Angeline Henry Trust

LEXINGTON, KY EIN: 61-6136147

Angeline Henry Trust is a private foundation, based in LEXINGTON, KY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $365K in total assets. In 2024, it awarded 2 grants totaling $7K. Net investment income was $29K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$365K

+5.7% YoY

Annual Giving

$7K

-56.1% YoY

Grant Count

-71.4% YoY

Avg Grant Size

$3K

+53.7% YoY

Under IRS private-foundation payout rules, Angeline Henry Trust reported a distributable amount of $23K for 2024 — the minimum it must pay out in qualifying distributions.

About Angeline Henry Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Kentucky $78K (100%)

States

Kentucky

Cities

Princeton

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$365,088	$345,426	$344,023
Revenue	$31,888	$20,079	$-20,825
Expenses	$10,708	$18,731	$22,102
Qualifying Distributions	$7,577	$15,783	$18,950
Net Investment Income	$28,997	$17,256	$8,975
Distributable Amount	$23,115	$21,099	$21,914

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

30 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Community Disciples Inc ($4,000), Create Princeton ($2,500).

Recipient	Purpose	Amount
COMMUNITY DISCIPLES INC PRINCETON, KY	GENERAL SUPPORT	$4,000
CREATE PRINCETON PRINCETON, KY	GENERAL SUPPORT	$2,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
CENTRAL BANK TRUST	TRUSTEE	1	$540

Frequently Asked Questions

How large is Angeline Henry Trust?

As of 2024, Angeline Henry Trust holds $365K in total assets with $32K in annual revenue. It awarded 2 grants totaling $7K in 2024.

Where does Angeline Henry Trust operate?

Angeline Henry Trust has awarded grants in Kentucky.

What size grants does Angeline Henry Trust award?

In 2024, Angeline Henry Trust awarded 2 grants totaling $7K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is Angeline Henry Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Angeline Henry Trust reported a distributable amount of $23K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.