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Nonprofit · EIN 83-0635898

BAGNARD FAMILY FOUNDATION

Tax-exempt · SANTA MONICA, CA 90403

Financials

$1.4M$803K2023$747K$859K2024
Revenue Expenses · by fiscal year end
Financials of BAGNARD FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$746,647$859,097-$112,450$15,545,986$0$15,545,986
December 31, 2023990-PF$1,367,674$802,672$565,002$15,095,747$0$15,095,747
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$11,767
Dividends
$494,372
Interest
$2
Net gain from sales of assets
$213,164
Other income
$27,342

Expenses

Grants and similar amounts paid
$621,000
Compensation of officers, directors and key employees
$75,000
Disbursements for charitable purposes
$696,200
Excise tax on investment income
$8,206

Balance sheet and other

Total assets, start of year
$15,095,747
Total assets, end of year
$15,545,986
Total liabilities, end of year
$0
Net assets, end of year
$15,545,986
Fair market value of assets
$15,545,986
Qualifying distributions
$696,200
Net investment income
$710,524

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.

NameTitleHours / weekCompensation
Tamara L Bagnard
c/o Sedgwick 2718 Wilshire Blvd, Santa Monica, CA 90403
Trustee, Executive Director6$75,000
William W Bagnard
c/o Sedgwick 2718 Wilshire Blvd, Santa Monica, CA 90403
Trustee1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
Tamara Bagnard
c/o Sedgwick 2718 Wilshire Blvd, Santa Monica, CA 90403
Trustee, Executive Director6$75,000
Jacqueline A Bagnard
c/o Sedgwick 2718 Wilshire Blvd, Santa Monica, CA 90403
Trustee1$0
William W Bagnard
c/o Sedgwick 2718 Wilshire Blvd, Santa Monica, CA 90403
Trustee1$0

Address and contacts

Address (IRS master file)
CO SEDGWICK 2718 WILSHIRE BLVD, SANTA MONICA, CA 90403-0000
In care of
% SEDGWICK
Signed the 990-PF
William W Bagnard, Trustee
Phone
(310) 395-8655
Return prepared by
Sedgwick & Company

California records

California keeps its own records of charities and corporations. Search them by EIN 83-0635898 or by the name BAGNARD FAMILY FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
83-0635898
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
2018
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$15,545,986
Income (IRS master file)
$11,595,500

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$746,647$859,097$15,545,986XML
990-TDecember 2024–––IRS
990-PFDecember 2023$1,367,674$802,672$15,095,747XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 83-0635898).

Questions about BAGNARD FAMILY FOUNDATION

What is the EIN of BAGNARD FAMILY FOUNDATION?
The employer identification number (EIN) of BAGNARD FAMILY FOUNDATION is 83-0635898.
Is BAGNARD FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
Are donations to BAGNARD FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BAGNARD FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of BAGNARD FAMILY 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 BAGNARD FAMILY 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 BAGNARD FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 2 people; 1 received compensation from the organization, the highest $75,000 (Tamara L Bagnard, Trustee, Executive Director).
How much revenue does BAGNARD FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $746,647, expenses of $859,097 and total assets of $15,545,986 at year end.

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