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
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
No grants recorded for .
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
Related Funders
Similar funders by location and focus area
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A Hays Zieman & Christine B Zieman
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Total Given
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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