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.

Key facts about Saint Agatha Academy Endowment Fund Trust UA Dtd 062982

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.

EIN
61-6131915
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$18,664
Grants made (2025)
1
Average grant
$18,664
Median grant
$18,664
Total assets
$470,919
Primary geography
Kentucky (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated October 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$471K

+82.9% YoY

Annual Giving

$19K

+19.1% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$19K

+19.1% YoY

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.

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.

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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

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.

Grant Insights

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%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Saint Agatha Academy Winchester, KYProgram Support$18,664

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$470,919$257,504$264,810
Revenue$236,877$12,401$17,890
Expenses$22,968$19,441$20,944
Qualifying Distributions$20,906$17,843$19,795
Net Investment Income$235,398$11,081$16,717
Distributable Amount$18,819$20,838$17,700

Data update history

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

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.

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