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Nonprofit · EIN 31-1755149

J ROGERS BADGETT SR FOUNDATION INC

Tax-exempt · MADISONVILLE, KY 42431

Financials

$5.6M$6.1M2022$5.8M$6.1M2023$5.7M$6.1M2024
Revenue Expenses · by fiscal year end
Financials of J ROGERS BADGETT SR FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
October 31, 2025990-PF$5,673,913$6,139,403-$465,490$44,251,640$12,850,270$31,401,370
October 31, 2024990-PF$5,845,995$6,102,041-$256,046$44,748,167$13,168,579$31,579,588
October 31, 2023990-PF$5,623,619$6,072,600-$448,981$43,484,345$13,478,537$30,005,808
Financial details: 990-PF for the year ended October 31, 2025

Revenue

Contributions, gifts and grants
$3,000
Dividends
$351,695
Interest
$8,093
Net rental income
$577,126
Net gain from sales of assets
$294,732
Other income
$1,190

Expenses

Grants and similar amounts paid
$1,296,699
Compensation of officers, directors and key employees
$84,210
Salaries, compensation and benefits (total)
$463,301
Disbursements for charitable purposes
$1,376,977
Excise tax on investment income
$10,439

Balance sheet and other

Total assets, start of year
$44,748,167
Total assets, end of year
$44,251,640
Total liabilities, end of year
$12,850,270
Net assets, end of year
$31,401,370
Fair market value of assets
$42,109,866
Qualifying distributions
$1,376,977
Net investment income
$3,940,480

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 October 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
MARY RHEAETTA ASHBY
130 PIN OAK LANE, MADISONVILLE, KY 42431
PRESIDENT/DIRECTOR10$60,000
BRADLEY G BALDWIN
PO BOX 1824, MADISONVILLE, KY 42431
SECRETARY/TREASURER0.1$24,210
BENTLEY F BADGETT II
250 PIN OAK LANE, MADISONVILLE, KY 42431
DIRECTOR25$0
CLAUDE R BADGETT
1234 OVERLOOK LANE, BOWLING GREEN, KY 42103
VICE PRESIDENT/DIRECTOR0.1$0
990-PF for the year ended October 31, 2024: 4 people
NameTitleHours / weekCompensation
MARY RHEAETTA ASHBY
130 PIN OAK LANE, MADISONVILLE, KY 42431
PRESIDENT/DIRECTOR10$60,000
BRADLEY G BALDWIN
PO BOX 1824, MADISONVILLE, KY 42431
SECRETARY/TREASURER0.1$18,210
BENTLEY F BADGETT II
250 PIN OAK LANE, MADISONVILLE, KY 42431
DIRECTOR25$0
CLAUDE R BADGETT
1234 OVERLOOK LANE, BOWLING GREEN, KY 42103
VICE PRESIDENT/DIRECTOR0.1$0
990-PF for the year ended October 31, 2023: 3 people
NameTitleHours / weekCompensation
MARY RHEAETTA ASHBY
130 PIN OAK LANE, MADISONVILLE, KY 42431
VICE PRESIDENT/DIRECTOR10$60,000
BENTLEY F BADGETT II
250 PIN OAK LANE, MADISONVILLE, KY 42431
PRESIDENT/DIRECTOR25$0
CLAUDE R BADGETT
1234 OVERLOOK LANE, BOWLING GREEN, KY 42103
SEC/TREAS/DIRECTOR0.1$0

Address and contacts

Address (IRS master file)
1822 N MAIN ST BLDG A, MADISONVILLE, KY 42431-9401
In care of
% BENTLEY F BADGETT II
Signed the 990-PF
BENTLEY F BADGETT II, PRESIDENT/DIRECTOR
Phone
(270) 821-0408
Return prepared by
CHERRY BEKAERT ADVISORY 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 October, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2024October 31, 2025March 16, 2026990-PF on file
2023October 31, 2024March 17, 2025990-PF on file
2022October 31, 2023March 15, 2024990-PF on file

IRS record

EIN
31-1755149
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
2001
Accounting year ends
October
Files
Form 990-PF
Assets (IRS master file)
$44,251,640
Income (IRS master file)
$8,533,869

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFOctober 2025$5,673,913$6,139,403$44,251,640XML
990-TOctober 2025–––IRS
990-PFOctober 2024$5,845,995$6,102,041$44,748,167XML
990-TOctober 2024–––IRS
990-PFOctober 2023$5,623,619$6,072,600$43,484,345XML
990-TOctober 2023–––IRS
990-PFOctober 2022–––IRS
990-TOctober 2022–––IRS
990-PFOctober 2021–––IRS
990-TOctober 2021–––IRS
990-PFOctober 2020–––IRS
990-PFOctober 2019–––IRS
990-PFOctober 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 31-1755149).

Questions about J ROGERS BADGETT SR FOUNDATION INC

What is the EIN of J ROGERS BADGETT SR FOUNDATION INC?
The employer identification number (EIN) of J ROGERS BADGETT SR FOUNDATION INC is 31-1755149.
Is J ROGERS BADGETT SR FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
Are donations to J ROGERS BADGETT SR FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does J ROGERS BADGETT SR FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of J ROGERS BADGETT SR FOUNDATION INC due?
The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did J ROGERS BADGETT SR FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended October 2025.
Who are the officers and directors of J ROGERS BADGETT SR FOUNDATION INC?
The 990-PF for the year ended October 31, 2025 lists 4 people; 2 received compensation from the organization, the highest $60,000 (MARY RHEAETTA ASHBY, PRESIDENT/DIRECTOR).
How much revenue does J ROGERS BADGETT SR FOUNDATION INC have?
On its 990-PF for the year ended October 31, 2025 it reported revenue of $5,673,913, expenses of $6,139,403 and total assets of $44,251,640 at year end.

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