Jacob C Koch Charitable Trust

LOUISVILLE, KY EIN: 61-6128462

Jacob C Koch Charitable Trust is a private foundation, based in LOUISVILLE, KY. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $854K in total assets. In 2025, it awarded 12 grants totaling $125K. Net investment income was $114K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$854K

-1.9% YoY

Annual Giving

$125K

Grant Count

Avg Grant Size

$10K

Under IRS private-foundation payout rules, Jacob C Koch Charitable Trust reported a distributable amount of $54K for 2025 — the minimum it must pay out in qualifying distributions.

About Jacob C Koch Charitable Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Kentucky $486K (100%)

States

Kentucky

Cities

LouisvilleScottsville

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$854,182	$870,479	$844,357
Revenue	$125,803	$42,125	$52,709
Expenses	$142,009	$15,993	$141,843
Qualifying Distributions	$129,460	$4,593	$126,472
Net Investment Income	$113,736	$30,381	$40,779
Distributable Amount	$54,344	$52,646	$53,149

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Grant Size Distribution

50 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include St Joseph Childrens Home ($20,000), Down Syndrome of Louisville Inc ($20,000), Harbor House of Louisville ($20,000).

Recipient	Purpose	Amount
KIDS CENTER FOR PEDIATRIC THERAPIES LOUISVILLE, KY	GENERAL PROGRAM SUPPORT	$15,000
ST JOSEPH CHILDRENS HOME Louisville, KY	GENERAL PROGRAM SUPPORT	$20,000
CEDAR LAKE LOUISVILLE, KY	GENERAL PROGRAM SUPPORT	$2,500
CENTER FOR COURAGEOUS KIDS SCOTTSVILLE, KY	GENERAL PROGRAM SUPPORT	$10,000
HOME OF THE INNOCENTS LOUISVILLE, KY	GENERAL PROGRAM SUPPORT	$6,830
MATTINGLY CENTER INC LOUISVILLE, KY	GENERAL PROGRAM SUPPORT	$10,000
WORKWELL INDUSTRIES LOUISVILLE, KY	GENERAL PROGRAM SUPPORT	$8,000
VISUALLY IMPAIRED PRESCHOOL SERVICE LOUISVILLE, KY	GENERAL PROGRAM SUPPORT	$3,852
DOWN SYNDROME OF LOUISVILLE INC LOUISVILLE, KY	GENERAL PROGRAM SUPPORT	$20,000
HARBOR HOUSE OF LOUISVILLE LOUISVILLE, KY	GENERAL PROGRAM SUPPORT	$20,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
STOCK YARDS BANK TRUST CO	TRUSTEE	1	$15,513
JEFF FILCIK	VICE PRES	1	—
KATHY THOMPSON	SR V P	1	—
LEONARD KAUFMAN	DIRECTOR	1	—

Frequently Asked Questions

How large is Jacob C Koch Charitable Trust?

As of 2025, Jacob C Koch Charitable Trust holds $854K in total assets with $126K in annual revenue. It awarded 12 grants totaling $125K in 2025.

Where does Jacob C Koch Charitable Trust operate?

Jacob C Koch Charitable Trust has awarded grants in Kentucky.

What size grants does Jacob C Koch Charitable Trust award?

In 2025, Jacob C Koch Charitable Trust awarded 12 grants totaling $125K — an average of about $10K per grant, based on its IRS Form 990 filings.

How much is Jacob C Koch Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Jacob C Koch Charitable Trust reported a distributable amount of $54K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.