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.
Trager Family Foundation Trust at a glance
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.
- Annual giving (2025)
- $1,031,921
- +308.4% vs 2024
- Grants made (2025)
- 10
- +0.0% vs 2024
- Average grant
- $103,192
- +308.4% vs 2024
- Median grant
- $8,600
- Total assets
- $18,508,605
- +2.9% vs 2024
- New grantees (estimate)
- 50% first-time grantees (5 of 10, 2025; small sample)
- Primary geography
- Kentucky (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Trager Family Foundation Trust
- 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.
- Contact
Mailing address: 601 W Market St, Louisville, KY 40202
Phone: (502) 584-3600
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Trager Family Foundation Trust funds
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%).
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
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. With only 10 grantees, that is a small sample: one grantee more or less moves the share by about 10 points. 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.
Giving History
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.
Grants by year
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 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $18,508,605 | $1,581,532 | $1,061,037 | $1,031,921 | 10 | $1,033,257 | $1,046,225 | $1,915,451 |
| 2024 | $17,988,110 | $2,987,372 | $283,008 | $252,674 | 10 | $254,149 | $975,155 | $1,605,703 |
| 2023 | $15,283,746 | $829,539 | $209,992 | $188,923 | 8 | $193,758 | $815,067 | $1,278,786 |
| 2022 | $14,664,199 | $28,179,926 | $521,903 | $491,702 | 7 | $495,984 | $427,884 | $1,159,142 |
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.
Research compiled by Grantable AI from public sources. Last updated September 2026.
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.
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.
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 October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
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
Live grants for the work Trager Family Foundation Trust funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Trager Family Foundation Trust's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Trager Family Foundation Trust funder profile. GrantGraph. Retrieved October 23, 2026, from https://grantable.co/funders/trager-family-foundation-trust-morg_2abf7f8468b54339a7b224170f4855f3
BibTeX
@misc{grantable_876461357_2026,
author = {{Grantable}},
title = {{Trager Family Foundation Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/trager-family-foundation-trust-morg_2abf7f8468b54339a7b224170f4855f3},
note = {Accessed 2026-10-23. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Trager Family Foundation Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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