Saint Agatha Academy Endowment Fund Trust UA Dtd 062982

Private foundation · Grantmaker Louisville, KY EIN: 61-6131915

Saint Agatha Academy Endowment Fund Trust UA Dtd 062982 is a private foundation, based in Louisville, KY. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $471K in total assets. In 2025, it awarded 1 grant totaling $19K. Net investment income was $235K.

Saint Agatha Academy Endowment Fund Trust UA Dtd 062982 at a glance

In short: Saint Agatha Academy Endowment Fund Trust UA Dtd 062982 gave $19K across 1 grant in 2025 (avg $19K), mostly in Kentucky. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$18,664
+19.1% vs 2024
Grants made (2025)
1
+0.0% vs 2024
Average grant
$18,664
+19.1% vs 2024
Median grant
$18,664
Total assets
$470,919
+82.9% 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 October 2026.

Who Saint Agatha Academy Endowment Fund Trust UA Dtd 062982 funds

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Saint Agatha Academy: $19KSaint Agatha Academy$19K

The largest 2025 recipient was Saint Agatha Academy ($19K).

Grant Size Distribution

5 grants across all recorded years

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

The most common grant size was under $50K: 5 grants of 5 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

Winchester

How Saint Agatha Academy Endowment Fund Trust UA Dtd 062982 gives

  • Giving held roughly steady from 2022 to 2025 (+4%). Method
  • In 2025 it paid out 111% of its IRS minimum distribution (the 5% rule). 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

$0$5K$10K$15K$20K1 grant2019 1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2019 to 2025, annual grant giving ranged from $15K (2019) to $19K (2025). In 2025 it made 1 grant totaling $19K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Saint Agatha Academy Winchester, KYProgram Support$18,664
Your AI grants department

Ready to take the next step with Saint Agatha Academy Endowment Fund Trust UA Dtd 062982?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$470,919$236,877$22,968$18,6641$20,906$235,398$18,819
2024$257,504$12,401$19,441$15,6691$17,843$11,081$20,838
2023$264,810$17,890$20,944$17,7641$19,795$16,717$17,700
2022$267,865$14,817$21,818$17,8861$19,074$13,624$18,952
2021$274,857$23,600$21,865$17,7711$20,243$21,193$20,358
2020$273,116$17,816$20,400$14,8041—$13,304$18,855
2019$275,654$36,951$19,688$14,5931—$22,677$15,835

Under IRS private-foundation payout rules, Saint Agatha Academy Endowment Fund Trust UA Dtd 062982 reported a distributable amount of $19K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Saint Agatha Academy Endowment Fund Trust UA Dtd 062982's only listed officer is Stock Yards Bank Trust, Trustee on every filing since 2021 (compensated).

Officers on the 2025 filing

  • Stock Yards Bank Trust

    Trustee

    On filings since 2021

    1 hr/week

    $428 (2021) → $3K (2025)

Former officers (1)
  • Former: Kentucky Bank Trust Department (2019–2021) — Trustee

Data from IRS Form 990 filings, 2019–2025. "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

Stock Yards Bank Trust — Trustee: $3KStock Yards Bank TrustTrustee$3K

The highest reported compensation on the 2025 filing was $3K, to Stock Yards Bank Trust (Trustee).

Frequently asked questions about Saint Agatha Academy Endowment Fund Trust UA Dtd 062982

How much does Saint Agatha Academy Endowment Fund Trust UA Dtd 062982 give each year?

Saint Agatha Academy Endowment Fund Trust UA Dtd 062982 gave $19K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $16K across 1 grant.

How large is Saint Agatha Academy Endowment Fund Trust UA Dtd 062982?

Saint Agatha Academy Endowment Fund Trust UA Dtd 062982 reported $471K in total assets on its 2025 IRS Form 990-PF. It paid out $21K in qualifying distributions that year, against a required minimum of $19K (roughly 5% of its investment assets).

Where does Saint Agatha Academy Endowment Fund Trust UA Dtd 062982 operate?

Saint Agatha Academy Endowment Fund Trust UA Dtd 062982 has awarded grants in Kentucky.

What is Saint Agatha Academy Endowment Fund Trust UA Dtd 062982's EIN?

Saint Agatha Academy Endowment Fund Trust UA Dtd 062982's EIN (Employer Identification Number) is 61-6131915. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated October 2026. Sourced from IRS Form 990-PF filings.

Data update history

(3)

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS June 4, 2020)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
  3. IRS filings on file for fiscal years 2020–2024

Explore Open Grants

Browse active grant opportunities in Saint Agatha Academy Endowment Fund Trust UA Dtd 062982's focus areas in our free grants database

Similar Funders

Similar funders in Kentucky

The Community Foundation of Louisville Inc

Louisville, KY

The Community Foundation of Louisville funds nonprofits across areas including education, arts and culture, health, and community development, with a focus on Louisville and surrounding communities while also supporting work beyond the region. Its 2025 grants ranged from $5,012 to $3,853,691, with a median of $22,987; it states that grant programs for local nonprofits use an open application and review process.

Philanthropy, Voluntarism & Grantmaking

Assets

$766.9M

Grants

678

Total Given

$55.0M

LG&E and Ku Foundation Inc

Louisville, KY

The foundation funds community organizations in economic development, education, the environment, and diversity, as well as event sponsorships and tree-planting grants, primarily in communities served by LG&E and KU. Its 2025 grants ranged from $100 to $749,000, with a median of $2,500; 96% of grant dollars went to Kentucky. It accepts community grant applications through its online portal in March and October.

Philanthropy, Voluntarism & Grantmaking

Assets

$22.0M

Grants

497

Total Given

$4.3M

John B & Brownie Young Memorial Fund

Owensboro, KY

The fund provides scholarships to eligible high school seniors from four Owensboro-area Kentucky school districts for full-time college or vocational/technical study, primarily supporting the first year. Awards are at least $500, with a $500 median grant in 2025; larger awards depend on students’ financial need. Students are notified and receive application information through their school counselor and Independence Bank; the fund does not state whether it accepts unsolicited requests.

Assets

$13.5M

Grants

392

Total Given

$894K

The Community Foundation of Louisville Depository Inc

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

Blue Grass Community Foundation Inc

Lexington, KY

Blue Grass Community Foundation funds charitable causes and community needs, including education, housing, basic assistance, and youth wellbeing, primarily in Central and Appalachia Kentucky. Its 2025 grants ranged from about $5,000 to $520,000, with a median of about $16,700; the foundation’s website describes competitive grant opportunities but does not state whether it accepts unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$296.2M

Grants

514

Total Given

$20.7M

Honorable Order of Kentucky Colonels Inc

Louisville, KY

The Honorable Order of Kentucky Colonels funds Kentucky 501(c)(3) organizations serving Kentuckians, supporting projects in areas such as education, health, community services, arts, and disaster relief. Its 2024 grants ranged from $370 to $500,000, with a median of about $6,000; Good Works applications require a letter of intent, and the profile does not state whether unsolicited requests are accepted.

Community Improvement & Capacity Building

Assets

$23.5M

Grants

358

Total Given

$4.5M

More similar funders

More Funders in Kentucky

The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Saint Agatha Academy Endowment Fund Trust UA Dtd 062982's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

Saint Agatha Academy Endowment Fund Trust UA Dtd 062982 down — hundreds of funders to go?

Want AI to do this for you?