Katherine S Avellar Fund 3
EIN 616139922Total Given 2018–2023
$1.4M
5 grants · $237K avg/year
based on 6 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$275K
typical big bets · $273K–$288K
grant size
100%
deep partner · 1/1 multi-year
repeat
$6.0M
Assets (2023)
1
Distinct Recipients
About
The Katherine S Avellar Fund 3 Trust does not file a copy of Form 990-PF with the office of the Attorney General in Kentucky because the trust does not solicit funds in the state of Kentucky and therefore the Attorney General does not wish to receive a copy of the tax return.
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(412) 762-9965
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2018 | $266K | $5.1M | $142K | 1 |
| 2020 | $275K | $6.3M | $192K | 1 |
| 2021 | $273K | $6.9M | $569K | 1 |
| 2022 | $320K | $5.5M | $362K | 1 |
| 2023 | $288K | $6.0M | $227K | 1 |
Grant Size Distribution
Based on 5 grants on record
Minimum
$266K
25th Pctl
$273K
Median
$275K
Average
$284K
75th Pctl
$288K
Maximum
$320K
Geographic Distribution
Officers & Directors
SJ
Superintendent of Schools of Jeffer
2 yrs
Co-Trustee
CJ
Chairman of the Board of Jefferson
2 yrs
Co-Trustee
PN
Pnc Bank Na
5+ yrs
Co-Trustee
PN
Pnc Bank Na
5+ yrs
Co-Trustee
CJ
Chairman of the Board of Jefferson
2 yrs
Co-Trustee
SJ
Superintendent of Schools of Jeffer
2 yrs
Co-Trustee
PN
Pnc Bank Na
5+ yrs
Co-Trustee
JC
Jefferson County Board of Ed Chair
3 yrs
Co-Trustee
JS
Jefferson County Public Schools Su
3 yrs
Co-Trustee
PN
Pnc Bank Na
5+ yrs
Co-Trustee
JC
Jefferson County Board of Ed Chair
3 yrs
Co-Trustee
JS
Jefferson County Public Schools Su
3 yrs
Co-Trustee
JS
Jefferson County Public Schools Su
3 yrs
Co-Trustee
JC
Jefferson County Board of Ed Chair
3 yrs
Co-Trustee
PN
Pnc Bank Na
5+ yrs
Co-Trustee
Grants Awarded (5 total)
| Purpose | ||||
|---|---|---|---|---|
| Jefferson Co Public Schools | Louisville, KY | $319,912 | GENERAL SUPPORT | 2022 |
| Jefferson Co Public Schools | Louisville, KY | $287,931 | GENERAL SUPPORT | 2023 |
| Jefferson Co Public Schools | Louisville, KY | $275,298 | GENERAL SUPPORT | 2020 |
| Jefferson Co Public Schools | Louisville, KY | $273,050 | GENERAL SUPPORT | 2021 |
| Jefferson Co Public Schools | Louisville, KY | $265,751 | GENERAL SUPPORT | 2018 |