Shefali Batra Foundation

Private foundation · Grantmaker White River Junction, VT EIN: 03-0333950

Shefali Batra Foundation is a private foundation, based in White River Junction, VT. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $5K in total assets. In 2025, it awarded 9 grants totaling $9K.

Key facts about Shefali Batra Foundation

In short: Shefali Batra Foundation gave $9K across 9 grants in 2025 (avg $1K), mostly in New Hampshire. Source: 2025 IRS Form 990-PF.

EIN
03-0333950
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$9,200
Grants made (2025)
9
Average grant
$1,022
Median grant
$150
Total assets
$4,843
Primary geography
New Hampshire (83% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$5K

-46.9% YoY

Annual Giving

$9K

+457.6% YoY

Grant Count

9

+28.6% YoY

Avg Grant Size

$1K

+333.7% YoY

Under IRS private-foundation payout rules, Shefali Batra Foundation reported a distributable amount of $294 for 2025 — the minimum it must pay out in qualifying distributions.

How Shefali Batra Foundation gives

  • Giving grew 30% from 2022 to 2025. Method
  • In 2025 it paid out well above its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Share of 2025 grant dollars across all 9 itemized grants.

Cities

LebanonNew YorkScotch PlainsBarreNorthfieldSan FranciscoLyndonvilleHanoverSomerset

Giving Over Time

Total grant dollars and number of grants per year

$0$2.5K$5K$7.5K$10K10 grants2020 8 grants2021 10 grants2022 10 grants2023 7 grants2024 9 grants2025

From 2020 to 2025, annual grant giving ranged from $2K (2024) to $9K (2025). In 2025 it made 9 grants totaling $9K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2025

The Hitchcock Foundation: $8KThe Hitchcock Foundation$8KWomen's Rehabilitation Group: $400Women's Rehabilitation Group$400Paripurnata Halfway Home: $400Paripurnata Halfway Home$400LOK Kalayan Samiti: $400LOK Kalayan Samiti$400Osher Lifelong Learning Institute: $150Osher Lifelong LearningInstitute$150Junction Arts & Media: $150Junction Arts & Media$150Doctors Without Borders: $100Doctors Without Borders$100Upper Valley Haven: $50Upper Valley Haven$50American Himalayan Foundation: $50American Himalayan Foundation$50

The largest 2025 recipient was The Hitchcock Foundation ($8K). Together the top 9 received $9K.

Grant Size Distribution

44 grants across all recorded years

44<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 44 grants of 44 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
The Hitchcock Foundation Lebanon, NHMedical Education$7,500
Women's Rehabilitation Group Somerset, NJEducation and Rehabilitation of Wome$400
Paripurnata Halfway Home Rehabilitation for Women$400
LOK Kalayan Samiti Eye Care for the Poor$400
Osher Lifelong Learning Institute Lebanon, NHLifelong Education$150
Junction Arts & Media White River JCT, VTMedia Education$150
Doctors Without Borders New York, NYHumanitarian Care$100
Upper Valley Haven White River Junction, VTHelping the Homeless$50
American Himalayan Foundation San Francisco, CAHealth and Education$50

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
$0$5K$10K$15K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$4,843$9,123$4,044
Revenue$5,201$6,880$7,000
Expenses$9,481$1,801$7,201
Qualifying Distributions$9,200$1,650$7,050
Distributable Amount$294$268$166

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS March 8, 2022)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 8, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)

Leadership & Key People

Officers and directors from IRS filings

Shefali Batra Foundation is led by Narain D. Batra, President on every filing since 2020; none of the 3 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Narain D. Batra

    President

    On filings since 2020

    0.5 hrs/week

    No compensation reported

  • Nikhil Batra

    Trustee

    On filings since 2020

    No compensation reported

  • Varsha Batra

    Trustee

    On filings since 2020

    No compensation reported

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.

Frequently asked questions about Shefali Batra Foundation

How much does Shefali Batra Foundation give each year?

Shefali Batra Foundation gave $9K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $2K across 7 grants.

What is Shefali Batra Foundation's typical grant size?

Shefali Batra Foundation's median grant in 2025 was $150, and its average grant was $1,022, across 9 grants on its 2025 IRS Form 990-PF.

Where does Shefali Batra Foundation give grants?

Shefali Batra Foundation gives mostly in New Hampshire: 83% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Lebanon, NH (2 grants).

Does Shefali Batra Foundation give general operating support?

Not in 2025: none of the 9 grants with a stated purpose on Shefali Batra Foundation's 2025 IRS Form 990-PF were described as general or operating support.

Who are Shefali Batra Foundation's largest grantees?

Shefali Batra Foundation's largest 2025 grantees include The Hitchcock Foundation ($7,500), Women's Rehabilitation Group ($400) and Paripurnata Halfway Home ($400), according to its 2025 IRS Form 990-PF. Together they received 90% of its itemized 2025 grant dollars.

How large is Shefali Batra Foundation?

Shefali Batra Foundation reported $5K in total assets on its 2025 IRS Form 990-PF. It paid out $9K in qualifying distributions that year, against a required minimum of $294 (roughly 5% of its investment assets).

What is Shefali Batra Foundation's EIN?

Shefali Batra Foundation's EIN (Employer Identification Number) is 03-0333950. 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.

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