Lurline H Jochum Charitable Trust
- Assets
- $1.7m
- Revenue
- $51.0k
- Investments
- $1.6m
- Employees
- 0
- Location
- Louisville, KY
- Founding
- 09/2004
- Data as of
- 12/2022
- EIN
- 36-4537243
Organization Overview
Lurline H Jochum Charitable Trust is located in Louisville, KY. The organization was established in 2004. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Lurline H Jochum Charitable Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Lurline H Jochum Charitable Trust generated $51.0k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 4 years, the organization has seen revenues fall by an average of (20.5%) each year. All expenses for the organization totaled $178.3k during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Lurline H Jochum Charitable Trust has awarded 50 individual grants totaling $375,366. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Stock Yards Bank Trust Company Trustee | 1 | $26,648 | |
David Nash Adv Committee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $41,284 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $9,734 |
| Capital Gain Net Income | $9,734 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $51,018 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $26,648 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $5,455 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $33,003 |
| Contributions, gifts, grants paid | $145,315 |
| Total expenses and disbursements | $178,318 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $57,291 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $1,614,127 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $1,671,418 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Lurline H Jochum Charitable Trust has awarded $145,315 in support to 13 organizations.
| Grant Recipient | Amount |
|---|---|
SACRED HEART ACADEMY PURPOSE: TUITION | $12,000 |
ST ATHANASIUS SCHOOL PURPOSE: TUITION | $4,000 |
MERIDITH-DUNN SCHOOL PURPOSE: TUITION | $10,000 |
ASSUMPTION HIGH SCHOOL PURPOSE: TUITION | $2,000 |
DESALES HIGH SCHOOL PURPOSE: TUITION | $36,000 |
UNIVERSITY OF KENTUCKY PURPOSE: TUITION | $1,800 |