Ericka Sergeant Charitable Trust
Ericka Sergeant Charitable Trust is a private foundation, based in Hopkinsville, KY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $269K in total assets. In 2025, it awarded 2 grants totaling $15K. Net investment income was $10K.
Ericka Sergeant Charitable Trust at a glance
In short: Ericka Sergeant Charitable Trust gave $15K across 2 grants in 2025 (avg $8K), mostly in Kentucky. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $15,474
- +0.0% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $7,737
- +0.0% vs 2024
- Median grant
- $7,737
- Total assets
- $268,702
- -3.9% 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 Ericka Sergeant Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Pennyroyal Hospice Inc ($8K). Together the top 2 received $15K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Ericka Sergeant Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (+7%). Method
- In 2025 it paid out 105% 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 2020 to 2025, annual grant giving ranged from $2K (2021) to $19K (2020). In 2025 it made 2 grants totaling $15K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Pennyroyal Hospice Inc Hopkinsville, KY | Facilitate daily operations | $7,737 |
| Sanctuary Inc Hopkinsville, KY | Facilitate daily operations | $7,737 |
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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 | $268,702 | $13,491 | $24,323 | $15,474 | 2 | $15,474 | $9,697 | $14,786 |
| 2024 | $279,573 | $15,902 | $22,565 | $15,474 | 2 | $15,474 | $9,949 | $14,696 |
| 2023 | $286,026 | $10,689 | $13,842 | $8,858 | 2 | $8,858 | $6,551 | $14,056 |
| 2022 | $287,120 | $16,032 | $34,163 | $14,396 | 2 | $14,396 | $5,513 | $17,625 |
| 2021 | $305,251 | $34,917 | $8,747 | $2,114 | 2 | $2,114 | $9,986 | $17,563 |
| 2020 | $278,515 | $30,863 | $27,579 | $18,916 | 2 | — | $5,861 | $15,351 |
Under IRS private-foundation payout rules, Ericka Sergeant Charitable Trust reported a distributable amount of $15K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Ericka Sergeant Charitable Trust's only listed officer is Planters Bank, Trustee since 2025 (on filings since 2022) (compensated).
Officers on the 2025 filing
Planters Bank
Trustee
Trust Officer → Trustee, 2025
On filings since 2022
0.5 hrs/week
$2K (2023) → $4K (2025)
Former officers (2)
- Former: Truist Wealth Trustee (2021–2023) — Trustee
- Former: Bb&t Wealth Management Trustee (2020) — Trustee
Data from IRS Form 990 filings, 2020–2025. "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 $4K, to Planters Bank (Trustee).
Frequently asked questions about Ericka Sergeant Charitable Trust
How much does Ericka Sergeant Charitable Trust give each year?
Ericka Sergeant Charitable Trust gave $15K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $15K across 2 grants.
How large is Ericka Sergeant Charitable Trust?
Ericka Sergeant Charitable Trust reported $269K in total assets on its 2025 IRS Form 990-PF. It paid out $15K in qualifying distributions that year, against a required minimum of $15K (roughly 5% of its investment assets).
Where does Ericka Sergeant Charitable Trust operate?
Ericka Sergeant Charitable Trust has awarded grants in Kentucky.
What is Ericka Sergeant Charitable Trust's EIN?
Ericka Sergeant Charitable Trust's EIN (Employer Identification Number) is 61-6305662. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Ericka Sergeant Charitable Trust's focus areas in our free grants database
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