Bagby Family Foundation
Bagby Family Foundation is a private foundation, 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.
Bagby Family Foundation at a glance
In short: Bagby Family Foundation gave $155K across 4 grants in 2024 (avg $39K), mostly in Minnesota. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $155,000
- +416.7% vs 2023
- Grants made (2024)
- 4
- +300.0% vs 2023
- Average grant
- $38,750
- +29.2% vs 2023
- Median grant
- $22,500
- Total assets
- $555,432
- -19.1% vs 2023
- Primary geography
- Minnesota (65% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Bagby Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
The largest 2024 recipient was Mayo Clinic ($100K). Together the top 4 received $155K.
Grant Size Distribution
8 grants across all recorded years
The most common grant size was under $50K: 6 grants of 8 (75%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 4 itemized grants.
Cities
How Bagby Family Foundation gives
- In 2024 it paid out 461% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $30K (2022) to $180K (2020). In 2024 it made 4 grants totaling $155K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Mayo Clinic Rochester, MN | Health Research and Education | $100,000 |
| President and Fellows of Harvard College Cambridge, MA | Education | $30,000 |
| Tulsa Area United Way Tulsa, OK | General Support | $15,000 |
| The Leukemia & Lymphoma Society Rye Brook, NY | Research Support | $10,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $555,432 | $24,002 | $125,273 | $155,000 | 4 | $155,084 | $24,002 | $33,665 |
| 2023 | $686,703 | $20,634 | $33,839 | $30,000 | 1 | $31,917 | $18,792 | $34,503 |
| 2022 | $699,856 | $4,170 | $33,227 | $30,000 | 1 | $30,000 | $1,018 | $12,431 |
| 2021 | $728,913 | $175 | $310 | — | — | — | — | $36,705 |
| 2020 | $761,702 | $604,245 | $182,614 | $180,000 | 2 | — | — | $26,950 |
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.
Leadership & Key People
Officers and directors from IRS filings
Bagby Family Foundation is led by Meredith Bagby, President & Treasurer on every filing since 2020; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Meredith Bagby
President & Treasurer
On filings since 2020
1 hr/week
No compensation reported
Karen Kao
Chief Operating Officer
On filings since 2020
1 hr/week
No compensation reported
Yvonne Cheng
Chief Financial Officer
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "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 Bagby Family Foundation
How much does Bagby Family Foundation give each year?
Bagby Family Foundation gave $155K across 4 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $30K across 1 grant.
What is Bagby Family Foundation's typical grant size?
Bagby Family Foundation's median grant in 2024 was $22,500, and its average grant was $38,750, across 4 grants on its 2024 IRS Form 990-PF.
Where does Bagby Family Foundation give grants?
Bagby Family Foundation gives mostly in Minnesota: 65% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were Massachusetts (19%) and Oklahoma (10%).
Does Bagby Family Foundation give general operating support?
Yes: 25% of Bagby Family Foundation's 2024 grants with a stated purpose (1 of 4) were for general or operating support, per its 2024 IRS Form 990-PF.
How large is Bagby Family Foundation?
Bagby Family Foundation reported $555K in total assets on its 2024 IRS Form 990-PF. It paid out $155K in qualifying distributions that year, against a required minimum of $34K (roughly 5% of its investment assets).
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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