E H Bagby Investment Tr Fbo Headley Whitney
LOUISVILLE, KY EIN: 31-1016858
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$2.0M
-5.1% YoY
Annual Giving
$103K
-0.5% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$103K
-0.5% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,957,649 | $2,063,251 | $2,138,499 |
| Revenue | $17,751 | $46,938 | $26,843 |
| Expenses | $123,349 | $122,181 | $164,640 |
| Qualifying Distributions | $107,678 | $107,937 | $131,076 |
| Net Investment Income | $17,126 | $23,126 | $13,620 |
| Distributable Amount | $109,033 | $94,523 | $92,376 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
6 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does E H Bagby Investment Tr Fbo Headley Whitney fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BAIRD TRUST COMPANY | TRUSTEE | 2 | $17,844 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Kentucky $559K (100%)
States
Cities
Lexington
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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