Lloyd W Batchelder & Winona S Batchelder

PORTLAND, ME EIN: 59-7275391

Lloyd W Batchelder & Winona S Batchelder is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PORTLAND, ME. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $638K in total assets. In 2024, it awarded 1 grants totaling $31K. Net investment income was $52K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$638K

+3.0% YoY

Annual Giving

$31K

+1.3% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$31K

+1.3% YoY

Under IRS private-foundation payout rules, Lloyd W Batchelder & Winona S Batchelder reported a distributable amount of $36K for 2024 — the minimum it must pay out in qualifying distributions.

About Lloyd W Batchelder & Winona S Batchelder

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Maine $150K (100%)

States

Maine

Cities

Sanford

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$637,585	$618,785	$569,653
Revenue	$55,261	$82,225	$14,526
Expenses	$36,539	$32,943	$37,938
Qualifying Distributions	$31,709	$31,233	$34,478
Net Investment Income	$52,437	$78,976	$13,597
Distributable Amount	$35,715	$30,949	$32,221

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 North Parish Congregational ($30,819).

Recipient	Purpose	Amount
NORTH PARISH CONGREGATIONAL SANFORD, ME	GENERAL PURPOSE	$30,819

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
HM PAYSON CO	TRUSTEE	1	$2,759

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Lloyd W Batchelder & Winona S Batchelder?

Lloyd W Batchelder & Winona S Batchelder is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PORTLAND, ME. It holds $638K in total assets as of 2024.

How large is Lloyd W Batchelder & Winona S Batchelder?

As of 2024, Lloyd W Batchelder & Winona S Batchelder holds $638K in total assets with $55K in annual revenue. It awarded 1 grants totaling $31K in 2024.

Where does Lloyd W Batchelder & Winona S Batchelder operate?

Lloyd W Batchelder & Winona S Batchelder has awarded grants in Maine.

What size grants does Lloyd W Batchelder & Winona S Batchelder award?

In 2024, Lloyd W Batchelder & Winona S Batchelder awarded 1 grants totaling $31K — an average of about $31K per grant, based on its IRS Form 990 filings.

How much is Lloyd W Batchelder & Winona S Batchelder required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Lloyd W Batchelder & Winona S Batchelder reported a distributable amount of $36K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Lloyd W Batchelder & Winona S Batchelder's EIN?

Lloyd W Batchelder & Winona S Batchelder's EIN (Employer Identification Number) is 59-7275391. IRS Form 990 filing data is available on this page for 2020–2024.