Lurline H Jochum Charitable Trust
The Lurline H Jochum Charitable Trust is a private foundation based in Louisville, Kentucky. Its 2025 filing reports grants to charitable organizations, with listed grant purposes including tuition.
Key facts about Lurline H Jochum Charitable Trust
In short: Lurline H Jochum Charitable Trust gave $140K across 13 grants in 2025 (avg $11K), mostly in Kentucky. 15% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 36-4537243
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $139,573
- Grants made (2025)
- 13
- Average grant
- $10,736
- Median grant
- $10,000
- New grantees (estimate)
- 15% first-time grantees (2 of 13, 2025)
- Total assets
- $1,658,909
- Primary geography
- Kentucky (94% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The trust states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.7M
-0.1% YoY
Annual Giving
$140K
+10.0% YoY
Grant Count
13
+0.0% YoY
Avg Grant Size
$11K
+10.0% YoY
Under IRS private-foundation payout rules, Lurline H Jochum Charitable Trust reported a distributable amount of $124K for 2025 — the minimum it must pay out in qualifying distributions.
Is Lurline H Jochum Charitable Trust open to new grantees?
15%
first-time grantees, 2025
In 2025, 2 of 13 grantees (15%) were first-time recipients. First grants averaged $988; repeat grants $13K. How we count
Medians: $988 first-time, $10K repeat.
- 85% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−4%). Method
- In 2025 it paid out 119% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the trust is provided. Its 2025 grants included tuition support for schools and a university. The DePaul School describes its mission as teaching students with learning differences how to learn, become independent, and succeed. Bellarmine University describes its mission as educating students through undergraduate and graduate programs in liberal arts and professional studies; it identifies itself as an independent Catholic university.
Grantmaking
In filing year 2025, the trust reported 13 grants totaling $139,573. Grant amounts ranged from $750 to $30,000, with a median of $10,000. Listed recipients included DeSales High School ($30,000), Immaculata Classical Academy ($20,000), The DePaul School ($15,000), Meridith-Dunn School ($14,500), Bellarmine University ($10,953), Nativity Academy at St. Boniface ($10,000), St. Xavier High School ($10,000), Sacred Heart Academy ($10,000), Elder High School ($8,395), and Holy Spirit School ($8,000). The listed purposes for these grants were tuition.
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Geographic Focus
Where this funder awards grants
In 2025, 94% of grant dollars went to recipients in Kentucky and 6% to recipients in Ohio.
Grant Distribution by State
Share of 2025 grant dollars across all 13 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $52K (2020) to $178K (2021). In 2025 it made 13 grants totaling $140K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Desales High School ($30K). Together the top 10 received $137K.
Grant Size Distribution
71 grants across all recorded years
The most common grant size was under $50K: 70 grants of 71 (99%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Desales High School Louisville, KY | Tuition | $30,000 |
| Immaculata Classical Academy Louisville, KY | Tuition | $20,000 |
| The Depaul School Louisville, KY | Tuition | $15,000 |
| Meridith-Dunn School Louisville, KY | Tuition | $14,500 |
| Bellarmine University Louisville, KY | Tuition | $10,953 |
| Nativity Academy at St Boniface Louisville, KY | Tuition | $10,000 |
| St Xavier High School Louisville, KY | Tuition | $10,000 |
| Sacred Heart Academy Louisville, KY | Tuition | $10,000 |
| Elder High School Cincinnati, OH | Tuition | $8,395 |
| Holy Spirit School Louisville, KY | Tuition | $8,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $1,658,909 | $175,471 | $178,143 | $139,573 |
| 2024 | $1,661,137 | $206,471 | $159,282 | $126,897 |
| 2023 | $1,614,733 | $84,595 | $141,238 | $114,254 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,658,909 | $1,661,137 | $1,614,733 |
| Revenue | $175,471 | $206,471 | $84,595 |
| Expenses | $178,143 | $159,282 | $141,238 |
| Qualifying Distributions | $147,777 | $134,862 | $114,254 |
| Net Investment Income | $152,963 | $184,782 | $64,923 |
| Distributable Amount | $124,375 | $131,522 | $117,261 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 13, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 5, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 25, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 13, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
- IRS filings on file for fiscal years 2019–2024
Leadership & Key People
Leadership team and compensation from IRS filings
Stock Yards Bank Trust Company is listed as trustee on the 2025 filing.
Lurline H Jochum Charitable Trust's only listed officer is Stock Yards Bank Trust Company, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Stock Yards Bank Trust Company
Trustee
On filings since 2019
1 hr/week
$24K (2019) → $29K (2025)
Former officers (1)
- Former: David Nash (2019–2024) — Adv Committee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $29K, to Stock Yards Bank Trust Company (Trustee).
Contact
Mailing address: Stock Yards Bank Tr Co P O Box 34, Louisville, KY 40232-4290
Phone: (502) 625-2282
Frequently asked questions about Lurline H Jochum Charitable Trust
How much does Lurline H Jochum Charitable Trust give each year?
Lurline H Jochum Charitable Trust gave $140K across 13 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $127K across 13 grants.
What is Lurline H Jochum Charitable Trust's typical grant size?
Lurline H Jochum Charitable Trust's median grant in 2025 was $10,000, and its average grant was $10,736, across 13 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Lurline H Jochum Charitable Trust that year got $988 on average.
Where does Lurline H Jochum Charitable Trust give grants?
Lurline H Jochum Charitable Trust gives mostly in Kentucky: 94% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Ohio (6%). The most frequent recipient cities were Louisville, KY (12 grants).
Does Lurline H Jochum Charitable Trust give general operating support?
Not in 2025: none of the 13 grants with a stated purpose on Lurline H Jochum Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Tuition" (13 grants).
Who are Lurline H Jochum Charitable Trust's largest grantees?
Lurline H Jochum Charitable Trust's largest 2025 grantees include Desales High School ($30,000), Immaculata Classical Academy ($20,000) and The Depaul School ($15,000), according to its 2025 IRS Form 990-PF. Together they received 47% of its itemized 2025 grant dollars.
How large is Lurline H Jochum Charitable Trust?
Lurline H Jochum Charitable Trust reported $1.7M in total assets on its 2025 IRS Form 990-PF. It paid out $148K in qualifying distributions that year, against a required minimum of $124K (roughly 5% of its investment assets).
What does Lurline H Jochum Charitable Trust fund?
No mission statement for the trust is provided. Its 2025 grants included tuition support for schools and a university. The DePaul School describes its mission as teaching students with learning differences how to learn, become independent, and succeed. See mission & focus areas ↑
How do I apply for a grant from Lurline H Jochum Charitable Trust?
The trust states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Lurline H Jochum Charitable Trust's EIN?
Lurline H Jochum Charitable Trust's EIN (Employer Identification Number) is 36-4537243. IRS Form 990 filing data is available on this page for 2019–2025.
Does Lurline H Jochum Charitable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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