Lloyd W Batchelder & Winona S Batchelder
Lloyd W Batchelder & Winona S Batchelder is a private foundation, based in Portland, ME. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $649K in total assets. In 2025, it awarded 1 grant totaling $34K. Net investment income was $47K.
Lloyd W Batchelder & Winona S Batchelder at a glance
In short: Lloyd W Batchelder & Winona S Batchelder gave $34K across 1 grant in 2025 (avg $34K), mostly in Maine. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $34,206
- +11.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $34,206
- +11.0% vs 2024
- Median grant
- $34,206
- Total assets
- $649,221
- +1.8% vs 2024
- Primary geography
- Maine (100% 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 Lloyd W Batchelder & Winona S Batchelder funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was North Parish Congregational ($34K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Lloyd W Batchelder & Winona S Batchelder gives
- Giving held roughly steady from 2022 to 2025 (+1%). Method
- In 2025 it paid out 93% 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
From 2020 to 2025, annual grant giving ranged from $27K (2020) to $34K (2025). In 2025 it made 1 grant totaling $34K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| North Parish Congregational Sanford, ME | General Purpose | $34,206 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $649,221 | $50,114 | $38,462 | $34,206 | 1 | $35,329 | $47,343 | $38,063 |
| 2024 | $637,585 | $55,261 | $36,539 | $30,819 | 1 | $31,709 | $52,437 | $35,715 |
| 2023 | $618,785 | $82,225 | $32,943 | $30,418 | 1 | $31,233 | $78,976 | $30,949 |
| 2022 | $569,653 | $14,526 | $37,938 | $33,910 | 1 | $34,478 | $13,597 | $32,221 |
| 2021 | $593,019 | $70,110 | $29,142 | $27,933 | 1 | $27,994 | $69,024 | $34,378 |
| 2020 | $551,702 | $25,961 | $29,566 | $26,563 | 1 | — | $24,984 | $29,121 |
Under IRS private-foundation payout rules, Lloyd W Batchelder & Winona S Batchelder reported a distributable amount of $38K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Lloyd W Batchelder & Winona S Batchelder is led by Hm Payson Co, Trustee on every filing since 2020 — the only officer listed, and compensated.
Officers on the 2025 filing
Hm Payson Co
Trustee
On filings since 2020
1 hr/week
$936 (2020) → $3K (2025)
Data from IRS Form 990 filings, 2020–2025. "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
The highest reported compensation on the 2025 filing was $3K, to HM Payson CO (Trustee).
Frequently asked questions about Lloyd W Batchelder & Winona S Batchelder
How much does Lloyd W Batchelder & Winona S Batchelder give each year?
Lloyd W Batchelder & Winona S Batchelder gave $34K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $31K across 1 grant.
How large is Lloyd W Batchelder & Winona S Batchelder?
Lloyd W Batchelder & Winona S Batchelder reported $649K in total assets on its 2025 IRS Form 990-PF. It paid out $35K in qualifying distributions that year, against a required minimum of $38K (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.
Where does Lloyd W Batchelder & Winona S Batchelder operate?
Lloyd W Batchelder & Winona S Batchelder has awarded grants in Maine.
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS September 1, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 2, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
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