Bavarian Foundation Trust
Bavarian Foundation Trust is a private foundation based in Walton, Kentucky. Its 2024 grants supported churches, pro-life organizations, journalism, education, legal advocacy, gun-rights organizations, and assistance for an indigent family.
Bavarian Foundation Trust at a glance
In short: Bavarian Foundation Trust gave $165K across 25 grants in 2024 (avg $7K), top state Ohio. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $165,142
- -19.6% vs 2023
- Grants made (2024)
- 25
- +2400.0% vs 2023
- Average grant
- $6,606
- -96.8% vs 2023
- Median grant
- $2,500
- Total assets
- $289,625
- +13.7% vs 2023
- Primary geography
- Ohio (28% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
How to apply to Bavarian Foundation Trust
- How to Apply
-
The trust states that it does not restrict giving to preselected organizations. The filing lists no application form or materials, deadline, or award restrictions.
- Contact
Application contact: Jame Brueggeman
Mailing address: 12764 Mccoy Fork Road, Walton, KY 41094
Phone: (859) 485-4416
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Bavarian Foundation Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Immaculate Conception Church ($40K). Together the top 10 received $137K.
Grant Size Distribution
29 grants across all recorded years
The most common grant size was under $50K: 25 grants of 29 (86%).
Geographic Focus
Where this funder awards grants
In 2024, Ohio received 28% of grant dollars, Virginia 26%, Kentucky 23%, Wisconsin 6%, and New York 5%.
Grant Distribution by State
Share of 2024 grant dollars across all 25 itemized grants.
Cities
How Bavarian Foundation Trust gives
- Giving fell 38% from 2021 to 2024. Method
- In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $165K (2024) to $670K (2020). In 2024 it made 25 grants totaling $165K.
Grants by year
Grant recipients and amounts by year
| 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 |
Ready to take the next step with Bavarian Foundation Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $289,625 | $200,488 | $165,642 | $165,142 | 25 | $165,142 | $463 | $9,468 |
| 2023 | $254,779 | $228,134 | $205,875 | $205,400 | 1 | $205,400 | $634 | $12,277 |
| 2022 | $232,520 | $325,190 | $218,225 | $217,750 | 1 | $217,750 | $190 | $11,294 |
| 2021 | $125,555 | $32 | $265,650 | $265,650 | 1 | $265,650 | $32 | $15,296 |
| 2020 | $391,173 | $1,005,061 | $670,117 | $669,500 | 1 | — | $61 | $12,154 |
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.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement is provided. The grants show support for a range of organizations and purposes. For example, Students for Life of America describes its mission as empowering people affected by abortion to recruit peers, lead initiatives, and provide resources to people facing an unplanned pregnancy. The American Opinion Foundation says it works to help Americans understand and preserve the freedom and moral responsibility embodied in America’s founding principles. The Thomas More Society describes itself as a public interest law firm advancing and protecting rights, while the National Foundation for Gun Rights says it pursues legal support for Second Amendment rights.
Other 2024 grants supported church apostolates, Catholic education, news reporting, pro-life education, and legal defense of the pro-life cause. The trust also provided assistance to an indigent family for funeral expenses.
Grantmaking
In 2024, the trust made 25 grants totaling $165,142. Awards ranged from $1,000 to $40,000, with a median of $2,500. The largest grants included $40,000 to Immaculate Conception Church in Norwood, Ohio, to support the church’s apostolate; $29,900 to Our Lady of the Assumption Church in Walton, Kentucky, to support its apostolate and sponsor a camp; and $20,000 to Life Site News in Front Royal, Virginia, to support news reporting. Other notable awards were $15,000 to Students for Life of America and $10,000 to the American Opinion Foundation.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists John Brueggemann and James Brueggemann as trustees.
Bavarian Foundation Trust's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
James Brueggemann
Trustee
On filings since 2020
1 hr/week
No compensation reported
John Brueggemann
Trustee
On filings since 2020
1.5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Bavarian Foundation Trust
How much does Bavarian Foundation Trust give each year?
Bavarian Foundation Trust gave $165K across 25 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $205K across 1 grant.
What is Bavarian Foundation Trust's typical grant size?
Bavarian Foundation Trust's median grant in 2024 was $2,500, and its average grant was $6,606, across 25 grants on its 2024 IRS Form 990-PF.
Where does Bavarian Foundation Trust give grants?
Bavarian Foundation Trust's top state is Ohio, with 28% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were Virginia (26%) and Kentucky (23%). The most frequent recipient cities were Norwood, OH (2 grants) and Cincinnati, OH (2 grants).
Does Bavarian Foundation Trust give general operating support?
Not in 2024: none of the 25 grants with a stated purpose on Bavarian Foundation Trust's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Support Catholic Education of Youth" (3 grants).
Who are Bavarian Foundation Trust's largest grantees?
Bavarian Foundation Trust's largest 2024 grantees include Immaculate Conception Church ($40,000), Our Lady of the Assumption Church ($29,900) and Life Site News ($20,000), according to its 2024 IRS Form 990-PF. Together they received 54% of its itemized 2024 grant dollars.
How large is Bavarian Foundation Trust?
Bavarian Foundation Trust reported $290K in total assets on its 2024 IRS Form 990-PF. It paid out $165K in qualifying distributions that year, against a required minimum of $9K (roughly 5% of its investment assets).
What does Bavarian Foundation Trust fund?
No mission statement is provided. The grants show support for a range of organizations and purposes. See mission & focus areas ↑
How do I apply for a grant from Bavarian Foundation Trust?
The trust states that it does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Bavarian Foundation Trust's EIN?
Bavarian Foundation Trust's EIN (Employer Identification Number) is 26-6007704. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Bavarian Foundation Trust's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
The Dowd Foundation
Glenview, IL
Assets
$29K
Grants
6
Total Given
$2K
Neal Family Charitable Foundation
Gardnerville, NV
The Neal Family Charitable Foundation supports preselected organizations working in areas such as social services, health, education, legal advocacy, and religious ministry. Its 2025 grants ranged from $500 to $3,200, with a median of $2,300, and went to organizations in multiple states, including California, Nevada, North Carolina, Arizona, and Colorado. It does not accept unsolicited funding requests.
Assets
$211K
Grants
13
Total Given
$28K
Ztyl Foundation
Denver, CO
The Denver-based ZTYL Foundation supports charitable organizations, with recent grants including Catholic ministries, youth sports, and services for pregnant college women. Its 2025 grants ranged from $500 to $10,000, with a median of $2,000; 87% of grant dollars went to Colorado organizations. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$1.6M
Grants
21
Total Given
$74K
James P Caruso & Christine S Caruso Charitable Fund Inc
Orlando, FL
The fund supports a range of charitable organizations, including health, religious, and life-related causes, with most 2025 grant dollars going to Florida recipients. Grants ranged from $150 to $63,000, with a median of $1,000. It does not restrict giving to preselected organizations, but whether it accepts unsolicited requests is not stated.
Assets
$98K
Grants
37
Total Given
$138K
Duke Energy Foundation
Charlotte, NC
The Duke Energy Foundation funds workforce and local economic development, disaster resilience, conservation, clean water, and economic opportunity in North Carolina, South Carolina, Florida, Ohio, Kentucky, and Indiana. Its 2024 grants had a median of $25,000; applications for grants of $20,000 or less are accepted year-round, after applicants discuss proposals with a state representative.
Assets
$1.9M
Grants
41
Total Given
$25.6M
The Halprin Family Foundation B
McLean, VA
The Halprin Family Foundation B supports religious, pro-life, poverty-relief, and health organizations; its 2024 grants ranged from $50 to $36,100, with a median grant of $5,000. It is based in Virginia, with the largest shares of 2024 funding going to organizations in Virginia, Maryland, Massachusetts, New York, and West Virginia. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$579K
Grants
51
Total Given
$331K
More similar funders
More Funders in Kentucky
Cite this profile
Grantable. (2026). Bavarian Foundation Trust funder profile. GrantGraph. Retrieved October 16, 2026, from https://grantable.co/funders/bavarian-foundation-trust-morg_0e1517332a7c468b82ebed6d31dc2c0e
BibTeX
@misc{grantable_266007704_2026,
author = {{Grantable}},
title = {{Bavarian Foundation Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/bavarian-foundation-trust-morg_0e1517332a7c468b82ebed6d31dc2c0e},
note = {Accessed 2026-10-16. Data licensed CC BY 4.0}
} The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Bavarian Foundation Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Bavarian Foundation Trust down — hundreds of funders to go?