The Fred (Ba) Batterton Fund Tr
The Fred (Ba) Batterton Fund Tr is a private foundation, based in Louisville, KY. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $901K in total assets. In 2025, it awarded 3 grants totaling $132K. Net investment income was $245K.
The Fred (Ba) Batterton Fund Tr at a glance
In short: The Fred (Ba) Batterton Fund Tr gave $132K across 3 grants in 2025 (avg $44K), mostly in Kentucky. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $132,139
- +4.4% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $44,046
- +4.4% vs 2024
- Median grant
- $19,821
- Total assets
- $901,319
- +8.6% vs 2024
- Primary geography
- Kentucky (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who The Fred (Ba) Batterton Fund Tr funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Bourbon Heights Inc ($99K). Together the top 3 received $132K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 13 grants of 15 (87%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How The Fred (Ba) Batterton Fund Tr gives
- Giving grew 101% from 2022 to 2025. Method
- In 2025 it paid out 196% 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 2019 to 2025, annual grant giving ranged from $41K (2020) to $132K (2025). In 2025 it made 3 grants totaling $132K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Bourbon Heights Inc Paris, KY | Program Support | $99,104 |
| Bourbon County Ministerial Association Paris, KY | Program Support | $19,821 |
| Bourbon County Judge Executive Paris, KY | Education | $13,214 |
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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 | $901,319 | $253,755 | $181,323 | $132,139 | 3 | $142,801 | $244,952 | $72,887 |
| 2024 | $830,296 | $179,634 | $167,487 | $126,593 | 3 | $132,826 | $168,087 | $73,891 |
| 2023 | $815,996 | $176,331 | $76,429 | $60,047 | 3 | $68,345 | $168,805 | $66,547 |
| 2022 | $718,876 | $33,271 | $82,802 | $65,860 | 3 | $73,607 | $25,064 | $67,793 |
| 2021 | $768,594 | $80,768 | $79,566 | $60,096 | 3 | $70,180 | $72,372 | $75,944 |
| 2020 | $766,858 | $49,167 | $61,847 | $40,972 | 3 | — | $39,539 | $67,241 |
| 2019 | $778,282 | $35,921 | $75,649 | $41,626 | 10 | — | $10,857 | $60,600 |
Under IRS private-foundation payout rules, The Fred (Ba) Batterton Fund Tr reported a distributable amount of $73K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Fred (Ba) Batterton Fund Tr's only listed officer is Stock Yards Bank Trust, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Stock Yards Bank Trust
Trustee
On filings since 2021
1 hr/week
$3K (2021) → $16K (2025)
Former officers (1)
- Former: Kentucky Bank Trust Department (2019–2021) — Trustee
Data from IRS Form 990 filings, 2019–2025. "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 $16K, to Stock Yards Bank Trust (Trustee).
Frequently asked questions about The Fred (Ba) Batterton Fund Tr
How much does The Fred (Ba) Batterton Fund Tr give each year?
The Fred (Ba) Batterton Fund Tr gave $132K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $127K across 3 grants.
What is The Fred (Ba) Batterton Fund Tr's typical grant size?
The Fred (Ba) Batterton Fund Tr's median grant in 2025 was $19,821, and its average grant was $44,046, across 3 grants on its 2025 IRS Form 990-PF.
Where does The Fred (Ba) Batterton Fund Tr give grants?
The Fred (Ba) Batterton Fund Tr gives mostly in Kentucky: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Paris, KY (3 grants).
Does The Fred (Ba) Batterton Fund Tr give general operating support?
Not in 2025: none of the 3 grants with a stated purpose on The Fred (Ba) Batterton Fund Tr's 2025 IRS Form 990-PF were described as general or operating support.
How large is The Fred (Ba) Batterton Fund Tr?
The Fred (Ba) Batterton Fund Tr reported $901K in total assets on its 2025 IRS Form 990-PF. It paid out $143K in qualifying distributions that year, against a required minimum of $73K (roughly 5% of its investment assets).
What is The Fred (Ba) Batterton Fund Tr's EIN?
The Fred (Ba) Batterton Fund Tr's EIN (Employer Identification Number) is 61-6128598. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 25, 2022)
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 4, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 26, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 13, 2023)
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