Annie Roberts Trust UW
Annie Roberts Trust UW is a private foundation, based in Baltimore, MD. IRS filing data is available from 2021 through 2023. Net investment income was $1K.
Key facts about Annie Roberts Trust UW
- EIN
- 52-6023574
- Latest 990 filing
- Form 990-PF, 2023
Data from IRS Form 990-PF, 2023; updated September 2026.
How Annie Roberts Trust UW gives
- In 2022 it paid out 110% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with Annie Roberts Trust UW
- How to evaluate Annie Roberts Trust UW as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
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Financial Overview
From 2023 IRS Form 990-PF · View filing
Total Assets
—
-100.0% YoY
Revenue
$1K
-99.5% YoY
Net Investment Income
$1K
-99.5% YoY
Expenses
—
-100.0% YoY
Under IRS private-foundation payout rules, Annie Roberts Trust UW reported a distributable amount of $121K for 2023 — the minimum it must pay out in qualifying distributions.
About Annie Roberts Trust UW
Based on IRS filings
Annie Roberts Trust UW is a private foundation, based in Baltimore, MD. IRS filing data is available from 2021 through 2023. Net investment income was $1K.
Ready to take the next step with Annie Roberts Trust UW?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2023 | 2022 | 2021 |
|---|---|---|---|
| Total Assets | — | $1,827,336 | $1,791,549 |
| Revenue | $1,087 | $200,823 | $134,544 |
| Expenses | — | $150,495 | $165,822 |
| Qualifying Distributions | — | $147,500 | — |
| Net Investment Income | $1,087 | $200,788 | $134,391 |
| Distributable Amount | $121,234 | $133,861 | $126,364 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2023
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2023
Grant Size Distribution
12 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for 2023.
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2023 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Geoffrey Genth | President | 2 | — |
| David Wallace | Secretary | 2 | — |
| Elizabeth Seeley | Treasurer | 4 | — |
| Haswell Franklin | Finance Chair | 1 | — |
| Joan Bossman Gordon | Board Member | 1 | — |
| Diane Newman | Board Member | 1 | — |
| Laura Oldham | Board Member | 1 | — |
| Sabrina Schumann | Board Member | 1 | — |
| Christine Morgan Wallace | Grants Chair | 2 | — |
| Onyeka Anaedozie | Board Member | 1 | — |
| Anjal Amin | Board Member | 1 | — |
| Mary A Anagnost | Board Member | 1 | — |
Frequently Asked Questions
Where does Annie Roberts Trust UW operate?
Annie Roberts Trust UW has awarded grants in Maryland.
How much is Annie Roberts Trust UW required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2023, Annie Roberts Trust UW reported a distributable amount of $121K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Annie Roberts Trust UW's EIN?
Annie Roberts Trust UW's EIN (Employer Identification Number) is 52-6023574. IRS Form 990 filing data is available on this page for 2021–2023.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.