The Fred (Ba) Batterton Fund Tr

Foundation · Grantmaker Louisville, KY EIN: 61-6128598

The Fred (Ba) Batterton Fund Tr is a private foundation, based in Louisville, KY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $830K in total assets. In 2024, it awarded 3 grants totaling $127K. Net investment income was $168K.

Key facts about The Fred (Ba) Batterton Fund Tr

EIN: 61-6128598
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $126,593
Grants made (2024): 3
Average grant: $42,198
Median grant: $18,989
Total assets: $830,296
Primary geography: Kentucky (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Who The Fred (Ba) Batterton Fund Tr funds

By grant dollars, the top recipient states for The Fred (Ba) Batterton Fund Tr's 3 itemized 2024 grants were Kentucky (100%). The most frequent recipient cities were Paris, KY (3 grants). None of its 3 grants with a stated purpose were described as general or operating support.

How The Fred (Ba) Batterton Fund Tr gives

Giving grew 111% from 2021 to 2024. Method
In 2024 it paid out 180% of its IRS minimum distribution (the 5% rule). Method

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

Next steps with The Fred (Ba) Batterton Fund Tr

How to evaluate The Fred (Ba) Batterton Fund Tr as a funder
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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$830K

+1.8% YoY

Annual Giving

$127K

+110.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$42K

+110.8% YoY

Under IRS private-foundation payout rules, The Fred (Ba) Batterton Fund Tr reported a distributable amount of $74K for 2024 — the minimum it must pay out in qualifying distributions.

About The Fred (Ba) Batterton Fund Tr

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Kentucky $127K (100%)

Share of all 3 itemized 2024 grant dollars.

States

Kentucky

Cities

Paris

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$830,296	$815,996	$718,876
Revenue	$179,634	$176,331	$33,271
Expenses	$167,487	$76,429	$82,802
Qualifying Distributions	$132,826	$68,345	$73,607
Net Investment Income	$168,087	$168,805	$25,064
Distributable Amount	$73,891	$66,547	$67,793

Data update history

When this profile's IRS filing data changed on Grantable

March 1, 2026 IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Grant Size Distribution

15 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Bourbon Heights Inc ($94,945), Bourbon County Ministerial Association ($18,989), Bourbon County Judge Executive ($12,659).

Recipient	Purpose	Amount
BOURBON HEIGHTS INC Paris, KY	PROGRAM SUPPORT	$94,945
BOURBON COUNTY MINISTERIAL ASSOCIATION Paris, KY	PROGRAM SUPPORT	$18,989
BOURBON COUNTY JUDGE EXECUTIVE Paris, KY	EDUCATION	$12,659

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Name	Title	Hours	Compensation
Stock Yards Bank Trust	Trustee	1	$10,667

Frequently Asked Questions

How large is The Fred (Ba) Batterton Fund Tr?

As of 2024, The Fred (Ba) Batterton Fund Tr holds $830K in total assets with $180K in annual revenue. It awarded 3 grants totaling $127K in 2024.

Where does The Fred (Ba) Batterton Fund Tr operate?

The Fred (Ba) Batterton Fund Tr has awarded grants in Kentucky.

What size grants does The Fred (Ba) Batterton Fund Tr award?

In 2024, The Fred (Ba) Batterton Fund Tr awarded 3 grants totaling $127K — an average of about $42K per grant, based on its IRS Form 990 filings.

How much is The Fred (Ba) Batterton Fund Tr required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Fred (Ba) Batterton Fund Tr reported a distributable amount of $74K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.