Max and Dorothy Baggerly
Max and Dorothy Baggerly is a private foundation, based in Sulphur, OK. IRS filing data is available from 2023 through 2025. As of 2025, the organization holds $1.5M in total assets. In 2025, it awarded 8 grants totaling $42K. Net investment income was $63K.
Max and Dorothy Baggerly at a glance
In short: Max and Dorothy Baggerly gave $42K across 8 grants in 2025 (avg $5K), mostly in Texas. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $42,000
- Grants made (2025)
- 8
- Average grant
- $5,250
- Median grant
- $4,500
- Total assets
- $1,512,105
- +21.7% vs 2024
- Primary geography
- Texas (67% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Max and Dorothy Baggerly funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
The largest 2025 recipient was Bethany Preschool ($14K). Together the top 8 received $42K.
Grant Size Distribution
8 grants across all recorded years
The most common grant size was under $50K: 8 grants of 8 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 8 itemized grants.
Cities
How Max and Dorothy Baggerly gives
- In 2025 it paid out 59% 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
In 2025 it made 8 grants totaling $42K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Bethany Preschool Fredericksburg, TX | Charitable Contribution. | $14,000 |
| Covenant Health System Foundation Lubbock, TX | Charitable Contribution. | $5,000 |
| East Lubbock Community Alliance Lubbock, TX | Charitable Contribution. | $5,000 |
| Shepherd of the Hills Presbyterian Sulphur, OK | Contribution for Building Fund. | $5,000 |
| Oeta Oklahoma City, OK | Charitable Contribution. | $4,000 |
| Rescued Animals Second Chance Lubbock, TX | Charitable Contribution. | $4,000 |
| Guymon Community Enrichment Foundation for OPP Guymon, OK | Charitable Contribution. | $2,500 |
| Oklahoma School for the Deaf Foundation Sulphur, OK | Charitable Contribution. | $2,500 |
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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 | $1,512,105 | $65,271 | $45,618 | $42,000 | 8 | $42,905 | $62,558 | $72,640 |
| 2024 | $1,242,452 | $15,140 | $3,565 | — | — | $891 | $12,466 | $21,977 |
| 2023 | $231,059 | $6,502 | $4,025 | — | — | $1,006 | $3,483 | $5,765 |
Under IRS private-foundation payout rules, Max and Dorothy Baggerly reported a distributable amount of $73K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Max and Dorothy Baggerly is led by Steven C. Baggerly, Trustee on every filing since 2023 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Steven C. Baggerly
Trustee
On filings since 2023
1 hr/week
No compensation reported
Former officers (1)
- Former: Dorothy F. Baggerly (2023–2024) — Trustee
Data from IRS Form 990 filings, 2023–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Max and Dorothy Baggerly
How much does Max and Dorothy Baggerly give each year?
Max and Dorothy Baggerly gave $42K across 8 grants in 2025, according to its 2025 IRS Form 990-PF.
What is Max and Dorothy Baggerly's typical grant size?
Max and Dorothy Baggerly's median grant in 2025 was $4,500, and its average grant was $5,250, across 8 grants on its 2025 IRS Form 990-PF.
Where does Max and Dorothy Baggerly give grants?
Max and Dorothy Baggerly gives mostly in Texas: 67% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Oklahoma (33%). The most frequent recipient cities were Lubbock, TX (3 grants) and Sulphur, OK (2 grants).
Who are Max and Dorothy Baggerly's largest grantees?
Max and Dorothy Baggerly's largest 2025 grantees include Bethany Preschool ($14,000), Covenant Health System Foundation ($5,000) and East Lubbock Community Alliance ($5,000), according to its 2025 IRS Form 990-PF. Together they received 57% of its itemized 2025 grant dollars.
How large is Max and Dorothy Baggerly?
Max and Dorothy Baggerly reported $1.5M in total assets on its 2025 IRS Form 990-PF. It paid out $43K in qualifying distributions that year, against a required minimum of $73K (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 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 2023–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(4)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2023 (received by the IRS July 15, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 27, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 2, 2026)
- IRS filings on file for fiscal years 2023–2025
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