Essie B Taggart Trust (pre 1969 Charitable
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
3
+0.0% YoY
Avg Grant Size
$5K
+49.0% YoY
About Essie B Taggart Trust (pre 1969 Charitable
Based on IRS filings
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.
Ready to take the next step with Essie B Taggart Trust (pre 1969 Charitable?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| 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
No grants recorded for .
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 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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