Roemer Elrod Trust Fund for

BOWLING GREEN, KY EIN: 31-1105985

Roemer Elrod Trust Fund for is a private foundation, based in BOWLING GREEN, KY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $218K in total assets. In 2025, it awarded 3 grants totaling $7K. Net investment income was $10K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$218K

-0.1% YoY

Annual Giving

$7K

-31.3% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$2K

-31.3% YoY

Under IRS private-foundation payout rules, Roemer Elrod Trust Fund for reported a distributable amount of $12K for 2025 — the minimum it must pay out in qualifying distributions.

About Roemer Elrod Trust Fund for

Based on IRS filings

Ready to take the next step with Roemer Elrod Trust Fund for?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Kentucky $48K (100%)

States

Kentucky

Cities

Bowling Green

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$218,031	$218,297	$222,211
Revenue	$12,277	$10,144	$351
Expenses	$11,171	$14,058	$14,050
Qualifying Distributions	$8,933	$12,099	$12,246
Net Investment Income	$10,039	$8,185	$5,783
Distributable Amount	$12,445	$11,900	$12,024

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Grant Size Distribution

16 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include New Beginnings Therapeutic Riding Inc ($3,000), The Hive Inc ($3,000), Down Syndrome Support Group of South Central Kentucky Inc ($1,020).

Recipient	Purpose	Amount
NEW BEGINNINGS THERAPEUTIC RIDING INC BOWLING GREEN, KY	CONTRIBUTION TO HELP FUND THERAPEUTIC HORSE RIDING FOR STUDENTS WITH DISABILTIES	$3,000
DOWN SYNDROME SUPPORT GROUP OF SOUTH CENTRAL KENTUCKY INC BOWLING GREEN, KY	CONTIRBUTION FOR PROGRAM SUPPORT	$1,020
THE HIVE INC BOWLING GREEN, KY	CONTRIBUTION FOR INPROVEMENTS TO CENTER'S ACCESSIBILITY	$3,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
FRANKLIN BANK TRUST COMPANY	TRUSTEE	3	—

Frequently Asked Questions

How large is Roemer Elrod Trust Fund for?

As of 2025, Roemer Elrod Trust Fund for holds $218K in total assets with $12K in annual revenue. It awarded 3 grants totaling $7K in 2025.

Where does Roemer Elrod Trust Fund for operate?

Roemer Elrod Trust Fund for has awarded grants in Kentucky.

What size grants does Roemer Elrod Trust Fund for award?

In 2025, Roemer Elrod Trust Fund for awarded 3 grants totaling $7K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is Roemer Elrod Trust Fund for required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Roemer Elrod Trust Fund for reported a distributable amount of $12K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.