Lloyd Batre Scholarship Trust Fund

BIRMINGHAM, AL EIN: 63-6020978

Lloyd Batre Scholarship Trust Fund is a private foundation, based in BIRMINGHAM, AL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $60K in total assets. In 2025, it made $2K in qualifying distributions. Net investment income was $584.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$60K

-3.7% YoY

Revenue

$2K

-20.6% YoY

Qualifying Distributions

$2K

-56.1% YoY

Expenses

$4K

-32.8% YoY

Under IRS private-foundation payout rules, Lloyd Batre Scholarship Trust Fund reported a distributable amount of $3K for 2025 — the minimum it must pay out in qualifying distributions.

About Lloyd Batre Scholarship Trust Fund

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Alabama $9K (100%)

States

Alabama

Cities

Mobile

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$59,500	$61,775	$65,653
Revenue	$2,026	$2,552	$1,282
Expenses	$4,321	$6,432	$6,621
Qualifying Distributions	$1,679	$3,827	$4,427
Net Investment Income	$584	$564	$634
Distributable Amount	$3,246	$3,319	$3,727

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2025

Grant Size Distribution

4 grants across all recorded years

Giving History

Grant recipients and amounts by year

No grants recorded for 2025.

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
REGIONS BANK	TRUSTEE	1	$3,311

Frequently Asked Questions

How large is Lloyd Batre Scholarship Trust Fund?

As of 2025, Lloyd Batre Scholarship Trust Fund holds $60K in total assets with $2K in annual revenue.

Where does Lloyd Batre Scholarship Trust Fund operate?

Lloyd Batre Scholarship Trust Fund has awarded grants in Alabama.

How much is Lloyd Batre Scholarship Trust Fund required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Lloyd Batre Scholarship Trust Fund reported a distributable amount of $3K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Lloyd Batre Scholarship Trust Fund's EIN?

Lloyd Batre Scholarship Trust Fund's EIN (Employer Identification Number) is 63-6020978. IRS Form 990 filing data is available on this page for 2020–2025.