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
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.
Ready to take the next step with Joseph C Ferree Charitable Trust?
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
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 |
|---|---|---|---|
| Stock Yards Bank Trust Co | Trustee | 1 | $36,960 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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