Oswald and Sophia Bathalter Trust
DEWITT, IA EIN: 42-1368307
Financial Overview
From 2025 IRS Form 990-PF
Total Assets
—
Annual Giving
$13K
+56.3% YoY
Grant Count
9
+125.0% YoY
Avg Grant Size
$1K
-30.6% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | — | — | — |
| Revenue | — | — | — |
| Expenses | — | — | — |
| Qualifying Distributions | — | — | — |
| Net Investment Income | — | — | — |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
Grant Size Distribution
60 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Oswald and Sophia Bathalter Trust fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JEFFREY PETERS | ASST TRUST O | — | — |
| ANITA STOCKMAN | TRUST ASSIST | — | — |
| JODI CHASE | TRUST ASSIST | — | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Iowa $59K (100%)
States
Cities
DE WITTDEWITTGRAND MOUND
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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