The Fred (ba) Batterton Fund Tr

LOUISVILLE, KY EIN: 61-6128598

Financial Overview

From 2024 IRS Form 990-PF

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

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$49K$99K$148K$198K20202021202220232024
Metric202420232022
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

$0$32K$63K$95K$127K3 grants20203 grants20213 grants20223 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

BOURBON HEIGHTS INC$95KBOURBON COUNTY MINISTERI…$19KBOURBON COUNTY JUDGE EXE…$13K

Grant Size Distribution

15 grants across all recorded years

14<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does The Fred (ba) Batterton Fund Tr fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Stock Yards Bank TrustTRUSTEE$11K

From 2024 filing

NameTitleHoursCompensation
Stock Yards Bank TrustTRUSTEE1$10,667

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

1states

States

Cities

Paris

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

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