FundersKentucky

The Josephine Ardery Foundation Inc

Lexington, KY · EIN 20-8432064. Reported 46 grants totalling $335,920 to 28 organizations across tax years 2021-2024. This foundation did not tell the IRS it funds only preselected organizations.

Yesaccepts unsolicited requests
$5,275median grant
$335,920granted, 2021-2024
28organizations funded
42%of grantees funded again the next year
$1,841,484assets, latest filing

Does this foundation accept applications?

Yes -- on its own tax return. Form 990-PF asks every private foundation whether it makes grants only to organizations it selects itself. Of the 91,758 foundations in our data that made a grant and answered, 78% said yes -- and applying to those is wasted effort. The Josephine Ardery Foundation Inc did not check that box on its most recent filing, which puts it in the minority that is at least open to being approached.

This is the foundation's own statement to the IRS, not our judgement, and it says nothing about whether they have a form, a deadline, or an appetite for new grantees. Treat it as the reason this foundation is worth your research time, not as an invitation. Many small foundations of this kind have no website and no application process -- a letter of inquiry is the normal first step.

How big are its grants?

The median grant is $5,275. Half of everything it gave fell between $5,000 and $10,000; the smallest was $1,000 and the largest $15,000. If you are asking for materially more than the top of that range, you are asking the wrong foundation.

$1,000 - $5,000
5 grants
$5,000 - $10,000
25 grants
$10,000 - $25,000
16 grants

Every organization it funded

This is the complete list from its filings, largest first. Years funded is the number of separate tax years in which the organization received money -- more than one means a real relationship rather than a one-off.

OrganizationLocationTotal receivedGrantsYears fundedLast
Bluegrass Trust for Historic PreservationLexington, KY$40,570442024
University of KentuckyLexington, KY$35,000442024
Ward Hall FoundationGeorgetown, KY$23,000222022
First Presbyterian ChurchLexington, KY$21,000442024
Josephine Sculpture Park IncFrankfort, KY$20,550222022
Ludlow Historic SocietyLudlow, KY$15,000112024
Oxmoor Farm FoundationLouisville, KY$15,000222023
The Berry CenterNew Castle, KY$15,000222024
National Society of the Colonial Dames of AmericaFrankfort, KY$14,000332023
Kentucky Gateway Museum CenterMaysville, KY$13,000222022
Art Center of the BluegrassDanville, KY$12,000112023
Alice Lloyd CollegePippa Passes, KY$11,000222023
AppalshopWhitesburg, KY$10,000112022
Bluegrass Community FoundationLexington, KY$10,000112023
Dry Stone ConservancyLexington, KY$10,000222024
Hindman Settlement SchoolHindman, KY$10,000112022
Locust GroveLouisville, KY$10,000112022
Preserve Anatok LLCBardstown, KY$10,000112021
Food Literacy ProjectLouisville, KY$5,000112024
Green River AcademyElkton, KY$5,000112024
Henry Clay FoundationLexington, KY$5,000112023
Kentucky Society of CarParis, KY$5,000112022
Kentucky Society of DarParis, KY$5,000112021
Woodford TheatreVersailles, KY$5,000112024
Duncan TavernParis, KY$4,800112024
Cave Hill Heritage FdnLouisville, KY$2,500112024
Mary Todd Lincoln House-Ky Mansions Preseration FdnLexington, KY$2,500112024
Carnegie Center for LiteracyLexington, KY$1,000112023

11 of 28 (39%) received money in more than one year over the 4 years we hold.

Measured the way we measure every foundation -- what share of one year's grantees are funded again the next -- this one retains 42%, across 3 year-to-year transitions. The median foundation retains about 67%, so this one is less consistent than most. A high number means its list is close to settled and a newcomer has to displace someone; a low one means it is still moving money around, which is where an opening is.

What the money was for

Taken verbatim from the purpose field of its filings. This is the closest thing to a statement of what this foundation cares about, in its own words.

What kind of organizations it funds

By the recipient's own IRS classification, for the 14 grants where we could identify the organization. These are assigned categories, not our guesses.

Arts & Culture
7 grants
Education
4 grants
Philanthropy & Grantmaking
1 grant
Mutual Benefit
1 grant
Food & Nutrition
1 grant

Giving by year

Tax yearGrantsTotalMedian grant
202111$93,000$6,000
202211$87,570$8,000
202312$80,000$5,000
202412$75,350$5,000

Tax years, not calendar years, and the most recent year is usually incomplete -- filings arrive about a year late, so a low final year means late paperwork rather than a foundation winding down.

Where its money goes

Lexington, KY
$125K
Frankfort, KY
$35K
Louisville, KY
$32K
Georgetown, KY
$23K
New Castle, KY
$15K
Ludlow, KY
$15K
Paris, KY
$15K
Maysville, KY
$13K

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Funders that support the same organizations

These funders gave to organizations this one also funded -- some private foundations, some community foundations and other grantmaking charities. Shared grantees are the strongest available signal that two funders have overlapping priorities, and a funder already backing your peers is a far warmer prospect than one that merely lists your cause.

Honorable Order of Kentucky Colonels Inc8 shared recipientsFidelity Investments Charitable Gift Fund6 shared recipientsThe Community Foundation of6 shared recipientsBlue Grass Community Foundation Inc5 shared recipientsDonor Advised Charitable Giving Inc5 shared recipientsKentucky Humanities Council Inc5 shared recipients

How to approach this foundation

  1. Check you are its size. The median grant is $5,275. Asking for ten times that is the most common way small organizations waste a submission.
  2. Check you are in its geography. Its giving is concentrated in Kentucky.
  3. Read the recipient list above for organizations like yours. If nothing on it resembles your work, that is a real answer, and a cheap one to get.
  4. Look up the current filing before writing. The 990-PF names the foundation's officers and, where one exists, its application procedure. We link it below.

Where these numbers come from

Everything above is taken from The Josephine Ardery Foundation Inc's own Form 990-PF filings, which the IRS publishes in bulk. We used 4 returns (tax years 2021-2024). Nothing here is scraped, inferred, or estimated.

Address of record on the latest return: 3292 Eagle View Lane Suite 340, Lexington, KY, 40509. This is the address the foundation gave the IRS; many small foundations file through an accountant or a bank trust department, so it may not be where post to a programme officer should go.

EIN 20-8432064 · See the original filings on ProPublica · How we build this

This is history, not an open call. Foundation returns are published about a year after the tax year ends. Nothing on this page is a deadline. It is a record of who this foundation has actually funded, which is the best available predictor of who it will fund next -- and a much better basis for deciding whether to write to them than a mission statement.

Is something here wrong about your foundation? Email [email protected] and we will correct it.