Bagby Family Foundation
PALM BEACH, FL EIN: 26-4499815
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$555K
-19.1% YoY
Annual Giving
$155K
+416.7% YoY
Grant Count
4
+300.0% YoY
Avg Grant Size
$39K
+29.2% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $555,432 | $686,703 | $699,856 |
| Revenue | $24,002 | $20,634 | $4,170 |
| Expenses | $125,273 | $33,839 | $33,227 |
| Qualifying Distributions | $155,084 | $31,917 | $30,000 |
| Net Investment Income | $24,002 | $18,792 | $1,018 |
| Distributable Amount | $33,665 | $34,503 | $12,431 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
8 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Bagby Family Foundation fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Meredith Bagby | President & Treasurer | 1 | — |
| Yvonne Cheng | Chief Financial Officer | 1 | — |
| Karen Kao | Chief Operating Officer | 1 | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Minnesota $250K (63%)
Massachusetts $90K (23%)
California $30K (8%)
Oklahoma $15K (4%)
New York $10K (3%)
Cities
CambridgeLos AngelesRochesterRye BrookTulsa
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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