Accepts applications
Can I apply?
Accepts applications
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
- How to apply
- Deadlines
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
Application policy: Accepts applications, as stated on the FY2025 return.
These lines count this foundation's own Form 990-PF returns that the IRS has published as data. An amended return replaces its original. They describe past returns only.
This is a count from past returns. It does not say the foundation will consider a new request. How it is counted: names are compared as written on the returns, without "The" at the start, without endings such as "Inc" or "LLC", and without spaces and punctuation. A recipient also counts as already listed when our records link it to the same organization as an earlier recipient, or when its name is almost the same as an earlier name (a trigram similarity of 0.8 or more, where 1 means identical). The state on the grant row is not compared. Grants that the foundation marked as paid to an individual, such as a scholarship, are left out of both numbers, and no count is shown when most of its grants are marked that way. A person whom the foundation did not mark as an individual is still counted as a recipient. A recipient can still look new when its name is written very differently from year to year, and two different recipients with almost the same name can be counted as one.
Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2025 | 990-PF | $11,908,915 | $8,344,984 | $7,100,159 | $161,361,923 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 53% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| LOUISVILLE URBAN LEAGUE INCLOUISVILLE, KY | SPORTS AND LEARNING COMPLEX | $600,000 | 2020 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed. Some links come from other funders' returns: when three or more of them wrote the same name and state with one EIN, and the city on this row matches, we use that EIN. The name on this row is still shown as this funder wrote it.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Barry G Allen | PRESIDENT/TREASURER | 40.00 | $285,000 |
| Michael B Mountjoy | TRUSTEE/CHAIR | 9.00 | $82,000 |
| John R Crockett Iii | TRUSTEE/SECRETARY/COMP COMM CHAIR | 2.00 | $29,167 |
| Phoebe A Wood | TRUSTEE/CHAIR ELECT/INV COMM CHAIR |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $159,246,272 |
| FY2024 | 990-PF | $14,936,657 | $8,077,237 | $7,252,236 | $158,801,956 | $157,270,759 |
| FY2023 | 990-PF | $8,574,103 | $7,180,138 | $7,797,266 | $155,890,260 | $154,396,215 |
| FY2022 | 990-PF | $13,828,176 | $10,379,392 | $8,577,691 | $156,828,907 | $154,119,491 |
| FY2021 | 990-PF | $22,047,107 | $8,949,854 | $8,868,074 | $153,972,028 | $152,371,201 |
| FY2020 | 990-PF | $3,510,076 | $6,858,565 | $7,419,961 | $138,197,416 | $135,871,030 |
| GENERAL SUPPORT - 3 YEAR GRANT |
| $600,000 |
| 2021 |
| UNIVERSITY OF LOUISVILLE FOUNDATIONLOUISVILLE, KY | THE GHEENS INSTITUTE: SUPPORTING STUDENT SUCCESS IN STEM-H | $500,000 | 2021 |
| RUSSELL DEVELOPMENT COMPANYLEXINGTON, KY | CHEF SPACE | $500,000 | 2022 |
| UNIVERSITY OF LOUISVILLE FOUNDATIONLOUISVILLE, KY | THE GHEENS INSTITUTE: SUPPORTING STUDENT SUCCESS IN STEM-H | $500,000 | 2020 |
| COMMUNITY FOUNDATION OF LOUISVILLELOUISVILLE, KY | COORDINATED COMMUNITY INVESTMENT SPECIALISTS; ONELOUISVILLE EMERGENCY FUND; GREATER LOUISVILLE PROJECT'S DEEP DRIVERS OF CHANGE: 21ST CENTURY JOBS, EDUCATION, QUALITY OF PLACE, AND HEALTH; GIVE FOR GOOD LOUISVILLE | $455,000 | 2020 |
| VOLUNTEERS OF AMERICA MID-STATES INCMatched to this organization because 6 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2024. Counted Oct 9, 2026.LOUISVILLE, KY | COMMUNITY CARE CAMPUS AND UNITY HOUSE | $400,000 | 2025 |
| VOLUNTEERS OF AMERICA MID-STATES INCMatched to this organization because 6 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2024. Counted Oct 9, 2026.LOUISVILLE, KY | COMMUNITY CARE CAMPUS AND UNITY HOUSE | $400,000 | 2024 |
| NEW DIRECTIONS HOUSING CORPORATIONLOUISVILLE, KY | HOMEOWNERSHIP PRESERVATION - REPAIR AFFAIR | $300,000 | 2022 |
| NEW DIRECTIONS HOUSING CORPORATIONLOUISVILLE, KY | HOMEOWNERSHIP PRESERVATION - REPAIR AFFAIR | $300,000 | 2021 |
| UNIVERSITY OF LOUISVILLE FOUNDATIONLOUISVILLE, KY | THE GHEENS INSTITUTE: SUPPORTING STUDENT SUCCESS IN STEM-H | $300,000 | 2023 |
| UNIVERSITY OF LOUISVILLE FOUNDATIONLOUISVILLE, KY | THE GHEENS INSTITUTE: SUPPORTING STUDENT SUCCESS IN STEM-H | $300,000 | 2022 |
| NEW DIRECTIONS HOUSING CORPORATIONLOUISVILLE, KY | HOMEOWNERSHIP PRESERVATION - REPAIR AFFAIR | $300,000 | 2023 |
| FUND FOR THE ARTSLOUISVILLE, KY | GENERAL OPERATING SUPPORT; CULTURAL LOU RECOVERY FUND | $265,000 | 2020 |
| HOME OF THE INNOCENTSLOUISVILLE, KY | CAMPAIGN TO RENOVATE THE CURRENT FACILITIES | $250,000 | 2024 |
| HOME OF THE INNOCENTSLOUISVILLE, KY | EQUIPMENT FOR KOSAIR CHARITIES PEDIATRIC CONVALESCENT CENTER | $250,000 | 2023 |
| SIMMONS COLLEGE OF KENTUCKY INCLOUISVILLE, KY | GENERAL OPERATIONS | $250,000 | 2020 |
| SIMMONS COLLEGE OF KENTUCKY INCLOUISVILLE, KY | GENERAL OPERATIONS | $250,000 | 2022 |
| SIMMONS COLLEGE OF KENTUCKY INCLOUISVILLE, KY | GENERAL OPERATIONS | $250,000 | 2021 |
| SIMMONS COLLEGE OF KENTUCKY INCLOUISVILLE, KY | MISSION DELIVERY SUPPORT | $250,000 | 2025 |
| THE HOUSING PARTNERSHIP INCMatched to this organization because 6 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2024. Counted Oct 9, 2026.LOUISVILLE, KY | WEST END BLIGHT REMEDIATION | $250,000 | 2025 |
| SIMMONS COLLEGE OF KENTUCKY INCLOUISVILLE, KY | MISSION DELIVERY SUPPORT | $250,000 | 2024 |
| BELLARMINE UNIVERSITYLOUISVILLE, KY | EDUCATION - GENERAL OPERATIONS | $201,000 | 2023 |
| LOUISVILLE PARKS FOUNDATIONMatched to this organization because 4 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2021. Counted Oct 9, 2026.LOUISVILLE, KY | GENERAL OPERATIONS - PARK PROJECTS | $200,000 | 2021 |
| LOUISVILLE WATERFRONT DEVELOPMENT CORPORATIONLOUISVILLE, KY | GENERAL OPERATIONS OF THE WATERFRONT PARK AREA | $200,000 | 2023 |
| 2.00 |
| $33,750 |
| Lori H Flanery | TRUSTEE/AUDIT COMMITEE CHAIR | 2.00 | $31,417 |
| Carolyn W Tandy | TRUSTEE | 1.50 | $25,750 |
| James J Lancaster | TRUSTEE | 1.50 | $25,750 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990-PF · FY2024 · period ending Oct 31, 2024IRS bulk XML
Filing id 202530659349100603
Form 990-PF · FY2023 · period ending Oct 31, 2023IRS bulk XML
Filing id 202400679349100505
Form 990-PF · FY2022 · period ending Oct 31, 2022
Filing id 202330659349101123
Form 990-PF · FY2021 · period ending Oct 31, 2021
Filing id 202240669349100019
Form 990-PF · FY2020 · period ending Oct 31, 2020
Filing id 202120569349100807
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.