Joseph C Ferree Charitable Trust

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.

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 $871K (86%)

Maryland $145K (14%)

States

Kentucky Maryland

Cities

BowieLandoverLouisvilleOneidaPippa Passes

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

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.