Oswald and Sophia Bathalter Trust
Oswald and Sophia Bathalter Trust is a private foundation, based in Dewitt, IA. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $240K in total assets. In 2026, it awarded 8 grants totaling $14K. Net investment income was $16K.
Oswald and Sophia Bathalter Trust at a glance
In short: Oswald and Sophia Bathalter Trust gave $14K across 8 grants in 2026 (avg $2K), mostly in Iowa. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $14,000
- +12.0% vs 2025
- Grants made (2026)
- 8
- -11.1% vs 2025
- Average grant
- $1,750
- +26.0% vs 2025
- Median grant
- $2,000
- Total assets
- $239,659
- +0.4% vs 2025
- Primary geography
- Iowa (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 Oswald and Sophia Bathalter Trust funds
How this funder distributes its grants
Grant Size Distribution
39 grants across all recorded years
The most common grant size was under $50K: 39 grants of 39 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 8 itemized grants.
States
Cities
How Oswald and Sophia Bathalter Trust gives
- Giving grew 40% from 2023 to 2026. Method
- In 2026 it paid out 111% 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 $8K (2024) to $14K (2026). In 2026 it made 8 grants totaling $14K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 8 individual scholarships Recipients not named | — | $14,000 |
Ready to take the next step with Oswald and Sophia Bathalter Trust?
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 | $239,659 | $21,266 | $20,351 | $14,000 | 8 | $17,089 | $16,238 | $15,449 |
| 2025 | $238,744 | $24,127 | $18,536 | $12,500 | 9 | $15,440 | $21,031 | $14,491 |
| 2024 | $233,153 | $10,767 | $13,839 | $8,000 | 4 | $10,871 | $7,675 | $13,673 |
| 2023 | $236,226 | $12,055 | $16,524 | $10,000 | 9 | $13,102 | $7,544 | $13,580 |
| 2022 | $240,720 | $17,669 | $15,713 | $9,500 | 9 | $12,485 | $10,108 | $15,676 |
| 2021 | $238,618 | $15,185 | $15,041 | $9,000 | 12 | — | $8,493 | $14,117 |
| 2020 | $238,484 | $14,108 | $14,639 | $9,750 | 17 | — | $11,609 | $13,817 |
Under IRS private-foundation payout rules, Oswald and Sophia Bathalter Trust reported a distributable amount of $15K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Oswald and Sophia Bathalter Trust's 2026 filing lists 3 officers; none of the 3 officers listed in 2026 report compensation.
Officers on the 2026 filing
Jeffrey Peters
Assistant Trust O
On filings since 2023
No compensation reported
Anita Stockman
Trust Assistant
On filings since 2024
No compensation reported
Jodi Chase
Trust Assistant
On filings since 2024
No compensation reported
Former officers (10)
- Former: Christy Kunz (2021–2023) — Corporate Executive
- Former: Andrew Foss (2022–2023) — Pastor
- Former: Jill Selby (2022–2023) — Retired Payr
- Former: Penny Hetrick (2022–2023) — Retired Scho
- Former: Ruth Fatchett (2022–2023) — Retired Libr
- Former: Roger J. Hill (2020–2022) — Senior Vice President & Trustee
- Former: Cathy Morel (2020–2021) — Retired
- Former: Mike Barnes (2020–2021) — Retired
- Former: Tina Holst (2020–2021) — Invest Sec'y
- Former: M. Barbara Philbert (2020) — College Inst
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.
Frequently asked questions about Oswald and Sophia Bathalter Trust
How much does Oswald and Sophia Bathalter Trust give each year?
Oswald and Sophia Bathalter Trust gave $14K across 8 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $13K across 9 grants.
What is Oswald and Sophia Bathalter Trust's typical grant size?
Oswald and Sophia Bathalter Trust's median grant in 2026 was $2,000, and its average grant was $1,750, across 8 grants on its 2026 IRS Form 990-PF.
Where does Oswald and Sophia Bathalter Trust give grants?
Oswald and Sophia Bathalter Trust gives mostly in Iowa: 100% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there.
Does Oswald and Sophia Bathalter Trust give general operating support?
Not in 2026: none of the 8 grants with a stated purpose on Oswald and Sophia Bathalter Trust's 2026 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (8 grants).
How large is Oswald and Sophia Bathalter Trust?
Oswald and Sophia Bathalter Trust reported $240K in total assets on its 2026 IRS Form 990-PF. It paid out $17K in qualifying distributions that year, against a required minimum of $15K (roughly 5% of its investment assets).
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 2020–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 22, 2020)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS June 4, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 19, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 5, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS June 25, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS July 29, 2025)
- Added Form 990-PF for fiscal year 2026 (received by the IRS May 8, 2026)
- IRS filings on file for fiscal years 2020–2025
Other open foundation grants in Iowa
Iowa Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Oswald and Sophia Bathalter Trust's focus areas in our free grants database
Similar Funders
Similar funders in Iowa
Community Fdn of Greater Des Moines F/K/a Greater Des Moines Community Fdn
Des Moines, IA
The Community Foundation of Greater Des Moines supports projects that improve quality of life in Greater Des Moines, including housing and transportation access, health, economic opportunity, inclusive communities, and nonprofit capacity-building. Its 2024 itemized grants had a median of about $12,900, though awards ranged from roughly $5,000 to $7.34 million.
Assets
$918.7M
Grants
1,259
Total Given
$55.7M
Pella Rolscreen Foundation
Pella, IA
The Pella Rolscreen Foundation supports charitable organizations working in education and community betterment, including civic, cultural, social, and physical-environment programs in communities where Pella Corporation employees live. Large grants generally range from $10,000 to $50,000 and typically cover no more than 25% of project costs; its 2024 grants had a median of $1,029. It accepts unsolicited requests from eligible 501(c)(3) nonprofits and government entities in communities where Pella has manufacturing plants.
Assets
$22.4M
Grants
433
Total Given
$1.9M
Prairie Meadows Race Track and Casino Inc
Altoona, IA
Prairie Meadows supports Iowa nonprofits in arts and culture, education, economic development, human services, and youth sports and recreation; Legacy grants focus on large-scale projects in central Iowa. Its programs offer $100–$1 million for Legacy, $100–$99,999 for Community Betterment, and $1,000–$50,000 for Youth Sports and Recreation. It accepts applications through its online system; the 2026 deadline was February 27, 2026, and has passed.
Assets
$327.6M
Grants
409
Total Given
$33.0M
Iowa Health Care Association Foundation
West Des Moines, IA
The Iowa Health Care Association Foundation funds scholarships and career-education resources for employees of member long-term-care organizations and Iowa high school students pursuing long-term-care careers. Its typical giving level varies: it awarded 287 grants totaling about $4.1 million in 2024, and the listed high school scholarship is $2,000. Its programs focus on Iowa; the profile does not state whether it accepts unsolicited requests.
Assets
$329K
Grants
287
Total Given
$4.1M
Quad Cities Community Foundation
Bettendorf, IA
Quad Cities Community Foundation funds nonprofit operations and programs across areas including education, health, arts and culture, community development, youth, and the environment, primarily in Rock Island County, Illinois, and Scott County, Iowa, with some service to surrounding counties. Its 2024 grants had a median of $15,000; its Operations and Programs Grants program lists requests of $5,000–$20,000.
Assets
$209.7M
Grants
263
Total Given
$7.5M
Dupaco RW Hoefer Foundation
Dubuque, IA
The Dupaco RW Hoefer Foundation supports education, charitable work, and organizations or causes that enhance quality of life, with most 2025 grant dollars going to Iowa, followed by Florida, Wisconsin, and Illinois. Grants ranged from $100 to $100,000, with a median of $1,000. It directs applicants to a grant application form and says it does not restrict giving to preselected organizations.
Assets
$10.2M
Grants
141
Total Given
$440K
More similar funders
More Funders in Iowa
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Oswald and Sophia Bathalter Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Oswald and Sophia Bathalter Trust down — hundreds of funders to go?