Belle G Roberts Charitable Tr
Belle G Roberts Charitable Tr is a private foundation, 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.
Belle G Roberts Charitable Tr at a glance
In short: Belle G Roberts Charitable Tr gave $791K across 2 grants in 2025 (avg $395K), mostly in Alabama. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $790,830
- -1.8% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $395,415
- -1.8% vs 2024
- Median grant
- $395,415
- Total assets
- $15,336,986
- +1.6% vs 2024
- Primary geography
- Alabama (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Belle G Roberts Charitable Tr funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Infirmary Health Systems ($395K). Together the top 2 received $791K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was in the $250–500K range: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Belle G Roberts Charitable Tr gives
- Giving held roughly steady from 2022 to 2025 (−6%). Method
- In 2025 it paid out 92% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $781K (2021) to $909K (2023). In 2025 it made 2 grants totaling $791K.
Grants by year
Grant recipients and amounts by year
| 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 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $15,336,986 | $1,299,126 | $1,061,397 | $790,830 | 2 | $879,233 | $1,138,462 | $960,097 |
| 2024 | $15,099,257 | $893,694 | $1,050,137 | $805,264 | 2 | $889,518 | $742,590 | $875,085 |
| 2023 | $15,267,441 | $1,128,752 | $1,152,483 | $909,018 | 2 | $953,709 | $937,478 | $849,953 |
| 2022 | $15,291,172 | $2,323,824 | $1,140,932 | $837,934 | 2 | $887,327 | $2,087,719 | $958,442 |
| 2021 | $14,105,197 | $1,309,740 | $1,073,232 | $781,460 | 2 | — | $1,111,496 | $885,268 |
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.
Leadership & Key People
Officers and directors from IRS filings
Belle G Roberts Charitable Tr is led by Mitchell Shackleford, Dist. Committee - Chairman since 2024 (on filings since 2021); 1 of 6 officers listed in 2025 is compensated.
Officers on the 2025 filing
Mitchell Shackleford
Dist. Committee - Chairman
Dist. Committee → Dist. Committee - Chairman, 2024
On filings since 2021
0.2 hrs/week
$200 (2021) → $0 (2025)
Regions Bank
Trustee
On filings since 2021
4 hrs/week
$149K (2021) → $159K (2025)
Allen Ladd
Dist. Committee
On filings since 2021
0.2 hrs/week
$300 (2021) → $0 (2025)
Angus Cooper
Dist. Committee
On filings since 2021
0.2 hrs/week
$200 (2021) → $0 (2025)
Drew Delaney
Dist. Committee
On filings since 2023
0.2 hrs/week
No compensation reported
Michael Lee Sr.
Dist. Committee
On filings since 2023
0.2 hrs/week
No compensation reported
Former officers (2)
- Former: John C. Johnson (2021) — Dist. Committee
- Former: Tk Jackson III (2021) — Dist. Committee
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $159K, to Regions Bank (Trustee).
Frequently asked questions about Belle G Roberts Charitable Tr
How much does Belle G Roberts Charitable Tr give each year?
Belle G Roberts Charitable Tr gave $791K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $805K across 2 grants.
How large is Belle G Roberts Charitable Tr?
Belle G Roberts Charitable Tr reported $15.3M in total assets on its 2025 IRS Form 990-PF. It paid out $879K in qualifying distributions that year, against a required minimum of $960K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Belle G Roberts Charitable Tr operate?
Belle G Roberts Charitable Tr has awarded grants in Alabama.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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