Belle G Roberts Charitable Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MOBILE, AL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $15.3M in total assets. In 2025, it awarded 2 grants totaling $791K. Net investment income was $1.1M.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$15.3M
+1.6% YoY
Annual Giving
$791K
-1.8% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$395K
-1.8% YoY
Under IRS private-foundation payout rules, Belle G Roberts Charitable Tr reported a distributable amount of $960K for 2025 — the minimum it must pay out in qualifying distributions.
About Belle G Roberts Charitable Tr
Based on IRS filings
Belle G Roberts Charitable Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MOBILE, AL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $15.3M in total assets. In 2025, it awarded 2 grants totaling $791K. Net investment income was $1.1M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $15,336,986 | $15,099,257 | $15,267,441 |
| Revenue | $1,299,126 | $893,694 | $1,128,752 |
| Expenses | $1,061,397 | $1,050,137 | $1,152,483 |
| Qualifying Distributions | $879,233 | $889,518 | $953,709 |
| Net Investment Income | $1,138,462 | $742,590 | $937,478 |
| Distributable Amount | $960,097 | $875,085 | $849,953 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
Grant Size Distribution
10 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Infirmary Health Systems ($395,415), Ums-wright Corporation ($395,415).
| Recipient | Purpose | Amount |
|---|---|---|
| INFIRMARY HEALTH SYSTEMS MOBILE, AL | EQUIPMENT FOR HEART CATH LAB 5 AND INTERVENTIONAL RADIOLOGY LAB | $395,415 |
| UMS-WRIGHT CORPORATION MOBILE, AL | REDESIGN AND RELOCATION OF LOWER SCHOOL ADMINISTRATIVE OFFICES AND ROOF REPAIR | $395,415 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| REGIONS BANK | TRUSTEE | 4 | $159,255 |
| ANGUS COOPER | DIST. COMM | 0.2 | — |
| ALLEN LADD | DIST. COMM | 0.2 | — |
| MITCHELL SHACKLEFORD | DIST. COMM - CHAIRMAN | 0.2 | — |
| MICHAEL LEE SR | DIST. COMM | 0.2 | — |
| DREW DELANEY | DIST. COMM | 0.2 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Belle G Roberts Charitable Tr?
Belle G Roberts Charitable Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MOBILE, AL. It holds $15.3M in total assets as of 2025.
How large is Belle G Roberts Charitable Tr?
As of 2025, Belle G Roberts Charitable Tr holds $15.3M in total assets with $1.3M in annual revenue. It awarded 2 grants totaling $791K in 2025.
Where does Belle G Roberts Charitable Tr operate?
Belle G Roberts Charitable Tr has awarded grants in Alabama.
What size grants does Belle G Roberts Charitable Tr award?
In 2025, Belle G Roberts Charitable Tr awarded 2 grants totaling $791K — an average of about $395K per grant, based on its IRS Form 990 filings.
How much is Belle G Roberts Charitable Tr required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Belle G Roberts Charitable Tr reported a distributable amount of $960K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Belle G Roberts Charitable Tr's EIN?
Belle G Roberts Charitable Tr's EIN (Employer Identification Number) is 72-6214520. IRS Form 990 filing data is available on this page for 2021–2025.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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