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Also known as: CHARITABLE TRUST
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Charlton C Cox Irrevocable Charitable Trust is a private trust based in LOUISVILLE, KY. The foundation received its IRS ruling in 2019. The principal officer is Selina Shepherd. It holds total assets of $266K. Annual income is reported at $28K. Total assets have grown from $2K in 2019 to $281K in 2023. The foundation is governed by 1 officer or trustee. Making annual contributions to five charitable organizations. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. Grantmaking is concentrated in Kentucky. According to available records, Charlton C Cox Irrevocable Charitable Trust has made 20 grants totaling $50K, with a median grant of $3K. The foundation has distributed between $12K and $25K annually from 2020 to 2023. Grantmaking activity was highest in 2022 with $25K distributed across 10 grants. Individual grants have ranged from $833 to $3K, with an average award of $2K. The foundation has supported 9 unique organizations. Grant recipients are concentrated in Kentucky. Contributions to this foundation are tax-deductible.
Smallest Grant
$834
Median Grant
$3K
Average Grant
$3K
Largest Grant
$3K
Based on 5 grants from the most recent 990-PF filing.
Making annual contributions to five charitable organizations.
Expenses: $13K
Making annual contributions to five charitable organizations. Based on available records, the foundation has funded 20 grants. Its grantmaking reaches organizations primarily in KY.
Charlton C Cox Irrevocable Charitable Trust has distributed a total of $50K across 20 grants. The median grant size is $3K, with an average of $2K. Individual grants have ranged from $833 to $3K.
Charlton C Cox Irrevocable Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Charlton C Cox Irrevocable Charitable Trust is headquartered in LOUISVILLE, KY.
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| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Stock Yards Bank Trust | TRUSTEE | $2K | $0 | $2K |
Total Giving
$15K
Total Assets
$281K
Fair Market Value
$302K
Net Worth
$281K
Grants Paid
$12K
Contributions
N/A
Net Investment Income
$7K
Distribution Amount
$14K
Total: $114K
Total Grants
20
Total Giving
$50K
Average Grant
$2K
Median Grant
$3K
Unique Recipients
9
Most Common Grant
$3K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| St Peter'S Episcopal ChurchRELIGIOUS | Paris, KY | $3K | 2020 |
| Paris Bourbon County YmcaPROGRAM SUPPORT | Paris, KY | $3K | 2023 |
| Hopewell MuseumPROGRAM SUPPORT | Paris, KY | $3K | 2023 |
| St Peters ChurchPROGRAM SUPPORT | Paris, KY | $3K | 2023 |
| Aviation Museum Of Ky IncPROGRAM SUPPORT | Lexington, KY | $3K | 2023 |
| Paris Animal Welfare Society IncPROGRAM SUPPORT | Paris, KY | $833 | 2023 |
| Historic Paris-Bourbon County IncCHARITABLE | Paris, KY | $3K | 2020 |
| Ymca Of Paris-Bourbon County IncCHARITABLE | Paris, KY | $3K | 2020 |
| The Aviation Museum Of Kentucky IncCHARITABLE | Lexington, KY | $3K | 2020 |
FT MITCHELL, KY
LAGRANGE, KY
COVINGTON, KY