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 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.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$830K
+1.8% YoY
Annual Giving
$127K
+110.8% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$42K
+110.8% YoY
About The Fred (ba) Batterton Fund Tr
Based on IRS filings
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.
Ready to take the next step with The Fred (ba) Batterton Fund Tr?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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 |
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
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Stock Yards Bank Trust | TRUSTEE | 1 | $10,667 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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