PADUCAH, KY
Ray And Kay Eckstein Charitable Trust
Quick Facts
- EIN
- 396786592
- Location
- PADUCAH, KY
- Category
- Education
- Total Assets
- $457.4M
- Annual Income
- $189.3M
- IRS Ruling Year
- 2005
- Organization Type
- Trust
- Principal Officer
- % Quarles & Brady Llp
- Tax Deductibility
- Contributions are deductible
About This Foundation
Ray And Kay Eckstein Charitable Trust is a private trust based in PADUCAH, KY. The foundation received its IRS ruling in 2005. The principal officer is % Quarles & Brady Llp. It holds total assets of $457.4M. Annual income is reported at $189.3M. The foundation operates in the area of education. Contributions to this foundation are tax-deductible.
View 990 FilingsFinancial Overview
Total Giving
$22.2M
2023+24%
Total Assets
$436.6M
2023+8%
Fair Market Value
$427.9M
2023
Net Worth
$436.6M
2023
Grants Paid
$19.9M
2023
Contributions
$210K
2023
Net Investment Income
$14.3M
2023
Distribution Amount
$20.4M
2023
Total Giving by Year
$2.9M
11$3.1M
12$3.4M
13$4M
14$1.8M
15$8.7M
19$8.7M
20$11.6M
21$17.9M
22$22.2M
23Asset Growth
$48.8M
11$65.7M
12$72.6M
13$74.2M
14$95.3M
15$165.5M
19$213.3M
20$358.8M
21$405.5M
22$436.6M
23Investment Portfolio (2023)
Total: $260.9M
Corporate Stock: $182.3M
Corporate Bonds: $70.5M
Government Obligations: $8.1M
Other Investments: $167.2M
Cash: $264K
Corporate Stock (43%)
Corporate Bonds (16%)
Government Obligations (2%)
Other Investments (39%)
Cash (0%)
Expense Breakdown (2023)
Grants Paid$19.9M
Pension & Benefits$80K
Occupancy$63K
Accounting Fees$33K
Travel & Conferences$12K
Legal Fees$11K
Depreciation$8K
Revenue Sources (2023)
- Dividends
- $7.6M
- Capital Gains (Net)
- $6.6M
- Interest
- $221K
- Contributions
- $210K
- Other Income
- $56K
Financial Details (2023)
- Total Revenue
- $14.7M
- Total Expenses
- $22.2M
- Exempt Purpose Expenses
- $20.5M
- Required Distribution
- $20.4M
- Undistributed Income
- $13.5M
- Grants Approved (Future)
- $3.6M
- Total Liabilities
- $26K
- Excise Tax
- $198K
Foundation Classification (2023)
Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings
Grantmaking Insights
Total Grants
50
Total Giving
$12.5M
Average Grant
$251K
Median Grant
$100K
Grant Range
Min$65K
Max$3.3M
Median: $100K
Smallest grantLargest grant
Geographic Distribution of Grants
AK
AK: $65K (1)
ME
VT
NH
WA
ID
MT
ND
MN
MN: $1M (1)
WI
WI: $1.2M (7)
MI
NY
NY: $150K (1)
MA
CT
RI
OR
NV
WY
SD
SD: $180K (2)
IA
IA: $250K (1)
IL
IL: $3.9M (6)
IN
OH
PA
NJ
CA
CA: $100K (1)
UT
CO
NE
NE: $65K (1)
MO
KY
KY: $1.7M (11)
WV
VA
VA: $100K (1)
MD
DE
DC
DC: $1.1M (2)
AZ
NM
KS
AR
TN
TN: $100K (1)
NC
NC: $150K (1)
SC
OK
LA
LA: $1M (1)
MS
AL
GA
GA: $205K (2)
FL
FL: $560K (6)
HI
TX
TX: $700K (4)
IL$3.9M (6)
KY$1.7M (11)
WI$1.2M (7)
DC$1.1M (2)
MN$1M (1)
LA$1M (1)
Past Grantees
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Goldman Sachs Philanthropy FundFAITH, HUMAN NEEDS, FAMILY, EDUCATION, VIBRANT COMMUNITIES | Chicago, IL | $3.3M | 2022 |
| Mayo ClinicCAPITAL SUPPORT | Rochester, MN | $1M | 2022 |
| Second Harvest Food Bank Of Greater NoCAPITAL PROJECT AND PROGRAMMING SUPPORT | New Orleans, LA | $1M | 2022 |
| Support Our Aging Religious IncPROGRAMMING SUPPORT | Washington, DC | $1M | 2022 |
| Seton Catholic SchoolsCAPITAL SUPPORT | St Francis, WI | $500K | 2022 |
| Christian Appalachian ProjectPROGRAM SUPPORT | Lexington, KY | $365K | 2022 |
| University Of Texas FoundationPROGRAM SUPPORT | Austin, TX | $300K | 2022 |
| Gift Of AdoptionPROGRAM SUPPORT | Northbrook, IL | $300K | 2022 |
| Dubuque County Historical SocietyPROGRAM SUPPORT | Dubuque, IA | $250K | 2022 |
| Mercy Health FoundationPROGRAMMING SUPPORT | Paducah, KY | $209K | 2022 |
| Roads To Life TanzaniaGENERAL OPERATING SUPPORT | Prairie Du Chien, WI | $202K | 2022 |
| Paducah Lifeline Ministries IncPROGRAMMING SUPPORT | Paducah, KY | $200K | 2022 |
| Living Lands & WatersGENERAL OPERATING SUPPORT | East Moline, IL | $200K | 2022 |
| Paducah Interfaith Ministry IncGENERAL OPERATING SUPPORT | Paducah, KY | $200K | 2022 |
| ProjecthandupPROGRAMMING SUPPORT | Grapevine, TX | $200K | 2022 |
| St Mary School SystemPROGRAMMING SUPPORT | Paducah, KY | $180K | 2022 |
| St Charles Borromeo Catholic ChurchGENERAL OPERATING SUPPORT | Cassville, WI | $160K | 2022 |
| Home Of Hope IndiaGENERAL OPERATING SUPPORT | Wilmington, NC | $150K | 2022 |
| Alzheimer'S Drug Discovery FoundationPROGRAMMING SUPPORT | New York, NY | $150K | 2022 |
| City Of Neptune BeachPUBLIC PARKS/RECREATION | Neptune Beach, FL | $150K | 2022 |
| Wisconsin Historical Foundation IncSUPPORT FOR STONEFIELD HISTORICAL SITE | Madison, WI | $130K | 2022 |
| St Joseph'S Indian SchoolPROGRAMMING SUPPORT | Chamberlain, SD | $115K | 2022 |
| City Of Refuge IncGENERAL OPERATING SUPPORT | Atlanta, GA | $105K | 2022 |
| Beaches Christian Service Corps Incdba Pablo TowersPROJECT SUPPORT | Jacksonville Beach, FL | $100K | 2022 |
| Beaches Emergency Assistance Ministry IncPROGRAMMING SUPPORT | Jacksonville Beach, FL | $100K | 2022 |
| Catholic Charities UsaPROGRAM SUPPORT | Alexandria, VA | $100K | 2022 |
| Salvation ArmyGENERAL OPERATING SUPPORT | Paducah, KY | $100K | 2022 |
| St Catherine Of Siena Catholic SchoolGENERAL OPERATING SUPPORT | Kennesaw, GA | $100K | 2022 |
| El Paso Community FoundationPROGRAMMING SUPPORT | El Paso, TX | $100K | 2022 |
| Mission Of HopePROGRAMMING SUPPORT | Austin, TX | $100K | 2022 |
| The Digdeep Right To Water ProjectPROJECT SUPPORT | Los Angeles, CA | $100K | 2022 |
| St Cecilia CongregationGENERAL OPERATING SUPPORT | Nashville, TN | $100K | 2022 |
| St Thomas More Catholic ChurchGENERAL OPERATING SUPPORT | Paducah, KY | $100K | 2022 |
| Family Service SocietyPROGRAMMING SUPPORT | Paducah, KY | $85K | 2022 |
| Oscar Cross Boys & Girls Club IncGENERAL OPERATING SUPPORT | Paducah, KY | $84K | 2022 |
| Grant Regional Health Center IncPROJECT SUPPORT | Lancaster, WI | $80K | 2022 |
| Paducah Public Schools Foundation IncPROGRAMMING SUPPORT | Paducah, KY | $75K | 2022 |
| St Mary Help Of Christians ChurchPROJECT SUPPORT | Cassville, WI | $75K | 2022 |
| Here Tomorrow IncPROGRAMMING SUPPORT | Neptune Beach, FL | $75K | 2022 |
| World Central Kitchen IncPROGRAMMING SUPPORT | Washington, DC | $75K | 2022 |
| Women Aware Dba Merryman HousePROGRAMMING AND OPERATIONAL SUPPORT | Paducah, KY | $75K | 2022 |
| Hart Felt Ministries IncGENERAL OPERATING SUPPORT | Jacksonville, FL | $70K | 2022 |
| Claretian MissionariesGENERAL OPERATING SUPPORT | Chicago, IL | $65K | 2022 |
| Missionary Society Of St ColumbanGENERAL OPERATING SUPPORT | St Columbans, NE | $65K | 2022 |
| St Patrick'S Missionary SocietyGENERAL OPERATING SUPPORT | Chicago, IL | $65K | 2022 |
| Hear Wisconsin IncGENERAL OPERATING SUPPORT | West Allis, WI | $65K | 2022 |
| Catholic Bishops Of Northern AlaskaGENERAL OPERATING SUPPORT | Fairbanks, AK | $65K | 2022 |
| Divine Word MissionariesGENERAL OPERATING SUPPORT | Techny, IL | $65K | 2022 |
| Beaches Area Historical SocietyPROJECT SUPPORT | Jacksonville Beach, FL | $65K | 2022 |
| St Francis MissionGENERAL OPERATING SUPPORT | St Francis, SD | $65K | 2022 |
990-PF Filings
| Tax Period | Return Type | View |
|---|---|---|
| 2023-12 | 990PF | View Filing |
| 2022-12 | 990PF | View Filing |
| 2021-12 | 990PF | View Filing |
| 2020-12 | 990PF | View Filing |
| 2018-12 | 990PF | View Filing |
| 2017-12 | 990PF | View Filing |
| 2016-12 | 990PF | View Filing |
| 2015-12 | 990PF | View Filing |
Filings sourced from IRS e-file index. View all on ProPublica
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