Peyton Samuel Head Family Trust
The Peyton Samuel Head Family Trust is a private foundation established in 1993, also known as the Louise Head Duncan Trust. Based in Las Vegas, Nevada, the trust operates as a 501(c)(3) organization with assets of $6,242,357 as of 2023. The foundation focuses on improving the quality of life for people in its service areas through grants to nonprofit organizations.
Key facts about Peyton Samuel Head Family Trust
- EIN
- 61-6183556
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $413,992
- Grants made (2024)
- 19
- Average grant
- $21,789
- Median grant
- $14,000
- New grantees (estimate)
- 16% first-time grantees (3 of 19, 2024)
- Total assets
- $6,562,301
- Primary geography
- Kentucky (89% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Peyton Samuel Head Family Trust funds
By grant dollars, the top recipient states for Peyton Samuel Head Family Trust's 19 itemized 2024 grants were Kentucky (89%). The most frequent recipient cities were Lagrange, KY (7 grants), Crestwood, KY (3 grants), Pewee Valley, KY (2 grants) and Goshen, KY (2 grants). 95% of grants with a stated purpose were for general or operating support.
Is Peyton Samuel Head Family Trust open to new grantees?
16%
first-time grantees, 2024
In 2024, 3 of 19 grantees (16%) were first-time recipients. First grants averaged $22K; repeat grants $22K. How we count
Medians: $20K first-time, $12K repeat.
- 74% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (−3%). Method
- In 2024 it paid out 83% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Peyton Samuel Head Family Trust
- How to evaluate Peyton Samuel Head Family Trust as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$6.6M
+5.1% YoY
Annual Giving
$414K
-8.3% YoY
Grant Count
19
-17.4% YoY
Avg Grant Size
$22K
+11.0% YoY
Under IRS private-foundation payout rules, Peyton Samuel Head Family Trust reported a distributable amount of $540K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The trust provides support to nonprofit organizations with particular emphasis on improving community welfare. Primary funding areas include:
- Education
- Social services
- Health
- Historic preservation
- Civic affairs
- Children and youth
- Animal welfare and rescue
The foundation also supports teacher arts grants, supplies, scholarships, and public education initiatives.
Grantmaking
Grant Range
$84
Average Grant
$84
Ready to take the next step with Peyton Samuel Head Family Trust?
Geographic Focus
Where this funder awards grants
The trust primarily serves Oldham County, Kentucky, with additional grantmaking activity in:
- Colorado
- Kentucky
- New York
- North Carolina
- Texas
Specific communities supported include Albany, Buckner, Colorado Springs, Crestwood, Goshen, La Grange, Louisville, Pewee Valley, and Westport.
Grant Distribution by State
Share of all 19 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
As of 2023:
- Total assets: $6,242,357
- Total revenues: $471,737
- Total expenses: $589,000
- Expense ratio: 124.9% of total revenue spent on programs
- Number of employees: 0
The foundation operates with a small administrative team and relies on advisors for management.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $6,562,301 | $6,242,357 | $6,372,537 |
| Revenue | $909,500 | $471,737 | $166,290 |
| Expenses | $591,571 | $589,000 | $626,880 |
| Qualifying Distributions | $449,902 | $485,877 | $525,782 |
| Net Investment Income | $787,074 | $375,647 | $120,545 |
| Distributable Amount | $540,370 | $465,635 | $471,599 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
102 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Oldham County Educational Foundation Inc ($112,500), Oldham Co Historical Society Inc ($57,055), Flying Cross Horse Park Inc ($40,000).
| Recipient | Purpose | Amount |
|---|---|---|
| OLDHAM COUNTY EDUCATIONAL FOUNDATION INC Crestwood, KY | GENERAL OPERATING | $112,500 |
| OLDHAM CO HISTORICAL SOCIETY INC Lagrange, KY | GENERAL OPERATING | $57,055 |
| FLYING CROSS HORSE PARK INC Pewee Valley, KY | GENERAL OPERATING | $40,000 |
| HUMANE SOCIETY OF OLDHAM COUNTY INC Lagrange, KY | GENERAL OPERATING | $29,822 |
| CITY OF LA GRANGE La Grange, TX | GENERAL OPERATING | $20,000 |
| OLDHAM COUNTY WATER DISTRICT Lagrange, KY | GENERAL OPERATING | $20,000 |
| CREASEY MAHAN NATURE PRESERVE Goshen, KY | GENERAL OPERATING | $20,000 |
| HOPE HEALTH CLINIC INC La Grange, KY | GENERAL OPERATING | $20,000 |
| GOOD NEWS SHELTER CORPORATION Lagrange, KY | GENERAL OPERATING | $15,000 |
| FRIENDS OF PEWEE VALLEY INC Pewee Valley, KY | GENERAL OPERATING | $14,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
- Wells Fargo Bank N.A. - Trustee
- Allyson Richie - Advisor (2022)
- Deborah Hall - Staff member (title not specified)
Compensation Overview
From 2024 IRS filing
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Deborah Hall | Admin Asst | 2 | $2,666 |
| Louisa M Gaines | Advisor | 2 | $6,007 |
| Joseph W Hall III | Advisor | 2 | $6,007 |
| Allyson Richie | Advisor | 2 | $6,007 |
| Wells Fargo Bank N a | Trustee | 1 | $53,994 |
Frequently Asked Questions
What does Peyton Samuel Head Family Trust fund?
The trust provides support to nonprofit organizations with particular emphasis on improving community welfare. Primary funding areas include: • Education • Social services • Health • Historic preservation • Civic affairs • Children and youth • Animal welfare and rescue The foundation also supports teacher arts grants, supplies, scholarships, and public education initiatives.
How do I apply for a grant from Peyton Samuel Head Family Trust?
**Grant Activity:** • Made 21 grants in 2023 • Total giving: $451,400 • Typical award range: $4,000–$104,500 • Average grant size: $84 • 23 grants awarded in 2024 **Types of Support:** • General operating support • Equipment • Building funds **Recent Grantees (2023):** • Oldham County Educational Foundation: $104,500 • Oldham County Historical Society: $57,000 • The Humane Society of Oldham County: $38,000
Where does Peyton Samuel Head Family Trust make grants?
The trust primarily serves Oldham County, Kentucky, with additional grantmaking activity in: • Colorado • Kentucky • New York • North Carolina • Texas Specific communities supported include Albany, Buckner, Colorado Springs, Crestwood, Goshen, La Grange, Louisville, Pewee Valley, and Westport.
What size grants does Peyton Samuel Head Family Trust award?
In 2024, Peyton Samuel Head Family Trust awarded 19 grants totaling $414K — an average of about $22K per grant, based on its IRS Form 990 filings.
How much is Peyton Samuel Head Family Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Peyton Samuel Head Family Trust reported a distributable amount of $540K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Peyton Samuel Head Family Trust's EIN?
Peyton Samuel Head Family Trust's EIN (Employer Identification Number) is 61-6183556. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.