J Rogers Badgett Sr Foundation Inc

Madisonville, KY
Tax-exempt since March 2001
EIN: 31-1755149

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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: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$5.62M (2023)

Expenses

$6.07M (2023)

Total Assets

$43.5M (2023)

Total Liabilities

$13.5M (2023)

Source: Form 990 tax filings from 2011 to 2023

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 Oct.
2023

Revenue

$5,623,619

Expenses

$6,072,600

Net Income

-$448,981

Net Assets

$30,005,808

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$310,000	5.5%
Interest Revenue	$3,646	0.1%
Dividends	$301,485	5.4%
Sales of Assets	$189,566	3.4%
Other Income	$418	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,403,849	23.1%
Compensation of Officers*	$60,000	1.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$43,484,345
Total Liabilities	$13,478,537
Net Assets	$30,005,808

Compensation

Key Employees and Officers	Compensation	Other
Mary Rheaetta Ashby (Vice President/Director)	$60,000	$0
Bentley F Badgett Ii (President/Director)	$0	$0
Claude R Badgett (Sec/Treas/Director)	$0	$0

990-PF

Filed on Sept. 11, 2024

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

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Fiscal Year Ending Oct.
2022

Revenue

$6,549,304

Expenses

$6,048,746

Net Income

$500,558

Net Assets

$31,058,803

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$978,000	14.9%
Interest Revenue	$0
Dividends	$268,380	4.1%
Sales of Assets	$359,732	5.5%
Other Income	$232,708	3.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,682,569	27.8%
Compensation of Officers*	$60,000	1.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$43,812,620
Total Liabilities	$12,753,817
Net Assets	$31,058,803

Compensation

Key Employees and Officers	Compensation	Other
Mary Rheaetta Ashby (Vice President/Director)	$60,000	$0
Bentley F Badgett Ii (President/Director)	$0	$0
Claude R Badgett (Sec/Treas/Director)	$0	$0

990-PF

Filed on Sept. 13, 2023

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

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Oct.
2021

Revenue

$5,652,915

Expenses

$5,958,254

Net Income

-$305,339

Net Assets

$30,842,821

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$393,500	7.0%
Interest Revenue	$0
Dividends	$239,835	4.2%
Sales of Assets	$554,508	9.8%
Other Income	$7,737	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,402,166	23.5%
Compensation of Officers*	$119,231	2.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$43,887,877
Total Liabilities	$13,045,056
Net Assets	$30,842,821

Compensation

Key Employees and Officers	Compensation	Other
Mary Rheaetta Ashby (Vice President/Director)	$60,000	$0
Bentley F Badgett Ii (President/Director)	$59,231	$0
Claude R Badgett (Sec/Treas/Director)	$0	$0

990-PF

Filed on Sept. 8, 2022

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

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Fiscal Year Ending Oct.
2020

Revenue

$6,124,257

Expenses

$4,175,655

Net Income

$1,948,602

Net Assets

$24,411,071

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,496,500	40.8%
Interest Revenue	$0
Dividends	$304,846	5.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$976,166	23.4%
Compensation of Officers*	$135,000	3.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$42,895,782
Total Liabilities	$18,484,711
Net Assets	$24,411,071

Compensation

Key Employees and Officers	Compensation	Other
Bentley F Badgett Ii (President/Director)	$72,692	$0
Mary Rheaetta Ashby (Vice President/Director)	$62,308	$0
Claude R Badgett (Sec/Treas/Director)	$0	$0

990-PF

Filed on Sept. 14, 2021

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

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XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Oct.
2019

Revenue

$4,613,341

Expenses

$4,433,481

Net Income

$179,860

Net Assets

$25,179,219

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$400,000	8.7%
Interest Revenue	$0
Dividends	$305,766	6.6%
Sales of Assets	$0
Other Income	$10,433	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$881,361	19.9%
Compensation of Officers*	$104,395	2.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$33,761,544
Total Liabilities	$8,582,325
Net Assets	$25,179,219

Compensation

Key Employees and Officers	Compensation	Other
Bentley F Badgett Ii (President/Director)	$64,395	$0
Mary Rheaetta Ashby (Vice President/Director)	$40,000	$0
Claude R Badgett (Sec/Treas/Director)	$0	$0

990-PF

Filed on Aug. 24, 2020

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

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Oct.
2018

Revenue

$4,578,504

Expenses

$4,377,032

Net Income

$201,472

Net Assets

$24,526,380

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$165,000	3.6%
Interest Revenue	$0
Dividends	$301,956	6.6%
Sales of Assets	-$9,812
Other Income	$53,051	1.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$820,745	18.8%
Compensation of Officers*	$77,253	1.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$30,456,793
Total Liabilities	$5,930,413
Net Assets	$24,526,380

Compensation

Key Employees and Officers	Compensation	Other
Bentley F Badgett Ii (President/Director)	$47,253	$0
Mary Rheaetta Ashby (Vice President/Director)	$30,000	$0
Claude R Badgett (Sec/Treas/Director)	$0	$0

990-PF

Filed on March 13, 2019

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

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PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Oct.
2017

Revenue

$4,490,123

Expenses

$3,835,783

Net Income

$654,340

Net Assets

$24,434,907

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$290,409	6.5%
Sales of Assets	$120,474	2.7%
Other Income	$49,187	1.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$635,273	16.6%
Compensation of Officers*	$75,714	2.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$29,623,565
Total Liabilities	$5,188,658
Net Assets	$24,434,907

Compensation

Key Employees and Officers	Compensation	Other
Bentley F Badgett Ii (President/Director)	$45,714	$0
Mary Rheaetta Ashby (Vice President/Director)	$30,000	$0
Thomas J Edwards (Directors)	$0	$0
Claude R Badgett (Sec/Treas/Director)	$0	$0

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990-PF

Filed on June 11, 2018

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

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PDF XML

View Filing (2 of 2) PDF (2 of 2)

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Oct.
2016

Revenue

$4,033,406

Expenses

$4,166,946

Net Income

-$133,540

Net Assets

$23,780,567

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6	0.0%
Dividends	$313,794	7.8%
Sales of Assets	$2,134	0.1%
Other Income	$42,398	1.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,132,635	27.2%
Compensation of Officers*	$45,714	1.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$29,205,085
Total Liabilities	$5,424,518
Net Assets	$23,780,567

Compensation

Key Employees and Officers	Compensation	Other
Bentley F Badgett Ii (President/Director)	$45,714	$0
Thomas J Edwards (Directors)	$0	$0
Mary Rheaetta Ashby (Vice President/Director)	$0	$0
Claude R Badgett (Sec/Treas/Director)	$0	$0

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990-PF

Filed on March 15, 2017

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

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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Fiscal Year Ending Oct.
2015

Revenue

$4,357,841

Expenses

$3,956,872

Net Income

$400,969

Net Assets

$23,844,324

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6	0.0%
Dividends	$321,051	7.4%
Sales of Assets	$211,443	4.9%
Other Income	$93,353	2.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$585,975	14.8%
Compensation of Officers*	$66,923	1.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$29,495,483
Total Liabilities	$5,651,159
Net Assets	$23,844,324

Compensation

Key Employees and Officers	Compensation	Other
Bentley F Badgett Ii (President/Director)	$66,923	$0
Thomas J Edwards (Vice President/Director)	$0	$0
Mary Rheaetta Ashby (Director)	$0	$0
Claude R Badgett (Sec/Treas/Director)	$0	$0

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990-PF

Filed on June 15, 2016

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

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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Fiscal Year Ending Oct.
2014

Revenue

$4,335,926

Expenses

$3,648,318

Net Income

$687,608

Net Assets

$23,435,499

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7	0.0%
Dividends	$371,221	8.6%
Sales of Assets	$352,487	8.1%
Other Income	$34,089	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$425,783	11.7%
Compensation of Officers*	$72,000	2.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$29,304,458
Total Liabilities	$5,868,959
Net Assets	$23,435,499

Compensation

Key Employees and Officers	Compensation	Other
Bentley F Badgett Ii (President/Director)	$72,000	$0
Thomas J Edwards (Vice President/Director)	$0	$0
Mary Rheaetta Ashby (Director)	$0	$0
Claude R Badgett (Sec/Treas/Director)	$0	$0

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990-PF

Filed on March 13, 2015

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

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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Fiscal Year Ending Oct.
2013

Revenue

$10,257,762

Expenses

$3,093,617

Net Income

$7,164,145

Net Assets

$22,737,753

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$7,718,396	75.2%
Interest Revenue	$61	0.0%
Dividends	$404,963	3.9%
Sales of Assets	$0
Other Income	$46,823	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$440,386	14.2%
Compensation of Officers*	$72,000	2.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$28,816,012
Total Liabilities	$6,078,259
Net Assets	$22,737,753

990-PF

Filed on Dec. 29, 2014

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

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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Fiscal Year Ending Oct.
2012

Revenue

$2,208,768

Expenses

$2,789,852

Net Income

-$581,084

Net Assets

$13,501,090

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$400,000	18.1%
Interest Revenue	$781	0.0%
Dividends	$397,414	18.0%
Sales of Assets	$20,744	0.9%
Other Income	$53,042	2.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,466,503	52.6%
Compensation of Officers*	$72,000	2.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$19,786,022
Total Liabilities	$6,284,932
Net Assets	$13,501,090

990-PF

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

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Oct.
2011

Revenue

$7,525,334

Expenses

$1,877,435

Net Income

$5,647,899

Net Assets

$14,081,966

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,978,930	79.5%
Interest Revenue	$60,696	0.8%
Dividends	$98,565	1.3%
Sales of Assets	$0
Other Income	$17,829	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$418,611	22.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$20,490,700
Total Liabilities	$6,408,734
Net Assets	$14,081,966

990-PF

What Is This Data?

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.

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Updated June 30, 2025

J Rogers Badgett Sr Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $5.62M (2023)

Expenses $6.07M (2023)

Total Assets $43.5M (2023)

Total Liabilities $13.5M (2023)

Tax Filings by Year

Fiscal Year Ending Oct. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Oct. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Oct. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Oct. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Oct. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Oct. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Oct. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Oct. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Oct. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Revenue

$5.62M (2023)

Expenses

$6.07M (2023)

Total Assets

$43.5M (2023)

Total Liabilities

$13.5M (2023)

Fiscal Year Ending Oct.
2023

Fiscal Year Ending Oct.
2022

Fiscal Year Ending Oct.
2021

Fiscal Year Ending Oct.
2020

Fiscal Year Ending Oct.
2019

Fiscal Year Ending Oct.
2018

Fiscal Year Ending Oct.
2017

Fiscal Year Ending Oct.
2016

Fiscal Year Ending Oct.
2015

Fiscal Year Ending Oct.
2014

Fiscal Year Ending Oct.
2013

Fiscal Year Ending Oct.
2012

Fiscal Year Ending Oct.
2011

Fiscal Year Ending Oct.
2010

Fiscal Year Ending Oct.
2009

Fiscal Year Ending Oct.
2008

Fiscal Year Ending Oct.
2007

Fiscal Year Ending Oct.
2006

Fiscal Year Ending Oct.
2005

Fiscal Year Ending Oct.
2004

Fiscal Year Ending Oct.
2003

Fiscal Year Ending Oct.
2002

Fiscal Year Ending Oct.
2001