J W Bagley Foundation

Coppell, TX
Tax-exempt since April 1996
EIN: 74-2738464

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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 / Corporate Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$763k (2023)

Expenses

$852k (2023)

Total Assets

$16.4M (2023)

Total Liabilities

$0 (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 Dec.
2023

Revenue

$762,891

Expenses

$851,990

Net Income

-$89,099

Net Assets

$16,368,675

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$944,705	> 100%
Sales of Assets	-$181,814
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$850,920	99.9%
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	$16,368,675
Total Liabilities	$0
Net Assets	$16,368,675

Compensation

Key Employees and Officers	Compensation	Other
James W Bagley (Trustee)	$0	$0
Jean A Bagley (Trustee)	$0	$0
Kimberly Grant (Trustee)	$0	$0
Sharon B Bagley (Vice President)	$0	$0
Susan D Huurman (Treasurer)	$0	$0

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990-PF

Filed on Sept. 11, 2024

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$826,452

Expenses

$872,571

Net Income

-$46,119

Net Assets

$16,089,671

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$70,443	8.5%
Interest Revenue	$0
Dividends	$815,334	98.7%
Sales of Assets	-$59,325
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$870,920	99.8%
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	$16,089,671
Total Liabilities	$0
Net Assets	$16,089,671

Compensation

Key Employees and Officers	Compensation	Other
James W Bagley (Trustee)	$0	$0
Jean A Bagley (Trustee)	$0	$0
Kimberly Grant (Trustee)	$0	$0
Sharon B Bagley (Vice President)	$0	$0
Susan D Huurman (Treasurer)	$0	$0

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990-PF

Filed on Sept. 26, 2023

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

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PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$801,707

Expenses

$1,222,979

Net Income

-$421,272

Net Assets

$19,110,086

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$816,291	> 100%
Sales of Assets	-$14,584
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,207,420	98.7%
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	$19,110,086
Total Liabilities	$0
Net Assets	$19,110,086

Compensation

Key Employees and Officers	Compensation	Other
James W Bagley (Trustee)	$0	$0
Jean A Bagley (Trustee)	$0	$0
Kimberly Grant (Trustee)	$0	$0
Sharon B Bagley (Vice President)	$0	$0
Susan D Huurman (Treasurer)	$0	$0

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990-PF

Filed on Aug. 2, 2022

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$6,969,009

Expenses

$665,965

Net Income

$6,303,044

Net Assets

$19,600,798

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$6,480,133	93.0%
Interest Revenue	$0
Dividends	$513,108	7.4%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$665,965	100%
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	$19,770,624
Total Liabilities	$169,826
Net Assets	$19,600,798

Compensation

Key Employees and Officers	Compensation	Other
James W Bagley (Trustee)	$0	$0
Jean A Bagley (Trustee)	$0	$0
Kimberly Grant (Trustee)	$0	$0
Sharon B Bagley (Vice President)	$0	$0
Susan D Huurman (Treasurer)	$0	$0

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990-PF

Filed on Nov. 17, 2021

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$646,040

Expenses

$693,637

Net Income

-$47,597

Net Assets

$12,510,638

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$533,073	82.5%
Sales of Assets	$112,967	17.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$693,637	100%
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	$12,620,638
Total Liabilities	$110,000
Net Assets	$12,510,638

Compensation

Key Employees and Officers	Compensation	Other
James W Bagley (Trustee)	$0	$0
Jean A Bagley (Trustee)	$0	$0
Kimberly Grant (Trustee)	$0	$0
Sharon B Bagley (Vice President)	$0	$0
Susan D Huurman (Treasurer)	$0	$0
Rocky Picasso (Secretary)	$0	$1,430

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990-PF

Filed on Sept. 30, 2020

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2018

Revenue

$609,288

Expenses

$664,913

Net Income

-$55,625

Net Assets

$11,792,618

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$599,801	98.4%
Sales of Assets	$9,487	1.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$664,913	100%
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	$11,792,618
Total Liabilities	$0
Net Assets	$11,792,618

Compensation

Key Employees and Officers	Compensation	Other
James W Bagley (Trustee)	$0	$0
Jean A Bagley (Trustee)	$0	$0
Kimberly Grant (Trustee)	$0	$0
Sharon B Bagley (Vice President)	$0	$1,088
Susan D Huurman (Treasurer)	$0	$0
Rocky Picasso (Secretary)	$0	$970

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990-PF

Filed on June 18, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$1,710,627

Expenses

$660,988

Net Income

$1,049,639

Net Assets

$12,507,450

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,087,357	63.6%
Interest Revenue	$0
Dividends	$566,686	33.1%
Sales of Assets	$56,584	3.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$660,990	> 100%
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	$12,507,450
Total Liabilities	$0
Net Assets	$12,507,450

Compensation

Key Employees and Officers	Compensation	Other
James W Bagley (Trustee)	$0	$0
Jean A Bagley (Trustee)	$0	$0
Kimberly Grant (Trustee)	$0	$325
Sharon B Bagley (Vice President)	$0	$206
Susan D Huurman (Treasurer)	$0	$0
Rocky Picasso (Secretary)	$0	$1,113

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990-PF

Filed on May 8, 2018

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$638,919

Expenses

$665,774

Net Income

-$26,855

Net Assets

$11,184,677

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$12,500	2.0%
Interest Revenue	$0
Dividends	$621,430	97.3%
Sales of Assets	$4,989	0.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$665,774	100%
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	$11,184,677
Total Liabilities	$0
Net Assets	$11,184,677

Compensation

Key Employees and Officers	Compensation	Other
James W Bagley (Trustee)	$0	$0
Jean A Bagley (Trustee)	$0	$0
Kimberly Grant (Trustee)	$0	$339
Sharon B Bagley (Vice President)	$0	$834
Susan D Huurman (Treasurer)	$0	$39
Rocky Picasso (Secretary)	$0	$1,709

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990-PF

Filed on Aug. 1, 2017

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$542,500

Expenses

$641,605

Net Income

-$99,105

Net Assets

$11,219,712

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$16,150	3.0%
Interest Revenue	$0
Dividends	$528,472	97.4%
Sales of Assets	-$2,122
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$641,605	100%
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	$11,219,712
Total Liabilities	$0
Net Assets	$11,219,712

Compensation

Key Employees and Officers	Compensation	Other
James W Bagley (Trustee)	$0	$0
Jean A Bagley (Trustee)	$0	$0
Kimberly Grant (Trustee)	$0	$2,105
Sharon B Bagley (Vice President)	$0	$1,660
Susan D Huurman (Treasurer)	$0	$372
Rocky Picasso (Secretary)	$0	$2,829

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990-PF

Filed on July 20, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$574,458

Expenses

$617,064

Net Income

-$42,606

Net Assets

$11,433,094

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$36,350	6.3%
Interest Revenue	$495,377	86.2%
Dividends	$51,983	9.0%
Sales of Assets	-$9,252
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$617,064	100%
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	$11,433,094
Total Liabilities	$0
Net Assets	$11,433,094

Compensation

Key Employees and Officers	Compensation	Other
James W Bagley (Trustee)	$0	$0
Jean A Bagley (Trustee)	$0	$0
Mark C Bagley (President)	$0	$555
Sharon B Bagley (Vice President)	$0	$807
Susan D Huurman (Treasurer)	$0	$396
Rocky Picasso (Secretary)	$0	$1,632

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990-PF

Filed on July 1, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$467,041

Expenses

$608,756

Net Income

-$141,715

Net Assets

$10,852,600

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$27,500	5.9%
Interest Revenue	$545,906	> 100%
Dividends	$26,203	5.6%
Sales of Assets	-$132,568
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$608,756	100%
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	$10,852,600
Total Liabilities	$0
Net Assets	$10,852,600

Compensation

Key Employees and Officers	Compensation	Other
James W Bagley (Trustee)	$0	$0
Jean A Bagley (Trustee)	$0	$0
Mark C Bagley (President)	$0	$424
Sharon B Wax (Vice President)	$0	$318
Susan D Huurman (Treasurer)	$0	$318
Rocky Picasso (Secretary)	$0	$3,327

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990-PF

Filed on July 11, 2014

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

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PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$476,440

Expenses

$519,784

Net Income

-$43,344

Net Assets

$11,505,266

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$26,400	5.5%
Interest Revenue	$57	0.0%
Dividends	$592,328	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$519,784	100%
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	$11,505,267
Total Liabilities	$1
Net Assets	$11,505,266

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$606,089

Expenses

$464,680

Net Income

$141,409

Net Assets

$10,866,360

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$31,500	5.2%
Interest Revenue	$49	0.0%
Dividends	$596,171	98.4%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$464,680	100%
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	$10,866,360
Total Liabilities	$0
Net Assets	$10,866,360

990-PF

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

PDF

Fiscal Year Ending Dec.
2010

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

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

PDF

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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.

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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.

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J W Bagley Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $763k (2023)

Expenses $852k (2023)

Total Assets $16.4M (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

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

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$763k (2023)

Expenses

$852k (2023)

Total Assets

$16.4M (2023)

Total Liabilities

$0 (2023)

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.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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2002

Fiscal Year Ending Dec.
2001