Kathryn J Hodges Charitable Trust

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.

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

12

-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

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Cities

BurkesvilleEffinghamEvansvilleHendersonIndianapolisNew YorkToledo

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$98K$196K$294K$391K20212022202320242025
Metric202520242023
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

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$49K$74K$99K15 grants202115 grants202214 grants202314 grants202412 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

PEACE ZONE INC$16KST VINCENT EARLY LEARNIN…$15KHENDERSON MUSIC PRESERVA…$10KSUMPTER TOWNSHIP PARK DI…$10KTOLEDO AREA EMERGENCY AM…$10KCUMBERLAND CUSD #77$8KCUMBERLAND COUNTY EXTENS…$5KFOREFRONT COMMUNITY THER…$5KLIFE CENTER OF CUMBERLAN…$5KSUMPTER TOWNSHIP LIBRARY$5K

Grant Size Distribution

70 grants across all recorded years

70<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

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

RecipientPurposeAmount
CUMBERLAND COUNTY EXTENSION OFFICE UNIVERSITY OF KENTUCKY BURKESVILLE, KYGENERAL FUND$5,000
CUMBERLAND CUSD #77 TOLEDO, ILSCHOLARSHIPS$8,000
EVSC FOUNDATION INC EVANSVILLE, INBOSSE CLUB BASEBALL PROGRAM$2,000
FOREFRONT COMMUNITY THERAPY INC EVANSVILLE, INGENERAL FUND$5,000
HENDERSON MUSIC PRESERVATION SOCIETY INC HENDERSON, KYGENERAL FUND$10,000
LIFE CENTER OF CUMBERLAND COUNTY TOLEDO, ILGENERAL FUND$5,000
PEACE ZONE INC EVANSVILLE, INGENERAL FUND$16,000
SHOE TREE PROGRAM CORP TOLEDO, ILGENERAL FUND$3,000
ST VINCENT EARLY LEARNING CENTER EVANSVILLE, INGENERAL FUND$15,000
SUMPTER TOWNSHIP LIBRARY TOLEDO, ILGENERAL FUND$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

BAIRD TRUST COMPANYTRUSTEE$16K

From 2025 filing

NameTitleHoursCompensation
BAIRD TRUST COMPANYTRUSTEE0.5$15,500
STEPHEN H PROVOST IIIMEMBER-SELECTION COMMITTEE0.1
ROBERT C CARRMEMBER-SELECTION COMMITTEE0.1

Subject Areas

Focus areas based on grantmaking activity

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.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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