Mary E Herche Charitable Trust UA

Foundation · Grantmaker Louisville, KY EIN: 61-6282300

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 2 itemized 2025 grant dollars.

States

Cities

Louisville

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K2 grants20202 grants20212 grants20222 grants20232 grants20242 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

Kentucky Humane Society: $34KKentucky Humane Society$34KCatholic Charities of Louisville Inc: $34KCatholic Charities ofLouisville Inc$34K

Grant Size Distribution

10 grants across all recorded years

10<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
KENTUCKY HUMANE SOCIETY Louisville, KYOPERATIONAL SUPPORT FOR PET ADOPTION PROGRAMS AND ANIMAL WELFARE ACTIVITIES.$34,414
CATHOLIC CHARITIES OF LOUISVILLE INC Louisville, KYOPERATIONAL 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

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K$200K202020212022202320242025
Metric202520242023
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

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS February 3, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS January 18, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS February 13, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS February 27, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS March 11, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS January 28, 2026)
  7. 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

Baird Trust Company — Trustee: $15KBaird Trust CompanyTrustee$15K

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.

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