Taggart Winifred R Pfdn

BROOKLYN, OH EIN: 34-6595663

Taggart Winifred R Pfdn is a private foundation, based in BROOKLYN, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.5M in total assets. In 2024, it awarded 1 grants totaling $132K. Net investment income was $242K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.5M

+4.0% YoY

Annual Giving

$132K

+10.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$132K

+10.0% YoY

Under IRS private-foundation payout rules, Taggart Winifred R Pfdn reported a distributable amount of $136K for 2024 — the minimum it must pay out in qualifying distributions.

About Taggart Winifred R Pfdn

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Ohio $627K (100%)

States

Ohio

Cities

Ada

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,464,373	$2,370,625	$2,471,425
Revenue	$261,259	$43,800	$20,450
Expenses	$159,068	$144,602	$166,131
Qualifying Distributions	$139,656	$127,008	$137,681
Net Investment Income	$242,315	$20,396	$6,740
Distributable Amount	$136,466	$125,391	$130,173

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Ohio Northern University ($132,000).

Recipient	Purpose	Amount
OHIO NORTHERN UNIVERSITY ADA, OH	TAGGART LAW LIBRARY SUPPORT	$132,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
KEYBANK N A	TRUSTEE	1	$25,253

Frequently Asked Questions

How large is Taggart Winifred R Pfdn?

As of 2024, Taggart Winifred R Pfdn holds $2.5M in total assets with $261K in annual revenue. It awarded 1 grants totaling $132K in 2024.

Where does Taggart Winifred R Pfdn operate?

Taggart Winifred R Pfdn has awarded grants in Ohio.

What size grants does Taggart Winifred R Pfdn award?

In 2024, Taggart Winifred R Pfdn awarded 1 grants totaling $132K — an average of about $132K per grant, based on its IRS Form 990 filings.

How much is Taggart Winifred R Pfdn required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Taggart Winifred R Pfdn reported a distributable amount of $136K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.