Nonprofit · EIN 61-1257368
LG&E AND KU FOUNDATION INC
Tax-exempt · LOUISVILLE, KY 40232
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,564,948 | $4,334,080 | -$2,769,132 | $21,978,788 | $0 | $21,978,788 |
| December 31, 2024 | 990-PF | $630,541 | $4,138,595 | -$3,508,054 | $24,747,920 | $0 | $24,747,920 |
| December 31, 2023 | 990-PF | $969,404 | $4,561,973 | -$3,592,569 | $28,255,974 | $0 | $28,255,974 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $611,980
- Interest
- $54,500
- Net gain from sales of assets
- $795,740
- Other income
- $102,728
Expenses
- Grants and similar amounts paid
- $4,253,769
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $4,264,125
- Excise tax on investment income
- $19,491
Balance sheet and other
- Total assets, start of year
- $24,747,920
- Total assets, end of year
- $21,978,788
- Total liabilities, end of year
- $0
- Net assets, end of year
- $21,978,788
- Fair market value of assets
- $27,521,061
- Qualifying distributions
- $4,264,125
- Net investment income
- $1,462,220
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID K ARTHUR PO BOX 32030, LOUISVILLE, KY 40232 | DIRECTOR | 0.5 | $0 |
| JOHN R CROCKETT III PO BOX 32030, LOUISVILLE, KY 40232 | DIRECTOR | 0.5 | $0 |
| HEATHER D METTS PO BOX 32030, LOUISVILLE, KY 40232 | DIRECTOR | 0.5 | $0 |
| SHANNON L MONTGOMERY PO BOX 32030, LOUISVILLE, KY 40232 | DIRECTOR | 0.5 | $0 |
| MARY C WHELAN PO BOX 32030, LOUISVILLE, KY 40232 | PRESIDENT (UNTIL 05/25) | 3 | $0 |
| CHRISTOPHER M GARRETT PO BOX 32030, LOUISVILLE, KY 40232 | VICE PRESIDENT - FINANCE & ACCOUNTING | 0.5 | $0 |
| TADD J HENNINGER PO BOX 32030, LOUISVILLE, KY 40232 | SENIOR VICE PRESIDENT & TREASURER | 0.5 | $0 |
| VANESSA D HARTLINE PO BOX 32030, LOUISVILLE, KY 40232 | ASSISTANT TREASURER | 0.5 | $0 |
| JOHN P FENDIG PO BOX 32030, LOUISVILLE, KY 40232 | CORPORATE SECRETARY | 0.5 | $0 |
| DEBORAH C GREGOR PO BOX 32030, LOUISVILLE, KY 40232 | ASSISTANT CORPORATE SECRETARY | 0.5 | $0 |
| ELIZABETH A PRATT PO BOX 32030, LOUISVILLE, KY 40232 | PRESIDENT (AS OF 6/12/25) | 3 | $0 |
990-PF for the year ended December 31, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID K ARTHUR PO BOX 32030, LOUISVILLE, KY 40232 | DIRECTOR | 0.5 | $0 |
| JOHN R CROCKETT III PO BOX 32030, LOUISVILLE, KY 40232 | DIRECTOR | 0.5 | $0 |
| HEATHER D METTS PO BOX 32030, LOUISVILLE, KY 40232 | DIRECTOR | 0.5 | $0 |
| SHANNON L MONTGOMERY PO BOX 32030, LOUISVILLE, KY 40232 | DIRECTOR | 0.5 | $0 |
| MARY C WHELAN PO BOX 32030, LOUISVILLE, KY 40232 | PRESIDENT | 3 | $0 |
| CHRISTOPHER M GARRETT PO BOX 32030, LOUISVILLE, KY 40232 | VICE PRESIDENT - FINANCE & ACCOUNTING | 0.5 | $0 |
| TADD J HENNINGER PO BOX 32030, LOUISVILLE, KY 40232 | SENIOR VICE PRESIDENT & TREASURER | 0.5 | $0 |
| VANESSA D HARTLINE PO BOX 32030, LOUISVILLE, KY 40232 | ASSISTANT TREASURER | 0.5 | $0 |
| JOHN P FENDIG PO BOX 32030, LOUISVILLE, KY 40232 | CORPORATE SECRETARY | 0.5 | $0 |
| DEBORAH C GREGOR PO BOX 32030, LOUISVILLE, KY 40232 | ASSISTANT CORPORATE SECRETARY | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN CROCKETT III 220 West Main St, Louisville, KY 40202 | DIRECTOR | 0.5 | $0 |
| MARY WHELAN 220 West Main St, Louisville, KY 40202 | DIRECTOR & PRESIDENT | 3 | $0 |
| LONNIE BELLAR 220 West Main St, Louisville, KY 40202 | DIRECTOR | 0.5 | $0 |
| EILEEN SAUNDERS 220 West Main St, Louisville, KY 40202 | DIRECTOR | 0.5 | $0 |
| CHRISTOPHER GARRETT 220 West Main St, Louisville, KY 40202 | VICE PRESIDENT-FINANCE & ACCTG | 0.5 | $0 |
| TADD HENNINGER 220 West Main St, Louisville, KY 40202 | VICE PRESIDENT AND TREASURER | 0.5 | $0 |
| VANESSA HARTLINE 220 West Main St, Louisville, KY 40202 | ASSISTANT TREASURER | 0.5 | $0 |
| JOHN FENDIG 220 West Main St, Louisville, KY 40202 | CORPORATE SECRETARY | 0.5 | $0 |
| DEBORAH GREGOR 220 West Main St, Louisville, KY 40202 | ASSISTANT SECRETARY | 0.5 | $0 |
| DAVID ARTHUR 220 WEST MAIN ST, LOUISVILLE, KY 40202 | DIRECTOR | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 32030, LOUISVILLE, KY 40232-2030
- In care of
- % CHAD E CLEMENTS
- Signed the 990-PF
- ANDEW ELMORE, VP - TAX
- Phone
- (502) 627-3234
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 61-1257368
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1994
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $21,978,788
- Income (IRS master file)
- $6,745,797
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,564,948 | $4,334,080 | $21,978,788 | IRS |
| 990-PF | December 2024 | $630,541 | $4,138,595 | $24,747,920 | XML |
| 990-PF | December 2023 | $969,404 | $4,561,973 | $28,255,974 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 61-1257368).
Questions about LG&E AND KU FOUNDATION INC
- What is the EIN of LG&E AND KU FOUNDATION INC?
- The employer identification number (EIN) of LG&E AND KU FOUNDATION INC is 61-1257368.
- Is LG&E AND KU FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to LG&E AND KU FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LG&E AND KU FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LG&E AND KU FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LG&E AND KU FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of LG&E AND KU FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does LG&E AND KU FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,564,948, expenses of $4,334,080 and total assets of $21,978,788 at year end.
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