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· 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 FY2025still arriving
6
Grants FY2025still arriving
2
States reached
$500
Largest
01What it funds
0196% 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
02FY2025 · 6 grants

Where the money goes

Grants by size, and the largest recipients.

$200
Median grant
2
States reached
$25k
Total assets
Largest grants
RecipientAmount
First Presbyterian Church$500
Easterseals$400
Lexington Humane Society$200
Sayre School$200
Charleston Animal Society$150
Cardinal Hill Foundation$100
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:

Its human-services grants (FY17–20, $2k) land where the poverty rate runs at 11%, against an area that typically sits at 11%. 40% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 11%CORPUS CHRISTI CLASSICAL ACADEMY: $500 → 9%CORPUS CHRISTI CLASSICAL ACADEMY: $400 → 9%HOSPICE OF THE BLUEGRASS: $600 → 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.

Which US states its grants reach

IL
NY
OH
PA
KY
VA
SC
GA
FL
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.

87%of every dollar goes to organizations it has funded before.
$396k · 19 repeat orgs$59k to everyone else

Grantees it renews have grown median revenue +32% since the first grant, against +28% for those funded once.

19 repeat relationships: 5 still active in FY2025, 14 since wound down; 1 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

19
37

Total granted

$396k
$59k

Median revenue growth · since first grant

+32%
+28%

Still filing today

37%
46%

New vs renewed · share of each year

In FY2025, 90% of grant dollars renewed an existing relationship; $150 went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

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

’17’18’19’20’21’22’23’24’25
Arts & CultureEducationAnimalsHuman ServicesRecreation & SportsHealthOther
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

  • SS
    SAYRE SCHOOL
    7× · 2017–2025 · $27k · revenue +32%
  • LS
    LEXINGTON SCHOOL INC
    2× · 2022–2023 · $1k · revenue +14%
  • CC
    CORPUS CHRISTI INC
    2× · 2017–2018 · $900 · revenue +27%

Funded once

  • TH
    THE HOPE CENTER INCgraduated
    one grant, 2023 · $15k · revenue +67%
  • PM
    PHI MU FOUNDATION INCgraduated
    one grant, 2018 · $13k · revenue +51%
  • TB
    TOWN BRANCH PARK INC
    one grant, 2023 · $10k · revenue -74%
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

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Commerce Lexington Inc

To represent our members, creating the environment and opportunity for economic prosperity and quality living in central kentucky.

—
2
Civiclex Incorporated

Civiclex strengthens civic health in lexington, kentucky, by helping our community understand and get involved in local issues, connect with their neighbors and make decisions in a better way.

Arts & Culture
3
Lexington Philharmonic Society Inc

To foster excellence and innovation in performances and presentation of great music; to enrich the lives of our diverse citizenry; to educate current and future audiences and to bring distinction to our community through the orchestra's…

Arts & Culture
4
Lexington Cemetery Company

To honor, celebrate, and maintain in perpetuity the beauty and dignity of our cemetery for past, present, and future generations.

—
5
Lexington Public Library Foundation

The lexington public library foundation envisions a thriving public library enriched by philanthropy and advocacy.

Education
6
Lexington Public Library

Our mission is to enrich and connect our community through welcoming spaces, engaged staff, diverse resources, and lifelong learning opportunities. we create a stronger community by meeting our customers where and how they need us and…

Education
7
The Land Trust for Tennessee Inc

To conserve the unique character of tennessee's natural and historic landscapes and sites for future generations.

Environment
8
Lexington Christian Academy

Lexington christian academy is an independent college preparatory school that exists to educate young men and women in the arts and sciences in the context of a complete commitment to the gospel of jesus christ.

Education
9
Washington and Lee University

Mission statement of washington and lee university: washington and lee university provides a liberal arts education that develops students' capacity to think freely, critically, and humanely and to conduct themselves with honor, integrity,…

Education
10
Kentucky Bankers Association

To provide effective advocacy for the financial services industry both in kentucky and on a national level; to serve as a reliable and responsive source of information and education about areas of interest to the industry; and to provide a…

—
11
Louisville Collegiate School

Louisville collegiate school inspires academic excellence, extraordinary character and global citizenship.

Education
12
Cincinnati Preservation Association

To empower and educate people to value, preserve and save greater cincinnati's historic buildings, communities, landscapes and stories.

Arts & Culture
How this is measured
The grantee most central to the portfolio’s shape is Lexington Humane Society; the most unlike its peers is American Heart Association Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

26 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. 26 of the 58 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)
7
Early backer (in before they grew)
26/26
Grantees still filing
20/26
Grew since first funded

Where the money sits, by cause and then by grantee

FIRST PRESBYTERIAN CHURCH: $269,762 · OtherFIRST PRESBYTERIAN CHURCHKAPPA KAPPA GAMMA FOUNDATION: $30,000 · OtherKAPPA KAPPA GAMMA FOUNDATIONLEXINGTON ROTARY ENDOWMENT FUND: $21,900 · OtherLEXINGTON ROTARY ENDOWMENT FUNDEASTERSEALS: $14,508 · OtherUNIVERSITY OF KENTUCKY: $13,200 · Other+37 more: $45,000 · Other+37 moreSAYRE SCHOOL: $27,100 · EducationLEXINGTON SCHOOL INC: $1,150 · EducationNORTHERN KENTUCKY UNIVERSITY FOUNDATION INC: $1,000 · EducationTHE HOPE CENTER INC: $15,000 · Housing & ShelterTOWN BRANCH PARK INC: $10,000 · Recreation & SportsKENTUCKY HORSE PARK FOUNDATION INC: $750 · Recreation & SportsColumbia Art House Inc: $2,500 · Arts & CultureTHE LIVING ARTS & SCIENCE CENTER INC: $412 · Arts & CultureLEXINGTON HISTORY MUSEUM INC: $300 · Arts & CultureColonial Williamsburg Foundation: $200 · Arts & Culture+1 more: $100 · Arts & CultureCORPUS CHRISTI INC: $900 · Human ServicesHospice of the Bluegrass Inc: $600 · Human ServicesLEXINGTON HUMANE SOCIETY: $850 · AnimalsCHARLESTON ANIMAL SOCIETY: $150 · AnimalsTHOROUGHBRED AFTERCARE ALLIANCE FOUNDATI DBA THOROUGHBRED AFTERCARE ALLIANCE: $100 · Animals
Other$394,370Education$29,250Housing & Shelter$15,000Recreation & Sports$10,750Arts & Culture$3,512Human Services$1,500Animals$1,100

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

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 budgetTHE ROTARY FOUNDATION OF ROTARY INTERNATIONAL: $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
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 SAYRE SCHOOL ↗
  • Who funds THE HOPE CENTER INC ↗
  • Who funds PHI MU FOUNDATION INC ↗
  • Who funds TOWN BRANCH PARK INC ↗
  • Who funds Columbia Art House Inc ↗
  • Who funds LEXINGTON SCHOOL INC ↗
  • Who funds NORTHERN KENTUCKY UNIVERSITY FOUNDATION INC ↗
  • Who funds PADUCAH SYMPHONY ORCHESTRA INC ↗
  • Who funds CORPUS CHRISTI INC ↗
  • Who funds LEXINGTON HUMANE SOCIETY ↗
  • Who funds KENTUCKY HORSE PARK FOUNDATION INC ↗
  • Who funds Hospice of the Bluegrass Inc ↗
  • Who funds THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL ↗
  • Who funds THE LIVING ARTS & SCIENCE CENTER INC ↗
  • Who funds LEXINGTON HISTORY MUSEUM INC ↗
  • Who funds American Heart Association Inc ↗
  • Who funds Colonial Williamsburg Foundation ↗
  • Who funds BABY HEALTH SERVICES INC ↗
  • Who funds CHARLESTON ANIMAL SOCIETY ↗

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.

How much its grantees rely on government

Each dot is one organization The HEP Foundation Business Trust L Edwin Paulson Jr Trustee funds: left to right is the share of its income from government, bottom to top the share from The HEP Foundation Business Trust L Edwin Paulson Jr Trustee. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%8%15%22%30%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    9report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–30%
    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 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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