Capricorn Foundation Charitable Tru
Capricorn Foundation Charitable Tru is a private foundation, based in Louisville, KY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 32 grants totaling $70K. Net investment income was $86K.
Key facts about Capricorn Foundation Charitable Tru
- EIN
- 31-1096396
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $69,800
- Grants made (2024)
- 32
- Average grant
- $2,181
- Median grant
- $2,000
- New grantees (estimate)
- 3% first-time grantees (1 of 32, 2024)
- Total assets
- $1,306,517
- Primary geography
- Kentucky (80% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Capricorn Foundation Charitable Tru funds
By grant dollars, the top recipient states for Capricorn Foundation Charitable Tru's 32 itemized 2024 grants were Kentucky (80%), Indiana (7%) and Virginia (6%). The most frequent recipient cities were Louisville, KY (23 grants) and Indianapolis, IN (2 grants). None of its 32 grants with a stated purpose were described as general or operating support. Recurring purposes include "Donation" (32 grants).
Is Capricorn Foundation Charitable Tru open to new grantees?
3%
first-time grantees, 2024
In 2024, 1 of 32 grantees (3%) were first-time recipients. First grants averaged $1K; repeat grants $2K. How we count
Medians: $1K first-time, $2K repeat.
- 94% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (+0%). Method
- In 2024 it paid out 92% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Capricorn Foundation Charitable Tru
- How to evaluate Capricorn Foundation Charitable Tru as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.3M
+0.9% YoY
Annual Giving
$70K
-4.8% YoY
Grant Count
32
-3.0% YoY
Avg Grant Size
$2K
-1.8% YoY
Under IRS private-foundation payout rules, Capricorn Foundation Charitable Tru reported a distributable amount of $76K for 2024 — the minimum it must pay out in qualifying distributions.
About Capricorn Foundation Charitable Tru
Based on IRS filings
Capricorn Foundation Charitable Tru is a private foundation, based in Louisville, KY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 32 grants totaling $70K. Net investment income was $86K.
Ready to take the next step with Capricorn Foundation Charitable Tru?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 32 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,306,517 | $1,295,387 | $1,355,559 |
| Revenue | $105,766 | $31,062 | $51,488 |
| Expenses | $94,636 | $91,234 | $74,695 |
| Qualifying Distributions | $69,800 | $73,300 | $60,500 |
| Net Investment Income | $85,730 | $17,262 | $41,551 |
| Distributable Amount | $76,247 | $69,652 | $74,021 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
145 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Uofl School of Dentistry ($8,000), Library Foundation ($5,000), St Xavier High School ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| UOFL SCHOOL OF DENTISTRY Louisville, KY | DONATION | $8,000 |
| LIBRARY FOUNDATION Louisville, KY | DONATION | $5,000 |
| ST XAVIER HIGH SCHOOL Louisville, KY | DONATION | $5,000 |
| DTA FOUNDATION Arlington, VA | DONATION | $4,000 |
| FUND FOR THE ARTS Louisville, KY | DONATION | $4,000 |
| DARE TO CARE Louisville, KY | DONATION | $3,000 |
| JUNIOR ACHIEVEMENT Louisville, KY | DONATION | $3,000 |
| NEW DIRECTION HOUSING CORP Louisville, KY | DONATION | $3,000 |
| TREES LOUISVILLE Louisville, KY | DONATION | $3,000 |
| HILDGARD HOUSE Louisville, KY | DONATION | $2,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Allen F Steinbock | Trustee | 0.5 | — |
| David J Steinbock | Trustee | 0.5 | — |
| E Andrew Steinbock III | Trustee | 0.5 | — |
Frequently Asked Questions
How large is Capricorn Foundation Charitable Tru?
As of 2024, Capricorn Foundation Charitable Tru holds $1.3M in total assets with $106K in annual revenue. It awarded 32 grants totaling $70K in 2024.
Where does Capricorn Foundation Charitable Tru operate?
Capricorn Foundation Charitable Tru has awarded grants in Colorado, Florida, Indiana, Kentucky, Michigan, Texas, Virginia.
What size grants does Capricorn Foundation Charitable Tru award?
In 2024, Capricorn Foundation Charitable Tru awarded 32 grants totaling $70K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Capricorn Foundation Charitable Tru required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Capricorn Foundation Charitable Tru reported a distributable amount of $76K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Capricorn Foundation Charitable Tru's EIN?
Capricorn Foundation Charitable Tru's EIN (Employer Identification Number) is 31-1096396. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.