Frances M Roberson Charitable Trust

DALLAS, TX EIN: 56-6482081

Frances M Roberson Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $44K in total assets. In 2024, it awarded 1 grants totaling $3K. Net investment income was $2K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$44K

-5.6% YoY

Annual Giving

$3K

+4.7% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$3K

+4.7% YoY

Under IRS private-foundation payout rules, Frances M Roberson Charitable Trust reported a distributable amount of $4K for 2024 — the minimum it must pay out in qualifying distributions.

About Frances M Roberson Charitable Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

North Carolina $14K (100%)

States

North Carolina

Cities

Washington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$44,280	$46,893	$50,544
Revenue	$2,984	$1,709	$2,307
Expenses	$5,604	$5,360	$2,322
Qualifying Distributions	$4,232	$4,043	$873
Net Investment Income	$1,608	$347	$975
Distributable Amount	$3,542	$3,251	$3,351

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 2024

Grant Size Distribution

3 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include First Presbyterian Church ($3,336).

Recipient	Purpose	Amount
FIRST PRESBYTERIAN CHURCH WASHINGTON, NC	UNRESTRICTED GENERAL	$3,336

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$989

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Frances M Roberson Charitable Trust?

Frances M Roberson Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $44K in total assets as of 2024.

How large is Frances M Roberson Charitable Trust?

As of 2024, Frances M Roberson Charitable Trust holds $44K in total assets with $3K in annual revenue. It awarded 1 grants totaling $3K in 2024.

Where does Frances M Roberson Charitable Trust operate?

Frances M Roberson Charitable Trust has awarded grants in North Carolina.

What size grants does Frances M Roberson Charitable Trust award?

In 2024, Frances M Roberson Charitable Trust awarded 1 grants totaling $3K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is Frances M Roberson Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Frances M Roberson Charitable Trust reported a distributable amount of $4K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Frances M Roberson Charitable Trust's EIN?

Frances M Roberson Charitable Trust's EIN (Employer Identification Number) is 56-6482081. IRS Form 990 filing data is available on this page for 2020–2024.