William & Alfred Taft Charitable Trust
William & Alfred Taft Charitable Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $932K in total assets. In 2026, it awarded 6 grants totaling $35K. Net investment income was $112K.
William & Alfred Taft Charitable Trust at a glance
In short: William & Alfred Taft Charitable Trust gave $35K across 6 grants in 2026 (avg $6K), mostly in Massachusetts. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $35,000
- -35.8% vs 2025
- Grants made (2026)
- 6
- -14.3% vs 2025
- Average grant
- $5,833
- -25.1% vs 2025
- Median grant
- $5,500
- Total assets
- $931,500
- +13.2% vs 2025
- Primary geography
- Massachusetts (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who William & Alfred Taft Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2026
The largest 2026 recipient was Oxford Council on Aging ($10K). Together the top 6 received $35K.
Grant Size Distribution
37 grants across all recorded years
The most common grant size was under $50K: 37 grants of 37 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 6 itemized grants.
Cities
How William & Alfred Taft Charitable Trust gives
- Giving held roughly steady from 2023 to 2026 (+0%). Method
- In 2026 it paid out 90% 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 2021 to 2026, annual grant giving ranged from $30K (2021) to $55K (2025). In 2026 it made 6 grants totaling $35K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Oxford Council on Aging Oxford, MA | Unrestricted General | $10,000 |
| Oxford Community Center Oxford, MA | Unrestricted General | $10,000 |
| Oxford Free Public Library Oxford, MA | Unrestricted General | $7,000 |
| University of Massachusetts Amherst Amherst, MA | Scholarships | $4,000 |
| Bentley University Waltham, MA | Scholarships | $2,000 |
| Emmanuel College Boston, MA | Scholarships | $2,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2026 | $931,500 | $125,882 | $62,906 | $35,000 | 6 | $47,910 | $112,146 | $53,086 |
| 2025 | $822,758 | $80,292 | $77,853 | $54,500 | 7 | $65,306 | $67,087 | $49,215 |
| 2024 | $830,413 | $31,250 | $60,204 | $35,000 | 8 | $48,154 | $16,856 | $45,972 |
| 2023 | $841,306 | $-25,725 | $60,423 | $35,000 | 8 | $45,124 | $6,402 | $43,440 |
| 2022 | $915,376 | $182,679 | $65,170 | $36,000 | 8 | $50,789 | $168,381 | $49,113 |
| 2021 | $918,432 | $63,341 | $56,025 | $30,000 | 4 | — | $50,979 | $49,383 |
Under IRS private-foundation payout rules, William & Alfred Taft Charitable Trust reported a distributable amount of $53K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
William & Alfred Taft Charitable Trust's 2026 filing lists 3 officers; all 3 officers listed in 2026 are compensated.
Officers on the 2026 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$15K (2022) → $15K (2026)
Janet Wilson Moore
Co-Trustee
On filings since 2025
1 hr/week
$3K (2025) → $3K (2026)
Russell Rheault
Co-Trustee
On filings since 2025
1 hr/week
$900 (2026)
Former officers (3)
- Former: Mirick O'Connell (2021–2024) — Co-Trustee
- Former: Roger Bacon Jr. (2021–2024) — Co-Trustee
- Former: Bank Of America N A (2021) — Trustee
Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $15K, to Bank of America (Trustee). 3 officers or directors reported compensation on that filing.
Frequently asked questions about William & Alfred Taft Charitable Trust
How much does William & Alfred Taft Charitable Trust give each year?
William & Alfred Taft Charitable Trust gave $35K across 6 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $55K across 7 grants.
What is William & Alfred Taft Charitable Trust's typical grant size?
William & Alfred Taft Charitable Trust's median grant in 2026 was $5,500, and its average grant was $5,833, across 6 grants on its 2026 IRS Form 990-PF.
Where does William & Alfred Taft Charitable Trust give grants?
William & Alfred Taft Charitable Trust gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Oxford, MA (3 grants).
Does William & Alfred Taft Charitable Trust give general operating support?
Yes: 50% of William & Alfred Taft Charitable Trust's 2026 grants with a stated purpose (3 of 6) were for general or operating support, per its 2026 IRS Form 990-PF. Recurring purposes include "Scholarships" (3 grants).
Who are William & Alfred Taft Charitable Trust's largest grantees?
William & Alfred Taft Charitable Trust's largest 2026 grantees include Oxford Council on Aging ($10,000), Oxford Community Center ($10,000) and Oxford Free Public Library ($7,000), according to its 2026 IRS Form 990-PF. Together they received 77% of its itemized 2026 grant dollars.
How large is William & Alfred Taft Charitable Trust?
William & Alfred Taft Charitable Trust reported $932K in total assets on its 2026 IRS Form 990-PF. It paid out $48K in qualifying distributions that year, against a required minimum of $53K (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 William & Alfred Taft Charitable Trust's EIN?
William & Alfred Taft Charitable Trust's EIN (Employer Identification Number) is 04-6397630. IRS Form 990 filing data is available on this page for 2021–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS August 25, 2026)
- IRS filings on file for fiscal years 2021–2025
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