JM and Uq Taylor Tua Charitable
JM and Uq Taylor Tua Charitable is a private foundation, based in Orlando, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $235K in total assets. In 2025, it awarded 3 grants totaling $8K. Net investment income was $8K.
JM and Uq Taylor Tua Charitable at a glance
In short: JM and Uq Taylor Tua Charitable gave $8K across 3 grants in 2025 (avg $3K), mostly in North Carolina. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $8,358
- -34.4% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $2,786
- -34.4% vs 2024
- Median grant
- $2,786
- Total assets
- $235,478
- -2.1% vs 2024
- Primary geography
- North Carolina (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who JM and Uq Taylor Tua Charitable funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Baptist State Convention ($3K). Together the top 3 received $8K.
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.
States
Cities
How JM and Uq Taylor Tua Charitable gives
- Giving fell 30% from 2022 to 2025. Method
- In 2025 it paid out 98% 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 2019 to 2025, annual grant giving ranged from $8K (2025) to $13K (2019). In 2025 it made 3 grants totaling $8K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Baptist State Convention Cary, NC | Religious | $2,786 |
| Southeastern Baptist Theological Seminary Wake Forest, NC | Religious | $2,786 |
| Wingate University Wingate, NC | Educational | $2,786 |
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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 | $235,478 | $11,254 | $16,286 | $8,358 | 3 | $13,011 | $8,050 | $13,307 |
| 2024 | $240,551 | $11,175 | $20,592 | $12,744 | 3 | $17,410 | $7,960 | $13,022 |
| 2023 | $249,966 | $-1,695 | $15,033 | $10,555 | 3 | $13,537 | $4,822 | $15,728 |
| 2022 | $263,376 | $17,209 | $17,136 | $11,997 | 3 | $14,297 | $14,871 | $12,855 |
| 2021 | $263,378 | $32,798 | $15,813 | $10,644 | 3 | $12,944 | $30,432 | $14,296 |
| 2020 | $246,333 | $26,327 | $17,589 | $13,008 | 3 | — | $24,080 | $12,855 |
| 2019 | $237,763 | $10,690 | $17,812 | $13,066 | 3 | — | $5,988 | $13,008 |
Under IRS private-foundation payout rules, JM and Uq Taylor Tua Charitable reported a distributable amount of $13K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
JM and Uq Taylor Tua Charitable's only listed officer is Truist Bank, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Truist Bank
Trustee
On filings since 2021
2 hrs/week
$5K (2021) → $6K (2025)
Former officers (1)
- Former: Branch Banking AND Trust Company (2019–2020) — Trustee
Data from IRS Form 990 filings, 2019–2025. "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 $6K, to Truist Bank (Trustee).
Frequently asked questions about JM and Uq Taylor Tua Charitable
How much does JM and Uq Taylor Tua Charitable give each year?
JM and Uq Taylor Tua Charitable gave $8K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $13K across 3 grants.
What is JM and Uq Taylor Tua Charitable's typical grant size?
JM and Uq Taylor Tua Charitable's median grant in 2025 was $2,786, and its average grant was $2,786, across 3 grants on its 2025 IRS Form 990-PF.
Where does JM and Uq Taylor Tua Charitable give grants?
JM and Uq Taylor Tua Charitable gives mostly in North Carolina: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does JM and Uq Taylor Tua Charitable give general operating support?
Not in 2025: none of the 3 grants with a stated purpose on JM and Uq Taylor Tua Charitable's 2025 IRS Form 990-PF were described as general or operating support.
How large is JM and Uq Taylor Tua Charitable?
JM and Uq Taylor Tua Charitable reported $235K in total assets on its 2025 IRS Form 990-PF. It paid out $13K in qualifying distributions that year, against a required minimum of $13K (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 JM and Uq Taylor Tua Charitable's EIN?
JM and Uq Taylor Tua Charitable's EIN (Employer Identification Number) is 56-6243085. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 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 2024 (received by the IRS April 18, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 16, 2026)
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 16, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 25, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 17, 2024)
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