William & Jean Haggard Charitable Foundation
William & Jean Haggard Charitable Foundation is a private foundation, based in Louisville, KY. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.3M in total assets. In 2025, it awarded 9 grants totaling $80K. Net investment income was $217K.
William & Jean Haggard Charitable Foundation at a glance
In short: William & Jean Haggard Charitable Foundation gave $80K across 9 grants in 2025 (avg $9K), mostly in Kentucky. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $79,912
- +15.0% vs 2024
- Grants made (2025)
- 9
- +0.0% vs 2024
- Average grant
- $8,879
- +15.0% vs 2024
- Median grant
- $7,991
- Total assets
- $1,320,805
- +10.4% 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 William & Jean Haggard Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was Bourbon Heights Inc ($16K). Together the top 9 received $80K.
Grant Size Distribution
45 grants across all recorded years
The most common grant size was under $50K: 45 grants of 45 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
States
Cities
How William & Jean Haggard Charitable Foundation gives
- Giving held roughly steady from 2022 to 2025 (+4%). Method
- In 2025 it paid out 110% 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
From 2019 to 2025, annual grant giving ranged from $69K (2024) to $92K (2021). In 2025 it made 9 grants totaling $80K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Bourbon Heights Inc Paris, KY | Program Support | $15,982 |
| Paris Bourbon County YMCA Paris, KY | Indigent Children | $15,982 |
| Paris High School Alumni Scholarship Fund Paris, KY | Program Support | $11,987 |
| First Methodist Church Memoral Fund Paris, KY | Building Repair and | $7,991 |
| Bourbon County Ministerial Paris, KY | Program Support | $7,991 |
| Bourbon County Senior Citizens Center Fund Paris, KY | Program Support | $7,991 |
| Accutran Inc Fund Paris, KY | Program Support | $3,996 |
| Bourbon County Habitat for Humanity Georgetown, KY | Building Costs | $3,996 |
| Paris Lions Club Fund Paris, KY | Building Repair and | $3,996 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,320,805 | $226,536 | $101,218 | $79,912 | 9 | $89,933 | $217,025 | $81,845 |
| 2024 | $1,196,254 | $57,242 | $88,843 | $69,472 | 9 | $79,148 | $48,268 | $79,910 |
| 2023 | $1,231,679 | $108,710 | $93,309 | $75,954 | 9 | $85,033 | $100,181 | $71,602 |
| 2022 | $1,216,904 | $52,565 | $97,741 | $77,034 | 9 | $88,149 | $41,396 | $75,954 |
| 2021 | $1,262,423 | $80,096 | $111,622 | $92,037 | 9 | $102,214 | $70,969 | $85,152 |
| 2020 | $1,293,327 | $83,737 | $106,072 | $84,340 | 9 | — | $74,101 | $80,786 |
| 2019 | $1,315,501 | $99,414 | $99,809 | $80,460 | 9 | — | $88,533 | $74,709 |
Under IRS private-foundation payout rules, William & Jean Haggard Charitable Foundation reported a distributable amount of $82K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
William & Jean Haggard Charitable Foundation'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
$3K (2021) → $18K (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
The highest reported compensation on the 2025 filing was $18K, to Stock Yards Bank Trust (Trustee).
Frequently asked questions about William & Jean Haggard Charitable Foundation
How much does William & Jean Haggard Charitable Foundation give each year?
William & Jean Haggard Charitable Foundation gave $80K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $69K across 9 grants.
What is William & Jean Haggard Charitable Foundation's typical grant size?
William & Jean Haggard Charitable Foundation's median grant in 2025 was $7,991, and its average grant was $8,879, across 9 grants on its 2025 IRS Form 990-PF.
Where does William & Jean Haggard Charitable Foundation give grants?
William & Jean Haggard Charitable Foundation gives mostly in Kentucky: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Paris, KY (8 grants).
Does William & Jean Haggard Charitable Foundation give general operating support?
Not in 2025: none of the 9 grants with a stated purpose on William & Jean Haggard Charitable Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Program Support" (5 grants).
Who are William & Jean Haggard Charitable Foundation's largest grantees?
William & Jean Haggard Charitable Foundation's largest 2025 grantees include Bourbon Heights Inc ($15,982), Paris Bourbon County YMCA ($15,982) and Paris High School Alumni Scholarship Fund ($11,987), according to its 2025 IRS Form 990-PF. Together they received 55% of its itemized 2025 grant dollars.
How large is William & Jean Haggard Charitable Foundation?
William & Jean Haggard Charitable Foundation reported $1.3M in total assets on its 2025 IRS Form 990-PF. It paid out $90K in qualifying distributions that year, against a required minimum of $82K (roughly 5% of its investment assets).
What is William & Jean Haggard Charitable Foundation's EIN?
William & Jean Haggard Charitable Foundation's EIN (Employer Identification Number) is 38-3689783. 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
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 5, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 13, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
- Updated Form 990-PF for fiscal year 2019 (received by the IRS June 18, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 26, 2021)
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