Joe Birdwell and Aggie Birdwell

Private foundation · Grantmaker Lubbock, TX EIN: 61-6701482

Joe Birdwell and Aggie Birdwell is a private foundation, based in Lubbock, TX. IRS filing data is available for 2025. As of 2025, the organization holds $3.3M in total assets. In 2025, it reported $152K in grants paid as a total on its IRS filing, without an itemized list. Net investment income was $265K.

Key facts about Joe Birdwell and Aggie Birdwell

In short: Joe Birdwell and Aggie Birdwell reported $152K in grants paid in 2025 (a total; its filing lists no individual grants). Source: 2025 IRS Form 990-PF.

EIN
61-6701482
Latest 990 filing
Form 990-PF, 2025
Grants paid (2025)
$152,018 — reported as a total on the IRS filing, without an itemized list
Total assets
$3,336,431

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$3.3M

Grants Paid (reported total)

$152K

Revenue

$267K

Qualifying Distributions

$152K

Under IRS private-foundation payout rules, Joe Birdwell and Aggie Birdwell reported a distributable amount of $170K for 2025 — the minimum it must pay out in qualifying distributions.

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Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200KTotal only2025

In 2025 it reported $152K in grants paid, as a total without an itemized list.

Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K2025
Metric2025
Total Assets$3,336,431
Revenue$266,624
Expenses$186,575
Qualifying Distributions$152,018
Net Investment Income$264,762
Distributable Amount$170,093

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)

Leadership & Key People

Officers and directors from IRS filings

Joe Birdwell and Aggie Birdwell's only listed officer is Prosperity Bank Trust Dept, Trustee on the 2025 filing (compensated).

Officers on the 2025 filing

  • Prosperity Bank Trust Dept

    Trustee

    New on the 2025 filing

    $22K (2025)

Data from IRS Form 990 filings, 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

Prosperity Bank Trust Dept — Trustee: $22KProsperity Bank Trust…Trustee$22K

The highest reported compensation on the 2025 filing was $22K, to Prosperity Bank Trust Dept (Trustee).

Frequently asked questions about Joe Birdwell and Aggie Birdwell

How much does Joe Birdwell and Aggie Birdwell give each year?

Joe Birdwell and Aggie Birdwell reported $152K in grants paid in 2025 on its 2025 IRS Form 990-PF, as a total without an itemized list of grants.

How large is Joe Birdwell and Aggie Birdwell?

Joe Birdwell and Aggie Birdwell reported $3.3M in total assets on its 2025 IRS Form 990-PF. It paid out $152K in qualifying distributions that year, against a required minimum of $170K (roughly 5% of its investment assets).

What is Joe Birdwell and Aggie Birdwell's EIN?

Joe Birdwell and Aggie Birdwell's EIN (Employer Identification Number) is 61-6701482. IRS Form 990 filing data is available on this page for 2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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