Essie B Taggart Trust (Pre 1969 Charitable

Private foundation · Grantmaker 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 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

Phillips School of Theology: $7KPhillips School of Theology$7KMeharry Medical College: $7KMeharry Medical College$7KMiles College Inc: $7KMiles College Inc$7K

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

15<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 15 grants of 15 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of 2025 grant dollars across all 3 itemized grants.

Cities

AtlantaFairfieldNashville

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

$0$10K$20K$30K3 grants2020 3 grants2021 3 grants2022 3 grants2023 3 grants2024 3 grants2025

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

RecipientPurposeAmount
Phillips School of Theology Atlanta, GAGeneral Operating$7,431
Meharry Medical College Nashville, TNEducation$7,431
Miles College Inc Fairfield, ALEducation$7,431
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$500,116$31,558$32,003$22,2933$24,966$24,585$27,181
2024$500,877$326,052$20,965$13,7073$15,896$8,232$30,135
2023$217,367$11,496$15,755$9,2003$11,298$6,957$10,714
2022$221,625$8,561$17,634$10,8833$12,972$4,170$11,634
2021$230,722$18,480$17,301$10,8873$12,923$14,281$13,557
2020$229,539$13,225$16,981$10,8203—$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

Regions Bank — Trustee: $8KRegions BankTrustee$8K

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

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 6, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 18, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS October 27, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
  7. IRS filings on file for fiscal years 2020–2025

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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.

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