Josephine Ardery Foundation Inc

Lexington, KY
Tax-exempt since April 2007
EIN: 20-8432064

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$145k (2025)

Expenses

$116k (2025)

Total Assets

$1.54M (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2011 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2025

Revenue

$144,947

Expenses

$116,104

Net Income

$28,843

Net Assets

$1,537,266

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.0%
Dividends	$58,951	40.7%
Sales of Assets	$85,991	59.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$96,025	82.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,537,266
Total Liabilities	$0
Net Assets	$1,537,266

Compensation

Key Employees and Officers	Compensation	Other
Joan H Blythe (Director)	$0	$0
Margo Miller (Secretary)	$0	$0
Candace Lane (Vice President)	$0	$0
Debra Dawahare (President)	$0	$0
Michael Mills (Treasurer)	$0	$0
Sharon Gold (Secretary)	$0	$0

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990-PF

Filed on Feb. 2, 2026

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2024

Revenue

$109,735

Expenses

$94,447

Net Income

$15,288

Net Assets

$1,508,423

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8	0.0%
Dividends	$54,508	49.7%
Sales of Assets	$55,219	50.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$75,350	79.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,508,423
Total Liabilities	$0
Net Assets	$1,508,423

Compensation

Key Employees and Officers	Compensation	Other
Joan H Blythe (Director)	$0	$0
Margo Miller (Secretary)	$0	$0
Candace Lane (Vice President)	$0	$0
Debra Dawahare (President)	$0	$0
Michael Mills (Treasurer)	$0	$0
Sharon Gold (Secretary)	$0	$0

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990-PF

Filed on Feb. 11, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$74,838

Expenses

$97,613

Net Income

-$22,775

Net Assets

$1,493,135

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11	0.0%
Dividends	$40,971	54.7%
Sales of Assets	$33,856	45.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$80,000	82.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,493,135
Total Liabilities	$0
Net Assets	$1,493,135

Compensation

Key Employees and Officers	Compensation	Other
Joan H Blythe (President)	$0	$0
Margo Miller (Secretary)	$0	$0
Candace Lane (Vice President)	$0	$0
Debra Dawahare (Director)	$0	$0
Michael Mills (Treasurer)	$0	$0
Sharon Gold (Director)	$0	$0

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990-PF

Filed on Jan. 29, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$78,222

Expenses

$106,085

Net Income

-$27,863

Net Assets

$1,515,910

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10,000	12.8%
Interest Revenue	$11	0.0%
Dividends	$38,277	48.9%
Sales of Assets	$29,934	38.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$87,983	82.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,515,910
Total Liabilities	$0
Net Assets	$1,515,910

Compensation

Key Employees and Officers	Compensation	Other
Joan H Blythe (President)	$0	$0
Margo Miller (Secretary)	$0	$0
Candace Lane (Vice President)	$0	$0
Debra Dawahare (Director)	$0	$0
Michael Mills (Treasurer)	$0	$0

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990-PF

Filed on Feb. 27, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$130,476

Expenses

$112,318

Net Income

$18,158

Net Assets

$1,543,773

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11	0.0%
Dividends	$27,551	21.1%
Sales of Assets	$102,164	78.3%
Other Income	$750	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$93,490	83.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,543,773
Total Liabilities	$0
Net Assets	$1,543,773

Compensation

Key Employees and Officers	Compensation	Other
Joan H Blythe (President)	$0	$0
Margo Miller (Secretary)	$0	$0
Candace Lane (Vice President)	$0	$0
Debra Dawahare (Director)	$0	$0
Michael Mills (Treasurer)	$0	$0

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990-PF

Filed on Feb. 24, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2020

Revenue

$110,831

Expenses

$100,034

Net Income

$10,797

Net Assets

$1,525,614

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$15	0.0%
Dividends	$33,205	30.0%
Sales of Assets	$77,611	70.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$81,558	81.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,525,615
Total Liabilities	$1
Net Assets	$1,525,614

Compensation

Key Employees and Officers	Compensation	Other
Joan H Blythe (President)	$0	$0
Margo Miller (Secretary)	$0	$0
Candace Lane (Vice President)	$0	$0
Debra Dawahare (Director)	$0	$0
Michael Mills (Treasurer)	$0	$0

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990-PF

Filed on March 8, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$116,828

Expenses

$99,854

Net Income

$16,974

Net Assets

$1,514,817

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$122	0.1%
Dividends	$39,318	33.7%
Sales of Assets	$77,388	66.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$80,000	80.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,514,818
Total Liabilities	$1
Net Assets	$1,514,817

Compensation

Key Employees and Officers	Compensation	Other
Joan H Blythe (President)	$0	$0
Margo Miller (Secretary)	$0	$0
Candace Lane (Vice President)	$0	$0
Debra Dawahare (Director)	$0	$0
Michael Mills (Treasurer)	$0	$0

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990-PF

Filed on Feb. 3, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2018

Revenue

$108,845

Expenses

$103,649

Net Income

$5,196

Net Assets

$1,497,844

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$174	0.2%
Dividends	$40,118	36.9%
Sales of Assets	$68,553	63.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$86,919	83.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,497,844
Total Liabilities	$0
Net Assets	$1,497,844

Compensation

Key Employees and Officers	Compensation	Other
Joan H Blythe (President)	$0	$0
Margo Miller (Secretary)	$0	$0
Candace Lane (Vice President)	$0	$0
Debra Dawahare (Director)	$0	$0
Michael Mills (Treasurer)	$0	$0

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990-PF

Filed on Jan. 29, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2017

Revenue

$57,897

Expenses

$94,528

Net Income

-$36,631

Net Assets

$1,492,648

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$500	0.9%
Interest Revenue	$14	0.0%
Dividends	$41,914	72.4%
Sales of Assets	$15,469	26.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$75,000	79.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,492,648
Total Liabilities	$0
Net Assets	$1,492,648

Compensation

Key Employees and Officers	Compensation	Other
Joan H Blythe (President)	$0	$0
Margo Miller (Secretary)	$0	$0
Candace Lane (Vice President)	$0	$0
Debra Dawahare (Director)	$0	$0
Michael Mills (Treasurer)	$0	$0

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990-PF

Filed on Feb. 7, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$92,779

Expenses

$84,788

Net Income

$7,991

Net Assets

$1,529,279

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$66,018	71.2%
Interest Revenue	$0
Dividends	$42,269	45.6%
Sales of Assets	-$15,508
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$70,000	82.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,529,279
Total Liabilities	$0
Net Assets	$1,529,279

Compensation

Key Employees and Officers	Compensation	Other
Joan H Blythe (President)	$0	$0
Margo Miller (Secretary)	$0	$0
Candace Lane (Vice President)	$0	$0
Debra Dawahare (Director)	$0	$0
Michael Mills (Treasurer)	$0	$0

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990-PF

Filed on May 9, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$1,536,231

Expenses

$38,543

Net Income

$1,497,688

Net Assets

$1,521,288

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,528,314	99.5%
Interest Revenue	$0
Dividends	$19,058	1.2%
Sales of Assets	-$11,141
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,000	77.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,521,288
Total Liabilities	$0
Net Assets	$1,521,288

Compensation

Key Employees and Officers	Compensation	Other
Joan H Blythe (President)	$0	$0
Margo Miller (Director)	$0	$0
Candace Lane (Vice President)	$0	$0
Joan H Blythe (Secretary)	$0	$0
Michael Mills (Treasurer)	$0	$0

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990-PF

Filed on Jan. 25, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$10,362

Expenses

$11,037

Net Income

-$675

Net Assets

$23,600

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10,000	96.5%
Interest Revenue	$0
Dividends	$362	3.5%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,000	81.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$23,600
Total Liabilities	$0
Net Assets	$23,600

Compensation

Key Employees and Officers	Compensation	Other
Joan H Blythe (President)	$0	$0
Margo Miller (Director)	$0	$0
Candace Lane (Vice President)	$0	$0
Joan H Blythe (Secretary)	$0	$0
Michael Mills (Treasurer)	$0	$0

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990-PF

Filed on Jan. 22, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$25,089

Expenses

$4,215

Net Income

$20,874

Net Assets

$24,275

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$25,000	99.6%
Interest Revenue	$0
Dividends	$89	0.4%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,000	71.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$24,275
Total Liabilities	$0
Net Assets	$24,275

Compensation

Key Employees and Officers	Compensation	Other
Ben B Ardery (President)	$0	$0
Margo Miller (Director)	$0	$0
Candice Lane (Director)	$0	$0
Joan H Blythe (Secretary)	$0	$0
Michael Mills (Treasurer)	$0	$0

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990-PF

Filed on March 5, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

Expenses

$695

Net Income

-$694

Net Assets

$3,400

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,401
Total Liabilities	$1
Net Assets	$3,400

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$4,000

Expenses

$967

Net Income

$3,033

Net Assets

$4,095

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,000	100%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,096
Total Liabilities	$1
Net Assets	$4,095

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Updated March 23, 2026

Josephine Ardery Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $145k (2025)

Expenses $116k (2025)

Total Assets $1.54M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending Dec. 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$145k (2025)

Expenses

$116k (2025)

Total Assets

$1.54M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending Dec.
2025

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007