Nonprofit · EIN 20-8432064
JOSEPHINE ARDERY FOUNDATION INC
Tax-exempt · LEXINGTON, KY 40509
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $144,947 | $116,104 | $28,843 | $1,537,266 | $0 | $1,537,266 |
| December 31, 2024 | 990-PF | $109,735 | $94,447 | $15,288 | $1,508,423 | $0 | $1,508,423 |
| December 31, 2023 | 990-PF | $74,838 | $97,613 | -$22,775 | $1,493,135 | $0 | $1,493,135 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $58,951
- Interest
- $5
- Net gain from sales of assets
- $85,991
Expenses
- Grants and similar amounts paid
- $96,025
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $96,025
- Excise tax on investment income
- $1,776
Balance sheet and other
- Total assets, start of year
- $1,508,423
- Total assets, end of year
- $1,537,266
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,537,266
- Fair market value of assets
- $1,940,454
- Qualifying distributions
- $96,025
- Net investment income
- $144,947
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOAN H BLYTHE 1266 CANYON RD, SANTA FE, NM 87501 | DIRECTOR | 1 | $0 |
| MARGO MILLER 124 S HANOVER AVE, LEXINGTON, KY 40502 | SECRETARY | 1 | $0 |
| CANDACE LANE 114 15TH ST, PARIS, KY 40361 | VICE PRESIDENT | 1 | $0 |
| DEBRA DAWAHARE PO BOX 361, VERSAILLES, KY 40383 | PRESIDENT | 1 | $0 |
| MICHAEL MILLS 3292 EAGLE VIEW LN 340, LEXINGTON, KY 40509 | TREASURER | 2 | $0 |
| SHARON GOLD MAIN ST, LEXINGTON, KY 40508 | SECRETARY | 1 | $0 |
990-PF for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOAN H BLYTHE 1266 CANYON RD, SANTA FE, NM 87501 | DIRECTOR | 1 | $0 |
| MARGO MILLER 124 S HANOVER AVE, LEXINGTON, KY 40502 | SECRETARY | 1 | $0 |
| CANDACE LANE 114 15TH ST, PARIS, KY 40361 | VICE PRESIDENT | 1 | $0 |
| DEBRA DAWAHARE PO BOX 361, VERSAILLES, KY 40383 | PRESIDENT | 1 | $0 |
| MICHAEL MILLS 3292 EAGLE VIEW LN 340, LEXINGTON, KY 40509 | TREASURER | 2 | $0 |
| SHARON GOLD MAIN ST, LEXINGTON, KY 40508 | SECRETARY | 1 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOAN H BLYTHE 1266 CANYON RD, SANTA FE, NM 87501 | PRESIDENT | 1 | $0 |
| MARGO MILLER 124 S HANOVER AVE, LEXINGTON, KY 40502 | SECRETARY | 1 | $0 |
| CANDACE LANE 114 15TH ST, PARIS, KY 40361 | VICE PRESIDENT | 1 | $0 |
| DEBRA DAWAHARE PO BOX 361, VERSAILLES, KY 40383 | DIRECTOR | 1 | $0 |
| MICHAEL MILLS 3292 EAGLE VIEW LN 340, LEXINGTON, KY 40509 | TREASURER | 2 | $0 |
| SHARON GOLD MAIN ST, LEXINGTON, KY 40508 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3292 EAGLE VIEW LN STE 340, LEXINGTON, KY 40509-2175
- In care of
- % BEN B ARDERY
- Signed the 990-PF
- MICHAEL MILLS, TREASURER
- Phone
- (859) 252-4431
- Return prepared by
- ADDINGTON & MILLS PSC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-8432064
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2007
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,537,266
- Income (IRS master file)
- $879,159
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $144,947 | $116,104 | $1,537,266 | XML |
| 990-PF | December 2024 | $109,735 | $94,447 | $1,508,423 | XML |
| 990-PF | December 2023 | $74,838 | $97,613 | $1,493,135 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-8432064).
Questions about JOSEPHINE ARDERY FOUNDATION INC
- What is the EIN of JOSEPHINE ARDERY FOUNDATION INC?
- The employer identification number (EIN) of JOSEPHINE ARDERY FOUNDATION INC is 20-8432064.
- Is JOSEPHINE ARDERY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to JOSEPHINE ARDERY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOSEPHINE ARDERY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOSEPHINE ARDERY FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOSEPHINE ARDERY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of JOSEPHINE ARDERY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does JOSEPHINE ARDERY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $144,947, expenses of $116,104 and total assets of $1,537,266 at year end.
Other nonprofits in LEXINGTON
- BLUE GRASS COMMUNITY FOUNDATION INC EIN 61-6053466 · last filed 990 for 2025
- WILLIAM LAWRENCE & BLANCHE HUGHES FOUNDATION EIN 95-4536657 · last filed 990-PF for 2025
- ELEANOR AND RAYMOND LOYD FAMILY FOUNDATION EIN 83-2342168 · last filed 990-PF for 2024
- JAMES A AND MARTHA R BROWN CHARITABLE FOUNDATION INC EIN 83-0744635 · last filed 990-PF for 2024
- ELHAPA FOUNDATION INC EIN 47-5371533 · last filed 990-PF for 2025
- PERMANENTLY DISABLED JOCKEYS FUND INC EIN 20-5110346 · last filed 990 for 2024
- MUSTARD SEED FOUNDATION EIN 61-1390910 · last filed 990-PF for 2025
- ROSENSTEIN FAMILY CHARITABLE FOUNDATION INC EIN 61-1316211 · last filed 990-PF for 2025
All nonprofits in LEXINGTON · Kentucky · Philanthropy, voluntarism and grantmaking foundations