Charlotte Roberts Tr Fbo Congregational Soc
Charlotte Roberts Tr Fbo Congregational Soc is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $277K in total assets. In 2025, it awarded 1 grants totaling $14K. Net investment income was $22K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$277K
+1.9% YoY
Annual Giving
$14K
+12.6% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$14K
+12.6% YoY
Under IRS private-foundation payout rules, Charlotte Roberts Tr Fbo Congregational Soc reported a distributable amount of $17K for 2025 — the minimum it must pay out in qualifying distributions.
About Charlotte Roberts Tr Fbo Congregational Soc
Based on IRS filings
Charlotte Roberts Tr Fbo Congregational Soc is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $277K in total assets. In 2025, it awarded 1 grants totaling $14K. Net investment income was $22K.
Ready to take the next step with Charlotte Roberts Tr Fbo Congregational Soc?
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 | $276,879 | $271,816 | $272,734 |
| Revenue | $27,357 | $10,656 | $-1,953 |
| Expenses | $22,173 | $19,601 | $19,300 |
| Qualifying Distributions | $16,938 | $15,189 | $13,496 |
| Net Investment Income | $21,944 | $5,466 | $2,955 |
| Distributable Amount | $16,970 | $15,975 | $14,988 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Unitarian Universalist Society ($14,064).
| Recipient | Purpose | Amount |
|---|---|---|
| UNITARIAN UNIVERSALIST SOCIETY BANGOR, ME | UNRESTRICTED GENERAL | $14,064 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $5,936 |
Frequently Asked Questions
How large is Charlotte Roberts Tr Fbo Congregational Soc?
As of 2025, Charlotte Roberts Tr Fbo Congregational Soc holds $277K in total assets with $27K in annual revenue. It awarded 1 grants totaling $14K in 2025.
Where does Charlotte Roberts Tr Fbo Congregational Soc operate?
Charlotte Roberts Tr Fbo Congregational Soc has awarded grants in Maine.
What size grants does Charlotte Roberts Tr Fbo Congregational Soc award?
In 2025, Charlotte Roberts Tr Fbo Congregational Soc awarded 1 grants totaling $14K — an average of about $14K per grant, based on its IRS Form 990 filings.
How much is Charlotte Roberts Tr Fbo Congregational Soc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Charlotte Roberts Tr Fbo Congregational Soc reported a distributable amount of $17K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Charlotte Roberts Tr Fbo Congregational Soc's EIN?
Charlotte Roberts Tr Fbo Congregational Soc's EIN (Employer Identification Number) is 01-6009136. IRS Form 990 filing data is available on this page for 2021–2025.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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