Amy & Steve Trager Family Foundation Tr

LOUISVILLE, KY EIN: 93-6965160

Amy & Steve Trager Family Foundation Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LOUISVILLE, KY. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $519K in total assets. In 2024, it awarded 1 grants totaling $13K. Net investment income was $19K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$519K

+3.8% YoY

Annual Giving

$13K

Grant Count

Avg Grant Size

$13K

Under IRS private-foundation payout rules, Amy & Steve Trager Family Foundation Tr reported a distributable amount of $25K for 2024 — the minimum it must pay out in qualifying distributions.

About Amy & Steve Trager Family Foundation Tr

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Kentucky $13K (100%)

States

Kentucky

Cities

Louisville

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023
Total Assets	$519,034	$500,000
Revenue	$36,327	$500,000
Expenses	$17,293	—
Qualifying Distributions	$14,987	—
Net Investment Income	$19,021	—
Distributable Amount	$24,951	$2,052

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

1 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Community Foundation of Louisville ($12,500).

Recipient	Purpose	Amount
COMMUNITY FOUNDATION OF LOUISVILLE LOUISVILLE, KY	ORGANIZATIONAL OPERATIONS	$12,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
STEVEN E TRAGER	TRUSTEE	1	—
AMY TRAGER	DIRECTOR	1	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Amy & Steve Trager Family Foundation Tr?

Amy & Steve Trager Family Foundation Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LOUISVILLE, KY. It holds $519K in total assets as of 2024.

How large is Amy & Steve Trager Family Foundation Tr?

As of 2024, Amy & Steve Trager Family Foundation Tr holds $519K in total assets with $36K in annual revenue. It awarded 1 grants totaling $13K in 2024.

Where does Amy & Steve Trager Family Foundation Tr operate?

Amy & Steve Trager Family Foundation Tr has awarded grants in Kentucky.

What size grants does Amy & Steve Trager Family Foundation Tr award?

In 2024, Amy & Steve Trager Family Foundation Tr awarded 1 grants totaling $13K — an average of about $13K per grant, based on its IRS Form 990 filings.

How much is Amy & Steve Trager Family Foundation Tr required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Amy & Steve Trager Family Foundation Tr reported a distributable amount of $25K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Amy & Steve Trager Family Foundation Tr's EIN?

Amy & Steve Trager Family Foundation Tr's EIN (Employer Identification Number) is 93-6965160. IRS Form 990 filing data is available on this page for 2023–2024.