Bader Family Charitable Trust
Bader Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Louisville, KY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 11 grants totaling $105K. Net investment income was $171K.
Key facts about Bader Family Charitable Trust
- EIN
- 84-3818374
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $104,500
- Grants made (2024)
- 11
- Average grant
- $9,500
- Median grant
- $10,000
- Total assets
- $1,170,542
- Primary geography
- Kentucky (89% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Bader Family Charitable Trust funds
By grant dollars, the top recipient states for Bader Family Charitable Trust's 11 itemized 2024 grants were Kentucky (89%) and Indiana (11%). The most frequent recipient cities were Louisville, KY (7 grants). None of its 11 grants with a stated purpose were described as general or operating support. Recurring purposes include "Scholarship" (5 grants) and "Community Assistance" (3 grants).
How Bader Family Charitable Trust gives
- 45% of 2024 grantees were also funded in 2023. Method
- Giving grew 74% from 2021 to 2024. Method
- In 2024 it paid out 126% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized IRS Form 990-PF grant lists (2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Bader Family Charitable Trust
- How to evaluate Bader Family Charitable Trust as a funder
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.2M
+6.7% YoY
Annual Giving
$105K
+22.9% YoY
Grant Count
11
+57.1% YoY
Avg Grant Size
$10K
-21.8% YoY
Under IRS private-foundation payout rules, Bader Family Charitable Trust reported a distributable amount of $86K for 2024 — the minimum it must pay out in qualifying distributions.
About Bader Family Charitable Trust
Based on IRS filings
Bader Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Louisville, KY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 11 grants totaling $105K. Net investment income was $171K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 11 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,170,542 | $1,096,568 | $1,132,306 |
| Revenue | $183,793 | $62,788 | $223,784 |
| Expenses | $122,829 | $99,944 | $78,784 |
| Qualifying Distributions | $108,706 | $88,701 | $68,413 |
| Net Investment Income | $170,934 | $51,503 | $11,952 |
| Distributable Amount | $86,237 | $73,905 | $65,195 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
33 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Dogs Helping Heroes Inc ($12,000), Educational Justice ($10,000), Bellarmine University ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| DOGS HELPING HEROES INC Clarksville, IN | PROVIDE SERVICES FOR | $12,000 |
| Educational Justice Louisville, KY | COMMUNITY ASSISTANCE | $10,000 |
| BELLARMINE UNIVERSITY Louisville, KY | SCHOLARSHIP | $10,000 |
| Louisville Free Public Library Louisville, KY | SUPPORT | $10,000 |
| University of Louisville Louisville, KY | SCHOLARSHIP | $10,000 |
| EASTERN KENTUCKY UNIVERSITY Richmond, KY | SCHOLARSHIP | $10,000 |
| Kentucky Habitat for Humanity Louisville, KY | COMMUNITY PUBLIC ASSISTANCE | $10,000 |
| UNIVERSITY OF KENTUCKY Lexington, KY | SCHOLARSHIP | $10,000 |
| WESTERN KENTUCKY UNIVERSITY Blowing green, KY | SCHOLARSHIP | $10,000 |
| BOYS AND GIRLS CLUB OF KENTUCKIANA Louisville, KY | COMMUNITY ASSISTANCE | $7,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Baird Trust Company | Trustee | 2 | $15,825 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Bader Family Charitable Trust?
Bader Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Louisville, KY. It holds $1.2M in total assets as of 2024.
How large is Bader Family Charitable Trust?
As of 2024, Bader Family Charitable Trust holds $1.2M in total assets with $184K in annual revenue. It awarded 11 grants totaling $105K in 2024.
Where does Bader Family Charitable Trust operate?
Bader Family Charitable Trust has awarded grants in Indiana, Kentucky.
What size grants does Bader Family Charitable Trust award?
In 2024, Bader Family Charitable Trust awarded 11 grants totaling $105K — an average of about $10K per grant, based on its IRS Form 990 filings.
How much is Bader Family Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bader Family Charitable Trust reported a distributable amount of $86K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Bader Family Charitable Trust's EIN?
Bader Family Charitable Trust's EIN (Employer Identification Number) is 84-3818374. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.