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E H Bagby Investment Trust Fbo Headley Whitney Museum Inc. is a private trust based in LOUISVILLE, KY. The foundation received its IRS ruling in 1981. The principal officer is Jpmorgan Chase Bank Na. It holds total assets of $2M. Annual income is reported at $172K. Total assets have grown from $1.6M in 2011 to $2.1M in 2023. The foundation is governed by 1 officer or trustee. The foundation operates in the area of arts & culture. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2017 to 2023. According to available records, E H Bagby Investment Trust Fbo Headley Whitney Museum Inc. has made 3 grants totaling $319K, with a median grant of $126K. Annual giving has grown from $66K in 2021 to $253K in 2022. Individual grants have ranged from $66K to $126K, with an average award of $106K. Grant recipients are concentrated in Kentucky. Contributions to this foundation are tax-deductible.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
E H Bagby Investment Trust Fbo Headley Whitney Museum Inc. primarily funds organizations in the area of arts & culture. Based on available records, the foundation has funded 3 grants. Its grantmaking reaches organizations primarily in KY.
E H Bagby Investment Trust Fbo Headley Whitney Museum Inc. has distributed a total of $319K across 3 grants. The median grant size is $126K, with an average of $106K. Individual grants have ranged from $66K to $126K.
E H Bagby Investment Trust Fbo Headley Whitney Museum Inc. typically selects its grantees rather than accepting unsolicited proposals.
E H Bagby Investment Trust Fbo Headley Whitney Museum Inc. is headquartered in LOUISVILLE, KY.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Baird Trust Company | TRUSTEE | $17K | $0 | $17K |
Total Giving
$122K
Total Assets
$2.1M
Fair Market Value
$2M
Net Worth
$2.1M
Grants Paid
$103K
Contributions
N/A
Net Investment Income
$23K
Distribution Amount
$95K
Total: $2M
Total Grants
3
Total Giving
$319K
Average Grant
$106K
Median Grant
$126K
Unique Recipients
1
Most Common Grant
$126K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Headley-Whitney Museum Of ArtSUPPORT | Lexington, KY | $126K | 2022 |