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 2025. As of 2025, the organization holds $823K in total assets. In 2025, it awarded 7 grants totaling $55K. Net investment income was $67K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$823K
-0.9% YoY
Annual Giving
$55K
+55.7% YoY
Grant Count
7
-12.5% YoY
Avg Grant Size
$8K
+78.0% YoY
Under IRS private-foundation payout rules, William & Alfred Taft Charitable Trust reported a distributable amount of $49K for 2025 — the minimum it must pay out in qualifying distributions.
About William & Alfred Taft Charitable Trust
Based on IRS filings
William & Alfred Taft Charitable Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $823K in total assets. In 2025, it awarded 7 grants totaling $55K. Net investment income was $67K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $822,758 | $830,413 | $841,306 |
| Revenue | $80,292 | $31,250 | $-25,725 |
| Expenses | $77,853 | $60,204 | $60,423 |
| Qualifying Distributions | $65,306 | $48,154 | $45,124 |
| Net Investment Income | $67,087 | $16,856 | $6,402 |
| Distributable Amount | $49,215 | $45,972 | $43,440 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
Grant Size Distribution
35 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Town of Oxford ($20,000), Oxford Ecumenical Council ($20,000), Oxford Free Public Library ($6,500).
| Recipient | Purpose | Amount |
|---|---|---|
| WORCESTER POLYTECHNIC INSTITUTE WORCESTER, MA | SCHOLARSHIP FBO ABBY LEWIS | $2,000 |
| WORCESTER POLYTECHNIC INSTITUTE WORCESTER, MA | SCHOLARSHIP FBO ANDREW | $2,000 |
| TOWN OF OXFORD OXFORD, MA | UNRESTRICTED GENERAL | $20,000 |
| ENDICOTT COLLEGE BEVERLY, MA | SCHOLARSHIP FBO JESSICA | $2,000 |
| CLARK UNIVERSITY WORCESTER, MA | SCHOLARSHIP FBO NICOLE | $2,000 |
| OXFORD FREE PUBLIC LIBRARY OXFORD, MA | UNRESTRICTED GENERAL | $6,500 |
| OXFORD ECUMENICAL COUNCIL OXFORD, MA | OXFORD FOOD SHELF | $20,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $14,219 |
| RUSSELL RHEAULT | CO-TRUSTEE | 1 | — |
| JANET WILSON MOORE | CO-TRUSTEE | 1 | $2,937 |
Frequently Asked Questions
How large is William & Alfred Taft Charitable Trust?
As of 2025, William & Alfred Taft Charitable Trust holds $823K in total assets with $80K in annual revenue. It awarded 7 grants totaling $55K in 2025.
Where does William & Alfred Taft Charitable Trust operate?
William & Alfred Taft Charitable Trust has awarded grants in Connecticut, Florida, Kentucky, Massachusetts, North Carolina, Pennsylvania.
What size grants does William & Alfred Taft Charitable Trust award?
In 2025, William & Alfred Taft Charitable Trust awarded 7 grants totaling $55K — an average of about $8K per grant, based on its IRS Form 990 filings.
How much is William & Alfred Taft Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, William & Alfred Taft Charitable Trust reported a distributable amount of $49K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2021–2025.
Explore Open Grants
Browse active grant opportunities in William & Alfred Taft Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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