Lloyd Batre Scholarship Trust Fund
Lloyd Batre Scholarship Trust Fund is a private foundation, based in Birmingham, AL. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $52K in total assets. In 2026, it awarded 1 grant totaling $5K. Net investment income was $36.
Lloyd Batre Scholarship Trust Fund at a glance
In short: Lloyd Batre Scholarship Trust Fund gave $5K across 1 grant in 2026 (avg $5K), mostly in Alabama. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $4,907
- Grants made (2026)
- 1
- Average grant
- $4,907
- Median grant
- $4,907
- Total assets
- $51,913
- -12.8% vs 2025
- Primary geography
- Alabama (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who Lloyd Batre Scholarship Trust Fund funds
How this funder distributes its grants
Top Recipients
Top recipient in 2026
The largest 2026 recipient was Spring Hill College ($5K).
Grant Size Distribution
4 grants across all recorded years
The most common grant size was under $50K: 4 grants of 4 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2026 grant dollars on its one itemized grant.
States
Cities
How Lloyd Batre Scholarship Trust Fund gives
- Giving grew 71% from 2023 to 2026. Method
- In 2026 it paid out 203% 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 2026, annual grant giving ranged from $1K (2020) to $5K (2026). In 2026 it made 1 grant totaling $5K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Spring Hill College Mobile, AL | Scholarship | $4,907 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2026 | $51,913 | $1,629 | $9,220 | $4,907 | 1 | $6,582 | $36 | $3,237 |
| 2025 | $59,500 | $2,026 | $4,321 | — | — | $1,679 | $584 | $3,246 |
| 2024 | $61,775 | $2,552 | $6,432 | $2,178 | 1 | $3,827 | $564 | $3,319 |
| 2023 | $65,653 | $1,282 | $6,621 | $2,878 | 1 | $4,427 | $634 | $3,727 |
| 2022 | $71,024 | $3,122 | $7,203 | $3,133 | 1 | $4,741 | $691 | $4,486 |
| 2021 | $75,299 | $4,363 | $7,346 | $3,340 | 1 | — | $1,969 | $4,732 |
| 2020 | $78,310 | $2,869 | $4,864 | $1,017 | 1 | — | $1,030 | $4,739 |
Under IRS private-foundation payout rules, Lloyd Batre Scholarship Trust Fund reported a distributable amount of $3K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Lloyd Batre Scholarship Trust Fund's only listed officer is Regions Bank, Trustee on every filing since 2020 (compensated).
Officers on the 2026 filing
Regions Bank
Trustee
On filings since 2020
1 hr/week
$3K (2020) → $3K (2026)
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $3K, to Regions Bank (Trustee).
Frequently asked questions about Lloyd Batre Scholarship Trust Fund
How much does Lloyd Batre Scholarship Trust Fund give each year?
Lloyd Batre Scholarship Trust Fund gave $5K across 1 grant in 2026, according to its 2026 IRS Form 990-PF.
How large is Lloyd Batre Scholarship Trust Fund?
Lloyd Batre Scholarship Trust Fund reported $52K in total assets on its 2026 IRS Form 990-PF. It paid out $7K in qualifying distributions that year, against a required minimum of $3K (roughly 5% of its investment assets).
Where does Lloyd Batre Scholarship Trust Fund operate?
Lloyd Batre Scholarship Trust Fund has awarded grants in Alabama.
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 2020–2026.
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 2025 (received by the IRS June 2, 2025)
- Updated Form 990-PF for fiscal year 2026 (received by the IRS June 1, 2026)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS June 11, 2020)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS June 2, 2021)
- Added Form 990-PF for fiscal year 2022 (received by the IRS June 10, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS June 12, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS June 10, 2024)
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