Trager Family Foundation Trust
Trager Family Foundation Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LOUISVILLE, KY. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $18.0M in total assets. In 2024, it awarded 10 grants totaling $253K. Net investment income was $975K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$18.0M
+17.7% YoY
Annual Giving
$253K
+33.7% YoY
Grant Count
10
+25.0% YoY
Avg Grant Size
$25K
+7.0% YoY
Under IRS private-foundation payout rules, Trager Family Foundation Trust reported a distributable amount of $1.6M for 2024 — the minimum it must pay out in qualifying distributions.
About Trager Family Foundation Trust
Based on IRS filings
Trager Family Foundation Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LOUISVILLE, KY. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $18.0M in total assets. In 2024, it awarded 10 grants totaling $253K. Net investment income was $975K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $17,988,110 | $15,283,746 | $14,664,199 |
| Revenue | $2,987,372 | $829,539 | $28,179,926 |
| Expenses | $283,008 | $209,992 | $521,903 |
| Qualifying Distributions | $254,149 | $193,758 | $495,984 |
| Net Investment Income | $975,155 | $815,067 | $427,884 |
| Distributable Amount | $1,605,703 | $1,278,786 | $1,159,142 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
25 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Jewish Community Federation ($124,674), Louisville Ballet ($50,000), Bellarmine University ($30,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BELLARMINE UNIVERSITY LOUISVILLE, KY | ORGANIZATIONAL OPERATIONS | $30,000 |
| JEWISH COMMUNITY OF LOUISVILLE LOUISVILLE, KY | ORGANIZATIONAL OPERATIONS | $2,500 |
| JEWISH COMMUNITY FEDERATION LOUISVILLE, KY | ORGANIZATIONAL OPERATIONS | $124,674 |
| SERENITY INC MOUNTAIN HOME, AR | ORGANIZATIONAL OPERATIONS | $2,500 |
| JEFFERSON COUNTY PUBLIC EDUCATION FOUNDATION LOUISVILLE, KY | ORGANIZATIONAL OPERATIONS | $1,000 |
| SWIM ACROSS AMERICA CHARLOTTE, NC | ORGANIZATIONAL OPERATIONS | $5,000 |
| WELLSPRING LOUISVILLE, KY | ORGANIZATIONAL OPERATIONS | $7,000 |
| NCJW LOUISVILLE SECTION LOUISVILLE, KY | ORGANIZATIONAL OPERATIONS | $5,000 |
| GILDA'S CLUB KENTUCKIANA LOUISVILLE, KY | ORGANIZATIONAL OPERATIONS | $25,000 |
| LOUISVILLE BALLET LOUISVILLE, KY | ORGANIZATIONAL OPERATIONS | $50,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| STEVEN E TRAGER | TRUSTEE | 1 | — |
| JEAN S TRAGER | DIRECTOR | 1 | — |
| SHELLEY TRAGER | DIRECTOR | 1 | — |
| AMY TRAGER | DIRECTOR | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Trager Family Foundation Trust?
Trager Family Foundation Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LOUISVILLE, KY. It holds $18.0M in total assets as of 2024.
How large is Trager Family Foundation Trust?
As of 2024, Trager Family Foundation Trust holds $18.0M in total assets with $3.0M in annual revenue. It awarded 10 grants totaling $253K in 2024.
Where does Trager Family Foundation Trust operate?
Trager Family Foundation Trust has awarded grants in Arkansas, Kentucky, North Carolina, Virginia.
What size grants does Trager Family Foundation Trust award?
In 2024, Trager Family Foundation Trust awarded 10 grants totaling $253K — an average of about $25K per grant, based on its IRS Form 990 filings.
How much is Trager Family Foundation Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Trager Family Foundation Trust reported a distributable amount of $1.6M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2022–2024.
Explore Open Grants
Browse active grant opportunities in Trager Family Foundation Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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