Saint Agatha Academy Endowment Fund

LOUISVILLE, KY EIN: 61-6131915

Saint Agatha Academy Endowment Fund is a private foundation, based in LOUISVILLE, KY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $258K in total assets. In 2024, it awarded 1 grants totaling $16K. Net investment income was $11K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$258K

-2.8% YoY

Annual Giving

$16K

-11.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$16K

-11.8% YoY

Under IRS private-foundation payout rules, Saint Agatha Academy Endowment Fund reported a distributable amount of $21K for 2024 — the minimum it must pay out in qualifying distributions.

About Saint Agatha Academy Endowment Fund

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Kentucky $84K (100%)

States

Kentucky

Cities

Winchester

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$257,504	$264,810	$267,865
Revenue	$12,401	$17,890	$14,817
Expenses	$19,441	$20,944	$21,818
Qualifying Distributions	$17,843	$19,795	$19,074
Net Investment Income	$11,081	$16,717	$13,624
Distributable Amount	$20,838	$17,700	$18,952

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Saint Agatha Academy ($15,669).

Recipient	Purpose	Amount
SAINT AGATHA ACADEMY WINCHESTER, KY	PROGRAM SUPPORT	$15,669

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
STOCK YARDS BANK TRUST	TRUSTEE	1	$2,547

Frequently Asked Questions

How large is Saint Agatha Academy Endowment Fund?

As of 2024, Saint Agatha Academy Endowment Fund holds $258K in total assets with $12K in annual revenue. It awarded 1 grants totaling $16K in 2024.

Where does Saint Agatha Academy Endowment Fund operate?

Saint Agatha Academy Endowment Fund has awarded grants in Kentucky.

What size grants does Saint Agatha Academy Endowment Fund award?

In 2024, Saint Agatha Academy Endowment Fund awarded 1 grants totaling $16K — an average of about $16K per grant, based on its IRS Form 990 filings.

How much is Saint Agatha Academy Endowment Fund required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Saint Agatha Academy Endowment Fund reported a distributable amount of $21K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Saint Agatha Academy Endowment Fund's EIN?

Saint Agatha Academy Endowment Fund's EIN (Employer Identification Number) is 61-6131915. IRS Form 990 filing data is available on this page for 2020–2024.