CHARITABLE TRUST
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$5.7M
+5.4% YoY
Annual Giving
$263K
+0.2% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$66K
+0.2% YoY
About Joe & Mary Leary Trust
Based on IRS filings
Joe & Mary Leary Trust is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in FRANKFORT, KY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.7M in total assets. In 2024, it awarded 4 grants totaling $263K. Net investment income was $590K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $5,682,065 | $5,389,284 | $5,393,663 |
| Revenue | $590,347 | $290,129 | $237,318 |
| Expenses | $297,566 | $294,508 | $301,021 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $590,347 | $290,129 | $237,318 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
20 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| INDEPENDENCE BANK | TRUSTEE | 1 | $33,874 |
Subject Areas
Focus areas based on grantmaking activity
Related Funders
Similar funders by location and focus area
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LEXINGTON, KY
Assets
$4.3M
Grants
3
Total Given
$209K
Pauline C Young Scholarship
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Assets
—
Grants
0
Total Given
—
Welcome House Inc
COVINGTON, KY
Assets
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Grants
1
Total Given
$405K
Tw Hl & Ns Donovan Scholarship
LEXINGTON, KY
Assets
$673K
Grants
2
Total Given
$36K
Taking Back Our Neighborhood Together
GLENVIEW, KY
Assets
$21K
Grants
0
Total Given
—
John T Reis Private Foundation
COVINGTON, KY
Assets
$200K
Grants
11
Total Given
$341K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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