Nonprofit · EIN 74-2738464
J W BAGLEY FOUNDATION
Tax-exempt · COPPELL, TX 75019
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,098,906 | $751,795 | $347,111 | $17,104,717 | $0 | $17,104,717 |
| December 31, 2023 | 990-PF | $762,891 | $851,990 | -$89,099 | $16,368,675 | $0 | $16,368,675 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $216,013
- Dividends
- $941,725
- Net gain from sales of assets
- -$58,832
Expenses
- Grants and similar amounts paid
- $750,920
- Disbursements for charitable purposes
- $750,920
- Excise tax on investment income
- $13,090
Balance sheet and other
- Total assets, start of year
- $16,368,675
- Total assets, end of year
- $17,104,717
- Total liabilities, end of year
- $0
- Net assets, end of year
- $17,104,717
- Fair market value of assets
- $17,104,717
- Qualifying distributions
- $750,920
- Net investment income
- $941,725
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Tyler Bagley 2545 NE 92nd St, Seattle, WA 98115 | Trustee | 1 | $0 |
| Kimberly Grant 348 Dogwood Trail, Coppell, TX 75019 | Trustee | 1 | $0 |
| Sean Huurman 507 Country Lane, Coppell, TX 75019 | Trustee | 1 | $0 |
| Susan Huurman 507 Country Lane, Coppell, TX 75019 | Trustee | 1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| James W Bagley 5 Stephens Court, Trophy Club, TX 76262 | Trustee | 1 | $0 |
| Jean A Bagley 5 Stephens Court, Trophy Club, TX 76262 | Trustee | 1 | $0 |
| Kimberly Grant 348 Dogwood Trail, Coppell, TX 75019 | Trustee | 1 | $0 |
| Sharon B Bagley 4811 Aurora Court, Flower Mound, TX 75028 | Vice President | 1 | $0 |
| Susan D Huurman 109 Brighton Ct, Coppell, TX 75019 | Treasurer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 348 DOGWOOD TRL, COPPELL, TX 75019-2110
- In care of
- % KIMBERLY GRANT
- Signed the 990-PF
- Kimberly Grant, Trustee
- Phone
- (940) 390-6738
- Return prepared by
- MILLNER WOODRUFF CPAs
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 74-2738464
- 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
- 1996
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21J)
- Assets (IRS master file)
- $17,104,717
- Income (IRS master file)
- $4,221,739
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,098,906 | $751,795 | $17,104,717 | XML |
| 990-PF | December 2023 | $762,891 | $851,990 | $16,368,675 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 74-2738464).
Questions about J W BAGLEY FOUNDATION
- What is the EIN of J W BAGLEY FOUNDATION?
- The employer identification number (EIN) of J W BAGLEY FOUNDATION is 74-2738464.
- Is J W BAGLEY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to J W BAGLEY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does J W BAGLEY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of J W BAGLEY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did J W BAGLEY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of J W BAGLEY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does J W BAGLEY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,098,906, expenses of $751,795 and total assets of $17,104,717 at year end.
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All nonprofits in COPPELL · Texas · Philanthropy, voluntarism and grantmaking foundations