Geraldine Bagley Foundation Trust is a private foundation focused on Education, based in FLORENCE, OR. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $343K in total assets. In 2024, it awarded 3 grants totaling $13K. Net investment income was $65K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$343K
+15.3% YoY
Annual Giving
$13K
-59.0% YoY
Grant Count
3
-40.0% YoY
Avg Grant Size
$4K
-31.6% YoY
Under IRS private-foundation payout rules, Geraldine Bagley Foundation Trust reported a distributable amount of $17K for 2024 — the minimum it must pay out in qualifying distributions.
About Geraldine Bagley Foundation Trust
Based on IRS filings
Geraldine Bagley Foundation Trust is a private foundation focused on Education, based in FLORENCE, OR. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $343K in total assets. In 2024, it awarded 3 grants totaling $13K. Net investment income was $65K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $342,764 | $297,195 | $323,617 |
| Revenue | $67,316 | $16,938 | $8,890 |
| Expenses | $21,747 | $43,360 | $31,326 |
| Qualifying Distributions | $18,983 | $39,470 | $26,604 |
| Net Investment Income | $64,734 | $13,111 | $4,530 |
| Distributable Amount | $17,404 | $15,731 | $16,976 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
22 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Andrea J Osbon ($5,000), Lucian Murphy ($5,000), Ava Glowacki ($3,333).
| Recipient | Purpose | Amount |
|---|---|---|
| ANDREA J OSBON FLORENCE, OR | SCHOLARSHIP | $5,000 |
| AVA GLOWACKI FLORENCE, OR | SCHOLARSHIP | $3,333 |
| LUCIAN MURPHY FLORENCE, OR | SCHOLARSHIP | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| TAMERA CALKIN OREGON PACIFIC BANK | TRUST OFFICER | 1 | $6,010 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Geraldine Bagley Foundation Trust?
Geraldine Bagley Foundation Trust is a private foundation focused on Education, based in FLORENCE, OR. It holds $343K in total assets as of 2024.
How large is Geraldine Bagley Foundation Trust?
As of 2024, Geraldine Bagley Foundation Trust holds $343K in total assets with $67K in annual revenue. It awarded 3 grants totaling $13K in 2024.
Where does Geraldine Bagley Foundation Trust operate?
Geraldine Bagley Foundation Trust has awarded grants in Oregon, Texas.
What size grants does Geraldine Bagley Foundation Trust award?
In 2024, Geraldine Bagley Foundation Trust awarded 3 grants totaling $13K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is Geraldine Bagley Foundation Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Geraldine Bagley Foundation Trust reported a distributable amount of $17K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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