Taggart Winifred R PFDN
Taggart Winifred R PFDN is a private foundation, based in Brooklyn, OH. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $3.4M in total assets. In 2025, it awarded 1 grant totaling $130K. Net investment income was $805K.
Taggart Winifred R PFDN at a glance
In short: Taggart Winifred R PFDN gave $130K across 1 grant in 2025 (avg $130K), mostly in Ohio. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $130,000
- -1.5% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $130,000
- -1.5% vs 2024
- Median grant
- $130,000
- Total assets
- $3,375,007
- +37.0% vs 2024
- Primary geography
- Ohio (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 Taggart Winifred R PFDN funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Ohio Northern University ($130K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $100–250K range: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Taggart Winifred R PFDN gives
- Giving held roughly steady from 2022 to 2025 (+0%). Method
- In 2025 it paid out 101% of its IRS minimum distribution (the 5% rule). 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 $115K (2019) to $132K (2024). In 2025 it made 1 grant totaling $130K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Ohio Northern University Ada, OH | Taggart Law Library Support | $130,000 |
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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 | $3,375,007 | $830,815 | $171,054 | $130,000 | 1 | $138,637 | $804,954 | $137,126 |
| 2024 | $2,464,373 | $261,259 | $159,068 | $132,000 | 1 | $139,656 | $242,315 | $136,466 |
| 2023 | $2,370,625 | $43,800 | $144,602 | $120,000 | 1 | $127,008 | $20,396 | $125,391 |
| 2022 | $2,471,425 | $20,450 | $166,131 | $130,000 | 1 | $137,681 | $6,740 | $130,173 |
| 2021 | $2,617,107 | $362,520 | $159,801 | $130,000 | 1 | $137,972 | $341,695 | $146,364 |
| 2020 | $2,414,388 | $153,253 | $146,648 | $115,000 | 1 | — | $134,938 | $129,309 |
| 2019 | $2,407,784 | $222,790 | $140,199 | $115,000 | 1 | — | $200,714 | $124,496 |
Under IRS private-foundation payout rules, Taggart Winifred R PFDN reported a distributable amount of $137K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Taggart Winifred R PFDN's only listed officer is Keybank N A, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Keybank N A
Trustee
On filings since 2020
1 hr/week
$24K (2020) → $27K (2025)
Former officers (1)
- Former: Keybank National Association (2019) — 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 $27K, to Keybank N a (Trustee).
Frequently asked questions about Taggart Winifred R PFDN
How much does Taggart Winifred R PFDN give each year?
Taggart Winifred R PFDN gave $130K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $132K across 1 grant.
How large is Taggart Winifred R PFDN?
Taggart Winifred R PFDN reported $3.4M in total assets on its 2025 IRS Form 990-PF. It paid out $139K in qualifying distributions that year, against a required minimum of $137K (roughly 5% of its investment assets).
Where does Taggart Winifred R PFDN operate?
Taggart Winifred R PFDN has awarded grants in Ohio.
What is Taggart Winifred R PFDN's EIN?
Taggart Winifred R PFDN's EIN (Employer Identification Number) is 34-6595663. 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 November 2, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 12, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 3, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 26, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 9, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 5, 2024)
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