Essie B Taggart Tr

  • Birmingham, AL
  • EIN: 63-6051359

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

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. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$326,052
Expenses
$20,965
Net Income
$305,087
Net Assets
$500,877
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $312,882
96.0%
Interest Revenue $0
Dividends $11,893
3.6%
Sales of Assets $1,277
0.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $15,896
75.8%
Compensation of Officers* $5,946
28.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $500,877
Total Liabilities $0
Net Assets $500,877
Compensation
Key Employees and Officers Compensation Other
Regions Bank (Trustee) $5,946 $0

Document Links

990-PF
Filed on Oct. 27, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$11,496
Expenses
$15,755
Net Income
-$4,259
Net Assets
$217,367
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,868
59.7%
Sales of Assets $4,546
39.5%
Other Income $82
0.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $11,298
71.7%
Compensation of Officers* $5,492
34.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $217,367
Total Liabilities $0
Net Assets $217,367
Compensation
Key Employees and Officers Compensation Other
Regions Bank Trust Dept (Trustee) $5,492 $0

Document Links

990-PF
Filed on April 18, 2024

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,561
Expenses
$17,634
Net Income
-$9,073
Net Assets
$221,625
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,663
66.1%
Sales of Assets $2,898
33.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,972
73.6%
Compensation of Officers* $5,443
30.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $221,625
Total Liabilities $0
Net Assets $221,625
Compensation
Key Employees and Officers Compensation Other
Regions Bank Trust Dept (Trustee) $5,443 $0

Document Links

990-PF
Filed on May 10, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$18,480
Expenses
$17,301
Net Income
$1,179
Net Assets
$230,722
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,675
30.7%
Sales of Assets $12,805
69.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,923
74.7%
Compensation of Officers* $5,179
29.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $230,722
Total Liabilities $0
Net Assets $230,722
Compensation
Key Employees and Officers Compensation Other
Regions Bank Trust Dept (Trustee) $5,179 $0

Document Links

990-PF
Filed on May 10, 2022

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

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$13,225
Expenses
$16,981
Net Income
-$3,756
Net Assets
$229,538
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,963
52.7%
Sales of Assets $6,262
47.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,828
75.5%
Compensation of Officers* $5,038
29.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $229,539
Total Liabilities $1
Net Assets $229,538
Compensation
Key Employees and Officers Compensation Other
Regions Bank (Trustee) $5,038 $0

Document Links

990-PF
Filed on May 6, 2021

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

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$11,584
Expenses
$16,542
Net Income
-$4,958
Net Assets
$233,268
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,458
55.7%
Sales of Assets $5,084
43.9%
Other Income $42
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,464
75.3%
Compensation of Officers* $5,015
30.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $233,269
Total Liabilities $1
Net Assets $233,268
Compensation
Key Employees and Officers Compensation Other
Regions Bank (Trustee) $5,015 $0

Document Links

990-PF
Filed on July 6, 2020

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,058
Expenses
$16,831
Net Income
-$7,773
Net Assets
$238,251
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,480
71.5%
Sales of Assets $2,578
28.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,486
74.2%
Compensation of Officers* $4,975
29.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $238,251
Total Liabilities $0
Net Assets $238,251
Compensation
Key Employees and Officers Compensation Other
Regions Bank (Trustee) $4,975 $0

Document Links

990-PF
Filed on May 7, 2019

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$18,442
Expenses
$15,691
Net Income
$2,751
Net Assets
$245,829
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,027
32.7%
Sales of Assets $12,226
66.3%
Other Income $189
1.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $11,662
74.3%
Compensation of Officers* $4,948
31.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $245,829
Total Liabilities $0
Net Assets $245,829
Compensation
Key Employees and Officers Compensation Other
Regions Bank (Trustee) $4,948 $0

Document Links

990-PF
Filed on April 29, 2018

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,918
Expenses
$16,890
Net Income
-$10,972
Net Assets
$243,626
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,311
89.7%
Sales of Assets $598
10.1%
Other Income $9
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,795
75.8%
Compensation of Officers* $5,000
29.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $243,626
Total Liabilities $0
Net Assets $243,626
Compensation
Key Employees and Officers Compensation Other
Regions Bank (Trustee) $5,000 $0

Document Links

990-PF
Filed on Aug. 29, 2017

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$16,128
Expenses
$12,558
Net Income
$3,570
Net Assets
$254,802
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,235
44.9%
Sales of Assets $8,893
55.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,525
59.9%
Compensation of Officers* $5,000
39.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $254,802
Total Liabilities $0
Net Assets $254,802

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Contact Us

About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated