Kathryn J Hodges Charitable Trust

Foundation · Grantmaker Louisville, KY EIN: 31-6553137

Kathryn J Hodges Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Louisville, KY. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.0M in total assets. In 2025, it awarded 12 grants totaling $94K. Net investment income was $343K.

Key facts about Kathryn J Hodges Charitable Trust

EIN: 31-6553137
Latest 990 filing: Form 990-PF, 2025
Annual giving (2025): $94,000
Grants made (2025): 12
Average grant: $7,833
Median grant: $6,500
New grantees (estimate): 8% first-time grantees (1 of 12, 2025)
Total assets: $1,005,246
Primary geography: Illinois (44% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Who Kathryn J Hodges Charitable Trust funds

By grant dollars, the top recipient states for Kathryn J Hodges Charitable Trust's 12 itemized 2025 grants were Illinois (44%), Indiana (40%) and Kentucky (16%). The most frequent recipient cities were Toledo, IL (6 grants) and Evansville, IN (4 grants). 75% of grants with a stated purpose were for general or operating support.

Is Kathryn J Hodges Charitable Trust open to new grantees?

first-time grantees, 2025

In 2025, 1 of 12 grantees (8%) were first-time recipients. First grants averaged $10K; repeat grants $8K. How we count

Medians: $10K first-time, $5K repeat.

92% of 2025 grantees were also funded in 2024. Method
Giving grew 24% from 2022 to 2025. Method
In 2025 it paid out 88% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized IRS Form 990-PF grant lists (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Next steps with Kathryn J Hodges Charitable Trust

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Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.0M

+31.8% YoY

Annual Giving

$94K

+4.8% YoY

Grant Count

-14.3% YoY

Avg Grant Size

$8K

+22.3% YoY

Under IRS private-foundation payout rules, Kathryn J Hodges Charitable Trust reported a distributable amount of $112K for 2025 — the minimum it must pay out in qualifying distributions.

About Kathryn J Hodges 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

Illinois $41K (44%)

Indiana $38K (40%)

Kentucky $15K (16%)

Share of all 12 itemized 2025 grant dollars.

States

Illinois Indiana Kentucky New York

Cities

EvansvilleToledoEffinghamHendersonBurkesvilleIndianapolisNew York

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$1,005,246	$762,870	$755,318
Revenue	$355,850	$113,715	$90,412
Expenses	$113,474	$106,163	$115,555
Qualifying Distributions	$98,413	$93,527	$102,777
Net Investment Income	$342,554	$101,899	$78,523
Distributable Amount	$111,818	$96,672	$93,331

Data update history

When this profile's IRS filing data changed on Grantable

March 2, 2026 IRS filings on file for fiscal years 2021–2025

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

70 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest recipients include Peace Zone Inc ($16,000), St Vincent Early Learning Center ($15,000), Henderson Music Preservation Society Inc ($10,000).

Recipient	Purpose	Amount
PEACE ZONE INC Evansville, IN	GENERAL FUND	$16,000
ST VINCENT EARLY LEARNING CENTER Evansville, IN	GENERAL FUND	$15,000
HENDERSON MUSIC PRESERVATION SOCIETY INC Henderson, KY	GENERAL FUND	$10,000
SUMPTER TOWNSHIP PARK DISTRICT Toledo, IL	GENERAL FUND	$10,000
TOLEDO AREA EMERGENCY AMBULANCE SERVICE INC Toledo, IL	TOLEDO DEVELOPMENT, AMBULANCE SERVICE	$10,000
CUMBERLAND CUSD #77 Toledo, IL	SCHOLARSHIPS	$8,000
CUMBERLAND COUNTY EXTENSION OFFICE UNIVERSITY OF KENTUCKY Burkesville, KY	GENERAL FUND	$5,000
FOREFRONT COMMUNITY THERAPY INC Evansville, IN	GENERAL FUND	$5,000
LIFE CENTER OF CUMBERLAND COUNTY Toledo, IL	GENERAL FUND	$5,000
SUMPTER TOWNSHIP LIBRARY Toledo, IL	GENERAL FUND	$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

Name	Title	Hours	Compensation
Baird Trust Company	Trustee	0.5	$15,500
Stephen H Provost III	Member-Selection Committee	0.1	—
Robert C Carr	Member-Selection Committee	0.1	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Kathryn J Hodges Charitable Trust?

Kathryn J Hodges Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Louisville, KY. It holds $1.0M in total assets as of 2025.

How large is Kathryn J Hodges Charitable Trust?

As of 2025, Kathryn J Hodges Charitable Trust holds $1.0M in total assets with $356K in annual revenue. It awarded 12 grants totaling $94K in 2025.

Where does Kathryn J Hodges Charitable Trust operate?

Kathryn J Hodges Charitable Trust has awarded grants in Illinois, Indiana, Kentucky, New York.

What size grants does Kathryn J Hodges Charitable Trust award?

In 2025, Kathryn J Hodges Charitable Trust awarded 12 grants totaling $94K — an average of about $8K per grant, based on its IRS Form 990 filings.

How much is Kathryn J Hodges Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Kathryn J Hodges Charitable Trust reported a distributable amount of $112K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Kathryn J Hodges Charitable Trust's EIN?

Kathryn J Hodges Charitable Trust's EIN (Employer Identification Number) is 31-6553137. IRS Form 990 filing data is available on this page for 2021–2025.