants in Nebraska.

What size grants does Laurence & Lydia Baltes Charitable award?

In 2024, Laurence & Lydia Baltes Charitable awarded 1 grants totaling $28K — an average of about $28K per grant, based on its IRS Form 990 filings.

How much is Laurence & Lydia Baltes Charitable required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Laurence & Lydia Baltes Charitable reported a distributable amount of $33K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Laurence & Lydia Baltes Charitable's EIN?

Laurence & Lydia Baltes Charitable's EIN (Employer Identification Number) is 47-6164456. IRS Form 990 filing data is available on this page for 2020–2024.