Nonprofit · EIN 31-1016858
E H BAGBY INVESTMENT TR FBO HEADLEY WHITNEY MUSEUM INC
Tax-exempt · LOUISVILLE, KY 40232
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $54,930 | $124,036 | -$69,106 | $1,888,542 | $0 | $1,888,542 |
| December 31, 2024 | 990-PF | $17,751 | $123,349 | -$105,598 | $1,957,649 | $0 | $1,957,649 |
| December 31, 2023 | 990-PF | $46,938 | $122,181 | -$75,243 | $2,063,251 | $0 | $2,063,251 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $37,514
- Net gain from sales of assets
- $17,416
Expenses
- Grants and similar amounts paid
- $102,358
- Compensation of officers, directors and key employees
- $19,384
- Disbursements for charitable purposes
- $107,454
- Excise tax on investment income
- $535
Balance sheet and other
- Total assets, start of year
- $1,957,649
- Total assets, end of year
- $1,888,542
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,888,542
- Fair market value of assets
- $2,672,108
- Qualifying distributions
- $107,454
- Net investment income
- $54,930
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BAIRD TRUST COMPANY PO BOX 32760, LOUISVILLE, KY 40232 | TRUSTEE | 2 | $19,384 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BAIRD TRUST COMPANY PO BOX 32760, LOUISVILLE, KY 40232 | TRUSTEE | 2 | $17,844 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BAIRD TRUST COMPANY PO BOX 32760, LOUISVILLE, KY 40232 | TRUSTEE | 2 | $16,762 |
Address and contacts
- Address (IRS master file)
- PO BOX 32760, LOUISVILLE, KY 40232-2760
- In care of
- % JPMORGAN CHASE BANK NA
- Signed the 990-PF
- MARK K NICKEL, TRUSTEE
- Phone
- (502) 588-9133
- Return prepared by
- RELIANCE INTEGRATED SOLUTIONS LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 31-1016858
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1981
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Arts, culture and humanities (A11)
- Assets (IRS master file)
- $1,888,542
- Income (IRS master file)
- $150,684
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $54,930 | $124,036 | $1,888,542 | IRS |
| 990-PF | December 2024 | $17,751 | $123,349 | $1,957,649 | IRS |
| 990-PF | December 2023 | $46,938 | $122,181 | $2,063,251 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-1016858).
Questions about E H BAGBY INVESTMENT TR FBO HEADLEY WHITNEY MUSEUM INC
- What is the EIN of E H BAGBY INVESTMENT TR FBO HEADLEY WHITNEY MUSEUM INC?
- The employer identification number (EIN) of E H BAGBY INVESTMENT TR FBO HEADLEY WHITNEY MUSEUM INC is 31-1016858.
- Is E H BAGBY INVESTMENT TR FBO HEADLEY WHITNEY MUSEUM INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
- Are donations to E H BAGBY INVESTMENT TR FBO HEADLEY WHITNEY MUSEUM INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does E H BAGBY INVESTMENT TR FBO HEADLEY WHITNEY MUSEUM INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of E H BAGBY INVESTMENT TR FBO HEADLEY WHITNEY MUSEUM INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did E H BAGBY INVESTMENT TR FBO HEADLEY WHITNEY MUSEUM INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of E H BAGBY INVESTMENT TR FBO HEADLEY WHITNEY MUSEUM INC?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $19,384 (BAIRD TRUST COMPANY, TRUSTEE).
- How much revenue does E H BAGBY INVESTMENT TR FBO HEADLEY WHITNEY MUSEUM INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $54,930, expenses of $124,036 and total assets of $1,888,542 at year end.
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