Walter E and Bashia E Best Trust XXX-XX-XXXX
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
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
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
The largest 2025 recipient was Winchester Friends Church ($44K). Together the top 3 received $117K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Winchester Friends Church Winchester, IN | Program Support | $43,901 |
| St Vincent Randolph Hospital Winchester, IN | General Funding | $43,901 |
| Randolph Central School Corp Winchester, IN | Program Support | $29,267 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 7, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 24, 2026)
- 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
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.
Here's the math on researching Walter E and Bashia E Best Trust XXX-XX-XXXX by hand.
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