Oswald and Sophia Bathalter Trust
Oswald and Sophia Bathalter Trust is a nonprofit organization, based in DEWITT, IA. IRS filing data is available from 2020 through 2025. In 2025, it awarded 9 grants totaling $13K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$13K
+56.3% YoY
Grant Count
9
+125.0% YoY
Avg Grant Size
$1K
-30.6% YoY
About Oswald and Sophia Bathalter Trust
Based on IRS filings
Oswald and Sophia Bathalter Trust is a nonprofit organization, based in DEWITT, IA. IRS filing data is available from 2020 through 2025. In 2025, it awarded 9 grants totaling $13K.
Ready to take the next step with Oswald and Sophia Bathalter Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | — | — | — |
| Revenue | — | — | — |
| Expenses | — | — | — |
| Qualifying Distributions | — | — | — |
| Net Investment Income | — | — | — |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
Grant Size Distribution
43 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Emma Holmes ($1,500), Grace O'connor ($1,500), Hannah Peters ($1,500).
| Recipient | Purpose | Amount |
|---|---|---|
| DREW MCAVAN DE WITT, IA | SCHOLARSHIP | $1,000 |
| ELIZA PETERSON DEWITT, IA | SCHOLARSHIP | $1,000 |
| EMMA HOLMES GRAND MOUND, IA | SCHOLARSHIP | $1,500 |
| GRACE O'CONNOR DE WITT, IA | SCHOLARSHIP | $1,500 |
| HANNAH PETERS DE WITT, IA | SCHOLARSHIP | $1,500 |
| LILLIAN FUGLSANG DEWITT, IA | SCHOLARSHIP | $1,500 |
| NATHAN MCGARRY DE WITT, IA | SCHOLARSHIP | $1,500 |
| VICTORIA RHEINGANS DE WITT, IA | SCHOLARSHIP | $1,500 |
| ISABELLE PIERCE DE WITT, IA | SCHOLARSHIP | $1,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JEFFREY PETERS | ASST TRUST O | — | — |
| ANITA STOCKMAN | TRUST ASSIST | — | — |
| JODI CHASE | TRUST ASSIST | — | — |
Frequently Asked Questions
Where does Oswald and Sophia Bathalter Trust operate?
Oswald and Sophia Bathalter Trust has awarded grants in Iowa.
What size grants does Oswald and Sophia Bathalter Trust award?
In 2025, Oswald and Sophia Bathalter Trust awarded 9 grants totaling $13K — an average of about $1K per grant, based on its IRS Form 990 filings.
What is Oswald and Sophia Bathalter Trust's EIN?
Oswald and Sophia Bathalter Trust's EIN (Employer Identification Number) is 42-1368307. IRS Form 990 filing data is available on this page for 2020–2025.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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