The Fred (ba) Batterton Fund Tr

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.

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 $354K (100%)

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

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 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

From 2024 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.