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EIN 36-4537243

Lurline H Jochum Charitable Trust

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Louisville
State
Kentucky
Year formed
2004
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
Description
The Lurline H Jochum Charitable Trust is a private foundation located in Louisville, KY that primarily funds tuition. Its purpose is not specified, and its grantees include St Xavier High School and others. The trust made 13 grants last year.
Total revenues
$84,595
2023
Total expenses
$141,238
2023
Total assets
$1,614,733
2023
Num. employees
0
2023

Program areas at Lurline H Jochum Charitable Trust

0
0

Grants made by Lurline H Jochum Charitable Trust

GranteeGrant descriptionAmount
Immaculata Classical AcademyTuition$9,500
Bellarmine UniversityTuition$5,444
Elder High SchoolTuition$1,000

Personnel at Lurline H Jochum Charitable Trust

NameTitle
Cynthia WaltersTrustee

Financials for Lurline H Jochum Charitable Trust

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$44,155
Net rental income$0
Net gain from sale of non-inventory assets$40,440
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$84,595

Form 990s for Lurline H Jochum Charitable Trust

Fiscal year endingDate received by IRSFormPDF link
2023-122024-05-14990PFView PDF
2022-122023-11-13990PFView PDF
2021-122022-04-25990PFView PDF
2020-122021-05-05990PFView PDF
2019-122020-08-28990PRView PDF
...and 8 more Form 990s
Data update history
December 25, 2023
Posted financials
Added Form 990PF for fiscal year 2022
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
July 9, 2022
Posted financials
Added Form 990PF for fiscal year 2020
July 3, 2022
Updated personnel
Identified 2 new personnel
August 19, 2021
Posted financials
Added Form 990R for fiscal year 2019
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employees
General information
Address
Stock Yards Bank TR Co PO Box 34
Louisville, KY 40232
Metro area
Louisville/Jefferson County, KY-IN
County
Jefferson County, KY
Phone
(502) 625-2282
IRS details
EIN
36-4537243
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2004
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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