Roemer Elrod Trust Fund for
Roemer Elrod Trust Fund for is a private foundation, based in Bowling Green, KY. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $219K in total assets. In 2026, it awarded 1 grant totaling $3K. Net investment income was $13K.
Roemer Elrod Trust Fund for at a glance
In short: Roemer Elrod Trust Fund for gave $3K across 1 grant in 2026 (avg $3K), mostly in Kentucky. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $3,000
- -57.3% vs 2025
- Grants made (2026)
- 1
- -66.7% vs 2025
- Average grant
- $3,000
- +28.2% vs 2025
- Median grant
- $3,000
- Total assets
- $218,813
- +0.4% vs 2025
- Primary geography
- Kentucky (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who Roemer Elrod Trust Fund for funds
How this funder distributes its grants
Top Recipients
Top recipient in 2026
The largest 2026 recipient was Better BG KY Inc ($3K).
Grant Size Distribution
13 grants across all recorded years
The most common grant size was under $50K: 13 grants of 13 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2026 grant dollars on its one itemized grant.
States
Cities
How Roemer Elrod Trust Fund for gives
- Giving fell 71% from 2023 to 2026. Method
- In 2026 it paid out 42% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2026, annual grant giving ranged from $3K (2026) to $11K (2020). In 2026 it made 1 grant totaling $3K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Better BG KY Inc Bowling Green, KY | Charitable donation for program support - camp happy days | $3,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $218,813 | $16,117 | $8,453 | $3,000 | 1 | $5,432 | $13,095 | $13,017 |
| 2025 | $218,031 | $12,277 | $11,171 | $7,020 | 3 | $8,933 | $10,039 | $12,445 |
| 2024 | $218,297 | $10,144 | $14,058 | $10,219 | 3 | $12,099 | $8,185 | $11,900 |
| 2023 | $222,211 | $351 | $14,050 | $10,441 | 3 | $12,246 | $5,783 | $12,024 |
| 2022 | $235,910 | $13,192 | $13,750 | $10,000 | 3 | $11,875 | $11,317 | $13,213 |
| 2021 | $237,621 | $117,467 | $14,203 | $10,695 | 4 | — | $115,713 | $10,857 |
| 2020 | $134,357 | $5,803 | $14,262 | $10,772 | 3 | — | $4,058 | $12,440 |
Under IRS private-foundation payout rules, Roemer Elrod Trust Fund for reported a distributable amount of $13K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Roemer Elrod Trust Fund for's only listed officer is Franklin Bank Trust Company, Trustee on every filing since 2020 (uncompensated).
Officers on the 2026 filing
Franklin Bank Trust Company
Trustee
On filings since 2020
3 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2026. "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 Roemer Elrod Trust Fund for
How much does Roemer Elrod Trust Fund for give each year?
Roemer Elrod Trust Fund for gave $3K across 1 grant in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $7K across 3 grants.
How large is Roemer Elrod Trust Fund for?
Roemer Elrod Trust Fund for reported $219K in total assets on its 2026 IRS Form 990-PF. It paid out $5K in qualifying distributions that year, against a required minimum of $13K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Roemer Elrod Trust Fund for operate?
Roemer Elrod Trust Fund for has awarded grants in Kentucky.
What is Roemer Elrod Trust Fund for's EIN?
Roemer Elrod Trust Fund for's EIN (Employer Identification Number) is 31-1105985. IRS Form 990 filing data is available on this page for 2020–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS July 23, 2026)
- IRS filings on file for fiscal years 2020–2025
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