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Nonprofit · EIN 20-0833307

THOMAS S AND MARY K BAGLEY FOUNDATION

Tax-exempt · CRYSTAL LAKE, IL 60014

Financials

$1.6M$438K2023$26K$551K2024$902K$408K2025
Revenue Expenses · by fiscal year end
Financials of THOMAS S AND MARY K BAGLEY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$902,113$407,719$494,394$3,329,536$0$3,329,536
December 31, 2024990-PF$26,151$550,622-$524,471$2,711,208$0$2,711,208
December 31, 2023990-PF$1,552,065$438,009$1,114,056$3,091,245$0$3,091,245
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$866,868
Dividends
$122,793
Interest
$28,103
Net gain from sales of assets
-$115,651

Expenses

Grants and similar amounts paid
$403,162
Disbursements for charitable purposes
$403,187
Excise tax on investment income
$2,034

Balance sheet and other

Total assets, start of year
$2,711,208
Total assets, end of year
$3,329,536
Total liabilities, end of year
$0
Net assets, end of year
$3,329,536
Fair market value of assets
$3,329,536
Qualifying distributions
$403,187
Net investment income
$150,896

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.

NameTitleHours / weekCompensation
THOMAS S BAGLEY
190 LIBERTY ROAD UNIT ONE, CRYSTAL LAKE, IL 60014
PRESIDENT0$0
JAMES J BAGLEY
454 N OAKHURST DRIVE APT 303, BEVERLY HILLS, CA 90210
TREASURER0$0
CHARLES HARRIS
525 W MONROE 1600, CHICAGO, IL 60661
SECRETARY0$0
MARY K BAGLEY
190 LIBERTY ROAD UNIT ONE, CRYSTAL LAKE, IL 60014
VICE PRESIDE0$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
THOMAS S BAGLEY
190 LIBERTY ROAD UNIT ONE, CRYSTAL LAKE, IL 60014
PRESIDENT0$0
JAMES J BAGLEY
454 N OAKHURST DRIVE APT 303, BEVERLY HILLS, CA 90210
TREASURER0$0
CHARLES HARRIS
525 W MONROE 1600, CHICAGO, IL 60661
SECRETARY0$0
MARY K BAGLEY
190 LIBERTY ROAD UNIT ONE, CRYSTAL LAKE, IL 60014
VICE PRESIDE0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
THOMAS S BAGLEY
190 LIBERTY ROAD UNIT ONE, CRYSTAL LAKE, IL 60014
PRESIDENT0$0
JAMES J BAGLEY
454 N OAKHURST DRIVE APT 303, BEVERLY HILLS, CA 90210
TREASURER0$0
CHARLES HARRIS
525 W MONROE 1600, CHICAGO, IL 60661
SECRETARY0$0
MARY K BAGLEY
190 LIBERTY ROAD UNIT ONE, CRYSTAL LAKE, IL 60014
VICE PRESIDE0$0

Address and contacts

Address (IRS master file)
190 LIBERTY RD, CRYSTAL LAKE, IL 60014-8066
In care of
% SCALI & ASSOC PC
Signed the 990-PF
THOMAS S BAGLEY, PRESIDENT
Phone
(847) 458-9070
Return prepared by
SCALI & ASSOCIATES PC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
20-0833307
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
2005
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,329,536
Income (IRS master file)
$2,801,539

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$902,113$407,719$3,329,536IRS
990-PFDecember 2024$26,151$550,622$2,711,208IRS
990-PFDecember 2023$1,552,065$438,009$3,091,245XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 20-0833307).

Questions about THOMAS S AND MARY K BAGLEY FOUNDATION

What is the EIN of THOMAS S AND MARY K BAGLEY FOUNDATION?
The employer identification number (EIN) of THOMAS S AND MARY K BAGLEY FOUNDATION is 20-0833307.
Is THOMAS S AND MARY K BAGLEY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
Are donations to THOMAS S AND MARY K BAGLEY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THOMAS S AND MARY K BAGLEY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of THOMAS S AND MARY K BAGLEY FOUNDATION 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 THOMAS S AND MARY K BAGLEY FOUNDATION 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 THOMAS S AND MARY K BAGLEY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does THOMAS S AND MARY K BAGLEY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $902,113, expenses of $407,719 and total assets of $3,329,536 at year end.

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