E H Bagby Investment Tr Fbo Headley Whitney Museum Inc

Louisville, KY
Tax-exempt since Aug. 1981
EIN: 31-1016858

Receive an email when new data is available for this organization.

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Arts, Culture and Humanities / Single Organization Support (NTEE)

Donations to this organization are tax deductible.

Revenue

$17.8k (2024)

Expenses

$123k (2024)

Total Assets

$1.96M (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$17,751

Expenses

$123,349

Net Income

-$105,598

Net Assets

$1,957,649

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$32,344	> 100%
Sales of Assets	-$14,593
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$107,678	87.3%
Compensation of Officers*	$17,844	14.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,957,649
Total Liabilities	$0
Net Assets	$1,957,649

Compensation

Key Employees and Officers	Compensation	Other
Baird Trust Company (Trustee)	$17,844	$0

990-PF

Filed on May 9, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$46,938

Expenses

$122,181

Net Income

-$75,243

Net Assets

$2,063,251

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$31,614	67.4%
Sales of Assets	$5,757	12.3%
Other Income	$9,567	20.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$107,937	88.3%
Compensation of Officers*	$16,762	13.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,063,251
Total Liabilities	$0
Net Assets	$2,063,251

Compensation

Key Employees and Officers	Compensation	Other
Baird Trust Company (Trustee)	$16,762	$0

990-PF

Filed on May 1, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$26,843

Expenses

$164,640

Net Income

-$137,797

Net Assets

$2,138,499

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$28,407	> 100%
Sales of Assets	-$1,564
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$131,076	79.6%
Compensation of Officers*	$17,830	10.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,138,499
Total Liabilities	$0
Net Assets	$2,138,499

Compensation

Key Employees and Officers	Compensation	Other
Baird Trust Company (Trustee)	$17,830	$0

990-PF

Filed on May 13, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$729,433

Expenses

$88,272

Net Income

$641,161

Net Assets

$2,275,286

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$23,263	3.2%
Sales of Assets	$706,170	96.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$73,725	83.5%
Compensation of Officers*	$18,070	20.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,275,286
Total Liabilities	$0
Net Assets	$2,275,286

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Previous Ttee (Prev Ttee)	$10,749	$0
Baird Trust Company (Trustee)	$7,321	$0

990-PF

Filed on Nov. 7, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$104,341

Expenses

$101,591

Net Income

$2,750

Net Assets

$1,492,957

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$40,507	38.8%
Sales of Assets	$63,834	61.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$89,456	88.1%
Compensation of Officers*	$16,376	16.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,492,958
Total Liabilities	$1
Net Assets	$1,492,957

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$16,376	$0

990-PF

Filed on April 27, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$107,903

Expenses

$97,883

Net Income

$10,020

Net Assets

$1,490,201

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$45,221	41.9%
Sales of Assets	$62,682	58.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$85,350	87.2%
Compensation of Officers*	$16,478	16.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,490,202
Total Liabilities	$1
Net Assets	$1,490,201

Compensation

Key Employees and Officers	Compensation	Other
Jpmorgan Chase Bank Na (Trustee)	$16,478	$0

990-PF

Filed on June 10, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$104,451

Expenses

$99,827

Net Income

$4,624

Net Assets

$1,480,264

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$40,672	38.9%
Sales of Assets	$63,779	61.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$85,308	85.5%
Compensation of Officers*	$16,813	16.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,480,264
Total Liabilities	$0
Net Assets	$1,480,264

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$16,813	$0

990-PF

Filed on May 6, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$111,143

Expenses

$94,208

Net Income

$16,935

Net Assets

$1,475,624

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$36,375	32.7%
Sales of Assets	$69,953	62.9%
Other Income	$4,815	4.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$83,448	88.6%
Compensation of Officers*	$15,967	16.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,475,624
Total Liabilities	$0
Net Assets	$1,475,624

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$15,967	$0

990-PF

Filed on May 9, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Revenue

$47,778

Expenses

$97,622

Net Income

-$49,844

Net Assets

$1,526,832

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$33,893	70.9%
Sales of Assets	$14,417	30.2%
Other Income	-$532

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$84,458	86.5%
Compensation of Officers*	$15,282	15.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,526,832
Total Liabilities	$0
Net Assets	$1,526,832

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$137,702

Expenses

$93,582

Net Income

$44,120

Net Assets

$1,576,690

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$43,360	31.5%
Sales of Assets	$94,922	68.9%
Other Income	-$580

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$78,336	83.7%
Compensation of Officers*	$15,774	16.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,576,690
Total Liabilities	$0
Net Assets	$1,576,690

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$98,277

Expenses

$89,468

Net Income

$8,809

Net Assets

$1,533,357

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$29,435	30.0%
Sales of Assets	$66,697	67.9%
Other Income	$2,145	2.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$77,205	86.3%
Compensation of Officers*	$15,256	17.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,533,357
Total Liabilities	$0
Net Assets	$1,533,357

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$60,140

Expenses

$99,481

Net Income

-$39,341

Net Assets

$1,526,985

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$31,138	51.8%
Sales of Assets	$30,609	50.9%
Other Income	-$1,607

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$81,811	82.2%
Compensation of Officers*	$14,430	14.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,526,985
Total Liabilities	$0
Net Assets	$1,526,985

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$151,496

Expenses

$98,348

Net Income

$53,148

Net Assets

$1,566,197

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$32,800	21.7%
Sales of Assets	$118,696	78.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$83,317	84.7%
Compensation of Officers*	$16,503	16.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,566,198
Total Liabilities	$1
Net Assets	$1,566,197

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated January 26, 2026

E H Bagby Investment Tr Fbo Headley Whitney Museum Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $17.8k (2024)

Expenses $123k (2024)

Total Assets $1.96M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$17.8k (2024)

Expenses

$123k (2024)

Total Assets

$1.96M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001