Charlton C Cox Irrevocable Charitable Trust
Charlton C Cox Irrevocable Charitable Trust is a private foundation, based in Louisville, KY. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $266K in total assets. In 2025, it awarded 5 grants totaling $16K. Net investment income was $13K.
Charlton C Cox Irrevocable Charitable Trust at a glance
In short: Charlton C Cox Irrevocable Charitable Trust gave $16K across 5 grants in 2025 (avg $3K), mostly in Kentucky. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $15,544
- +8.7% vs 2024
- Grants made (2025)
- 5
- +0.0% vs 2024
- Average grant
- $3,109
- +8.7% vs 2024
- Median grant
- $3,109
- Total assets
- $266,378
- -1.7% vs 2024
- Primary geography
- Kentucky (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Charlton C Cox Irrevocable Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Paris Bourbon County YMCA ($4K). Together the top 5 received $16K.
Grant Size Distribution
25 grants across all recorded years
The most common grant size was under $50K: 25 grants of 25 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
States
Cities
How Charlton C Cox Irrevocable Charitable Trust gives
- Giving grew 24% from 2022 to 2025. Method
- In 2025 it paid out 108% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $12K (2021) to $16K (2025). In 2025 it made 5 grants totaling $16K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Paris Bourbon County YMCA Paris, KY | Program Support | $4,145 |
| Hopewell Museum Paris, KY | Program Support | $4,145 |
| Aviation Museum of KY Inc Lexington, KY | Program Support | $3,109 |
| St Peters Church Paris, KY | Program Support | $3,109 |
| Paris Animal Welfare Society Inc Paris, KY | Program Support | $1,036 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $266,378 | $13,766 | $18,493 | $15,544 | 5 | $17,438 | $12,628 | $16,182 |
| 2024 | $271,110 | $7,315 | $17,479 | $14,299 | 5 | $16,151 | $8,203 | $15,544 |
| 2023 | $281,449 | $630 | $15,197 | $12,499 | 5 | $14,275 | $7,246 | $14,300 |
| 2022 | $296,036 | $5,288 | $15,018 | $12,499 | 5 | $13,428 | $5,969 | $14,980 |
| 2021 | $305,760 | $91,646 | $22,107 | $12,499 | 5 | $14,367 | $90,612 | $14,988 |
| 2020 | $236,061 | $250,303 | $15,614 | $12,500 | 5 | — | $248,597 | $11,112 |
| 2019 | $1,564 | $14,261 | $12,697 | $12,500 | 5 | — | $13,582 | $7,785 |
Under IRS private-foundation payout rules, Charlton C Cox Irrevocable Charitable Trust reported a distributable amount of $16K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Charlton C Cox Irrevocable Charitable Trust's only listed officer is Stock Yards Bank Trust, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Stock Yards Bank Trust
Trustee
On filings since 2021
1 hr/week
$330 (2021) → $2K (2025)
Former officers (1)
- Former: Kentucky Bank (2019–2021) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $2K, to Stock Yards Bank Trust (Trustee).
Frequently asked questions about Charlton C Cox Irrevocable Charitable Trust
How much does Charlton C Cox Irrevocable Charitable Trust give each year?
Charlton C Cox Irrevocable Charitable Trust gave $16K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $14K across 5 grants.
What is Charlton C Cox Irrevocable Charitable Trust's typical grant size?
Charlton C Cox Irrevocable Charitable Trust's median grant in 2025 was $3,109, and its average grant was $3,109, across 5 grants on its 2025 IRS Form 990-PF.
Where does Charlton C Cox Irrevocable Charitable Trust give grants?
Charlton C Cox Irrevocable Charitable Trust gives mostly in Kentucky: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Paris, KY (4 grants).
Does Charlton C Cox Irrevocable Charitable Trust give general operating support?
Not in 2025: none of the 5 grants with a stated purpose on Charlton C Cox Irrevocable Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Program Support" (5 grants).
Who are Charlton C Cox Irrevocable Charitable Trust's largest grantees?
Charlton C Cox Irrevocable Charitable Trust's largest 2025 grantees include Paris Bourbon County YMCA ($4,145), Hopewell Museum ($4,145) and Aviation Museum of KY Inc ($3,109), according to its 2025 IRS Form 990-PF. Together they received 73% of its itemized 2025 grant dollars.
How large is Charlton C Cox Irrevocable Charitable Trust?
Charlton C Cox Irrevocable Charitable Trust reported $266K in total assets on its 2025 IRS Form 990-PF. It paid out $17K in qualifying distributions that year, against a required minimum of $16K (roughly 5% of its investment assets).
What is Charlton C Cox Irrevocable Charitable Trust's EIN?
Charlton C Cox Irrevocable Charitable Trust's EIN (Employer Identification Number) is 84-1880230. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 13, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 18, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 23, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 28, 2022)
Live grants for the work Charlton C Cox Irrevocable Charitable Trust funds
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