Max and Dorothy Baggerly is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SULPHUR, OK. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it made $891 in qualifying distributions. Net investment income was $12K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.2M
+437.7% YoY
Revenue
$15K
+132.9% YoY
Qualifying Distributions
$891
-11.4% YoY
Expenses
$4K
-11.4% YoY
Under IRS private-foundation payout rules, Max and Dorothy Baggerly reported a distributable amount of $22K for 2024 — the minimum it must pay out in qualifying distributions.
About Max and Dorothy Baggerly
Based on IRS filings
Max and Dorothy Baggerly is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SULPHUR, OK. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it made $891 in qualifying distributions. Net investment income was $12K.
Focus Areas
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Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 |
|---|---|---|
| Total Assets | $1,242,452 | $231,059 |
| Revenue | $15,140 | $6,502 |
| Expenses | $3,565 | $4,025 |
| Qualifying Distributions | $891 | $1,006 |
| Net Investment Income | $12,466 | $3,483 |
| Distributable Amount | $21,977 | $5,765 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2024
Grant Size Distribution
0 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for 2024.
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| STEVEN C BAGGERLY | TRUSTEE | 0.5 | — |
| DOROTHY F BAGGERLY | TRUSTEE | 0.5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Max and Dorothy Baggerly?
Max and Dorothy Baggerly is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SULPHUR, OK. It holds $1.2M in total assets as of 2024.
How large is Max and Dorothy Baggerly?
As of 2024, Max and Dorothy Baggerly holds $1.2M in total assets with $15K in annual revenue.
How much is Max and Dorothy Baggerly required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Max and Dorothy Baggerly reported a distributable amount of $22K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Max and Dorothy Baggerly's EIN?
Max and Dorothy Baggerly's EIN (Employer Identification Number) is 75-2682175. IRS Form 990 filing data is available on this page for 2023–2024.
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Browse active grant opportunities in Max and Dorothy Baggerly's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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