Geraldine Bagley Foundation Trust | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Geraldine Bagley Foundation Trust. Data shown is extracted from Form 990-PF filings.

EIN: 93-6311484

Foundation Overview

Based in Florence, OR, Geraldine Bagley Foundation Trust has awarded 39 grants totaling $170,000 to organizations in Oregon and Texas. Individual grants range from $2,500 to $10,000, with a median award of $5,000.

Latest Tax Year
2023
Total Giving (all years)
$170,000
Total Assets
$357,138
Median Grant (all grants)
$5,000

Latest Form 990-PF Snapshot

Total Grants
5
Median Grant
$5,000
% Median Grant Growth
+100% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Balanced Approach: 40%

2 of 5 recipients (40%) were new grantees. Foundation maintains loyal partnerships while remaining open to qualified new applicants with strong proposals.

Geographic Focus
Oregon

87% of all grants are concentrated in Oregon, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Oregon, funding concentrates in Florence (76%), Deadwood (9%), Eugene (6%).

Funding Trajectory
+63%

Strong 63% growth in annual giving over 6 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.

Program Areas
Education

Highly focused on education with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Geraldine Bagley Foundation Trust's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Andrea J Osbon $10,000 Florence, OR, US Scholarship 2023
Ava Glowacki $7,500 Florence, OR, US Scholarship 2023
Gavyn James $5,000 Westlake, OR, US Scholarship 2023
Margot Fleming $5,000 Florence, OR, US Scholarship 2023
Lucian Murphy $5,000 Florence, OR, US Scholarship 2023
Kaylee Graham $2,500 Florence, OR, US Scholarship 2022
Margot Fleming $7,500 Florence, OR, US Scholarship 2022
Samantha Scheer $2,500 Belton, TX, US Scholarship 2022
Andrea J Osbon $5,000 Florence, OR, US Scholarship 2022
Ava Glowacki $2,500 Florence, OR, US Scholarship 2022
Kaylee Graham $2,500 Florence, OR, US Scholarship 2022
Margot Fleming $7,500 Florence, OR, US Scholarship 2022
Samantha Scheer $2,500 Belton, TX, US Scholarship 2022
Andrea J Osbon $5,000 Florence, OR, US Scholarship 2022
Ava Glowacki $2,500 Florence, OR, US Scholarship 2022
Kaylee Graham $2,500 Florence, OR, US Scholarship 2022
Margot Fleming $7,500 Florence, OR, US Scholarship 2022
Samantha Scheer $2,500 Belton, TX, US Scholarship 2022
Andrea J Osbon $5,000 Florence, OR, US Scholarship 2022
Ava Glowacki $2,500 Florence, OR, US Scholarship 2022
Cole Applerswain $2,500 Eugene, OR, US Scholarship 2021
Kaylee Graham $5,000 Florence, OR, US Scholarship 2021
Margot Fleming $5,000 Florence, OR, US Scholarship 2021
Samantha Scheer $5,000 Belton, TX, US Scholarship 2021
Cole Applerswain $5,000 Eugene, OR, US Scholarship 2020
Kaylee Graham $5,000 Florence, OR, US Scholarship 2020
Margot Fleming $2,500 Florence, OR, US Scholarship 2020
Samantha Scheer $5,000 Belton, TX, US Scholarship 2020
Lila Pattison $2,500 Deadwood, OR, US Scholarship 2020
Tucker Ford $5,000 Deadwood, OR, US Scholarship 2018
Cole Appler-swain $5,000 Florence, OR, US Scholarship 2018
Jacob Kirby $5,000 Florence, OR, US Scholarship 2018
Lila Pattison $2,500 Florence, OR, US Scholarship 2018
Kaylee Graham $2,500 Albany, OR, US Scholarship 2018
Tucker Ford $5,000 Deadwood, OR, US Scholarship 2017
Cole Appler-swain $2,500 Florence, OR, US Scholarship 2017
Rikki Redhead $2,500 Swisshome, OR, US Scholarship 2017
Jacob Kirby $2,500 Florence, OR, US Scholarship 2017
Lila Pattison $7,500 Florence, OR, US Scholarship 2017

Foundations Similar to Geraldine Bagley Foundation Trust

Discover 5 foundations with comparable assets ($345,144-$355,109), similar grant patterns, and geographic focus in OR that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 93-0875917 | 38 grants awarded
$355,109
(≈ Similar)
$2,500
median grant
Lake Oswego, OR
Same state
100%
Excellent match

EIN: 26-1591565 | 23 grants awarded
$350,265
(≈ Similar)
$10,000
median grant
Portland, OR
Same state
99%
Excellent match

EIN: 93-6024156 | 56 grants awarded
$349,454
(≈ Similar)
$2,791
median grant
Salem, OR
Same state
99%
Excellent match

EIN: 93-1230250 | 25 grants awarded
$346,712
(≈ Similar)
$7,000
median grant
Beaverton, OR
Same state
99%
Excellent match

EIN: 81-0880525 | 16 grants awarded
$345,144
(≈ Similar)
$5,000
median grant
Ashland, OR
Same state
98%
Excellent match

Contact Information

Official contact details for Geraldine Bagley Foundation Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 93-6311484
Website N/A
Address PO BOX 22000 Florence, OR 97439-0141

Key People (1)

Board members, trustees, and key staff who oversee Geraldine Bagley Foundation Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Trust Officer Tamera Calkin Oregon Pacific Bank

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Geraldine Bagley Foundation Trust is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.