Belle G Roberts Charitable Tr Regions Bank Trust Dep't #1255001017
Belle G Roberts Charitable Tr Regions Bank Trust Dep't #1255001017 is a private foundation, based in Mobile, AL. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $16.0M in total assets. In 2026, it awarded 2 grants totaling $872K. Net investment income was $1.7M.
Belle G Roberts Charitable Tr Regions Bank Trust Dep't #1255001017 at a glance
In short: Belle G Roberts Charitable Tr Regions Bank Trust Dep't #1255001017 gave $872K across 2 grants in 2026 (avg $436K), mostly in Alabama. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $871,694
- +10.2% vs 2025
- Grants made (2026)
- 2
- +0.0% vs 2025
- Average grant
- $435,847
- +10.2% vs 2025
- Median grant
- $435,847
- Total assets
- $16,002,619
- +4.3% vs 2025
- Primary geography
- Alabama (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated November 2026.
Who Belle G Roberts Charitable Tr Regions Bank Trust Dep't #1255001017 funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2026
The largest 2026 recipient was Infirmary Health Systems ($436K). Together the top 2 received $872K.
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 2026 grant dollars across all 2 itemized grants.
States
Cities
How Belle G Roberts Charitable Tr Regions Bank Trust Dep't #1255001017 gives
- Giving held roughly steady from 2023 to 2026 (−4%). Method
- In 2026 it paid out 97% 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 2026, annual grant giving ranged from $781K (2021) to $909K (2023). In 2026 it made 2 grants totaling $872K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Infirmary Health Systems Mobile, AL | Hybrid operating room feat. Siemens artis pheno robotic c-arm system | $435,847 |
| UMS-Wright Corporation Mobile, AL | School Renovations and Upgrades | $435,847 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2026 | $16,002,619 | $1,818,300 | $1,152,686 | $871,694 | 2 | $964,444 | $1,653,358 | $991,083 |
| 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 Regions Bank Trust Dep't #1255001017 reported a distributable amount of $991K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Belle G Roberts Charitable Tr Regions Bank Trust Dep't #1255001017 is led by Michael Lee Sr., Dist. Committee - Chairman since 2026 (on filings since 2023); 1 of 4 officers listed in 2026 is compensated.
Officers on the 2026 filing
Michael Lee Sr.
Dist. Committee - Chairman
Dist. Committee → Dist. Committee - Chairman, 2026
On filings since 2023
0.2 hrs/week
No compensation reported
Regions Bank
Trustee
On filings since 2021
4 hrs/week
$149K (2021) → $164K (2026)
Bestor Ward
Dist. Committee
New on the 2026 filing
0.2 hrs/week
No compensation reported
Lee Goodloe
Dist. Committee
New on the 2026 filing
0.2 hrs/week
No compensation reported
Former officers (6)
- Former: Allen Ladd (2021–2025) — Dist. Committee
- Former: Angus Cooper (2021–2025) — Dist. Committee
- Former: Mitchell Shackleford (2021–2025) — Dist. Committee - Chairman
- Former: Drew Delaney (2023–2025) — Dist. Committee
- Former: John C. Johnson (2021) — Dist. Committee
- Former: Tk Jackson III (2021) — Dist. Committee
Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $164K, to Regions Bank (Trustee).
Frequently asked questions about Belle G Roberts Charitable Tr Regions Bank Trust Dep't #1255001017
How much does Belle G Roberts Charitable Tr Regions Bank Trust Dep't #1255001017 give each year?
Belle G Roberts Charitable Tr Regions Bank Trust Dep't #1255001017 gave $872K across 2 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $791K across 2 grants.
How large is Belle G Roberts Charitable Tr Regions Bank Trust Dep't #1255001017?
Belle G Roberts Charitable Tr Regions Bank Trust Dep't #1255001017 reported $16.0M in total assets on its 2026 IRS Form 990-PF. It paid out $964K in qualifying distributions that year, against a required minimum of $991K (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 Regions Bank Trust Dep't #1255001017 operate?
Belle G Roberts Charitable Tr Regions Bank Trust Dep't #1255001017 has awarded grants in Alabama.
What is Belle G Roberts Charitable Tr Regions Bank Trust Dep't #1255001017's EIN?
Belle G Roberts Charitable Tr Regions Bank Trust Dep't #1255001017's EIN (Employer Identification Number) is 72-6214520. IRS Form 990 filing data is available on this page for 2021–2026.
Data last updated November 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS September 11, 2026)
- IRS filings on file for fiscal years 2021–2025
Live grants for the work Belle G Roberts Charitable Tr Regions Bank Trust Dep't #1255001017 funds
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