Capricorn Foundation Charitable Trust
CAPRICORN FOUNDATION CHARITABLE TRU is a private foundation based in Louisville, Kentucky. Its 2024 filing lists grants to organizations including a school of dentistry, a high school, arts and cultural organizations, hunger-relief organizations, and environmental and community organizations.
Key facts about Capricorn Foundation Charitable Trust
In short: Capricorn Foundation Charitable Trust gave $70K across 32 grants in 2024 (avg $2K), mostly in Kentucky. 3% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- 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)
- How to apply
- The filing names Beth Overbey CPA Co Baldwin as the contact and says to see the attachment for the form and materials. Full details ↓
- Deadline
- None listed.
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
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 Trust reported a distributable amount of $76K for 2024 — the minimum it must pay out in qualifying distributions.
Is Capricorn Foundation Charitable Trust 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 grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants show support for a range of organizations. For example, Dare to Care describes its mission as working together to provide pathways to end hunger in its community. Fund for the Arts says it works toward a healthy, vibrant community where everyone can participate in and contribute to the arts. Other 2024 grantees include Family & Children’s Place, which describes its work as protecting and supporting children and families, and Waterfront Botanical Gardens, which aims to create an urban botanical garden with education and community programming.
Grantmaking
In 2024, the foundation reported 32 grants totaling $69,800. Awards ranged from $1,000 to $8,000, with a median of $2,000. It reported 33 grants totaling $73,300 in 2023 and 28 grants totaling $60,500 in 2022.
Review Cycle
None listed.
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Geographic Focus
Where this funder awards grants
In 2024, 80% of grant dollars went to recipients in Kentucky, 7% to Indiana, 6% to Virginia, 4% to Florida, and 3% to Michigan.
Grant Distribution by State
Share of 2024 grant dollars across all 32 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $61K (2022) to $73K (2023). In 2024 it made 32 grants totaling $70K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Uofl School of Dentistry ($8K). Together the top 10 received $40K.
Grant Size Distribution
145 grants across all recorded years
The most common grant size was under $50K: 145 grants of 145 (100%).
Giving History
Grant recipients and amounts by year
| 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 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2024 | $1,306,517 | $105,766 | $94,636 | $69,800 |
| 2023 | $1,295,387 | $31,062 | $91,234 | $73,300 |
| 2022 | $1,355,559 | $51,488 | $74,695 | $60,500 |
| 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
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Allen F Steinbock, David J Steinbock, and E Andrew Steinbock III as trustees.
Capricorn Foundation Charitable Trust's 2024 filing lists 3 officers; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Allen F. Steinbock
Trustee
On filings since 2020
0.5 hrs/week
No compensation reported
David J. Steinbock
Trustee
On filings since 2020
0.5 hrs/week
No compensation reported
E. Andrew Steinbock III
Trustee
On filings since 2020
0.5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Application contact: Beth Overbey Cpa Co Baldwin
Mailing address: 10180 Linn Station Road, Suite A200, Louisville, KY 40223
Phone: (502) 584-9793
Email: beth.overbey@baldwincpas.com
Frequently asked questions about Capricorn Foundation Charitable Trust
How much does Capricorn Foundation Charitable Trust give each year?
Capricorn Foundation Charitable Trust gave $70K across 32 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $73K across 33 grants.
What is Capricorn Foundation Charitable Trust's typical grant size?
Capricorn Foundation Charitable Trust's median grant in 2024 was $2,000, and its average grant was $2,181, across 32 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Capricorn Foundation Charitable Trust that year got $1K on average.
Where does Capricorn Foundation Charitable Trust give grants?
Capricorn Foundation Charitable Trust gives mostly in Kentucky: 80% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were Indiana (7%) and Virginia (6%). The most frequent recipient cities were Louisville, KY (23 grants) and Indianapolis, IN (2 grants).
Does Capricorn Foundation Charitable Trust give general operating support?
Not in 2024: none of the 32 grants with a stated purpose on Capricorn Foundation Charitable Trust's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Donation" (32 grants).
Who are Capricorn Foundation Charitable Trust's largest grantees?
Capricorn Foundation Charitable Trust's largest 2024 grantees include Uofl School of Dentistry ($8,000), Library Foundation ($5,000) and St Xavier High School ($5,000), according to its 2024 IRS Form 990-PF. Together they received 26% of its itemized 2024 grant dollars.
How large is Capricorn Foundation Charitable Trust?
Capricorn Foundation Charitable Trust reported $1.3M in total assets on its 2024 IRS Form 990-PF. It paid out $70K in qualifying distributions that year, against a required minimum of $76K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Capricorn Foundation Charitable Trust fund?
No mission statement for the foundation is provided. Its 2024 grants show support for a range of organizations. For example, Dare to Care describes its mission as working together to provide pathways to end hunger in its community. See mission & focus areas ↑
How do I apply for a grant from Capricorn Foundation Charitable Trust?
The filing names Beth Overbey CPA Co Baldwin as the contact and says to see the attachment for the form and materials. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Capricorn Foundation Charitable Trust's EIN?
Capricorn Foundation Charitable Trust's EIN (Employer Identification Number) is 31-1096396. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Here's the math on researching Capricorn Foundation Charitable Trust by hand.
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