Joseph C Ferree Charitable Trust
Joseph C Ferree Charitable Trust is a private foundation, based in Louisville, KY. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $3.4M in total assets. In 2025, it awarded 7 grants totaling $205K. Net investment income was $528K.
Joseph C Ferree Charitable Trust at a glance
In short: Joseph C Ferree Charitable Trust gave $205K across 7 grants in 2025 (avg $29K), mostly in Kentucky. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $205,275
- +6.8% vs 2024
- Grants made (2025)
- 7
- +0.0% vs 2024
- Average grant
- $29,325
- +6.8% vs 2024
- Median grant
- $29,325
- Total assets
- $3,358,539
- +9.8% vs 2024
- Primary geography
- Kentucky (86% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Joseph C Ferree Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was Epilepsy Foundation of America ($29K). Together the top 7 received $205K.
Grant Size Distribution
35 grants across all recorded years
The most common grant size was under $50K: 35 grants of 35 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
Cities
How Joseph C Ferree Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−11%). Method
- In 2025 it paid out 141% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $186K (2019) to $230K (2022). In 2025 it made 7 grants totaling $205K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Epilepsy Foundation of America Bowie, MD | Program Support | $29,325 |
| Oneida Baptist Institute Oneida, KY | Program Support | $29,325 |
| Mattingly Edge Louisville, KY | Program Support | $29,325 |
| Alice Lloyd College Pippa Passes, KY | Program Support | $29,325 |
| Kosair Charities Committee Inc Louisville, KY | Program Support | $29,325 |
| University of Lousiville Louisville, KY | Program Support | $29,325 |
| Cedar Lake Foundation Louisville, KY | Program Support | $29,325 |
Ready to take the next step with Joseph C Ferree Charitable Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $3,358,539 | $558,175 | $255,926 | $205,275 | 7 | $215,714 | $527,972 | $153,093 |
| 2024 | $3,059,134 | $305,213 | $233,817 | $192,220 | 7 | $202,360 | $275,724 | $196,341 |
| 2023 | $2,988,995 | $135,329 | $227,994 | $191,786 | 7 | $201,234 | $107,004 | $180,889 |
| 2022 | $3,081,609 | $124,591 | $273,977 | $230,083 | 7 | $240,033 | $96,080 | $189,103 |
| 2021 | $3,232,014 | $277,489 | $256,234 | $213,192 | 7 | $224,135 | $246,208 | $218,228 |
| 2020 | $3,210,621 | $128,788 | $226,602 | $188,685 | 7 | — | $101,513 | $189,591 |
| 2019 | $3,306,981 | $127,929 | $227,451 | $186,221 | 7 | — | $100,113 | $186,434 |
Under IRS private-foundation payout rules, Joseph C Ferree Charitable Trust reported a distributable amount of $153K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Joseph C Ferree Charitable Trust's only listed officer is Stock Yards Bank Trust Co, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Stock Yards Bank Trust Co
Trustee
On filings since 2019
1 hr/week
$35K (2019) → $38K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $38K, to Stock Yards Bank Trust Co (Trustee).
Frequently asked questions about Joseph C Ferree Charitable Trust
How much does Joseph C Ferree Charitable Trust give each year?
Joseph C Ferree Charitable Trust gave $205K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $192K across 7 grants.
What is Joseph C Ferree Charitable Trust's typical grant size?
Joseph C Ferree Charitable Trust's median grant in 2025 was $29,325, and its average grant was $29,325, across 7 grants on its 2025 IRS Form 990-PF.
Where does Joseph C Ferree Charitable Trust give grants?
Joseph C Ferree Charitable Trust gives mostly in Kentucky: 86% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Maryland (14%). The most frequent recipient cities were Louisville, KY (4 grants).
Does Joseph C Ferree Charitable Trust give general operating support?
Not in 2025: none of the 7 grants with a stated purpose on Joseph C Ferree Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Program Support" (7 grants).
Who are Joseph C Ferree Charitable Trust's largest grantees?
Joseph C Ferree Charitable Trust's largest 2025 grantees include Epilepsy Foundation of America ($29,325), Oneida Baptist Institute ($29,325) and Mattingly Edge ($29,325), according to its 2025 IRS Form 990-PF. Together they received 43% of its itemized 2025 grant dollars.
How large is Joseph C Ferree Charitable Trust?
Joseph C Ferree Charitable Trust reported $3.4M in total assets on its 2025 IRS Form 990-PF. It paid out $216K in qualifying distributions that year, against a required minimum of $153K (roughly 5% of its investment assets).
What is Joseph C Ferree Charitable Trust's EIN?
Joseph C Ferree Charitable Trust's EIN (Employer Identification Number) is 61-6144664. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 14, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
- IRS filings on file for fiscal years 2020–2024
Other open foundation grants in Kentucky
Kentucky Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Joseph C Ferree Charitable Trust's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Kentucky
The Gheens Foundation Inc
Louisville, KY
The Gheens Foundation funds primarily public urban education, human and social services, quality of place, and the arts in metropolitan Louisville and Lafourche and Terrebonne parishes in Louisiana. Its 2025 grants ranged from $2,500 to $400,000, with a median of $25,000, and it accepts unsolicited requests through an online application process.
Assets
$161.4M
Grants
157
Total Given
$6.3M
The Community Foundation of Louisville Depository Inc
Louisville, KY
The Community Foundation of Louisville supports a broad range of causes, including arts, parks, education, social services, and libraries, with most 2025 grant dollars going to Kentucky organizations. Its 2025 grants had a median of $15,200 and ranged from $5,100 to over $2.3 million; the available information does not say whether it accepts unsolicited requests.
Assets
$24.0M
Grants
421
Total Given
$20.5M
Cralle Foundation Inc
Simpsonville, KY
The Cralle Foundation supports a broad range of charitable organizations, including those focused on human services, family support, recovery, disability services, parks, and animal welfare. In 2024, grants ranged from $400 to $10,500, with a median of $5,000, and went primarily to Kentucky organizations. It accepts requests by application; applicants are instructed to request one from the foundation.
Assets
$9.4M
Grants
99
Total Given
$665K
The Greater Cincinnati Foundation
Cincinnati, OH
The Greater Cincinnati Foundation funds nonprofits working on education, housing, community and cultural vibrancy, and related regional needs, with responsive grants focused on its eight-county Greater Cincinnati service area. Its 2024 median grant was $20,000, though amounts vary widely; specific opportunities include awards of up to $35,000 for Resilient Communities and up to $450,000 through the Neighborhood Development Fund. It lists RFP and letter-of-intent opportunities but does not state whether it accepts unsolicited requests.
Assets
$1.0B
Grants
1,408
Total Given
$184.4M
Gannett Foundation Inc
New York, NY
Gannett Foundation’s 2025 grants supported a range of organizations, with listed awards generally between $1,500 and $2,500, though the available figures do not establish a typical grant size or geographic focus. The foundation has wound down: its 2026 filing reports no grants or assets, and no current application process or acceptance of unsolicited requests is stated.
Assets
—
Grants
32
Total Given
$65K
The Chicago Community Trust
Chicago, IL
The Chicago Community Trust funds eligible nonprofits working to narrow the wealth gap and meet urgent needs, with priorities including economic mobility, education, jobs, homeownership, and community development in metropolitan Chicago and Cook County. Its 2025 grants had a median of $26,500, though amounts varied widely; the profile does not state whether it accepts unsolicited requests.
Assets
$7.1B
Grants
4,316
Total Given
$1.2B
More similar funders
More Funders in Kentucky
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Joseph C Ferree Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Joseph C Ferree Charitable Trust down — hundreds of funders to go?