Walter E and Bashia E Best Trust XXX-XX-XXXX

Private foundation · Grantmaker Evansville, IN EIN: 35-6221411

Walter E and Bashia E Best Trust XXX-XX-XXXX is a private foundation, based in Evansville, IN. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.7M in total assets. In 2025, it awarded 3 grants totaling $117K. Net investment income was $169K.

Key facts about Walter E and Bashia E Best Trust XXX-XX-XXXX

In short: Walter E and Bashia E Best Trust XXX-XX-XXXX gave $117K across 3 grants in 2025 (avg $39K), mostly in Indiana. Source: 2025 IRS Form 990-PF.

EIN
35-6221411
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$117,069
Grants made (2025)
3
Average grant
$39,023
Median grant
$43,901
Total assets
$1,685,792
Primary geography
Indiana (100% 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

$1.7M

+1.4% YoY

Annual Giving

$117K

+6.6% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$39K

+6.6% YoY

Under IRS private-foundation payout rules, Walter E and Bashia E Best Trust XXX-XX-XXXX reported a distributable amount of $114K for 2025 — the minimum it must pay out in qualifying distributions.

How Walter E and Bashia E Best Trust XXX-XX-XXXX gives

  • Giving held roughly steady from 2022 to 2025 (−1%). Method
  • In 2025 it paid out 125% of 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

1state

Share of 2025 grant dollars across all 3 itemized grants.

States

Cities

Winchester

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K3 grants2019 3 grants2020 3 grants2021 3 grants2022 3 grants2023 3 grants2024 3 grants2025

From 2019 to 2025, annual grant giving ranged from $94K (2019) to $119K (2022). In 2025 it made 3 grants totaling $117K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Winchester Friends Church: $44KWinchester Friends Church$44KSt Vincent Randolph Hospital: $44KSt Vincent Randolph Hospital$44KRandolph Central School Corp: $29KRandolph Central School Corp$29K

The largest 2025 recipient was Winchester Friends Church ($44K). Together the top 3 received $117K.

Grant Size Distribution

15 grants across all recorded years

15<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 15 grants of 15 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Winchester Friends Church Winchester, INProgram Support$43,901
St Vincent Randolph Hospital Winchester, INGeneral Funding$43,901
Randolph Central School Corp Winchester, INProgram Support$29,267

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,685,792$1,661,956$1,685,434
Revenue$174,972$120,287$171,250
Expenses$150,532$143,768$126,298
Qualifying Distributions$142,986$134,748$120,993
Net Investment Income$169,024$113,969$165,012
Distributable Amount$114,103$109,998$98,386

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS May 7, 2020)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS April 24, 2026)
  3. IRS filings on file for fiscal years 2019–2024

Leadership & Key People

Officers and directors from IRS filings

Walter E and Bashia E Best Trust XXX-XX-XXXX's only listed officer is OLD National Wealth Management, Trustee on every filing since 2019 (compensated).

Officers on the 2025 filing

  • OLD National Wealth Management

    Trustee

    On filings since 2019

    1 hr/week

    $21K (2019) → $30K (2025)

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

Old National Wealth Management — Trustee: $30KOld National Wealth…Trustee$30K

The highest reported compensation on the 2025 filing was $30K, to Old National Wealth Management (Trustee).

Frequently asked questions about Walter E and Bashia E Best Trust XXX-XX-XXXX

How much does Walter E and Bashia E Best Trust XXX-XX-XXXX give each year?

Walter E and Bashia E Best Trust XXX-XX-XXXX gave $117K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $110K across 3 grants.

What is Walter E and Bashia E Best Trust XXX-XX-XXXX's typical grant size?

Walter E and Bashia E Best Trust XXX-XX-XXXX's median grant in 2025 was $43,901, and its average grant was $39,023, across 3 grants on its 2025 IRS Form 990-PF.

Where does Walter E and Bashia E Best Trust XXX-XX-XXXX give grants?

Walter E and Bashia E Best Trust XXX-XX-XXXX gives mostly in Indiana: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Winchester, IN (3 grants).

Does Walter E and Bashia E Best Trust XXX-XX-XXXX give general operating support?

Yes: 33% of Walter E and Bashia E Best Trust XXX-XX-XXXX's 2025 grants with a stated purpose (1 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.

How large is Walter E and Bashia E Best Trust XXX-XX-XXXX?

Walter E and Bashia E Best Trust XXX-XX-XXXX reported $1.7M in total assets on its 2025 IRS Form 990-PF. It paid out $143K in qualifying distributions that year, against a required minimum of $114K (roughly 5% of its investment assets).

What is Walter E and Bashia E Best Trust XXX-XX-XXXX's EIN?

Walter E and Bashia E Best Trust XXX-XX-XXXX's EIN (Employer Identification Number) is 35-6221411. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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