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Lurline H Jochum Charitable Trust at a glance

· Private foundation

Lurline H Jochum Charitable Trust

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$140k
Granted FY2025still arriving
13
Grants FY2025still arriving
2
States reached
$30k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2019 to 2025.

Education$857k
02FY2025 · 13 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k5 grants · $19k
  • $10k–50k8 grants · $120k
$10,000
Median grant
2
States reached
$1.7M
Total assets
Largest grants
RecipientAmount
DESALES HIGH SCHOOL$30,000
IMMACULATA CLASSICAL ACADEMY$20,000
THE DEPAUL SCHOOL$15,000
MERIDITH-DUNN SCHOOL$14,500
Bellarmine University$10,953
SACRED HEART ACADEMY$10,000
ST XAVIER HIGH SCHOOL$10,000
NATIVITY ACADEMY AT ST BONIFACE$10,000
ELDER HIGH SCHOOL$8,395
HOLY SPIRIT SCHOOL$8,000
OUR LADY OF THE LOURDES SCHOOL$1,000
ST GABRIEL THE ARCHANGEL SCHOOL$975
ST ALBERT THE GREAT SCHOOL$750
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Dollar for dollar, its grants (FY19–25) land where the poverty rate runs at 15%, against an area that typically sits at 12%. 100% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 12%ELDER HIGH SCHOOL: $8k → 16%ST ATHANASIUS SCHOOL: $4k → 15%ST ATHANASIUS SCHOOL: $4k → 15%Xavier University: $18k → 16%NATIVITY ACADEMY AT ST BONIFACE: $10k → 15%NATIVITY ACADEMY AT ST BONIFACE: $10k → 15%NATIVITY ACADEMY AT ST BONIFACE: $5k → 15%NATIVITY ACADEMY AT ST BONIFACE: $5k → 15%ST LEONARD SCHOOL: $82k → 15%IMMACULATA CLASSICAL ACADEMY: $20k → 15%IMMACULATA CLASSICAL ACADEMY: $16k → 15%SACRED HEART ACADEMY: $12k → 15%IMMACULATA CLASSICAL ACADEMY: $11k → 15%SACRED HEART ACADEMY: $10k → 15%SACRED HEART ACADEMY: $10k → 15%SACRED HEART ACADEMY: $10k → 15%SACRED HEART ACADEMY: $10k → 15%Immaculata Classical Academy: $10k → 15%IMMACULATA CLASSICAL ACADEMY: $10k → 15%HOLY SPIRIT SCHOOL: $9k → 15%HOLY SPIRIT SCHOOL: $9k → 15%HOLY SPIRIT SCHOOL: $8k → 15%HOLY SPIRIT SCHOOL: $7k → 15%SACRED HEART ACADEMY: $5k → 15%OUR LADY OF OF LOURDES SCHOOL: $5k → 15%DESALES HIGH SCHOOL: $60k → 15%DESALES HIGH SCHOOL: $31k → 15%DESALES HIGH SCHOOL: $30k → 15%DESALES HIGH SCHOOL: $30k → 15%MERIDITH-DUNN SCHOOL: $15k → 15%THE DEPAUL SCHOOL: $15k → 15%MERIDITH-DUNN SCHOOL: $10k → 15%Bellarmine University: $11k → 15%MERIDITH-DUNN SCHOOL: $10k → 15%THE DEPAUL SCHOOL: $10k → 15%MERIDITH-DUNN SCHOOL: $10k → 15%THE DEPAUL SCHOOL: $10k → 15%MERIDITH-DUNN SCHOOL: $5k → 15%Bellarmine University: $5k → 15%MERIDITH-DUNN SCHOOL: $5k → 15%ST RAPHAEL THE ARCHANGEL SCHOOL: $4k → 15%MERIDITH-DUNN SCHOOL: $4k → 15%ST XAVIER HIGH SCHOOL: $40k → 15%ST XAVIER HIGH SCHOOL: $31k → 15%ST XAVIER HIGH SCHOOL: $14k → 15%ST XAVIER HIGH SCHOOL: $10k → 15%ST XAVIER HIGH SCHOOL: $10k → 15%ST XAVIER HIGH SCHOOL: $5k → 15%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

99%of every dollar goes to organizations it has funded before.
$846k · 20 repeat orgs$11k to everyone else

20 repeat relationships: 11 still active in FY2025, 9 since wound down; 2 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

20
4

Total granted

$846k
$9k

Still filing today

30%
0%

New vs renewed · share of each year

In FY2025, 99% of grant dollars renewed an existing relationship; $2k went to new ones.

50%100%’19’20’21’22’23’24’25
RenewedFirst-time
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • IC
    Immaculata Classical Academy Inc
    5× · 2021–2025 · $72k · revenue +98%
  • XU
    XAVIER UNIVERSITY
    2× · 2021–2024 · $45k · revenue +8%
  • NA
    NATIVITY ACADEMY AT SAINT BONIFACE
    4× · 2022–2025 · $30k · revenue +22%

Funded once

  • SR
    ST RAPHAEL THE ARCHANGEL SCHOOL
    one grant, 2020 · $4k
  • SH
    Sacred Heart Model School
    one grant, 2021 · $2k
  • JP
    JOHN PAUL II SCHOOL
    one grant, 2020 · $2k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field
04the grantee network

6 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 6 of the 26 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
1
Early backer (in before they grew)
6/6
Grantees still filing
4/6
Grew since first funded

Where the money sits, by cause and then by grantee

DESALES HIGH SCHOOL: $197,415 · OtherDESALES HIGH SCHOOLST XAVIER HIGH SCHOOL: $114,665 · OtherST XAVIER HIGH SCHOOLST LEONARD SCHOOL: $82,436 · OtherST LEONARD SCHOOLSACRED HEART SCHOOLS INC: $59,000 · OtherSACRED HEART SCHOOLS INCMEREDITH-DUNN SCHOOL INC: $58,600 · OtherMEREDITH-DUNN SCHOOL INCHOLY SPIRIT SCHOOL: $44,750 · OtherHOLY SPIRIT SCHOOL+15 more: $98,178 · Other+15 moreImmaculata Classical Academy Inc: $72,355 · EducationImmaculata Classical Acade…XAVIER UNIVERSITY: $44,555 · EducationXAVIER UNIVERSITYTHE DEPAUL SCHOOL INC: $35,000 · EducationTHE DEPAUL SCHOOL INCNATIVITY ACADEMY AT SAINT BONIFACE: $30,000 · EducationNATIVITY ACADEMY AT SAINT …BELLARMINE UNIVERSITY INCORPORATED: $19,799 · EducationBELLARMINE UNIVERSITY INCO…
Other$655,044Education$201,709

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$10M$100Mgrantee revenue →↑ funder's share of their budgetImmaculata Classical Academy Inc: $72,355 over 5y, 1.5% of budgetMEREDITH-DUNN SCHOOL INC: $58,600 over 7y, 0.4% of budgetXAVIER UNIVERSITY: $44,555 over 2y, 0.0% of budgetTHE DEPAUL SCHOOL INC: $35,000 over 3y, 0.5% of budgetNATIVITY ACADEMY AT SAINT BONIFACE: $30,000 over 4y, 0.6% of budgetBELLARMINE UNIVERSITY INCORPORATED: $19,799 over 3y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds Immaculata Classical Academy Inc ↗
  • Who funds MEREDITH-DUNN SCHOOL INC ↗
  • Who funds XAVIER UNIVERSITY ↗
  • Who funds THE DEPAUL SCHOOL INC ↗
  • Who funds NATIVITY ACADEMY AT SAINT BONIFACE ↗
  • Who funds BELLARMINE UNIVERSITY INCORPORATED ↗

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

The Community Foundat…The Community Foundat…Baird Foundation IncCatholic Education Fo…American Endowment Fo…Margaret E & Stephen …Marshall Family Found…Kirchdorfer FoundationGardner Foundation In…Kindred Foundation IncThe Community Foundat…Raymond James Charita…
The Community Foundation of Louisville Depository IncKY19.7× affinity7 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Community Foundation of Louisville Depository Inc · The Community Foundation of Louisville Inc · Baird Foundation Inc · Catholic Education Foundation Inc · American Endowment Foundation · Margaret E & Stephen E Diebold Charitabl · Marshall Family Foundation Inc · Kirchdorfer Foundation · Gardner Foundation Incorporated · Kindred Foundation Inc · The Community Foundation of Louisville Corporate Depository Inc · Raymond James Charitable Endowment Fund

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Lurline H Jochum Charitable Trust funds: left to right is the share of its income from government, bottom to top the share from Lurline H Jochum Charitable Trust. Bigger dots raise more.

2025
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%3%5%8%10%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    1report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–10%
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 26 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

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    More from the funding graph

    The unnamed billions
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    The regranting layer
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    The endowment market
    who holds foundation money, and what just moved
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    where grant money is based, and what stays home