Mary E Herche Charitable Trust UA
Mary E Herche Charitable Trust UA is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Louisville, KY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $740K in total assets. In 2025, it awarded 2 grants totaling $69K. Net investment income was $125K.
Key facts about Mary E Herche Charitable Trust UA
In short: Mary E Herche Charitable Trust UA gave $69K across 2 grants in 2025 (avg $34K), mostly in Kentucky. Source: 2025 IRS Form 990-PF.
- EIN
- 61-6282300
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $68,827
- Grants made (2025)
- 2
- Average grant
- $34,414
- Median grant
- $34,414
- Total assets
- $739,952
- Primary geography
- Kentucky (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$740K
+7.5% YoY
Annual Giving
$69K
+13.7% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$34K
+13.7% YoY
Under IRS private-foundation payout rules, Mary E Herche Charitable Trust UA reported a distributable amount of $81K for 2025 — the minimum it must pay out in qualifying distributions.
How Mary E Herche Charitable Trust UA gives
- Giving held roughly steady from 2022 to 2025 (+3%). Method
- In 2025 it paid out 90% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Ready to take the next step with Mary E Herche Charitable Trust UA?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 2 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
Grant Size Distribution
10 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| KENTUCKY HUMANE SOCIETY Louisville, KY | OPERATIONAL SUPPORT FOR PET ADOPTION PROGRAMS AND ANIMAL WELFARE ACTIVITIES. | $34,414 |
| CATHOLIC CHARITIES OF LOUISVILLE INC Louisville, KY | OPERATIONAL SUPPORT TO PROVIDE SERVICES FOR PEOPLE IN NEED AND ADVOCATE FOR JUSTICE IN SOCIAL STRUCTURES. | $34,413 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $739,952 | $688,382 | $737,997 |
| Revenue | $138,184 | $27,858 | $113,207 |
| Expenses | $86,614 | $77,473 | $79,533 |
| Qualifying Distributions | $73,166 | $64,392 | $68,408 |
| Net Investment Income | $124,736 | $16,089 | $102,082 |
| Distributable Amount | $81,494 | $72,701 | $64,176 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS February 3, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS January 18, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 13, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 27, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 11, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS January 28, 2026)
- IRS filings on file for fiscal years 2020–2025
Leadership & Key People
Officers and directors from IRS filings
Mary E Herche Charitable Trust UA's only listed officer is Baird Trust Company, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Baird Trust Company
Trustee
On filings since 2021
0.5 hrs/week
$13K (2021) → $15K (2025)
Former officers (1)
- Former: Hilliard Lyons Trust Company LLC (2020) — Trustee
Data from IRS Form 990 filings, 2020–2025. "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
Frequently asked questions about Mary E Herche Charitable Trust UA
How much does Mary E Herche Charitable Trust UA give each year?
Mary E Herche Charitable Trust UA gave $69K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $61K across 2 grants.
How large is Mary E Herche Charitable Trust UA?
Mary E Herche Charitable Trust UA reported $740K in total assets on its 2025 IRS Form 990-PF. It paid out $73K in qualifying distributions that year, against a required minimum of $81K (roughly 5% of its investment assets).
What is Mary E Herche Charitable Trust UA?
Mary E Herche Charitable Trust UA is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Louisville, KY. It holds $740K in total assets as of 2025.
Where does Mary E Herche Charitable Trust UA operate?
Mary E Herche Charitable Trust UA has awarded grants in Kentucky.
What is Mary E Herche Charitable Trust UA's EIN?
Mary E Herche Charitable Trust UA's EIN (Employer Identification Number) is 61-6282300. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Mary E Herche Charitable Trust UA by hand.
Explore Open Grants
Browse active grant opportunities in Mary E Herche Charitable Trust UA's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Adam R Scripps Foundation
Ft Mitchell, KY
The foundation supports science and biomedical research, education and scholarships, housing, health, and community services, with grants primarily benefiting organizations in Texas and California, as well as other states. In 2024, grants ranged from $1,000 to $2 million, with a median of $50,000; whether it accepts unsolicited requests is not stated.
Assets
$754.6M
Grants
281
Total Given
$35.5M
Community Foundation of Western
Sharon, PA
The Community Foundation of Western PA & Eastern OH supports charitable programs in areas such as health, education, human services, arts, and community development. It serves Mercer and Lawrence counties in Pennsylvania and Trumbull County, Ohio; its 2024 grants had a median of $17,750, with amounts ranging from $5,050 to $609,507. It accepts unsolicited requests through a Letter of Intent, with full applications by invitation.
Assets
$153.0M
Grants
358
Total Given
$11.3M
Chickesaw Foundation
Cincinnati, OH
Assets
$840K
Grants
11
Total Given
$52K
Central Indiana Community Foundation Inc
Indianapolis, IN
CICF supports a range of charitable work through its funds and partner entities, including youth programs, housing, social services, environmental equity, and services for older adults, primarily in Central Indiana. Its 2024 grants had a median award of $25,000, though amounts varied widely. CICF does not award grants directly; most competitive opportunities use its grants portal, while the Hamilton County Multi-Year Partner Grant is invitation-only and does not accept unsolicited requests.
Assets
$583.5M
Grants
525
Total Given
$31.1M
Vyuha Inc
Miami Beach, FL
VYUHA INC supports a broad range of charitable work, including arts and culture, wildlife conservation, humanitarian aid, and health services, with grants across multiple states. Its 2025 grants ranged from $2,500 to $50,000, with a median of $15,000. It does not require an application form for consideration; eligible applicants must be public charities under IRC Sections 509(a)(1) or 509(a)(2).
Assets
$14.5M
Grants
66
Total Given
$1.0M
US Committee for Refugees and
Arlington, VA
USCRI funds organizations delivering refugee and immigrant services, including resettlement, legal and health support, and assistance for unaccompanied children and trafficking survivors. Its 2024 grants ranged from $5,146 to $87.4 million, with a median of about $225,800, and supported work across the United States, with funding concentrated in Nevada and Texas. The available information does not say whether it accepts unsolicited requests.
Assets
$136.5M
Grants
142
Total Given
$195.9M
Arthur K Smith Family Foundation Inc
Solana Beach, CA
The foundation supports a range of charitable work, including housing, education, social services, community storytelling, disability sports, and cultural and religious programs. Its 2025 grants ranged from $500 to $21,000, with a median of $5,000; most funding went to Kentucky, with smaller amounts in California and Illinois. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$3.5M
Grants
40
Total Given
$217K
The Community Foundation of Louisville
Louisville, KY
The Community Foundation of Louisville supports a broad range of causes, including arts, parks, education, social services, and libraries, with most 2025 grant dollars going to Kentucky organizations. Its 2025 grants had a median of $15,200 and ranged from $5,100 to over $2.3 million; the available information does not say whether it accepts unsolicited requests.
Assets
$24.0M
Grants
421
Total Given
$20.5M
Metro United Way Inc
Louisville, KY
Metro United Way funds programs focused on children’s development and education, household stability, and equitable opportunity, including basic services. Its grants serve seven counties in Kentucky and Indiana; in 2025, awards ranged from $5,337 to $1 million, with a median of $15,000. Whether it accepts unsolicited requests is not stated.
Assets
$46.4M
Grants
124
Total Given
$5.1M
Shirley Smith Foundation
Greenville, SC
Assets
$229K
Grants
11
Total Given
$13K
Dunbar Foundation Inc
Louisville, KY
Dunbar Foundation funds education and charitable services, with 2025 grants of $1,000–$30,000 and a median of $5,000. Most funding went to Kentucky, with additional grants in Ohio, Indiana, Tennessee, and New York. Its filing states there is no formal application process or deadline, and awards are not limited to preselected organizations.
Assets
$2.3M
Grants
42
Total Given
$320K
The Norton Foundation Inc
Louisville, KY
The Norton Foundation supports education, including arts and environmental education, as well as community work such as food assistance, parks, and arts and culture, with priority for Louisville charitable needs. Its 2024 grants ranged from $2,500 to $70,000 (median $17,500); its program lists grants of $5,000 to $100,000 for eligible Louisville 501(c)(3) public charities. It accepts applications, with quarterly deadlines.
Assets
$10.0M
Grants
30
Total Given
$748K
More Funders in Kentucky
Mary E Herche Charitable Trust UA down — hundreds of funders to go?