Kathryn J Hodges Charitable Tr

Hilliard Lyons Trust Company

Louisville, KY
Tax-exempt since June 1998
EIN: 31-6553137

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$356k (2025)

Expenses

$113k (2025)

Total Assets

$1.01M (2025)

Total Liabilities

$0 (2025)

Years with missing data

Source: Form 990 tax filings from 2012 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Feb.
2025

Revenue

$355,850

Expenses

$113,474

Net Income

$242,376

Net Assets

$1,005,246

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$36,954	10.4%
Sales of Assets	$318,896	89.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$98,413	86.7%
Compensation of Officers*	$15,500	13.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,005,246
Total Liabilities	$0
Net Assets	$1,005,246

Compensation

Key Employees and Officers	Compensation	Other
Baird Trust Company (Trustee)	$15,500	$0
Stephen H Provost Iii (Member Selection Committee)	$0	$0
Robert C Carr (Member Selection Committee)	$0	$0

990-PF

Filed on July 8, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Feb.
2024

Revenue

$113,715

Expenses

$106,163

Net Income

$7,552

Net Assets

$762,870

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$36,639	32.2%
Sales of Assets	$77,076	67.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$93,527	88.1%
Compensation of Officers*	$13,330	12.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$762,870
Total Liabilities	$0
Net Assets	$762,870

Compensation

Key Employees and Officers	Compensation	Other
Baird Trust Company (Trustee)	$13,330	$0
Stephen H Provost Iii (Member Selection Committee)	$0	$0
Robert C Carr (Member Selection Committee)	$0	$0

990-PF

Filed on Oct. 2, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Feb.
2023

Revenue

$90,412

Expenses

$115,555

Net Income

-$25,143

Net Assets

$755,318

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$33,939	37.5%
Sales of Assets	$56,473	62.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$102,777	88.9%
Compensation of Officers*	$13,422	11.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$755,318
Total Liabilities	$0
Net Assets	$755,318

Compensation

Key Employees and Officers	Compensation	Other
Baird Trust Company (Trustee)	$13,422	$0
Stephen H Provost Iii (Member Selection Committee)	$0	$0
Robert C Carr (Member Selection Committee)	$0	$0

990-PF

Filed on July 11, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Feb.
2022

Revenue

$108,343

Expenses

$94,655

Net Income

$13,688

Net Assets

$780,461

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$30,558	28.2%
Sales of Assets	$77,785	71.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$79,700	84.2%
Compensation of Officers*	$13,818	14.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$780,461
Total Liabilities	$0
Net Assets	$780,461

Compensation

Key Employees and Officers	Compensation	Other
Baird Trust Company (Trustee)	$13,818	$0
Stephen H Provost Iii (Member Selection Committee)	$0	$0
Robert C Carr (Member Selection Committee)	$0	$0

990-PF

Filed on July 7, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Feb.
2021

Revenue

$140,893

Expenses

$86,393

Net Income

$54,500

Net Assets

$766,772

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$31,532	22.4%
Sales of Assets	$109,361	77.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$75,204	87.0%
Compensation of Officers*	$11,075	12.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$766,773
Total Liabilities	$1
Net Assets	$766,772

Compensation

Key Employees and Officers	Compensation	Other
Hilliard Lyons Trust Company Llc (Trustee)	$11,075	$0
Stephen H Provost Iii (Member Selection Committee)	$0	$0
Robert C Carr (Member Selection Committee)	$0	$0

990-PF

Filed on Aug. 23, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Feb.
2020

Revenue

$53,339

Expenses

$82,048

Net Income

-$28,709

Net Assets

$712,273

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$34,426	64.5%
Sales of Assets	$18,901	35.4%
Other Income	$12	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$70,606	86.1%
Compensation of Officers*	$11,266	13.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$712,273
Total Liabilities	$0
Net Assets	$712,273

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Feb.
2019

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Feb.
2018

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Feb.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Feb.
2016

Revenue

$93,925

Expenses

$70,942

Net Income

$22,983

Net Assets

$765,352

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$28,331	30.2%
Sales of Assets	$65,594	69.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$59,999	84.6%
Compensation of Officers*	$9,979	14.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$765,352
Total Liabilities	$0
Net Assets	$765,352

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Feb.
2015

Revenue

$62,743

Expenses

$65,774

Net Income

-$3,031

Net Assets

$742,167

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,894	44.5%
Sales of Assets	$34,849	55.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$53,614	81.5%
Compensation of Officers*	$9,812	14.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$742,167
Total Liabilities	$0
Net Assets	$742,167

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Feb.
2014

Revenue

$81,682

Expenses

$50,808

Net Income

$30,874

Net Assets

$745,400

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,955	30.6%
Sales of Assets	$56,727	69.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,250	81.2%
Compensation of Officers*	$9,234	18.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$745,400
Total Liabilities	$0
Net Assets	$745,400

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Feb.
2013

Revenue

$46,687

Expenses

$60,726

Net Income

-$14,039

Net Assets

$713,230

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$21,833	46.8%
Sales of Assets	$23,021	49.3%
Other Income	$1,833	3.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$48,663	80.1%
Compensation of Officers*	$8,497	14.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$713,230
Total Liabilities	$0
Net Assets	$713,230

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Feb.
2012

Revenue

$82,579

Expenses

$48,107

Net Income

$34,472

Net Assets

$727,269

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$25,080	30.4%
Interest Revenue	$0
Dividends	$16,412	19.9%
Sales of Assets	$41,087	49.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,578	65.6%
Compensation of Officers*	$7,385	15.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$727,269
Total Liabilities	$0
Net Assets	$727,269

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Feb.
2011

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Feb.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Feb.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Feb.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Feb.
2007

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Feb.
2006

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Feb.
2005

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Feb.
2004

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Feb.
2003

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Feb.
2002

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Raw filing data. Includes EINs and summary financials as structured data.
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Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Updated March 23, 2026

Kathryn J Hodges Charitable Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $356k (2025)

Expenses $113k (2025)

Total Assets $1.01M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending Feb. 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Feb. 2019

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Feb. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Feb. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Feb. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Feb. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Feb. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Feb. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Feb. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$356k (2025)

Expenses

$113k (2025)

Total Assets

$1.01M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending Feb.
2025

Fiscal Year Ending Feb.
2024

Fiscal Year Ending Feb.
2023

Fiscal Year Ending Feb.
2022

Fiscal Year Ending Feb.
2021

Fiscal Year Ending Feb.
2020

Fiscal Year Ending Feb.
2019

Fiscal Year Ending Feb.
2018

Fiscal Year Ending Feb.
2017

Fiscal Year Ending Feb.
2016

Fiscal Year Ending Feb.
2015

Fiscal Year Ending Feb.
2014

Fiscal Year Ending Feb.
2013

Fiscal Year Ending Feb.
2012

Fiscal Year Ending Feb.
2011

Fiscal Year Ending Feb.
2010

Fiscal Year Ending Feb.
2009

Fiscal Year Ending Feb.
2008

Fiscal Year Ending Feb.
2007

Fiscal Year Ending Feb.
2006

Fiscal Year Ending Feb.
2005

Fiscal Year Ending Feb.
2004

Fiscal Year Ending Feb.
2003

Fiscal Year Ending Feb.
2002