Lydia M Taylor Trust

COLUMBUS, OH EIN: 31-6307982

Lydia M Taylor Trust is a private foundation, based in COLUMBUS, OH. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $4.2M in total assets. In 2024, it awarded 2 grants totaling $200K. Net investment income was $335K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$4.2M

+2.8% YoY

Annual Giving

$200K

-4.9% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$100K

-4.9% YoY

Under IRS private-foundation payout rules, Lydia M Taylor Trust reported a distributable amount of $252K for 2024 — the minimum it must pay out in qualifying distributions.

About Lydia M Taylor Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Ohio $1.0M (100%)

States

Ohio

Cities

Zanesville

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$4,187,182	$4,074,624	$4,117,449
Revenue	$355,746	$204,802	$256,692
Expenses	$243,349	$247,403	$249,118
Qualifying Distributions	$221,119	$229,251	$219,908
Net Investment Income	$335,375	$185,808	$237,487
Distributable Amount	$251,643	$224,647	$230,543

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

10 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Genesis Healthcare Foundation ($194,789), Pioneer Historical Society ($5,000).

Recipient	Purpose	Amount
GENESIS HEALTHCARE FOUNDATION ZANESVILLE, OH	GENERAL OPERATING	$194,789
PIONEER HISTORICAL SOCIETY ZANESVILLE, OH	GENERAL OPERATING	$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
HUNTINGTON NATIONAL BANK	TRUSTEE	1	$39,737

Frequently Asked Questions

How large is Lydia M Taylor Trust?

As of 2024, Lydia M Taylor Trust holds $4.2M in total assets with $356K in annual revenue. It awarded 2 grants totaling $200K in 2024.

Where does Lydia M Taylor Trust operate?

Lydia M Taylor Trust has awarded grants in Ohio.

What size grants does Lydia M Taylor Trust award?

In 2024, Lydia M Taylor Trust awarded 2 grants totaling $200K — an average of about $100K per grant, based on its IRS Form 990 filings.

How much is Lydia M Taylor Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Lydia M Taylor Trust reported a distributable amount of $252K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.