The Fern Odessa Charitable Trust
The Fern Odessa Charitable Trust is a private foundation, based in Overland Park, KS. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $19.8M in total assets. In 2024, it awarded 6 grants totaling $2.9M. Net investment income was $945K.
The Fern Odessa Charitable Trust at a glance
In short: The Fern Odessa Charitable Trust gave $2.9M across 6 grants in 2024 (avg $484K), mostly in Delaware. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $2,905,054
- +11.4% vs 2023
- Grants made (2024)
- 6
- -14.3% vs 2023
- Average grant
- $484,176
- +30.0% vs 2023
- Median grant
- $242,325
- Total assets
- $19,795,930
- -4.6% vs 2023
- Primary geography
- Delaware (69% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who The Fern Odessa Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
The largest 2024 recipient was Core Influencer Institute Inc ($2.0M). Together the top 6 received $2.9M.
Grant Size Distribution
14 grants across all recorded years
The most common grant size was under $50K: 4 grants of 14 (29%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 6 itemized grants.
Cities
How The Fern Odessa Charitable Trust gives
- In 2024 it paid out 246% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2022 to 2024, annual grant giving ranged from $1.3M (2022) to $2.9M (2024). In 2024 it made 6 grants totaling $2.9M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Core Influencer Institute Inc Dover, DE | Charitable Work | $1,993,405 |
| The Network Washington, DC | Charitable Work | $317,000 |
| Global Cities Group New York, NY | Charitable Work | $250,000 |
| Kim Wilson Housing Kansas City, KS | Charitable Work | $234,649 |
| Reconciliation Services Kansas City, MO | Charitable Work | $75,000 |
| Defining Moments Inc Kansas City, MO | Charitable Work | $35,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $19,795,930 | $1,087,061 | $3,159,178 | $2,905,054 | 6 | $3,017,186 | $945,069 | $1,225,001 |
| 2023 | $20,754,712 | $95,158 | $2,857,656 | $2,607,776 | 7 | $2,748,501 | $550,635 | $1,143,529 |
| 2022 | $23,111,395 | $24,100,845 | $1,394,760 | $1,300,021 | 1 | $1,300,021 | $220,057 | $606,980 |
Under IRS private-foundation payout rules, The Fern Odessa Charitable Trust reported a distributable amount of $1.2M for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Fern Odessa Charitable Trust's only listed officer is Demi Lloyd, Officer on every filing since 2021 (uncompensated).
Officers on the 2024 filing
Demi Lloyd
Officer
On filings since 2021
No compensation reported
Data from IRS Form 990 filings, 2021–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Fern Odessa Charitable Trust
How much does The Fern Odessa Charitable Trust give each year?
The Fern Odessa Charitable Trust gave $2.9M across 6 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $2.6M across 7 grants.
What is The Fern Odessa Charitable Trust's typical grant size?
The Fern Odessa Charitable Trust's median grant in 2024 was $242,325, and its average grant was $484,176, across 6 grants on its 2024 IRS Form 990-PF.
Where does The Fern Odessa Charitable Trust give grants?
The Fern Odessa Charitable Trust gives mostly in Delaware: 69% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were District of Columbia (11%) and New York (9%). The most frequent recipient cities were Kansas City, MO (2 grants).
Does The Fern Odessa Charitable Trust give general operating support?
Not in 2024: none of the 6 grants with a stated purpose on The Fern Odessa Charitable Trust's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable Work" (6 grants).
Who are The Fern Odessa Charitable Trust's largest grantees?
The Fern Odessa Charitable Trust's largest 2024 grantees include Core Influencer Institute Inc ($1,993,405), The Network ($317,000) and Global Cities Group ($250,000), according to its 2024 IRS Form 990-PF. Together they received 88% of its itemized 2024 grant dollars.
How large is The Fern Odessa Charitable Trust?
The Fern Odessa Charitable Trust reported $19.8M in total assets on its 2024 IRS Form 990-PF. It paid out $3.0M in qualifying distributions that year, against a required minimum of $1.2M (roughly 5% of its investment assets).
What is The Fern Odessa Charitable Trust's EIN?
The Fern Odessa Charitable Trust's EIN (Employer Identification Number) is 86-3883161. IRS Form 990 filing data is available on this page for 2021–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2024
Explore Open Grants
Browse active grant opportunities in The Fern Odessa Charitable Trust's focus areas in our free grants database
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