E H Bagby Investment Tr Fbo Headley Whitney

LOUISVILLE, KY EIN: 31-1016858

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

+0.0% YoY

Avg Grant Size

$103K

-0.5% YoY

Under IRS private-foundation payout rules, E H Bagby Investment Tr Fbo Headley Whitney reported a distributable amount of $109K for 2024 — the minimum it must pay out in qualifying distributions.

About E H Bagby Investment Tr Fbo Headley Whitney

Based on IRS filings

Focus Areas

Arts, Culture & Humanities

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Kentucky $481K (100%)

States

Kentucky

Cities

Lexington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Among its reported 2024 grants, the largest include Headley-whitney Museum of Art ($102,967).

Recipient	Purpose	Amount
HEADLEY-WHITNEY MUSEUM OF ART LEXINGTON, KY	SUPPORT	$102,967

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

Arts, Culture & Humanities

Frequently Asked Questions

What is 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. It holds $2.0M in total assets as of 2024.

How large is E H Bagby Investment Tr Fbo Headley Whitney?

As of 2024, E H Bagby Investment Tr Fbo Headley Whitney holds $2.0M in total assets with $18K in annual revenue. It awarded 1 grants totaling $103K in 2024.

Where does E H Bagby Investment Tr Fbo Headley Whitney operate?

E H Bagby Investment Tr Fbo Headley Whitney has awarded grants in Kentucky.

What size grants does E H Bagby Investment Tr Fbo Headley Whitney award?

In 2024, E H Bagby Investment Tr Fbo Headley Whitney awarded 1 grants totaling $103K — an average of about $103K per grant, based on its IRS Form 990 filings.

How much is E H Bagby Investment Tr Fbo Headley Whitney required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, E H Bagby Investment Tr Fbo Headley Whitney reported a distributable amount of $109K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is E H Bagby Investment Tr Fbo Headley Whitney's EIN?

E H Bagby Investment Tr Fbo Headley Whitney's EIN (Employer Identification Number) is 31-1016858. IRS Form 990 filing data is available on this page for 2019–2024.