Lurline H Jochum Charitable Trust | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Lurline H Jochum Charitable Trust. Data shown is extracted from Form 990-PF filings.

EIN: 36-4537243

Foundation Overview

Based in Louisville, KY, Lurline H Jochum Charitable Trust has awarded 74 grants totaling $634,935 to organizations in Kentucky and Ohio. Individual grants range from $873 to $60,000, with a median award of $4,050.

Latest Tax Year
2023
Total Giving (all years)
$634,935
Total Assets
$2,537,947
Median Grant (all grants)
$4,050

Latest Form 990-PF Snapshot

Total Grants
11
Median Grant
$5,444
% Median Grant Growth
+9% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Relationship-Focused: 18%

2 of 11 recipients (18%) were new grantees. Foundation strongly favors organizations with proven track records. New partnerships develop slowly over time.

Geographic Focus
Kentucky

97% of all grants are concentrated in Kentucky, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Kentucky, funding concentrates in Louisville (94%), Lexington (6%).

Funding Trajectory
+118%

Strong 118% growth in annual giving over 3 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.

Program Areas
General Purposes

Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Lurline H Jochum Charitable Trust's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Nativity Academy At St Boniface $5,000 Louisville, KY, US Tuition 2023
Desales High School $31,415 Louisville, KY, US Tuition 2023
St Xavier High School $31,495 Louisville, KY, US Tuition 2023
Immaculata Classical Academy $9,500 Louisville, KY, US Tuition 2023
Sacred Heart Academy $10,000 Louisville, KY, US Tuition 2023
Meridith-dunn School $5,000 Louisville, KY, US Tuition 2023
Holy Spirit School $9,000 Louisville, KY, US Tuition 2023
St Athanasius School $4,000 Louisville, KY, US Tuition 2023
St Albert The Great School $2,400 Louisville, KY, US Tuition 2023
Bellarmine University $5,444 Louisville, KY, US Tuition 2023
Elder High School $1,000 Cincinnati, OH, US Tuition 2023
Sacred Heart Academy $12,000 Louisville, KY, US Tuition 2022
St Athanasius School $4,000 Louisville, KY, US Tuition 2022
Meridith-dunn School $10,000 Louisville, KY, US Tuition 2022
University Of Kentucky $1,800 Lexington, KY, US Tuition 2022
Assumption High School $2,000 Louisville, KY, US Tuition 2022
Desales High School $36,000 Louisville, KY, US Tuition 2022
Ascension School $2,000 Louisville, KY, US Tuition 2022
Holy Spirit School $5,000 Louisville, KY, US Tuition 2022
Our Lady Of Of Lourdes School $2,500 Louisville, KY, US Tuition 2022
St Albert The Great School $3,990 Louisville, KY, US Tuition 2022
Immaculata Classical Academy $16,355 Louisville, KY, US Tuition 2022
Nativity Academy At St Boniface $10,000 Louisville, KY, US Tuition 2022
St Xavier High School $39,670 Louisville, KY, US Tuition 2022
Sacred Heart Academy $12,000 Louisville, KY, US Tuition 2022
St Athanasius School $4,000 Louisville, KY, US Tuition 2022
Meridith-dunn School $10,000 Louisville, KY, US Tuition 2022
University Of Kentucky $1,800 Lexington, KY, US Tuition 2022
Assumption High School $2,000 Louisville, KY, US Tuition 2022
Desales High School $36,000 Louisville, KY, US Tuition 2022
Ascension School $2,000 Louisville, KY, US Tuition 2022
Holy Spirit School $5,000 Louisville, KY, US Tuition 2022
Our Lady Of Of Lourdes School $2,500 Louisville, KY, US Tuition 2022
St Albert The Great School $3,990 Louisville, KY, US Tuition 2022
Immaculata Classical Academy $16,355 Louisville, KY, US Tuition 2022
Nativity Academy At St Boniface $10,000 Louisville, KY, US Tuition 2022
St Xavier High School $39,670 Louisville, KY, US Tuition 2022
The Depaul School $10,000 Louisville, KY, US Tuition 2021
Sacred Heart Academy $10,000 Louisville, KY, US Tuition 2021
St Athanasius School $3,830 Louisville, KY, US Tuition 2021
Meridith-dunn School $10,000 Louisville, KY, US Tuition 2021
University Of Kentucky $1,418 Lexington, KY, US Tuition 2021
Assumption High School $3,000 Louisville, KY, US Tuition 2021
Desales High School $3,000 Louisville, KY, US Tuition 2021
Ascension School $2,500 Louisville, KY, US Tuition 2021
Holy Spirit School $7,000 Louisville, KY, US Tuition 2021
Our Lady Of Of Lourdes School $1,000 Louisville, KY, US Tuition 2021
St Albert The Great School $2,000 Louisville, KY, US Tuition 2021
St Stephen Martyr School $2,770 Louisville, KY, US Tuition 2021
Desales High School $60,000 Louisville, KY, US Tuition 2021
University Of Kentucky $2,000 Lexington, KY, US Tuition 2021
St Xavier High School $3,000 Louisville, KY, US Tuition 2021
Xavier University $26,060 Cincinnati, OH, US Tuition 2021
Desales High School $2,500 Louisville, KY, US Tuition 2021
Immaculata Classical Academy $5,500 Louisville, KY, US Tuition 2021
Immaculata Classical Academy $10,000 Louisville, KY, US Tuition 2021
Sacred Heart Model School $2,000 Louisville, KY, US Tuition 2021
St Xavier High School $10,000 Louisville, KY, US Tuition 2021
St Leonard School $873 Louisville, KY, US Tuition 2020
Trinity High School $4,000 Louisville, KY, US Tuition 2020
Sacred Heart Academy $5,000 Louisville, KY, US Tuition 2020
Assumption High School $2,000 Louisville, KY, US Tuition 2020
St Athanasius School $3,250 Louisville, KY, US Tuition 2020
Meridith-dunn School $5,000 Louisville, KY, US Tuition 2020
Assumption High School $2,000 Louisville, KY, US Tuition 2020
Desales High School $3,000 Louisville, KY, US Tuition 2020
Ascension School $1,500 Louisville, KY, US Tuition 2020
John Paul Ii School $1,500 Louisville, KY, US Tuition 2020
Holy Spirit School $6,750 Louisville, KY, US Tuition 2020
Our Lady Of Of Lourdes School $4,500 Louisville, KY, US Tuition 2020
St Albert The Great School $2,000 Louisville, KY, US Tuition 2020
St Raphael The Archangel School $4,100 Louisville, KY, US Tuition 2020
St Stephen Martyr School $2,000 Louisville, KY, US Tuition 2020
St Xavier High School $5,000 Louisville, KY, US Tuition 2020

Foundations Similar to Lurline H Jochum Charitable Trust

Discover 5 foundations with comparable assets ($2,387,588-$2,666,594), similar grant patterns, and geographic focus in KY that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 45-6768924 | 32 grants awarded
$2,534,722
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$5,000
median grant
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Same state
100%
Excellent match

EIN: 31-6553137 | 124 grants awarded
$2,574,033
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$5,000
median grant
Louisville, KY
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99%
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EIN: 31-0908284 | 118 grants awarded
$2,666,594
(≈ Similar)
$6,250
median grant
Louisville, KY
Same state
97%
Excellent match

EIN: 61-6273524 | 155 grants awarded
$2,388,523
(≈ Similar)
$5,000
median grant
Bowling Green, KY
Same state
97%
Excellent match

EIN: 84-1664591 | 168 grants awarded
$2,387,588
(≈ Similar)
$5,000
median grant
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Same state
97%
Excellent match

Contact Information

Official contact details for Lurline H Jochum Charitable Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 36-4537243
Website N/A
Address PO BOX 34 Louisville, KY 40201-0034

Key People (2)

Board members, trustees, and key staff who oversee Lurline H Jochum Charitable Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Trustee Stock Yards Bank Trust Company
Adv Committee David Nash

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Lurline H Jochum Charitable Trust is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.