The Josephine Ardery Foundation Inc

LEXINGTON, KY EIN: 20-8432064

The Josephine Ardery Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LEXINGTON, KY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.5M in total assets. In 2024, it awarded 12 grants totaling $75K. Net investment income was $93K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.5M

+1.0% YoY

Annual Giving

$75K

-5.8% YoY

Grant Count

12

+0.0% YoY

Avg Grant Size

$6K

-5.8% YoY

About The Josephine Ardery Foundation Inc

Based on IRS filings

The Josephine Ardery Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LEXINGTON, KY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.5M in total assets. In 2024, it awarded 12 grants totaling $75K. Net investment income was $93K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

BardstownDanvilleElktonFrankfortGeorgetownHindmanLebanon JunctionLexingtonLouisvilleLudlowMaysvilleNew CastleParisPippa PassesVersaillesWhitesburg

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$36K$72K$108K$144K20202021202220232024
Metric202420232022
Total Assets$1,508,423$1,493,135$1,515,910
Revenue$109,735$74,838$78,222
Expenses$94,447$97,613$106,085
Qualifying Distributions$75,350$80,000$87,983
Net Investment Income$92,601$59,140$52,049
Distributable Amount$87,607$80,551$82,336

Giving Over Time

Total grant dollars and number of grants per year

$0$23K$47K$70K$93K11 grants202011 grants202111 grants202212 grants202312 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

LUDLOW HISTORIC SOCIETY$15KUNIVERSITY OF KENTUCKY$10KBLUEGRASS TRUST FOR HIST…$10KFIRST PRESBYTERIAN CHURCH$6KGREEN RIVER ACADEMY$5KFOOD LITERACY PROJECT$5KDRY STONE CONSERVANCY$5KWOODFORD THEATRE$5KTHE BERRY CENTER$5KDUNCAN TAVERN$5K

Grant Size Distribution

57 grants across all recorded years

57<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
JOAN H BLYTHEDIRECTOR1
MARGO MILLERSECRETARY1
CANDACE LANEVICE PRESIDENT1
DEBRA DAWAHAREPRESIDENT1
MICHAEL MILLSTREASURER2
SHARON GOLDSECRETARY1

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

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

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