LG&E and KU Foundation Inc
Donations deductibleRevenue
$1.6m
year to 31 December 2025
Expenses
$4.3m
year to 31 December 2025
Total assets
$22m
year to 31 December 2025
Net assets
$22m
assets less liabilities
Directors and trustees
10
4.3 years on average
Left since last filing
2
20% of the board
Activity
T20Z
Philanthropy, voluntary services and grantmaking
Filings on record
5
latest 2024
LG&E and KU Foundation Inc's network
10 people3 organisationsi10 people and 3 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (10). Violet dotted lines (3) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
10 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Christopher M Garrett (also filed as Christopher Garrett) | Vice President - Finance & Accounting | 2022 | 4 yrs |
| David K Arthur (also filed as David Arthur) | Director | 2023 | 3 yrs |
| Deborah C Gregor (also filed as Deborah Gregor) | Assistant Corporate Secretary | 2022 | 4 yrs |
| Heather D Metts | Director | 2024 | 2 yrs |
| John P Fendig (also filed as John Fendig) | Corporate secretary | 2022 | 4 yrs |
| John R Crockett III (also filed as John Crockett III) | Director | 2020 | 6 yrs |
| Mary C Whelan (also filed as Mary Whelan) | President | 2020 | 6 yrs |
| Shannon L Montgomery | Director | 2024 | 2 yrs |
| Tadd J Henninger (also filed as Tadd Henninger) | Senior Vice President & Treasurer | 2022 | 4 yrs |
| Vanessa D Hartline (also filed as Vanessa Hartline) | Assistant Treasurer | 2022 | 4 yrs |
Under 5 years5 to 6 years6 years or more
Pay and hours
year to 31 December 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| David K Arthur | Director | 0.5 | $0 | ||
| John R Crockett III | Director | 0.5 | $0 | ||
| Heather D Metts | Director | 0.5 | $0 | ||
| Shannon L Montgomery | Director | 0.5 | $0 | ||
| Mary C Whelan | President (Until 05/25) | 3 | $0 | ||
| Christopher M Garrett | Vice President - Finance & Accounting | 0.5 | $0 | ||
| Tadd J Henninger | Senior Vice President & Treasurer | 0.5 | $0 | ||
| Vanessa D Hartline | Assistant Treasurer | 0.5 | $0 | ||
| John P Fendig | Corporate Secretary | 0.5 | $0 | ||
| Deborah C Gregor | Assistant Corporate Secretary | 0.5 | $0 | ||
| Elizabeth A Pratt | President (As of 6/12/25) | 3 | $0 |
No pay was reported for anyone in Part VII on this return.
About
- Legal name
- Lg&e and Ku Foundation Inc
- EIN
- 611257368
- Address
- Po Box 32030, Louisville, KY, 40232-2030
- State
- Kentucky
- Activity (NTEE)
- T20Z Philanthropy, voluntary services and grantmaking
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Philanthropy, Voluntarism & Grantmaking Foundations
- Size band
- 8 (IRS master file code)
- IRS ruling date
- 1 April 1994
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 5, latest 2024
- IRS Publication 78
- PF (contributions deductible)
Most connected
Longest observed on the filings
≥6years on the filingsJohn R Crockett III
≥6years on the filingsMary C Whelan
≥4years on the filingsChristopher M Garrett
≥4years on the filingsDeborah C Gregor
Latest return
year to 31 December 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2025. US dollars, as filed.- Total assets
- $22m
- Net assets or fund balances
- $22m
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $0 | $4.1m | Deficit $4.1m |
As filed on the IRS Form 990. US dollars.