Orphan Society of Lexington Trust

LEXINGTON, KY EIN: 61-0449629

Orphan Society of Lexington Trust is a private foundation focused on Children and youth, based in LEXINGTON, KY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.3M in total assets. In 2024, it awarded 24 grants totaling $160K. Net investment income was $384K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.3M

+8.5% YoY

Annual Giving

$160K

+18.6% YoY

Grant Count

24

-7.7% YoY

Avg Grant Size

$7K

+28.4% YoY

Under IRS private-foundation payout rules, Orphan Society of Lexington Trust reported a distributable amount of $200K for 2024 — the minimum it must pay out in qualifying distributions.

About Orphan Society of Lexington Trust

Based on IRS filings

Orphan Society of Lexington Trust is a private foundation focused on Children and youth, based in LEXINGTON, KY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.3M in total assets. In 2024, it awarded 24 grants totaling $160K. Net investment income was $384K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

BereaLexington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$127K$254K$380K$507K20202021202220232024
Metric202420232022
Total Assets$3,292,441$3,034,262$2,976,387
Revenue$461,025$227,057$131,468
Expenses$198,767$169,163$190,434
Qualifying Distributions$165,180$142,533$157,181
Net Investment Income$384,345$157,853$61,846
Distributable Amount$200,393$173,781$173,649

Giving Over Time

Total grant dollars and number of grants per year

$0$42K$83K$125K$166K27 grants202031 grants202125 grants202226 grants202324 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

BABY HEALTH SERVICE INC$10KBLACK CHURCH COALITION$10KCHILD DEVELOPMENT CENTER$10KCROSS MINISTRIES$10KHIGH STREET NEIGHBORHOOD$10KLEXINGTON WOMENS CLUB$10KSALVATION ARMY$10KTHE NEST - CTR FOR WOMEN…$10KYMCA OF CENTRAL KY$10KCOMMON GOOD COMMUNITY DE…$8K

Grant Size Distribution

133 grants across all recorded years

133<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Baby Health Service Inc ($10,000), Black Church Coalition ($10,000), Child Development Center ($10,000).

RecipientPurposeAmount
ARBOR YOUTH SERVICES INC LEXINGTON, KYSUBSIDY$100
BABY HEALTH SERVICE INC LEXINGTON, KYSUBSIDY$10,000
BIG BROTHERS BIG SISTERS OF THE BLUEGRASS LEXINGTON, KYSUBISDY$4,000
BLACK CHURCH COALITION LEXINGTON, KYSUBSIDY$10,000
BLUEGRASS YOUTH BALLET LEXINGTON, KYSUBSIDY$3,500
CARNEGIE CENTER LEXINGTON, KYSUBSIDY$5,000
CENTRAL KENTUCKY RIDING FOR HOPE LEXINGTON, KYSUBSIDY$2,200
CHILD DEVELOPMENT CENTER LEXINGTON, KYSUBSIDY$10,000
COMMON GOOD COMMUNITY DEVELOPMENT CORPORATION LEXINGTON, KYSUBSIDY$8,000
CROSS MINISTRIES LEXINGTON, KYSUBSIDY$10,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
CENTRAL BANK TRUST COMPANYTRUSTEE2
GENEVA DONALDSONSECRETARY1
KASSIE KESSINGERTREASURER1
ANNE SWINFORDPRESIDENT1
FRANCES COXDIRECTOR1
LUCY COXDIRECTOR1
AMY KESSINGERDIRECTOR1
CATHY RUPPDIRECTOR1
SARA HOWELLDIRECTOR1
JEANNIE BREWER EMERITUSDIRECTOR1
MARTINA OCKERMAN EMERITUSDIRECTOR1
MELISSA STEPHANDIRECTOR1
CYNTHIA BRANSTETTERDIRECTOR1
ASHTON POTTER WRIGHTDIRECTOR1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Orphan Society of Lexington Trust?

Orphan Society of Lexington Trust is a private foundation focused on Children and youth, based in LEXINGTON, KY. It holds $3.3M in total assets as of 2024.

How large is Orphan Society of Lexington Trust?

As of 2024, Orphan Society of Lexington Trust holds $3.3M in total assets with $461K in annual revenue. It awarded 24 grants totaling $160K in 2024.

Where does Orphan Society of Lexington Trust operate?

Orphan Society of Lexington Trust has awarded grants in Kentucky.

What size grants does Orphan Society of Lexington Trust award?

In 2024, Orphan Society of Lexington Trust awarded 24 grants totaling $160K — an average of about $7K per grant, based on its IRS Form 990 filings.

How much is Orphan Society of Lexington Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Orphan Society of Lexington Trust reported a distributable amount of $200K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Orphan Society of Lexington Trust's EIN?

Orphan Society of Lexington Trust's EIN (Employer Identification Number) is 61-0449629. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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