Ericka Sergeant Charitable Trust

HOPKINSVILLE, KY EIN: 61-6305662

Ericka Sergeant Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HOPKINSVILLE, KY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $280K in total assets. In 2024, it awarded 2 grants totaling $15K. Net investment income was $10K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$280K

-2.3% YoY

Annual Giving

$15K

+74.7% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$8K

+74.7% YoY

Under IRS private-foundation payout rules, Ericka Sergeant Charitable Trust reported a distributable amount of $15K for 2024 — the minimum it must pay out in qualifying distributions.

About Ericka Sergeant Charitable Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Kentucky $60K (100%)

States

Kentucky

Cities

Hopkinsville

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$279,573	$286,026	$287,120
Revenue	$15,902	$10,689	$16,032
Expenses	$22,565	$13,842	$34,163
Qualifying Distributions	$15,474	$8,858	$14,396
Net Investment Income	$9,949	$6,551	$5,513
Distributable Amount	$14,696	$14,056	$17,625

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

10 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Pennyroyal Hospice Inc ($7,737), Sanctuary Inc ($7,737).

Recipient	Purpose	Amount
PENNYROYAL HOSPICE INC HOPKINSVILLE, KY	FACILITATE DAILY OPERATIONS	$7,737
SANCTUARY INC HOPKINSVILLE, KY	FACILITATE DAILY OPERATIONS	$7,737

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
PLANTERS BANK	TRUST OFFICE	0.5	$3,753

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Ericka Sergeant Charitable Trust?

Ericka Sergeant Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HOPKINSVILLE, KY. It holds $280K in total assets as of 2024.

How large is Ericka Sergeant Charitable Trust?

As of 2024, Ericka Sergeant Charitable Trust holds $280K in total assets with $16K in annual revenue. It awarded 2 grants totaling $15K in 2024.

Where does Ericka Sergeant Charitable Trust operate?

Ericka Sergeant Charitable Trust has awarded grants in Kentucky.

What size grants does Ericka Sergeant Charitable Trust award?

In 2024, Ericka Sergeant Charitable Trust awarded 2 grants totaling $15K — an average of about $8K per grant, based on its IRS Form 990 filings.

How much is Ericka Sergeant Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Ericka Sergeant Charitable Trust reported a distributable amount of $15K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.