E H Bagby Investment Tr Fbo Headley Whitney
EIN 311016858
Possibly inactive.
Last 990-PF filing on record is from 2023
(3 years ago). This foundation may have filed its
final return or ceased operations — verify before investing time in an application.
Total Given 2017–2023
$468K
5 grants · $67K avg/year
based on 7 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$82K
typical mid grants · $79K–$103K
grant size
100%
deep partner · 2/2 multi-year
repeat
$2.0M
Assets (2023)
2
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(800) 496-2583
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2017 | $77K | $1.9M | $111K | 1 |
| 2018 | $79K | $1.7M | $104K | 1 |
| 2020 | $82K | $2.1M | $104K | 1 |
| 2022 | $126K | $1.8M | $27K | 1 |
| 2023 | $103K | $2.0M | $47K | 1 |
Grant Size Distribution
Based on 5 grants on record
Minimum
$77K
25th Pctl
$79K
Median
$82K
Average
$94K
75th Pctl
$103K
Maximum
$126K
Geographic Distribution
Officers & Directors
BC
Baird Trust Company
Trustee
BC
Baird Trust Company
Trustee
JN
Jp Morgan Chase Bank Na
Trustee
JN
Jp Morgan Chase Bank Na
Trustee
JN
Jp Morgan Chase Bank Na
Trustee
Grants Awarded (5 total)
| Purpose | ||||
|---|---|---|---|---|
| Headley-Whitney Museum of Art | Lexington, KY | $126,369 | SUPPORT | 2022 |
| Headley-Whitney Museum of Art | Lexington, KY | $103,496 | SUPPORT | 2023 |
| Headley-Whitney Museum Inc | Lexington, KY | $82,215 | GENERAL | 2020 |
| Headley-Whitney Museum Inc | Lexington, KY | $78,583 | GENERAL | 2018 |
| Headley-Whitney Museum Inc | Lexington, KY | $77,061 | GENERAL | 2017 |