Geraldine Bagley Foundation Trust
Geraldine Bagley Foundation Trust is a private foundation focused on Education, based in Florence, OR. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $337K in total assets. In 2025, it awarded 4 grants totaling $20K. Net investment income was $24K.
Key facts about Geraldine Bagley Foundation Trust
In short: Geraldine Bagley Foundation Trust gave $20K across 4 grants in 2025 (avg $5K), mostly in Oregon. Source: 2025 IRS Form 990-PF.
- EIN
- 93-6311484
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $20,000
- Grants made (2025)
- 4
- Average grant
- $5,000
- Median grant
- $5,000
- Total assets
- $337,356
- Primary geography
- Oregon (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$337K
-1.6% YoY
Annual Giving
$20K
+50.0% YoY
Grant Count
4
+33.3% YoY
Avg Grant Size
$5K
+12.5% YoY
Under IRS private-foundation payout rules, Geraldine Bagley Foundation Trust reported a distributable amount of $18K for 2025 — the minimum it must pay out in qualifying distributions.
How Geraldine Bagley Foundation Trust gives
- Giving held roughly steady from 2022 to 2025 (+0%). Method
- In 2025 it paid out 153% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $13K (2024) to $33K (2023). In 2025 it made 4 grants totaling $20K.
Grant Insights
How this funder distributes its grants
Grant Size Distribution
21 grants across all recorded years
The most common grant size was under $50K: 21 grants of 21 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 4 individual scholarships Recipients not named | — | $20,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $337,356 | $342,764 | $297,195 |
| Revenue | $29,108 | $67,316 | $16,938 |
| Expenses | $34,516 | $21,747 | $43,360 |
| Qualifying Distributions | $27,612 | $18,983 | $39,470 |
| Net Investment Income | $24,035 | $64,734 | $13,111 |
| Distributable Amount | $18,005 | $17,404 | $15,731 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 5, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 27, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 13, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 5, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 9, 2024)
Leadership & Key People
Officers and directors from IRS filings
Geraldine Bagley Foundation Trust's only listed officer is Tamara Calkin Oregon Pacific Bank, Trust Officer on the 2025 filing (compensated).
Officers on the 2025 filing
Tamara Calkin Oregon Pacific Bank
Trust Officer
New on the 2025 filing
1 hr/week
$6K (2025)
Former officers (3)
- Former: Tamera Calkin Oregon Pacific Bank (2023–2024) — Trust Officer
- Former: DEA ANN Frazier Oregon Pacific Bank (2020–2022) — Trust Officer
- Former: Tina Meyers Oregon Pacific Bank (2019) — Trust Officer
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 $6K, to Tamara Calkin Oregon Pacific Bank (Trust Officer).
Frequently asked questions about Geraldine Bagley Foundation Trust
How much does Geraldine Bagley Foundation Trust give each year?
Geraldine Bagley Foundation Trust gave $20K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $13K across 3 grants.
What is Geraldine Bagley Foundation Trust's typical grant size?
Geraldine Bagley Foundation Trust's median grant in 2025 was $5,000, and its average grant was $5,000, across 4 grants on its 2025 IRS Form 990-PF.
Where does Geraldine Bagley Foundation Trust give grants?
Geraldine Bagley Foundation Trust gives mostly in Oregon: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does Geraldine Bagley Foundation Trust give general operating support?
Not in 2025: none of the 4 grants with a stated purpose on Geraldine Bagley Foundation Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (4 grants).
How large is Geraldine Bagley Foundation Trust?
Geraldine Bagley Foundation Trust reported $337K in total assets on its 2025 IRS Form 990-PF. It paid out $28K in qualifying distributions that year, against a required minimum of $18K (roughly 5% of its investment assets).
What is Geraldine Bagley Foundation Trust?
Geraldine Bagley Foundation Trust is a private foundation focused on Education, based in Florence, OR. It holds $337K in total assets as of 2025.
What is Geraldine Bagley Foundation Trust's EIN?
Geraldine Bagley Foundation Trust's EIN (Employer Identification Number) is 93-6311484. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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