Frances Howard Kohlhepp Trust

LOUISVILLE, KY EIN: 61-6164287

Frances Howard Kohlhepp Trust is a private foundation, based in LOUISVILLE, KY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $953K in total assets. In 2024, it awarded 1 grants totaling $70K. Net investment income was $108K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$953K

-1.0% YoY

Annual Giving

$70K

+9.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$70K

+9.8% YoY

Under IRS private-foundation payout rules, Frances Howard Kohlhepp Trust reported a distributable amount of $73K for 2024 — the minimum it must pay out in qualifying distributions.

About Frances Howard Kohlhepp Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Indiana $547K (100%)

States

Indiana

Cities

Jeffersonville

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$953,444	$963,306	$989,142
Revenue	$115,264	$54,356	$31,731
Expenses	$89,025	$79,664	$98,684
Qualifying Distributions	$80,339	$73,338	$92,056
Net Investment Income	$108,110	$47,706	$23,906
Distributable Amount	$72,804	$61,814	$66,686

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Howard Steamboat Museum ($69,778).

Recipient	Purpose	Amount
HOWARD STEAMBOAT MUSEUM JEFFERSONVILLE, IN	GENERAL SUPPORT	$69,778

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
STOCK YARDS BANK TRUST CO	TRUSTEE	1	$16,351

Frequently Asked Questions

How large is Frances Howard Kohlhepp Trust?

As of 2024, Frances Howard Kohlhepp Trust holds $953K in total assets with $115K in annual revenue. It awarded 1 grants totaling $70K in 2024.

Where does Frances Howard Kohlhepp Trust operate?

Frances Howard Kohlhepp Trust has awarded grants in Indiana.

What size grants does Frances Howard Kohlhepp Trust award?

In 2024, Frances Howard Kohlhepp Trust awarded 1 grants totaling $70K — an average of about $70K per grant, based on its IRS Form 990 filings.

How much is Frances Howard Kohlhepp Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Frances Howard Kohlhepp Trust reported a distributable amount of $73K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.