Bavarian Foundation Trust

Foundation · Grantmaker WALTON, KY EIN: 26-6007704

Bavarian Foundation Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WALTON, KY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $290K in total assets. In 2024, it awarded 25 grants totaling $165K. Net investment income was $463.

Key facts about Bavarian Foundation Trust

EIN: 26-6007704
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $165,142
Grants made (2024): 25
Average grant: $6,606
Median grant: $2,500
Total assets: $289,625
Primary geography: Ohio (28% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated April 2026.

Who Bavarian Foundation Trust funds

By grant dollars, the top recipient states for Bavarian Foundation Trust's 25 itemized 2024 grants were Ohio (28%), Virginia (26%) and Kentucky (23%). The most frequent recipient cities were Norwood, OH (2 grants) and Cincinnati, OH (2 grants). None of its 25 grants with a stated purpose were described as general or operating support. Recurring purposes include "Support Catholic Education of Youth" (3 grants).

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$290K

+13.7% YoY

Annual Giving

$165K

-19.6% YoY

Grant Count

+2400.0% YoY

Avg Grant Size

$7K

-96.8% YoY

Under IRS private-foundation payout rules, Bavarian Foundation Trust reported a distributable amount of $9K for 2024 — the minimum it must pay out in qualifying distributions.

About Bavarian Foundation Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Ohio $47K (28%)

Virginia $44K (26%)

Kentucky $38K (23%)

Wisconsin $10K (6%)

New York $8K (5%)

All other $20K (12%)

Share of all 25 itemized 2024 grant dollars.

States

Colorado Illinois Kentucky Missouri New York Ohio Tennessee Texas Virginia Wisconsin

Cities

CincinnatiNorwoodAppletonArlingtonBryanChicagoCovingtonCrestwoodFlorenceFredericksburgFront RoyalGeorgetownLakeside ParkLenoir CityLibertyLouisvilleLovelandNew YorkNicholvilleSpringfield

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$289,625	$254,779	$232,520
Revenue	$200,488	$228,134	$325,190
Expenses	$165,642	$205,875	$218,225
Qualifying Distributions	$165,142	$205,400	$217,750
Net Investment Income	$463	$634	$190
Distributable Amount	$9,468	$12,277	$11,294

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

29 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Immaculate Conception Church ($40,000), Our Lady of the Assumption Church ($29,900), Life Site News ($20,000).

Recipient	Purpose	Amount
IMMACULATE CONCEPTION CHURCH NORWOOD, OH	TO SUPPORT THE CHURCH'S APOSTOLATE	$40,000
OUR LADY OF THE ASSUMPTION CHURCH WALTON, KY	SUPPORT APOSTOLATE & SPONSOR CAMP	$29,900
LIFE SITE NEWS FRONT ROYAL, VA	SUPPORT UNBIASED NEWS REPORTING	$20,000
STUDENTS FOR LIFE OF AMERICA FREDERICKSBURG, VA	SUPPORT PRO-LIFE OUTREACH	$15,000
AMERICAN OPINION FOUNDATION APPLETON, WI	TO SUPPORT CLASSICAL EDUCATION PROJE	$10,000
NATIONAL FOUNDATION FOR GUN RIGHTS LOVELAND, CO	DEFENSE OF GUN OWNER'S RIGHTS	$5,000
THOMAS MORE SOCIETY CHICAGO, IL	LEGAL DEFENSE OF PRO-LIFE CAUSE	$5,000
VITT SERMER & ANDERSON FUNERAL CINCINNATI, OH	ASSIST INDIGENT FAMILY WITH FUNERAL	$5,000
ST ATHANASIUS CHURCH VIENNA, VA	TO SUPPORT THE CHURCH'S APOSTOLATE	$4,000
ST THERESE ACADEMY NICHOLVILLE, NY	SUPPORT CATHOLIC EDUCATION OF YOUTH	$3,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
JOHN BRUEGGEMANN	TRUSTEE	1.5	—
JAMES BRUEGGEMANN	TRUSTEE	1	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Bavarian Foundation Trust?

Bavarian Foundation Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WALTON, KY. It holds $290K in total assets as of 2024.

How large is Bavarian Foundation Trust?

As of 2024, Bavarian Foundation Trust holds $290K in total assets with $200K in annual revenue. It awarded 25 grants totaling $165K in 2024.

Where does Bavarian Foundation Trust operate?

Bavarian Foundation Trust has awarded grants in Colorado, Illinois, Kentucky, Missouri, New York, Ohio, Tennessee, Texas, Virginia, Wisconsin.

What size grants does Bavarian Foundation Trust award?

In 2024, Bavarian Foundation Trust awarded 25 grants totaling $165K — an average of about $7K per grant, based on its IRS Form 990 filings.

How much is Bavarian Foundation Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Bavarian Foundation Trust reported a distributable amount of $9K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.