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 2025. As of 2025, the organization holds $500K in total assets. In 2025, it awarded 3 grants totaling $22K. Net investment income was $25K.
Essie B Taggart Trust (Pre 1969 Charitable at a glance
In short: Essie B Taggart Trust (Pre 1969 Charitable gave $22K across 3 grants in 2025 (avg $7K), top state Georgia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $22,293
- +62.6% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $7,431
- +62.6% vs 2024
- Median grant
- $7,431
- Total assets
- $500,116
- -0.2% vs 2024
- Primary geography
- Georgia (33% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Essie B Taggart Trust (Pre 1969 Charitable funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Phillips School of Theology ($7K). Together the top 3 received $22K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
Cities
How Essie B Taggart Trust (Pre 1969 Charitable gives
- Giving grew 105% from 2022 to 2025. Method
- In 2025 it paid out 92% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $9K (2023) to $22K (2025). In 2025 it made 3 grants totaling $22K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Phillips School of Theology Atlanta, GA | General Operating | $7,431 |
| Meharry Medical College Nashville, TN | Education | $7,431 |
| Miles College Inc Fairfield, AL | Education | $7,431 |
Ready to take the next step with Essie B Taggart Trust (Pre 1969 Charitable?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $500,116 | $31,558 | $32,003 | $22,293 | 3 | $24,966 | $24,585 | $27,181 |
| 2024 | $500,877 | $326,052 | $20,965 | $13,707 | 3 | $15,896 | $8,232 | $30,135 |
| 2023 | $217,367 | $11,496 | $15,755 | $9,200 | 3 | $11,298 | $6,957 | $10,714 |
| 2022 | $221,625 | $8,561 | $17,634 | $10,883 | 3 | $12,972 | $4,170 | $11,634 |
| 2021 | $230,722 | $18,480 | $17,301 | $10,887 | 3 | $12,923 | $14,281 | $13,557 |
| 2020 | $229,539 | $13,225 | $16,981 | $10,820 | 3 | — | $9,171 | $12,601 |
Under IRS private-foundation payout rules, Essie B Taggart Trust (Pre 1969 Charitable reported a distributable amount of $27K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Essie B Taggart Trust (Pre 1969 Charitable's only listed officer is Regions Bank, Trustee on filings since 2020 (compensated).
Officers on the 2025 filing
Regions Bank
Trustee
On filings since 2020
1 hr/week
$5K (2020) → $8K (2025)
Former officers (1)
- Former: Regions Bank Trust Dept (2021–2023) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $8K, to Regions Bank (Trustee).
Frequently asked questions about Essie B Taggart Trust (Pre 1969 Charitable
How much does Essie B Taggart Trust (Pre 1969 Charitable give each year?
Essie B Taggart Trust (Pre 1969 Charitable gave $22K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $14K across 3 grants.
What is Essie B Taggart Trust (Pre 1969 Charitable's typical grant size?
Essie B Taggart Trust (Pre 1969 Charitable's median grant in 2025 was $7,431, and its average grant was $7,431, across 3 grants on its 2025 IRS Form 990-PF.
Where does Essie B Taggart Trust (Pre 1969 Charitable give grants?
Essie B Taggart Trust (Pre 1969 Charitable's top state is Georgia, with 33% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Tennessee (33%) and Alabama (33%).
Does Essie B Taggart Trust (Pre 1969 Charitable give general operating support?
Yes: 33% of Essie B Taggart Trust (Pre 1969 Charitable's 2025 grants with a stated purpose (1 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Essie B Taggart Trust (Pre 1969 Charitable?
Essie B Taggart Trust (Pre 1969 Charitable reported $500K in total assets on its 2025 IRS Form 990-PF. It paid out $25K in qualifying distributions that year, against a required minimum of $27K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 6, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 18, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS October 27, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2020–2025
Explore Open Grants
Browse active grant opportunities in Essie B Taggart Trust (Pre 1969 Charitable's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Alabama
Earnest W Taggart Trust (Pre 1969 Charitable
Birmingham, AL
Assets
—
Grants
3
Total Given
$12K
Tom Joyner Foundation Inc
Dallas, TX
The Tom Joyner Foundation supports scholarships and educational programs at historically Black colleges and universities (HBCUs), with grants paid to colleges for student scholarships. In 2024, its grants ranged from $5,048 to $56,952, with a median of $20,000; funding went to HBCUs across the United States, with the largest shares in North Carolina and Washington, D.C. The profile does not state whether it accepts unsolicited requests.
Assets
$6.1M
Grants
17
Total Given
$377K
Gates Foundation
Seattle, WA
The Gates Foundation funds work to reduce disease and poverty, improve health and gender equality in lower-income countries, and support education and economic mobility in the United States, especially Washington State; it works in more than 140 countries. Its 2024 grants had a median of $500,000, with awards ranging from $1 to $350.5 million. It generally does not accept unsolicited proposals, but periodically offers opportunities through published requests for proposals.
Assets
$78.7B
Grants
4,974
Total Given
$6.3B
Butler Snow O'Mara Stevens & Cannada
Ridgeland, MS
The foundation funds community services and improvements, including health and safety, homelessness support, meal delivery, accessibility, and legal services. Its 2024 grants ranged from $2,138 to $20,000, with a median of $7,500, and supported organizations in several states, especially Tennessee, Alabama, Mississippi, Texas, and Virginia. It accepts requests by letter; no deadline is listed.
Assets
$983K
Grants
21
Total Given
$200K
Mike and Gillian Goodrich Foundation
Birmingham, AL
The Mike and Gillian Goodrich Foundation funds nonprofit work in education, neighborhood revitalization, the environment, arts and culture, and strategic community assets in Birmingham, Alabama, the Black Belt, and statewide. Its 2024 median grant was $20,000; program grants are generally up to $30,000. Applications go through its grant portal; it does not accept unsolicited supporting documents unless requested.
Assets
$105.5M
Grants
119
Total Given
$3.3M
President and Fellows of Harvard College
Cambridge, MA
Harvard’s grantmaking primarily supports research and education, including research awards and sub-awards to universities, hospitals, and research institutes. In 2025, it reported 352 grants ranging from $5,002 to $27.4 million, with a median of $123,018; recipients were concentrated in Massachusetts, which received 64% of grant dollars. The profile does not state whether Harvard accepts unsolicited requests.
Assets
$79.9B
Grants
352
Total Given
$273.3M
More similar funders
More Funders in Alabama
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Essie B Taggart Trust (Pre 1969 Charitable's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Essie B Taggart Trust (Pre 1969 Charitable down — hundreds of funders to go?