The Josephine Ardery Foundation Inc
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
Under IRS private-foundation payout rules, The Josephine Ardery Foundation Inc reported a distributable amount of $88K for 2024 — the minimum it must pay out in qualifying distributions.
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
57 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Ludlow Historic Society ($15,000), University of Kentucky ($10,000), Bluegrass Trust for Historic Preservation ($9,550).
| Recipient | Purpose | Amount |
|---|---|---|
| GREEN RIVER ACADEMY ELKTON, KY | PRESERVATION OF HISTORIC BUILDINGS | $5,000 |
| CAVE HILL HERITAGE FDN LOUISVILLE, KY | PRESERVE HISTORIC BUILDING | $2,500 |
| LUDLOW HISTORIC SOCIETY LUDLOW, KY | PRESERVATION OF HISTORIC BUILDINGS | $15,000 |
| BLUEGRASS TRUST FOR HISTORIC PRESERVATION LEXINGTON, KY | PRESERVATION OF HISTORIC BUILDINGS | $9,550 |
| FOOD LITERACY PROJECT LOUISVILLE, KY | PRESERVATION OF HISTORIC FARM | $5,000 |
| DRY STONE CONSERVANCY LEXINGTON, KY | PRESERVE HISTORIC WALLS IN KY | $5,000 |
| FIRST PRESBYTERIAN CHURCH LEXINGTON, KY | TO SUPPORT HISTORICAL MUSIC | $6,000 |
| DUNCAN TAVERN PARIS, KY | PRESERVE HISTORIC HOME | $4,800 |
| WOODFORD THEATRE VERSAILLES, KY | SUPPORT LOCAL THEATER | $5,000 |
| MARY TODD LINCOLN HOUSE-KY MANSIONS PRESERATION FDN LEXINGTON, KY | PRESERVE HISTORIC LANDMARK | $2,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOAN H BLYTHE | DIRECTOR | 1 | — |
| MARGO MILLER | SECRETARY | 1 | — |
| CANDACE LANE | VICE PRESIDENT | 1 | — |
| DEBRA DAWAHARE | PRESIDENT | 1 | — |
| MICHAEL MILLS | TREASURER | 2 | — |
| SHARON GOLD | SECRETARY | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Josephine Ardery Foundation Inc?
The Josephine Ardery Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LEXINGTON, KY. It holds $1.5M in total assets as of 2024.
How large is The Josephine Ardery Foundation Inc?
As of 2024, The Josephine Ardery Foundation Inc holds $1.5M in total assets with $110K in annual revenue. It awarded 12 grants totaling $75K in 2024.
Where does The Josephine Ardery Foundation Inc operate?
The Josephine Ardery Foundation Inc has awarded grants in Kentucky.
What size grants does The Josephine Ardery Foundation Inc award?
In 2024, The Josephine Ardery Foundation Inc awarded 12 grants totaling $75K — an average of about $6K per grant, based on its IRS Form 990 filings.
How much is The Josephine Ardery Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Josephine Ardery Foundation Inc reported a distributable amount of $88K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Josephine Ardery Foundation Inc's EIN?
The Josephine Ardery Foundation Inc's EIN (Employer Identification Number) is 20-8432064. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Josephine Ardery Foundation Inc'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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