Robert B Taylor Iii Foundation

Charlotte, NC
Tax exemption issued: Feb. 1999
EIN: 56-2075719

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Organizations with gross receipts of less than $50,000 can file the form 990-N postcard filing, which doesn’t include financial details. All Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2025

Revenue

$18,940

Expenses

$43,383

Net Income

-$24,443

Net Assets

$568,035

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$150	0.8%
Interest Revenue	$24	0.1%
Dividends	$18,897	99.8%
Sales of Assets	-$131
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,210	85.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$568,035
Total Liabilities	$0
Net Assets	$568,035

Compensation

Key Employees and Officers	Compensation	Other
Rebecca W Taylor (President)	$0	$0
Joseph W Taylor (Secretary/treasurer)	$0	$0
David D Taylor (Director)	$0	$0
Elizabeth C Taylor (Director)	$0	$0
Rosalind M Taylor (Director)	$0	$0

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990-PF

Filed on July 30, 2026

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2024

Revenue

$18,188

Expenses

$37,804

Net Income

-$19,616

Net Assets

$592,478

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,839	> 100%
Sales of Assets	-$651
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,645	83.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$592,478
Total Liabilities	$0
Net Assets	$592,478

Compensation

Key Employees and Officers	Compensation	Other
Rebecca W Taylor (President)	$0	$0
Joseph W Taylor (Secretary And Treasurer)	$0	$0
David D Taylor (Director)	$0	$0
Elizabeth C Taylor (Director)	$0	$0
Rosalind M Taylor (Director)	$0	$0

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990-PF

Filed on May 21, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2023

Revenue

$20,983

Expenses

$36,330

Net Income

-$15,347

Net Assets

$612,094

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$150	0.7%
Interest Revenue	$0
Dividends	$13,298	63.4%
Sales of Assets	$7,535	35.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,875	85.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$612,094
Total Liabilities	$0
Net Assets	$612,094

Compensation

Key Employees and Officers	Compensation	Other
Rebecca W Taylor (President)	$0	$0
Joseph W Taylor (Secretary And Treasurer)	$0	$0
David D Taylor (Director)	$0	$0
Elizabeth C Taylor (Director)	$0	$0
Rosalind M Taylor (Director)	$0	$0

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990-PF

Filed on June 4, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

-$1,131

Expenses

$45,373

Net Income

-$46,504

Net Assets

$629,811

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$150
Interest Revenue	$0
Dividends	$10,958
Sales of Assets	-$12,239
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$39,640	87.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$629,811
Total Liabilities	$0
Net Assets	$629,811

Compensation

Key Employees and Officers	Compensation	Other
Rebecca W Taylor (President)	$0	$0
Joseph W Taylor (Secretary And Treasurer)	$0	$0
David D Taylor (Director)	$0	$0
Elizabeth C Taylor (Director)	$0	$0
Rosalind M Taylor (Director)	$0	$0

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990-PF

Filed on Oct. 27, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$40,503

Expenses

$26,032

Net Income

$14,471

Net Assets

$673,212

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,699	16.5%
Sales of Assets	$33,804	83.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,040	80.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$673,212
Total Liabilities	$0
Net Assets	$673,212

Compensation

Key Employees and Officers	Compensation	Other
Rebecca W Taylor (President)	$0	$0
Joseph W Taylor (Secretary)	$0	$0
Robert B Taylor Jr (Treasurer)	$0	$0
David D Taylor (Director)	$0	$0
Elizabeth C Taylor (Director)	$0	$0
Rosalind M Taylor (Director)	$0	$0

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990-PF

Filed on Nov. 14, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$22,193

Expenses

$41,131

Net Income

-$18,938

Net Assets

$675,036

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$200	0.9%
Interest Revenue	$0
Dividends	$11,105	50.0%
Sales of Assets	$10,887	49.1%
Other Income	$1	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,450	98.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$675,037
Total Liabilities	$1
Net Assets	$675,036

Compensation

Key Employees and Officers	Compensation	Other
Robert B Taylor Jr (President)	$0	$0
David Taylor (Vice President)	$0	$0
Joseph Taylor (Vice President)	$0	$0
Rebecca Taylor (Secretary)	$0	$0

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990-PF

Filed on May 6, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$48,885

Expenses

$38,845

Net Income

$10,040

Net Assets

$697,560

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$250	0.5%
Interest Revenue	$0
Dividends	$20,572	42.1%
Sales of Assets	$28,063	57.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,910	97.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$697,561
Total Liabilities	$1
Net Assets	$697,560

Compensation

Key Employees and Officers	Compensation	Other
Robert B Taylor Jr (President)	$0	$0
David Taylor (Vice President)	$0	$0
Joseph Taylor (Vice President)	$0	$0
Rebecca Taylor (Secretary)	$0	$0

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990-PF

Filed on Nov. 16, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$230,498

Expenses

$32,690

Net Income

$197,808

Net Assets

$676,316

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$70,936	30.8%
Interest Revenue	$0
Dividends	$16,933	7.3%
Sales of Assets	$142,629	61.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,580	93.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$676,316
Total Liabilities	$0
Net Assets	$676,316

Compensation

Key Employees and Officers	Compensation	Other
Robert B Taylor Jr (President)	$0	$0
David Taylor (Vice President)	$0	$0
Joseph Taylor (Vice President)	$0	$0
Rebecca Taylor (Secretary)	$0	$0

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990-PF

Filed on June 21, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$81,038

Expenses

$25,879

Net Income

$55,159

Net Assets

$506,203

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$717	0.9%
Interest Revenue	$0
Dividends	$14,992	18.5%
Sales of Assets	$65,329	80.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,000	73.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$506,203
Total Liabilities	$0
Net Assets	$506,203

Compensation

Key Employees and Officers	Compensation	Other
Robert B Taylor Jr (President)	$0	$0
David Taylor (Vice President)	$0	$0
Joseph Taylor (Vice President)	$0	$0
Rebecca Taylor (Secretary)	$0	$0

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990-PF

Filed on May 14, 2018

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2016

Revenue

$43,082

Expenses

$33,813

Net Income

$9,269

Net Assets

$454,099

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$990	2.3%
Interest Revenue	$0
Dividends	$10,326	24.0%
Sales of Assets	$31,330	72.7%
Other Income	$436	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,130	98.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$454,099
Total Liabilities	$0
Net Assets	$454,099

Compensation

Key Employees and Officers	Compensation	Other
Robert B Taylor Jr (President)	$0	$0
David Taylor (Vice President)	$0	$0
Joseph Taylor (Vice President)	$0	$0
Rebecca Taylor (Secretary)	$0	$0

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990-PF

Filed on Nov. 8, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$42,058

Expenses

$32,840

Net Income

$9,218

Net Assets

$442,620

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$450	1.1%
Interest Revenue	$0
Dividends	$10,294	24.5%
Sales of Assets	$7,589	18.0%
Other Income	$23,725	56.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,854	75.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$442,620
Total Liabilities	$0
Net Assets	$442,620

Compensation

Key Employees and Officers	Compensation	Other
Robert B Taylor Jr (President)	$0	$0
David Taylor (Vice President)	$0	$0
Joseph Taylor (Vice President)	$0	$0
Rebecca Taylor (Secretary)	$0	$0

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990-PF

Filed on May 12, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$79,441

Expenses

$22,994

Net Income

$56,447

Net Assets

$433,412

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,089	14.0%
Sales of Assets	$58,673	73.9%
Other Income	$9,679	12.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,000	95.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$433,412
Total Liabilities	$0
Net Assets	$433,412

Compensation

Key Employees and Officers	Compensation	Other
Robert B Taylor Jr (President)	$0	$0
David Taylor (Vice President)	$0	$0
Joseph Taylor (Vice President)	$0	$0
Rebecca Taylor (Secretary)	$0	$0

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990-PF

Filed on Aug. 10, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$8,719

Expenses

$20,530

Net Income

-$11,811

Net Assets

$360,015

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,158	> 100%
Sales of Assets	$0
Other Income	-$2,439

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,311	94.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$360,015
Total Liabilities	$0
Net Assets	$360,015

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$3,566

Expenses

$21,586

Net Income

-$18,020

Net Assets

$371,826

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,100	30.8%
Interest Revenue	$0
Dividends	$4,467	> 100%
Sales of Assets	$0
Other Income	-$2,001

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,750	91.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$371,826
Total Liabilities	$0
Net Assets	$371,826

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$4,014

Expenses

$19,977

Net Income

-$15,963

Net Assets

$371,304

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,110	> 100%
Sales of Assets	$0
Other Income	-$4,096

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,000	95.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$371,304
Total Liabilities	$0
Net Assets	$371,304

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Updated October 22, 2026

Robert B Taylor Iii Foundation

Organization summary

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending Dec. 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Fiscal Year Ending Dec.
2025

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001