Joseph C Ferree Charitable Trust
Joseph C Ferree Charitable Trust is a private foundation, based in LOUISVILLE, KY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.1M in total assets. In 2024, it awarded 7 grants totaling $192K. Net investment income was $276K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.1M
+2.3% YoY
Annual Giving
$192K
+0.2% YoY
Grant Count
7
+0.0% YoY
Avg Grant Size
$27K
+0.2% YoY
Under IRS private-foundation payout rules, Joseph C Ferree Charitable Trust reported a distributable amount of $196K for 2024 — the minimum it must pay out in qualifying distributions.
About Joseph C Ferree Charitable Trust
Based on IRS filings
Joseph C Ferree Charitable Trust is a private foundation, based in LOUISVILLE, KY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.1M in total assets. In 2024, it awarded 7 grants totaling $192K. Net investment income was $276K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,059,134 | $2,988,995 | $3,081,609 |
| Revenue | $305,213 | $135,329 | $124,591 |
| Expenses | $233,817 | $227,994 | $273,977 |
| Qualifying Distributions | $202,360 | $201,234 | $240,033 |
| Net Investment Income | $275,724 | $107,004 | $96,080 |
| Distributable Amount | $196,341 | $180,889 | $189,103 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
Grant Size Distribution
35 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Epilepsy Foundation of America ($27,460), Oneida Baptist Institute ($27,460), Mattingly Edge ($27,460).
| Recipient | Purpose | Amount |
|---|---|---|
| EPILEPSY FOUNDATION OF AMERICA BOWIE, MD | PROGRAM SUPPORT | $27,460 |
| ONEIDA BAPTIST INSTITUTE ONEIDA, KY | PROGRAM SUPPORT | $27,460 |
| MATTINGLY EDGE LOUISVILLE, KY | PROGRAM SUPPORT | $27,460 |
| ALICE LLOYD COLLEGE PIPPA PASSES, KY | PROGRAM SUPPORT | $27,460 |
| KOSAIR CHARITIES COMMITTEE INC LOUISVILLE, KY | PROGRAM SUPPORT | $27,460 |
| UNIVERSITY OF LOUSIVILLE LOUISVILLE, KY | PROGRAM SUPPORT | $27,460 |
| CEDAR LAKE FOUNDATION LOUISVILLE, KY | PROGRAM SUPPORT | $27,460 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Stock Yards Bank Trust Co | Trustee | 1 | $36,960 |
Frequently Asked Questions
How large is Joseph C Ferree Charitable Trust?
As of 2024, Joseph C Ferree Charitable Trust holds $3.1M in total assets with $305K in annual revenue. It awarded 7 grants totaling $192K in 2024.
Where does Joseph C Ferree Charitable Trust operate?
Joseph C Ferree Charitable Trust has awarded grants in Kentucky, Maryland.
What size grants does Joseph C Ferree Charitable Trust award?
In 2024, Joseph C Ferree Charitable Trust awarded 7 grants totaling $192K — an average of about $27K per grant, based on its IRS Form 990 filings.
How much is Joseph C Ferree Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Joseph C Ferree Charitable Trust reported a distributable amount of $196K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Joseph C Ferree Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.