Bagby Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PALM BEACH, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $555K in total assets. In 2024, it awarded 4 grants totaling $155K. Net investment income was $24K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
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
About Bagby Family Foundation
Based on IRS filings
Bagby Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PALM BEACH, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $555K in total assets. In 2024, it awarded 4 grants totaling $155K. Net investment income was $24K.
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 | $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 .
Leadership & 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 | — |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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