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Kentucky · Private foundation

The HEP Foundation Business Trust L Edwin Paulson Jr Trustee

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.

$2k
Granted FY2025(still arriving)
6
Grants FY2025
16
Organizations funded FY2024
50%
First-time grantees FY2024
Read the full brief
Median grant, FY2025
$200
Largest grant, FY2025
$500
Organizations funded a year
9 to 18
FY2018 to FY2024
States reached, FY2025
2
Total assets, FY2025
$25k
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2024, 50% of the organizations The HEP Foundation Business Trust L Edwin Paulson Jr Trustee funded were first-time grantees, receiving 77% of its grant dollars.

New vs renewed · share of each year

In FY2024, 23% of grant dollars renewed an existing relationship; $13k went to new ones.

50%100%’18’19’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’18’19’20’21’22’23’24
Arts & CultureEducationAnimalsHousing & ShelterRecreation & SportsHuman ServicesOther
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.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2025still arriving6$2k17%
FY202416$17k50%
FY20239$46k44%
FY202214$121k50%
FY202118$13k56%
FY202013$12k31%
FY201914$136k21%
FY201815$50k33%
96% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Religion$272kEducation$100kPhilanthropy$26kHealth$16kYouth Development$15kRecreation & Sports$12kEnvironment$5kArts & Culture$5kOther$0

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

IL
NY
OH
PA
KY
VA
SC
GA
FL

Top grantees

Largest recipients by total granted, FY2017 to FY2025, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
First Presbyterian Church$269,7629n/a
Sayre School$27,10070%
The Hope Center Inc$15,00010%
Phi Mu Foundation Inc$12,50011%
Town Branch Park Inc$10,00010%
Columbia Art House Inc$2,50011%
Lexington School Inc$1,15020%
Northern Kentucky University Foundation Inc$1,00010%
Grace Episcopal Church$1,0001n/a
Paducah Symphony Orchestra Inc$1,00010%
Show all 30 grantees
All grantees of The HEP Foundation Business Trust L Edwin Paulson Jr Trustee by total granted
GranteeTotal grantedYearsShare of their budget
First Presbyterian Church$269,7629n/a
Sayre School$27,10070%
The Hope Center Inc$15,00010%
Phi Mu Foundation Inc$12,50011%
Town Branch Park Inc$10,00010%
Columbia Art House Inc$2,50011%
Lexington School Inc$1,15020%
Northern Kentucky University Foundation Inc$1,00010%
Grace Episcopal Church$1,0001n/a
Paducah Symphony Orchestra Inc$1,00010%
Corpus Christi Inc$9002n/a
Lexington Humane Society$85060%
Kentucky Horse Park Foundation Inc$7501n/a
Hospice of the Bluegrass Inc$60010%
The Living Arts & Science Center Inc$4122n/a
Lexington History Museum Inc$30020%
American Heart Association Inc$25020%
Colonial Williamsburg Foundation$20010%
Crestwood Christian Church$2001n/a
Baby Health Services Inc$15010%
Charleston Animal Society$15010%
Thoroughbred Aftercare Alliance Foundati Dba Thoroughbred Aftercare Alliance$10010%
Lexarts Inc$10010%
Take the Lead Inc$10010%
Nicholas County Historical Society Inc$1001n/a
Mariemont Preservation Foundation$10010%
University of Kentucky$1001n/a
Garden Club of Lexington Inc$10010%
Henry Clay Memorial Foundation$10010%
Big Brothers Big Sisters of the Bluegrass Inc$10010%

What it could do for these grantees

Plus 27 recipients with no EIN on record ($108k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget The HEP Foundation Business Trust L Edwin Paulson Jr Trustee supplied at peak.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetSayre School: $27,100 over 7y, 0.1% of budgetThe Hope Center Inc: $15,000 over 1y, 0.2% of budgetPhi Mu Foundation Inc: $12,500 over 1y, 0.6% of budgetTown Branch Park Inc: $10,000 over 1y, 0.1% of budgetColumbia Art House Inc: $2,500 over 1y, 0.9% of budgetLexington School Inc: $1,150 over 2y, 0.0% of budgetNorthern Kentucky University Foundation Inc: $1,000 over 1y, 0.0% of budgetPaducah Symphony Orchestra Inc: $1,000 over 1y, 0.1% of budgetLexington Humane Society: $850 over 6y, 0.0% of budgetHospice of the Bluegrass Inc: $600 over 1y, 0.0% of budgetLexington History Museum Inc: $300 over 2y, 0.2% of budgetAmerican Heart Association Inc: $250 over 2y, 0.0% of budgetColonial Williamsburg Foundation: $200 over 1y, 0.0% of budgetBaby Health Services Inc: $150 over 1y, 0.1% of budgetCharleston Animal Society: $150 over 1y, 0.0% of budgetThoroughbred Aftercare Alliance Foundati Dba Thoroughbred Aftercare Alliance: $100 over 1y, 0.0% of budgetLexarts Inc: $100 over 1y, 0.0% of budgetTake the Lead Inc: $100 over 1y, 0.0% of budgetMariemont Preservation Foundation: $100 over 1y, 0.1% of budgetGarden Club of Lexington Inc: $100 over 1y, 0.1% of budgetHenry Clay Memorial Foundation: $100 over 1y, 0.0% of budgetBig Brothers Big Sisters of the Bluegrass Inc: $100 over 1y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 22.

Nonprofits that may fit its grantmaking

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.

Blue Grass Community Foundation IncKY37.5× affinity16 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Blue Grass Community Foundation Inc · The Mt Brilliant Family Foundation (Formerly Hgg Family Foundation) · Baird Foundation Inc · Hilary Boone Foundation Inc · The Community Foundation of Louisville Inc · Crutcher Family Foundation Inc · American Water Charitable Foundationinc · Norman & Elizabeth Brown Family Charitable Corporation · Rosenstein Family Charitable Foundation Inc · Dean Dorton Allen Ford Charitable Foundation Inc · Christian Word Ministries Inc · Honorable Order of Kentucky Colonels Inc

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.

Compare The HEP Foundation Business Trust L Edwin Paulson Jr Trustee with peer funders

About The HEP Foundation Business Trust L Edwin Paulson Jr Trustee

How much does The HEP Foundation Business Trust L Edwin Paulson Jr Trustee give?
The HEP Foundation Business Trust L Edwin Paulson Jr Trustee reported 6 grants totaling $1,550 in its FY2025 IRS filing. It funded between 9 and 18 organizations a year over FY2018 to FY2024.
What does The HEP Foundation Business Trust L Edwin Paulson Jr Trustee fund?
By grant dollars over FY2017 to FY2025, its largest causes are Religion (60%), Education (22%), Philanthropy (6%).
Who are The HEP Foundation Business Trust L Edwin Paulson Jr Trustee's largest grantees?
By total granted over FY2017 to FY2025: First Presbyterian Church ($270k), Sayre School ($27k), The Hope Center Inc ($15k).
Does The HEP Foundation Business Trust L Edwin Paulson Jr Trustee fund new organizations?
In FY2024, 50% of the organizations it funded were first-time grantees.
Does The HEP Foundation Business Trust L Edwin Paulson Jr Trustee accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as The HEP Foundation Business Trust L Edwin Paulson Jr Trustee?
Its strongest co-funders, measured against what their size predicts, include Blue Grass Community Foundation Inc, The Mt Brilliant Family Foundation (Formerly Hgg Family Foundation), Baird Foundation Inc.
Where is The HEP Foundation Business Trust L Edwin Paulson Jr Trustee based?
The HEP Foundation Business Trust L Edwin Paulson Jr Trustee is based in KY.

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 58 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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