Essie B Taggart Trust (pre 1969 Charitable

BIRMINGHAM, AL EIN: 63-6051359

Essie B Taggart Trust (pre 1969 Charitable is a private foundation, based in BIRMINGHAM, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $501K in total assets. In 2024, it awarded 3 grants totaling $14K. Net investment income was $8K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$501K

+130.4% YoY

Annual Giving

$14K

+49.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$5K

+49.0% YoY

Under IRS private-foundation payout rules, Essie B Taggart Trust (pre 1969 Charitable reported a distributable amount of $30K for 2024 — the minimum it must pay out in qualifying distributions.

About Essie B Taggart Trust (pre 1969 Charitable

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Alabama $19K (33%)

Tennessee $19K (33%)

Georgia $18K (33%)

States

Alabama Georgia Tennessee

Cities

AtlantaFairfieldNashville

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$500,877	$217,367	$221,625
Revenue	$326,052	$11,496	$8,561
Expenses	$20,965	$15,755	$17,634
Qualifying Distributions	$15,896	$11,298	$12,972
Net Investment Income	$8,232	$6,957	$4,170
Distributable Amount	$30,135	$10,714	$11,634

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Grant Size Distribution

15 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Meharry Medical College ($4,577), Miles College Inc ($4,577), Phillips School of Theology ($4,553).

Recipient	Purpose	Amount
PHILLIPS SCHOOL OF THEOLOGY ATLANTA, GA	GENERAL OPERATING	$4,553
MEHARRY MEDICAL COLLEGE NASHVILLE, TN	EDUCATION	$4,577
MILES COLLEGE INC FAIRFIELD, AL	EDUCATION	$4,577

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
REGIONS BANK	TRUSTEE	1	$5,946

Frequently Asked Questions

How large is Essie B Taggart Trust (pre 1969 Charitable?

As of 2024, Essie B Taggart Trust (pre 1969 Charitable holds $501K in total assets with $326K in annual revenue. It awarded 3 grants totaling $14K in 2024.

Where does Essie B Taggart Trust (pre 1969 Charitable operate?

Essie B Taggart Trust (pre 1969 Charitable has awarded grants in Alabama, Georgia, Tennessee.

What size grants does Essie B Taggart Trust (pre 1969 Charitable award?

In 2024, Essie B Taggart Trust (pre 1969 Charitable awarded 3 grants totaling $14K — an average of about $5K per grant, based on its IRS Form 990 filings.

How much is Essie B Taggart Trust (pre 1969 Charitable required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Essie B Taggart Trust (pre 1969 Charitable reported a distributable amount of $30K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Essie B Taggart Trust (pre 1969 Charitable's EIN?

Essie B Taggart Trust (pre 1969 Charitable's EIN (Employer Identification Number) is 63-6051359. IRS Form 990 filing data is available on this page for 2020–2024.