Trager Family Foundation Inc

Grantmaker Louisville, KY EIN: 61-1337078

Trager Family Foundation Inc is a private foundation based in Louisville, Kentucky. Its 2024 filing is marked as the organization’s final return: the board authorized dissolution on October 23, 2024, effective December 20, 2024, and the filing states that the foundation had no assets to distribute upon dissolution. The foundation appears to have wound down and stopped grantmaking.

Key facts about Trager Family Foundation Inc

EIN
61-1337078
Latest 990 filing
Form 990 filing, 2024
Accepts unsolicited proposals
No
How to apply
The foundation stated that it made contributions only to preselected charitable organizations and does not accept unsolicited requests. Full details ↓

Data from IRS Form 990 filing, 2024; updated September 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

How Trager Family Foundation Inc gives

  • 50% of 2021 grantees were also funded in 2020. Method
  • In 2021 it paid out 361% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2021). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2021 grants went to organizations whose work included community-building, higher education and athletics, visual arts, orchestral support, and botanical gardens. For example, Jewish Community of Louisville described its mission as building and sustaining a vibrant, caring, inclusive community rooted in Jewish values. Waterfront Botanical Gardens described its mission as developing an urban botanical garden through education, entertainment, community, and tourism.

Grantmaking

The foundation reported 18 grants totaling $5,328,893 in 2021, an average of about $296,049 per grant. In 2020, it reported 20 grants totaling $1,298,980. Its 2022 filing reported no grants.

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Geographic Focus

Where this funder awards grants

The foundation was based in Louisville, Kentucky. The listed 2021 grantees were all located in Louisville.

Grant Distribution by State

2states

Cities

LouisvilleCrestwoodBirminghamBuckner

Giving Over Time

Total grant dollars and number of grants per year

$0$2M$4M$6M20 grants2020 18 grants2021 0 grants2022 0 grants2023 0 grants2024

From 2020 to 2021, annual grant giving ranged from $1.3M (2020) to $5.3M (2021). In 2021 it made 18 grants totaling $5.3M.

Grant Insights

How this funder distributes its grants

Grant Size Distribution

38 grants across all recorded years

32<$50K2$50–100K$100–250K2$250–500K1$500K–1M1$1–5M$5M+

The most common grant size was under $50K: 32 grants of 38 (84%).

Giving History

Grant recipients and amounts by year

No grants recorded for 2024.

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2022 Not reported $152,974 $3,757 $0; 0 grants
2021 $14,353,142 $690,000 $5,367,308 $5,328,893; 18 grants
2020 $15,739,564 $704,248 $1,316,705 $1,298,980; 20 grants
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$4M$6M2020 2021 2022 2023 2024
Metric202420232022
Revenue——$152,974
Expenses——$3,757
Net Investment Income——$151,005
Distributable Amount——$111,610

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The officers and directors listed on the 2024 filing were Steven E. Trager, president; Jean S. Trager, treasurer/secretary; and Shelley Trager and Amy Trager, directors.

Trager Family Foundation Inc is led by Steven E. Trager, President on every filing since 2020; none of the 4 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Steven E. Trager

    President

    On filings since 2020

    1 hr/week

    No compensation reported

  • Amy Trager

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Shelley Trager

    Director

    On filings since 2021

    1 hr/week

    No compensation reported

  • Jean S. Trager

    Treasurer & Secretary

    On filings since 2020

    1 hr/week

    No compensation reported

Former officers (1)
  • Former: Shelley Trager Kusman (2020) — Director

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.

Contact

Mailing address: 601 W Market Street, Louisville, KY 40202
Phone: (502) 584-3600

Frequently asked questions about Trager Family Foundation Inc

What does Trager Family Foundation Inc fund?

No mission statement for the foundation is provided. Its 2021 grants went to organizations whose work included community-building, higher education and athletics, visual arts, orchestral support, and botanical gardens. See mission & focus areas ↑

How do I apply for a grant from Trager Family Foundation Inc?

The foundation stated that it made contributions only to preselected charitable organizations and does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

Where does Trager Family Foundation Inc make grants?

The foundation was based in Louisville, Kentucky. The listed 2021 grantees were all located in Louisville.

What is Trager Family Foundation Inc's EIN?

Trager Family Foundation Inc's EIN (Employer Identification Number) is 61-1337078. IRS Form 990 filing data is available on this page for 2020–2024.

Does Trager Family Foundation Inc accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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