Treasury Institute for
To improve and enhance the quality of treasury operation and/or management of institutions of higher education.
Key facts about Treasury Institute for
In short: Treasury Institute for gave $10K across 1 grant in 2025 (avg $10K), mostly in Kentucky. Source: 2025 IRS Form 990.
- EIN
- 35-2107573
- Latest 990 filing
- Form 990, 2025
- Annual giving (2025)
- $10,000
- Grants made (2025)
- 1
- Average grant
- $10,000
- Median grant
- $10,000
- Total assets
- $646,381
- Primary geography
- Kentucky (100% of itemized 2025 grant dollars)
Data from IRS Form 990, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990 · View filing
Total Assets
$646K
+19.3% YoY
Annual Giving
$10K
+0.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$10K
+0.0% YoY
How Treasury Institute for gives
- Giving fell 90% from 2022 to 2025. Method
From the foundation's IRS Form 990 filings. Methodology.
About Treasury Institute for
Based on IRS filings
Treasury Institute for is a public charity, based in Lancaster, KY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $646K in total assets. In 2025, it awarded 1 grant totaling $10K. Net investment income was $15K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $10K (2024) to $100K (2022). In 2025 it made 1 grant totaling $10K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was University of Kentucky ($10K).
Grant Size Distribution
4 grants across all recorded years
The most common grant size was under $50K: 2 grants of 4 (50%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Kentucky Lexington, KY | — | $10,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $646,381 | $541,721 | $485,364 |
| Revenue | $578,026 | $477,549 | $497,576 |
| Expenses | $473,366 | $421,192 | $282,659 |
| Net Investment Income | $14,830 | $16,707 | $6,303 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2021 (received by the IRS May 11, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990 for fiscal year 2024 (received by the IRS May 14, 2025)
- Added Form 990 for fiscal year 2025 (received by the IRS May 13, 2026)
Leadership & Key People
Officers and directors from IRS filings
Treasury Institute for is led by Dennis W. Reedy, Executive Director - E since 2024 (on filings since 2020); 9 of 10 officers listed in 2025 are compensated.
Officers on the 2025 filing
Dennis W. Reedy
Executive Director - E
Co-Exec Director → C0-Exec Director, 2022
C0-Exec Director → Executive Director - E, 2024
On filings since 2020
$21K (2020) → $0 (2025)
Jon K. Speare
Executive Director
Co-Exec Director → Executive Director, 2024
On filings since 2020
15 hrs/week
$22K (2020) → $35K (2025)
Susan I. Krauss
Managing Director
Director → Associate Di, 2021
Associate Di → Managing Director, 2023
On filings since 2020
15 hrs/week
$6K (2020) → $30K (2025)
Craig McCurley
Board Member
Director → Board Member, 2021
On filings since 2020
2 hrs/week
$5K (2020) → $6K (2025)
Colin R. Redhead
Board Member
On filings since 2021
2 hrs/week
$5K (2021) → $6K (2025)
Valarie Van Vlack
Board Member
On filings since 2021
2 hrs/week
$9K (2021) → $6K (2025)
Kelli Shomaker
Board Member
On filings since 2023
2 hrs/week
$5K (2023) → $8K (2025)
Donald Lukes
Board Memebe
On filings since 2024
2 hrs/week
$6K (2024) → $6K (2025)
Alvin Rodack
Associate Di
New on the 2025 filing
5 hrs/week
$15K (2025)
Julie Richardson
Board Member
New on the 2025 filing
2 hrs/week
$6K (2025)
Former officers (4)
- Former: Chris Malins (2020–2024) — Board Member
- Former: Al Rodack (2024) — Associate Di
- Former: James Matteo (2020–2023) — Board Member
- Former: Mary Peloquin-Dodd (2020–2022) — Board Member
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $35K, to Jon K Speare (Exec Directo). 9 officers or directors reported compensation on that filing.
Frequently asked questions about Treasury Institute for
How much does Treasury Institute for give each year?
Treasury Institute for gave $10K across 1 grant in 2025, according to its 2025 IRS Form 990. In 2024 it gave $10K across 1 grant.
How large is Treasury Institute for?
Treasury Institute for reported $646K in total assets on its 2025 IRS Form 990. Its revenue that year was $578K.
Where does Treasury Institute for operate?
Treasury Institute for has awarded grants in Connecticut, Georgia, Kentucky.
What is Treasury Institute for's EIN?
Treasury Institute for's EIN (Employer Identification Number) is 35-2107573. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
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