Joseph C Ferree Charitable Trust

Foundation · Grantmaker Louisville, KY EIN: 61-6144664

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.

Key facts about Joseph C Ferree Charitable Trust

EIN: 61-6144664
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $192,220
Grants made (2024): 7
Average grant: $27,460
Median grant: $27,460
Total assets: $3,059,134
Primary geography: Kentucky (86% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Who Joseph C Ferree Charitable Trust funds

By grant dollars, the top recipient states for Joseph C Ferree Charitable Trust's 7 itemized 2024 grants were Kentucky (86%) and Maryland (14%). The most frequent recipient cities were Louisville, KY (4 grants). None of its 7 grants with a stated purpose were described as general or operating support. Recurring purposes include "Program Support" (7 grants).

How Joseph C Ferree Charitable Trust gives

Giving held roughly steady from 2021 to 2024 (−10%). Method
In 2024 it paid out 103% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Next steps with Joseph C Ferree Charitable Trust

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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

+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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Kentucky $165K (86%)

Maryland $27K (14%)

Share of all 7 itemized 2024 grant dollars.

States

Kentucky Maryland

Cities

LouisvilleOneidaPippa PassesLandoverBowie

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Data update history

When this profile's IRS filing data changed on Grantable

March 1, 2026 IRS filings on file for fiscal years 2020–2024

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 recipients 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

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.