E H Bagby Investment Tr Fbo Headley Whitney
E H Bagby Investment Tr Fbo Headley Whitney is a private foundation focused on Arts, Culture & Humanities, based in LOUISVILLE, KY. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $2.0M in total assets. In 2024, it awarded 1 grants totaling $103K. Net investment income was $17K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.0M
-5.1% YoY
Annual Giving
$103K
-0.5% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$103K
-0.5% YoY
About E H Bagby Investment Tr Fbo Headley Whitney
Based on IRS filings
E H Bagby Investment Tr Fbo Headley Whitney is a private foundation focused on Arts, Culture & Humanities, based in LOUISVILLE, KY. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $2.0M in total assets. In 2024, it awarded 1 grants totaling $103K. Net investment income was $17K.
Focus Areas
Ready to take the next step with E H Bagby Investment Tr Fbo Headley Whitney?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,957,649 | $2,063,251 | $2,138,499 |
| Revenue | $17,751 | $46,938 | $26,843 |
| Expenses | $123,349 | $122,181 | $164,640 |
| Qualifying Distributions | $107,678 | $107,937 | $131,076 |
| Net Investment Income | $17,126 | $23,126 | $13,620 |
| Distributable Amount | $109,033 | $94,523 | $92,376 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 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 |
|---|---|---|---|
| BAIRD TRUST COMPANY | TRUSTEE | 2 | $17,844 |
Subject Areas
Focus areas based on grantmaking activity
Related Funders
Similar funders by location and focus area
Mildred H Dunning Memorial Fund Trust
LEXINGTON, KY
Assets
$4.3M
Grants
3
Total Given
$209K
Pauline C Young Scholarship
LEXINGTON, KY
Assets
—
Grants
0
Total Given
—
Welcome House Inc
COVINGTON, KY
Assets
$15.7M
Grants
1
Total Given
$405K
Tw Hl & Ns Donovan Scholarship
LEXINGTON, KY
Assets
$673K
Grants
2
Total Given
$36K
Taking Back Our Neighborhood Together
GLENVIEW, KY
Assets
$21K
Grants
0
Total Given
—
John T Reis Private Foundation
COVINGTON, KY
Assets
$200K
Grants
11
Total Given
$341K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with E H Bagby Investment Tr Fbo Headley Whitney on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities