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 2025. As of 2025, the organization holds $1.9M in total assets. In 2025, it awarded 1 grant totaling $102K. Net investment income was $39K.
E H Bagby Investment Tr FBO Headley Whitney at a glance
In short: E H Bagby Investment Tr FBO Headley Whitney gave $102K across 1 grant in 2025 (avg $102K), mostly in Kentucky. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $102,358
- -0.6% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $102,358
- -0.6% vs 2024
- Median grant
- $102,358
- Total assets
- $1,888,542
- -3.5% vs 2024
- Primary geography
- Kentucky (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who E H Bagby Investment Tr FBO Headley Whitney funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Headley-Whitney Museum of Art ($102K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $100–250K range: 4 grants of 5 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How E H Bagby Investment Tr FBO Headley Whitney gives
- Giving held roughly steady from 2022 to 2025 (−19%). Method
- In 2025 it paid out 87% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2019 to 2025, annual grant giving ranged from $66K (2021) to $126K (2022). In 2025 it made 1 grant totaling $102K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Headley-Whitney Museum of Art Lexington, KY | Support | $102,358 |
Ready to take the next step with E H Bagby Investment Tr FBO Headley Whitney?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,888,542 | $54,930 | $124,036 | $102,358 | 1 | $107,454 | $38,502 | $123,561 |
| 2024 | $1,957,649 | $17,751 | $123,349 | $102,967 | 1 | $107,678 | $17,126 | $109,033 |
| 2023 | $2,063,251 | $46,938 | $122,181 | $103,496 | 1 | $107,937 | $23,126 | $94,523 |
| 2022 | $2,138,499 | $26,843 | $164,640 | $126,369 | 1 | $131,076 | $13,620 | $92,376 |
| 2021 | $2,275,286 | $729,433 | $88,272 | $65,785 | 1 | $73,725 | $715,563 | $102,333 |
| 2020 | $1,492,958 | $104,341 | $101,591 | $82,215 | 1 | — | $94,225 | $89,119 |
| 2019 | $1,490,202 | $107,903 | $97,883 | $78,510 | 1 | — | $97,163 | $87,527 |
Under IRS private-foundation payout rules, E H Bagby Investment Tr FBO Headley Whitney reported a distributable amount of $124K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
E H Bagby Investment Tr FBO Headley Whitney's only listed officer is Baird Trust Company, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Baird Trust Company
Trustee
On filings since 2021
2 hrs/week
$7K (2021) → $19K (2025)
Former officers (3)
- Former: Jp Morgan Previous Ttee (2021) — Prev Trustee
- Former: JP Morgan Chase Bank NA (2020) — Trustee
- Former: Jpmorgan Chase Bank NA (2019) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $19K, to Baird Trust Company (Trustee).
Frequently asked questions about E H Bagby Investment Tr FBO Headley Whitney
How much does E H Bagby Investment Tr FBO Headley Whitney give each year?
E H Bagby Investment Tr FBO Headley Whitney gave $102K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $103K across 1 grant.
How large is E H Bagby Investment Tr FBO Headley Whitney?
E H Bagby Investment Tr FBO Headley Whitney reported $1.9M in total assets on its 2025 IRS Form 990-PF. It paid out $107K in qualifying distributions that year, against a required minimum of $124K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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 $1.9M in total assets as of 2025.
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 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 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 27, 2026)
- Updated Form 990-PF for fiscal year 2019 (received by the IRS June 10, 2020)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 13, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 1, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 9, 2025)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 7, 2022)
Explore Open Grants
Browse active grant opportunities in E H Bagby Investment Tr FBO Headley Whitney's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Kentucky
The Madden Foundation Inc
Lexington, KY
The Madden Foundation supports charitable organizations, with recent grants to education, community causes, arts and culture, and Kentucky Horse Park programs. Its 2024 grants ranged from $1,000 to $218,625, with a median of $12,500; most funding went to Kentucky, with recipients also in Pennsylvania, New York, Texas, and Indiana. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$8.0M
Grants
12
Total Given
$542K
Lexarts Inc
Lexington, KY
LexArts funds arts projects, programs, and operating costs for arts organizations and individual artists, with an emphasis on Lexington/Fayette County and Central Kentucky. Recent grants ranged from $5,380 to $81,000, with a median of $10,000; its published CAD awards are $500–$5,000 for individual artists and $5,000–$10,000 for organizations, while GOS awards start at $5,000. CAD grants are competitive; GOS applications require an invitation code, and the profile does not state whether unsolicited requests are accepted.
Assets
$3.1M
Grants
21
Total Given
$511K
Blue Grass Community Foundation Inc
Lexington, KY
Blue Grass Community Foundation funds charitable causes and community needs, including education, housing, basic assistance, and youth wellbeing, primarily in Central and Appalachia Kentucky. Its 2025 grants ranged from about $5,000 to $520,000, with a median of about $16,700; the foundation’s website describes competitive grant opportunities but does not state whether it accepts unsolicited requests.
Assets
$296.2M
Grants
514
Total Given
$20.7M
The Community Foundation of Louisville Inc
Louisville, KY
The Community Foundation of Louisville funds nonprofits across areas including education, arts and culture, health, and community development, with a focus on Louisville and surrounding communities while also supporting work beyond the region. Its 2025 grants ranged from $5,012 to $3,853,691, with a median of $22,987; it states that grant programs for local nonprofits use an open application and review process.
Assets
$766.9M
Grants
678
Total Given
$55.0M
LG&E and Ku Foundation Inc
Louisville, KY
The foundation funds community organizations in economic development, education, the environment, and diversity, as well as event sponsorships and tree-planting grants, primarily in communities served by LG&E and KU. Its 2025 grants ranged from $100 to $749,000, with a median of $2,500; 96% of grant dollars went to Kentucky. It accepts community grant applications through its online portal in March and October.
Assets
$22.0M
Grants
497
Total Given
$4.3M
John B & Brownie Young Memorial Fund
Owensboro, KY
The fund provides scholarships to eligible high school seniors from four Owensboro-area Kentucky school districts for full-time college or vocational/technical study, primarily supporting the first year. Awards are at least $500, with a $500 median grant in 2025; larger awards depend on students’ financial need. Students are notified and receive application information through their school counselor and Independence Bank; the fund does not state whether it accepts unsolicited requests.
Assets
$13.5M
Grants
392
Total Given
$894K
More similar funders
More Funders in Kentucky
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from E H Bagby Investment Tr FBO Headley Whitney's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
E H Bagby Investment Tr FBO Headley Whitney down — hundreds of funders to go?