Mary E Herche Charitable Trust UA
Mary E Herche Charitable Trust UA is a private foundation, 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.
Mary E Herche Charitable Trust UA at a glance
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.
- Annual giving (2025)
- $68,827
- +13.7% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $34,414
- +13.7% vs 2024
- Median grant
- $34,414
- Total assets
- $739,952
- +7.5% vs 2024
- Primary geography
- Kentucky (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Mary E Herche Charitable Trust UA funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Kentucky Humane Society ($34K). Together the top 2 received $69K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $54K (2020) to $69K (2025). In 2025 it made 2 grants totaling $69K.
Grants by year
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 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $739,952 | $138,184 | $86,614 | $68,827 | 2 | $73,166 | $124,736 | $81,494 |
| 2024 | $688,382 | $27,858 | $77,473 | $60,518 | 2 | $64,392 | $16,089 | $72,701 |
| 2023 | $737,997 | $113,207 | $79,533 | $64,750 | 2 | $68,408 | $102,082 | $64,176 |
| 2022 | $704,323 | $15,817 | $82,304 | $67,018 | 2 | $70,826 | $12,674 | $68,558 |
| 2021 | $770,810 | $73,006 | $73,872 | $54,107 | 2 | — | $60,220 | $70,114 |
| 2020 | $771,676 | $138,238 | $68,307 | $54,038 | 2 | — | $127,141 | $56,505 |
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.
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
The highest reported compensation on the 2025 filing was $15K, to Baird Trust Company (Trustee).
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). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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.
Data update history
(7)
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
Live grants for the work Mary E Herche Charitable Trust UA funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Mary E Herche Charitable Trust UA's focus areas in our free grants database
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