Trager Family Foundation Trust
Trager Family Foundation Trust is a private foundation based in Louisville, Kentucky. Its 2025 filing lists grants to charitable organizations, including organizations in Louisville and elsewhere in Kentucky.
Key facts about Trager Family Foundation Trust
In short: Trager Family Foundation Trust gave $1.0M across 10 grants in 2025 (avg $103K), mostly in Kentucky. 50% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 87-6461357
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $1,031,921
- Grants made (2025)
- 10
- Average grant
- $103,192
- Median grant
- $8,600
- New grantees (estimate)
- 50% first-time grantees (5 of 10, 2025)
- Total assets
- $18,508,605
- Primary geography
- Kentucky (100% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation does not accept unsolicited requests for funds and states that it contributes only to preselected charitable organizations. Full details ↓
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$18.5M
+2.9% YoY
Annual Giving
$1.0M
+308.4% YoY
Grant Count
10
+0.0% YoY
Avg Grant Size
$103K
+308.4% YoY
Under IRS private-foundation payout rules, Trager Family Foundation Trust reported a distributable amount of $1.9M for 2025 — the minimum it must pay out in qualifying distributions.
Is Trager Family Foundation Trust open to new grantees?
50%
first-time grantees, 2025
In 2025, 5 of 10 grantees (50%) were first-time recipients. First grants averaged $17K; repeat grants $190K. How we count
Medians: $10K first-time, $7K repeat.
- 50% of 2025 grantees were also funded in 2024. Method
- Giving grew 110% from 2022 to 2025. Method
- In 2025 it paid out 54% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2022–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants included organizations whose own missions span several areas. The Jewish Community of Louisville says it works to build and sustain a vibrant, caring, inclusive community rooted in Jewish values. Bellarmine University describes its work as undergraduate and graduate education in liberal arts and professional studies; Simmons College of Kentucky describes its work as biblical higher education in an urban context. Wellspring says it promotes mental health recovery through behavioral health, housing, and employment services. Swim Across America says proceeds from its charity swims fund cancer research, prevention, and treatment.
Grantmaking
In 2025, the foundation reported 10 grants totaling $1,031,921. Grant amounts ranged from $2,500 to $902,221, with a median of $8,600. The largest awards included $902,221 to the Jewish Community of Louisville, $50,000 to the Louisville Orchestra, $30,000 to Bellarmine University, $15,000 to Keneseth Israel, and $10,200 to Simmons College of Kentucky. Each was listed for organizational operations.
Ready to take the next step with Trager Family Foundation Trust?
Geographic Focus
Where this funder awards grants
The 2025 itemized grants list recipients in Kentucky and one recipient in North Carolina: Swim Across America in Charlotte received $5,000. The filing’s reported grant-dollar shares list Kentucky at 100% and North Carolina at 0%, which differs from the itemized grant list.
Grant Distribution by State
Share of 2025 grant dollars across all 10 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2022 to 2025, annual grant giving ranged from $189K (2023) to $1.0M (2025). In 2025 it made 10 grants totaling $1.0M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Jewish Community of Louisville ($902K). Together the top 10 received $1.0M.
Grant Size Distribution
35 grants across all recorded years
The most common grant size was under $50K: 29 grants of 35 (83%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Jewish Community of Louisville Louisville, KY | Organizational Operations | $902,221 |
| Louisville Orchestra Louisville, KY | Organizational Operations | $50,000 |
| Bellarmine University Louisville, KY | Organizational Operations | $30,000 |
| Keneseth Israel Louisville, KY | Organizational Operations | $15,000 |
| Simmons College of Kentucky Louisville, KY | Organizational Operations | $10,200 |
| Wellspring Louisville, KY | Organizational Operations | $7,000 |
| NCJW Louisville Section Louisville, KY | Organizational Operations | $5,000 |
| Swim Across America Charlotte, NC | Organizational Operations | $5,000 |
| Harrods Creek Baptist Church Prospect, KY | Organizational Operations | $5,000 |
| The Greater Louisville Pride Foundation Louisville, KY | Organizational Operations | $2,500 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants | Grant count |
|---|---|---|---|---|---|
| 2025 | $18,508,605 | $1,581,532 | $1,061,037 | $1,031,921 | 10 |
| 2024 | $17,988,110 | $2,987,372 | $283,008 | $252,674 | 10 |
| 2023 | $15,283,746 | $829,539 | $209,992 | $188,923 | 8 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $18,508,605 | $17,988,110 | $15,283,746 |
| Revenue | $1,581,532 | $2,987,372 | $829,539 |
| Expenses | $1,061,037 | $283,008 | $209,992 |
| Qualifying Distributions | $1,033,257 | $254,149 | $193,758 |
| Net Investment Income | $1,046,225 | $975,155 | $815,067 |
| Distributable Amount | $1,915,451 | $1,605,703 | $1,278,786 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
- IRS filings on file for fiscal years 2022–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Steven E Trager as trustee, and Jean S Trager, Shelley Trager, and Amy Trager as directors.
Trager Family Foundation Trust's 2025 filing lists 4 officers; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Amy Trager
Director
On filings since 2022
1 hr/week
No compensation reported
Jean S. Trager
Director
On filings since 2022
1 hr/week
No compensation reported
Shelley Trager
Director
On filings since 2022
1 hr/week
No compensation reported
Steven E. Trager
Trustee
On filings since 2022
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2022–2025. "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 St, Louisville, KY 40202
Phone: (502) 584-3600
Frequently asked questions about Trager Family Foundation Trust
How much does Trager Family Foundation Trust give each year?
Trager Family Foundation Trust gave $1.0M across 10 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $253K across 10 grants.
What is Trager Family Foundation Trust's typical grant size?
Trager Family Foundation Trust's median grant in 2025 was $8,600, and its average grant was $103,192, across 10 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Trager Family Foundation Trust that year got $17K on average.
Where does Trager Family Foundation Trust give grants?
Trager Family Foundation Trust gives mostly in Kentucky: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Louisville, KY (8 grants).
Does Trager Family Foundation Trust give general operating support?
Not in 2025: none of the 10 grants with a stated purpose on Trager Family Foundation Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Organizational Operations" (10 grants).
Who are Trager Family Foundation Trust's largest grantees?
Trager Family Foundation Trust's largest 2025 grantees include Jewish Community of Louisville ($902,221), Louisville Orchestra ($50,000) and Bellarmine University ($30,000), according to its 2025 IRS Form 990-PF. Together they received 95% of its itemized 2025 grant dollars.
How large is Trager Family Foundation Trust?
Trager Family Foundation Trust reported $18.5M in total assets on its 2025 IRS Form 990-PF. It paid out $1.0M in qualifying distributions that year, against a required minimum of $1.9M (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.
What does Trager Family Foundation Trust fund?
No mission statement for the foundation is provided. Its 2025 grants included organizations whose own missions span several areas. The Jewish Community of Louisville says it works to build and sustain a vibrant, caring, inclusive community rooted in Jewish values. See mission & focus areas ↑
How do I apply for a grant from Trager Family Foundation Trust?
The foundation does not accept unsolicited requests for funds and states that it contributes only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Trager Family Foundation Trust's EIN?
Trager Family Foundation Trust's EIN (Employer Identification Number) is 87-6461357. IRS Form 990 filing data is available on this page for 2022–2025.
Does Trager Family Foundation Trust 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.
Here's the math on researching Trager Family Foundation Trust by hand.
Explore Open Grants
Browse active grant opportunities in Trager Family Foundation Trust's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Kindred Foundation Inc
Louisville, KY
Kindred Foundation Inc. provides general operating support, with 2025 grants ranging from $800 to $400,000 and a median of $10,000. Its 2025 grants went mostly to organizations in Tennessee, followed by Kentucky and New Mexico; it funds only preselected organizations and does not accept unsolicited requests.
Assets
$3.8M
Grants
22
Total Given
$718K
Owsley Brown II Family Foundation Inc
Louisville, KY
The foundation funds higher education, Christian causes, and local arts and culture, with higher education its largest area; its giving is centered in Louisville but also includes institutions elsewhere. Grants typically range from $500 to $250,000, averaging about $20,000. The profile does not state whether it accepts unsolicited requests; it notes that a connection is likely necessary and that it is not accessible to first-time grantseekers.
Assets
$60.2M
Grants
2
Total Given
$425K
Trager Family Foundation Inc
Louisville, KY
The Louisville-based foundation previously supported community organizations, higher education and athletics, visual arts, orchestral programs, and botanical gardens, with 2021 grants averaging about $296,000. It focused on Louisville-area organizations, accepted no unsolicited requests, and dissolved in December 2024.
Assets
$14.4M
Grants
18
Total Given
$5.3M
Enterprise Holdings Foundation
Saint Louis, MO
Enterprise Holdings Foundation supports nonprofits in health, education, arts, disaster relief, reforestation, hunger relief, and community equity, with an emphasis on organizations actively supported by Enterprise employees and their families. Its reported grants range widely: 2024 giving averaged about $7,700 across 9,499 grants, while the foundation also offers awards of up to $40,000; it supports communities where Enterprise operates worldwide. Unsolicited requests are accepted at any time, but eligible applications must be submitted by an Enterprise team member or their spouse or domestic partner on behalf of a nonprofit they actively support.
Assets
$594.3M
Grants
1
Total Given
$101.4M
Republic Bank Foundation Inc
Louisville, KY
Republic Bank Foundation supports education and youth programs, health and human services, family and community welfare, civic projects, arts, recreation, and preservation. Its 2025 grants had a median of $2,500, though awards ranged from $25 to $266,666; it primarily funds organizations serving its bank service area in Kentucky, Indiana, Ohio, Tennessee, and Florida, with most 2025 grant dollars going to Kentucky. It funds only preselected charitable organizations and does not accept unsolicited requests.
Assets
$7.1M
Grants
139
Total Given
$1.5M
Sociable Weaver Foundation Inc
Louisville, KY
The foundation supports community, cultural, environmental, and educational organizations, primarily in Kentucky, which received 90% of its 2024 grant dollars. Its 70 grants totaled about $2.59 million, with a median grant of $7,000 and awards ranging from $983 to $998,908. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$8.7M
Grants
70
Total Given
$2.6M
INA B Bond Ashbourne Charitable Fund Inc
Louisville, KY
The Ina B Bond Ashbourne Charitable Fund supported varied charitable organizations, primarily in Kentucky, with some grants in Florida and Tennessee. In 2024, its 10 grants totaled $3.75 million, ranging from $10,000 to $1.45 million; it gave only to preselected organizations and did not accept unsolicited requests. The fund filed a final return in 2024 and transferred all its assets.
Assets
—
Grants
10
Total Given
$3.8M
McKesson Foundation Inc
Dallas, TX
McKesson Foundation supports healthcare access across the U.S. and Canada, focusing on cancer, healthcare workforce training, and emergency response, especially for vulnerable communities; local priorities include Atlanta, Columbus, Dallas-Fort Worth, Houston, Memphis, Montreal, Richmond, and Toronto. Its 2025 grants ranged from $10,000 to $2.47 million, with a median of $100,000. Its filing says it does not accept unsolicited requests, while its current website describes online applications: up to $25,000 year-round and larger requests from February 1 through April 30.
Assets
$1.6M
Grants
76
Total Given
$16.6M
The Community Foundation of Louisville Corporate Depository Inc
Louisville, KY
The Community Foundation of Louisville supports nonprofits through capacity-building, youth development, human services, education, community safety, and other local initiatives, as well as some early-stage businesses. Its 2025 grants had a median of $12,000 (ranging from $5,157 to $720,515), with most reported grant dollars going to Kentucky, especially Louisville. Grant programs use open application and review processes.
Assets
$3.3M
Grants
128
Total Given
$4.3M
James Graham Brown Foundation Inc
Louisville, KY
The James Graham Brown Foundation funds education, community and economic development, civic and cultural assets, and health and well-being in Louisville and across Kentucky. Its 2024 grants ranged from $450 to $1.5 million, with a median of $202,500; Louisville Responsive Community Grants generally range from $150,000 to $500,000. The profile describes concept-paper submissions for some programs and says Quality of Life applications are by invitation; it does not state whether unsolicited requests are accepted generally.
Assets
$391.0M
Grants
50
Total Given
$14.9M
Legacy Foundation of Kentuckiana Inc
Phoenix, AZ
The foundation funds nonprofit work that improves health, especially for vulnerable people, and advances social justice, including health, education, social services, housing, and related needs. Its 2025 grants ranged from $10,000 to $301,500, with a median of $70,000, for organizations serving five Kentucky counties and Clark County, Indiana. It accepts unsolicited Letters of Interest; full proposals are by invitation only.
Assets
$132.0M
Grants
50
Total Given
$5.2M
Snowy Owl Foundation Inc
Louisville, KY
The foundation funds work in land, art, education, and human need, primarily in the Louisville area and more broadly in Kentucky and qualified regional communities. Grants are typically $1,000–$5,000, though larger awards are possible; it funds only preselected organizations and does not accept unsolicited requests.
Assets
$5.9M
Grants
93
Total Given
$404K
More Funders in Kentucky
Trager Family Foundation Trust down — hundreds of funders to go?