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Lurline H Jochum Charitable Trust is a private corporation based in LOUISVILLE, KY. The foundation received its IRS ruling in 2004. The principal officer is Stock Yards Bank & Trust Ttee. It holds total assets of $1.7M. Annual income is reported at $548K. The foundation is governed by 2 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. 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, Lurline H Jochum Charitable Trust has made 47 grants totaling $468K, with a median grant of $4K. Annual giving has grown from $178K in 2021 to $291K in 2022. Individual grants have ranged from $1K to $60K, with an average award of $10K. The foundation has supported 17 unique organizations. Grants have been distributed to organizations in Kentucky and Ohio. Contributions to this foundation are tax-deductible.
Smallest Grant
$873
Median Grant
$3K
Average Grant
$3K
Largest Grant
$7K
Based on 16 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Lurline H Jochum Charitable Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 47 grants. Its grantmaking reaches organizations primarily in KY, OH.
Lurline H Jochum Charitable Trust has distributed a total of $468K across 47 grants. The median grant size is $4K, with an average of $10K. Individual grants have ranged from $1K to $60K.
Lurline H Jochum Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Lurline H Jochum Charitable Trust is headquartered in LOUISVILLE, KY. While based in KY, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Stock Yards Bank Trust Company | TRUSTEE | $26K | $0 | $26K |
| David Nash | ADV COMMITTEE | $0 | $0 | N/A |
Total Giving
$141K
Total Assets
$1.6M
Fair Market Value
$2.5M
Net Worth
$1.6M
Grants Paid
$114K
Contributions
N/A
Net Investment Income
$65K
Distribution Amount
$117K
Total: $1.2M
Total Grants
47
Total Giving
$468K
Average Grant
$10K
Median Grant
$4K
Unique Recipients
17
Most Common Grant
$2K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| University Of KentuckyTUITION | Lexington, KY | $2K | 2022 |
| St Xavier High SchoolTUITION | Louisville, KY | $40K | 2022 |
| Desales High SchoolTUITION | Louisville, KY | $36K | 2022 |
| Immaculata Classical AcademyTUITION | Louisville, KY | $16K | 2022 |
| Sacred Heart AcademyTUITION | Louisville, KY | $12K | 2022 |
| Meridith-Dunn SchoolTUITION | Louisville, KY | $10K | 2022 |
| Nativity Academy At St BonifaceTUITION | Louisville, KY | $10K | 2022 |
| Holy Spirit SchoolTUITION | Louisville, KY | $5K | 2022 |
| St Athanasius SchoolTUITION | Louisville, KY | $4K | 2022 |
| St Albert The Great SchoolTUITION | Louisville, KY | $4K | 2022 |
| Our Lady Of Of Lourdes SchoolTUITION | Louisville, KY | $3K | 2022 |
| Assumption High SchoolTUITION | Louisville, KY | $2K | 2022 |
| Ascension SchoolTUITION | Louisville, KY | $2K | 2022 |
| Xavier UniversityTUITION | Cincinnati, OH | $26K | 2021 |
| The Depaul SchoolTUITION | Louisville, KY | $10K | 2021 |
| St Stephen Martyr SchoolTUITION | Louisville, KY | $3K | 2021 |
| Sacred Heart Model SchoolTUITION | Louisville, KY | $2K | 2021 |
FT MITCHELL, KY
LAGRANGE, KY
COVINGTON, KY