Oswald and Sophia Bathalter Trust
Preselected recipients only
Oswald and Sophia Bathalter Trust is a private foundation in Dewitt, Iowa. In tax year 2025 it gave $14,000 in 8 grants; the typical grant was $2,000 and the largest $2,000. It only gives to organizations it selects itself and does not accept unsolicited applications.
From its IRS Form 990-PF for tax year 2025.
- Grants paid, 2025$14,000
- Number of grants8
- Typical grant$2,000
- Largest grant$2,000
- Assets$331,169
Giving in 2025 was up from $12,500 the year before.
Giving by year
| Tax year | Grants paid | Number of grants | Assets |
|---|---|---|---|
| 2023 | $8,000 | 4 | $302,786 |
| 2024 | $12,500 | 9 | $309,297 |
| 2025 | $14,000 | 8 | $331,169 |
How to apply
Its grants go to individuals, not organizations. Every grant in its 2025 filing was paid to an individual (for example a scholarship or assistance with costs), so it is not a funding prospect for a nonprofit.
Oswald and Sophia Bathalter Trust says in its IRS filing that it only makes contributions to preselected organizations, so unsolicited applications are unlikely to be considered. Organizations it funds are usually invited.
What Oswald and Sophia Bathalter Trust funds
Where it gives
All of its grants went to recipients in Iowa.
| State | Grants | Amount |
|---|---|---|
| Iowa | 8 | $14,000 |
Grants paid in 2025
| Recipient | Purpose | Amount |
|---|---|---|
| Individual | Scholarship | $2,000 |
| Individual | Scholarship | $2,000 |
| Individual | Scholarship | $2,000 |
| Individual | Scholarship | $2,000 |
| Individual | Scholarship | $2,000 |
| Individual | Scholarship | $1,500 |
| Individual | Scholarship | $1,500 |
| Individual | Scholarship | $1,000 |
Officers and trustees
- Jeffrey Peters
- Anita Stockman
- Jodi Chase
Questions people ask
Does Oswald and Sophia Bathalter Trust accept grant applications?
No. Its IRS filing says it only makes contributions to preselected organizations.
How much does Oswald and Sophia Bathalter Trust give?
$14,000 in tax year 2025, across 8 grants, with a typical grant of $2,000.
Who runs Oswald and Sophia Bathalter Trust?
Its 2025 filing lists Jeffrey Peters (Asst Trust O), Anita Stockman (Trust Assist) and Jodi Chase (Trust Assist).
What does Oswald and Sophia Bathalter Trust fund?
Based on its grants, mainly education.