The Fern Odessa Charitable Trust
The Fern Odessa Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$19.8M
-4.6% YoY
Annual Giving
$2.9M
+11.4% YoY
Grant Count
6
-14.3% YoY
Avg Grant Size
$484K
+30.0% YoY
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.
About The Fern Odessa Charitable Trust
Based on IRS filings
The Fern Odessa Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
Focus Areas
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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 | $19,795,930 | $20,754,712 | $23,111,395 |
| Revenue | $1,087,061 | $95,158 | $24,100,845 |
| Expenses | $3,159,178 | $2,857,656 | $1,394,760 |
| Qualifying Distributions | $3,017,186 | $2,748,501 | $1,300,021 |
| Net Investment Income | $945,069 | $550,635 | $220,057 |
| Distributable Amount | $1,225,001 | $1,143,529 | $606,980 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
Grant Size Distribution
14 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Core Influencer Institute Inc ($1,993,405), The Network ($317,000), Global Cities Group ($250,000).
| Recipient | Purpose | Amount |
|---|---|---|
| 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 |
| THE NETWORK WASHINGTON, DC | CHARITABLE WORK | $317,000 |
| CORE INFLUENCER INSTITUTE INC DOVER, DE | CHARITABLE WORK | $1,993,405 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DEMI LLOYD | OFFICER | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Fern Odessa Charitable Trust?
The Fern Odessa Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in OVERLAND PARK, KS. It holds $19.8M in total assets as of 2024.
How large is The Fern Odessa Charitable Trust?
As of 2024, The Fern Odessa Charitable Trust holds $19.8M in total assets with $1.1M in annual revenue. It awarded 6 grants totaling $2.9M in 2024.
Where does The Fern Odessa Charitable Trust operate?
The Fern Odessa Charitable Trust has awarded grants in Arkansas, Colorado, District of Columbia, Delaware, Kansas, Missouri, New York.
What size grants does The Fern Odessa Charitable Trust award?
In 2024, The Fern Odessa Charitable Trust awarded 6 grants totaling $2.9M — an average of about $484K per grant, based on its IRS Form 990 filings.
How much is The Fern Odessa Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Fern Odessa Charitable Trust reported a distributable amount of $1.2M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
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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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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