828 Foundation Ua Dtd 1242023

LOUISVILLE, KY EIN: 93-6927822

828 Foundation Ua Dtd 1242023 is a private foundation, based in LOUISVILLE, KY. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $423K in total assets. In 2024, it awarded 5 grants totaling $1.4M. Net investment income was $55K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$423K

-77.0% YoY

Annual Giving

$1.4M

+22.4% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$284K

+22.4% YoY

Under IRS private-foundation payout rules, 828 Foundation Ua Dtd 1242023 reported a distributable amount of $54K for 2024 — the minimum it must pay out in qualifying distributions.

About 828 Foundation Ua Dtd 1242023

Based on IRS filings

Ready to take the next step with 828 Foundation Ua Dtd 1242023?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Illinois $1.2M (47%)

Missouri $1.0M (39%)

Indiana $150K (6%)

Kentucky $110K (4%)

Tennessee $100K (4%)

Pennsylvania $20K (1%)

States

Illinois Indiana Kentucky Missouri Pennsylvania Tennessee

Cities

Flyods KnobsGreenvilleKansas CityLouisvilleMurfreesboroSewickleyUpland

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023
Total Assets	$423,171	$1,840,000
Revenue	$59,309	$3,000,000
Expenses	$1,476,138	$1,160,000
Qualifying Distributions	$1,471,533	$1,160,000
Net Investment Income	$54,704	—
Distributable Amount	$54,014	$2,483

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

Grant Size Distribution

10 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Greenville University ($1,200,000), Taylor University ($100,000), Ceiba Vida International ($50,000).

Recipient	Purpose	Amount
A01 FOUNDATION INC SEWICKLEY, PA	GENERAL SUPPORT	$20,000
CEIBA VIDA INTERNATIONAL MURFREESBORO, TN	GENERAL SUPPORT	$50,000
GREENVILLE UNIVERSITY GREENVILLE, IL	GENERAL SUPPORT	$1,200,000
LOVE CITY INC LOUISVILLE, KY	GENERAL SUPPORT	$50,000
TAYLOR UNIVERSITY UPLAND, IN	GENERAL SUPPORT	$100,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BAIRD TRUST COMPANY	TRUSTEE	1	—
RICHARD WARE JR	TRUSTEE	1	—
LISA WARE	TRUSTEE	1	—
STOCK YARDS BANK TRUST	TRUSTEE	1	—

Frequently Asked Questions

How large is 828 Foundation Ua Dtd 1242023?

As of 2024, 828 Foundation Ua Dtd 1242023 holds $423K in total assets with $59K in annual revenue. It awarded 5 grants totaling $1.4M in 2024.

Where does 828 Foundation Ua Dtd 1242023 operate?

828 Foundation Ua Dtd 1242023 has awarded grants in Illinois, Indiana, Kentucky, Missouri, Pennsylvania, Tennessee.

What size grants does 828 Foundation Ua Dtd 1242023 award?

In 2024, 828 Foundation Ua Dtd 1242023 awarded 5 grants totaling $1.4M — an average of about $284K per grant, based on its IRS Form 990 filings.

How much is 828 Foundation Ua Dtd 1242023 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, 828 Foundation Ua Dtd 1242023 reported a distributable amount of $54K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.