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EIN 42-1368307

Oswald and Sophia Bathalter Trust

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Dewitt
State
Iowa
Year formed
1991
Most recent tax filings
2024-03-01
NTEE code, primary
T20: Private Foundations
Description
The Oswald and Sophia Bathalter Trust is a private foundation located in Dewitt, IA, that primarily funds scholarships. It issues four scholarships under its scholarship program and has made four grants last year, including to grantees like Mairead Willimack.
Also known as...
Oswald and Sophia Bathalter Scholarship Trust; C-O de Witt Bank and Trust
Total revenues
$10,767
2024
Total expenses
$13,839
2024
Total assets
$233,153
2024
Num. employees
0
2024

Program areas at Oswald and Sophia Bathalter Trust

Four scholarships issued under scholarship program

Personnel at Oswald and Sophia Bathalter Trust

NameTitleCompensation
Jeffrey PetersAssistant Trust Officer
Roger J HillSenior Vice President and Trust Office$0

Financials for Oswald and Sophia Bathalter Trust

RevenuesFYE 03/2024
Total grants, contributions, etc.$0
Investment income and dividends$8,408
Net rental income$0
Net gain from sale of non-inventory assets$2,235
Gross sales of inventory$0
Miscellaneous revenues$124
Total revenues$10,767

Form 990s for Oswald and Sophia Bathalter Trust

Fiscal year endingDate received by IRSFormPDF link
2024-032024-06-25990PFView PDF
2023-032023-05-05990PFView PDF
2022-032022-05-19990PFView PDF
2021-032021-06-04990PFView PDF
2020-032020-08-26990PRView PDF
...and 8 more Form 990s
Data update history
July 11, 2023
Posted financials
Added Form 990PF for fiscal year 2022
July 6, 2023
Posted financials
Added Form 990PF for fiscal year 2023
June 30, 2023
Updated personnel
Identified 1 new personnel
August 12, 2022
Posted financials
Added Form 990PF for fiscal year 2021
August 19, 2021
Posted financials
Added Form 990R for fiscal year 2020
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
Education
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employees
General information
Address
PO Box 260
Dewitt, IA 52742
County
Clinton County, IA
Phone
(563) 659-3211
IRS details
EIN
42-1368307
Fiscal year end
March
Taxreturn type
Form 990-PF
Year formed
1991
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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