Belle G Roberts Charitable Tr

Foundation · Grantmaker Mobile, AL EIN: 72-6214520

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.

Key facts about Belle G Roberts Charitable Tr

EIN: 72-6214520
Latest 990 filing: Form 990-PF, 2025
Annual giving (2025): $790,830
Grants made (2025): 2
Average grant: $395,415
Median grant: $395,415
Total assets: $15,336,986
Primary geography: Alabama (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

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.

Next steps with Belle G Roberts Charitable Tr

How to evaluate Belle G Roberts Charitable Tr as a funder
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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

+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

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Alabama $791K (100%)

Share of all 2 itemized 2025 grant dollars.

States

Alabama

Cities

Mobile

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Data update history

When this profile's IRS filing data changed on Grantable

March 2, 2026 IRS filings on file for fiscal years 2021–2025

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 recipients 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

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

Philanthropy, Voluntarism & Grantmaking

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.