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
Under IRS private-foundation payout rules, Bagby Family Foundation reported a distributable amount of $34K for 2024 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2024 grants, the largest include Mayo Clinic ($100,000), President and Fellows of Harvard College ($30,000), Tulsa Area United Way ($15,000).
| Recipient | Purpose | Amount |
|---|---|---|
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE CAMBRIDGE, MA | EDUCATION | $30,000 |
| MAYO CLINIC ROCHESTER, MN | HEALTH RESEARCH AND EDUCATION | $100,000 |
| TULSA AREA UNITED WAY TULSA, OK | GENERAL SUPPORT | $15,000 |
| THE LEUKEMIA & LYMPHOMA SOCIETY RYE BROOK, NY | RESEARCH SUPPORT | $10,000 |
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
Frequently Asked Questions
What is Bagby Family Foundation?
Bagby Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PALM BEACH, FL. It holds $555K in total assets as of 2024.
How large is Bagby Family Foundation?
As of 2024, Bagby Family Foundation holds $555K in total assets with $24K in annual revenue. It awarded 4 grants totaling $155K in 2024.
Where does Bagby Family Foundation operate?
Bagby Family Foundation has awarded grants in California, Massachusetts, Minnesota, New York, Oklahoma.
What size grants does Bagby Family Foundation award?
In 2024, Bagby Family Foundation awarded 4 grants totaling $155K — an average of about $39K per grant, based on its IRS Form 990 filings.
How much is Bagby Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bagby Family Foundation reported a distributable amount of $34K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Bagby Family Foundation's EIN?
Bagby Family Foundation's EIN (Employer Identification Number) is 26-4499815. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Bagby Family Foundation'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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