Frances M Roberson Charitable Trust
Frances M Roberson Charitable Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $41K in total assets. In 2025, it awarded 1 grant totaling $4K. Net investment income was $971.
Frances M Roberson Charitable Trust at a glance
In short: Frances M Roberson Charitable Trust gave $4K across 1 grant in 2025 (avg $4K), mostly in North Carolina. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $3,547
- +6.3% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $3,547
- +6.3% vs 2024
- Median grant
- $3,547
- Total assets
- $40,748
- -8.0% vs 2024
- Primary geography
- North Carolina (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Frances M Roberson Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was First Presbyterian Church ($4K).
Grant Size Distribution
4 grants across all recorded years
The most common grant size was under $50K: 4 grants of 4 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Frances M Roberson Charitable Trust gives
- In 2025 it paid out 117% of its IRS minimum distribution (the 5% rule). 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 2019 to 2025, annual grant giving ranged from $3K (2023) to $7K (2021). In 2025 it made 1 grant totaling $4K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| First Presbyterian Church Washington, NC | Unrestricted General | $3,547 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $40,748 | $2,387 | $5,927 | $3,547 | 1 | $4,472 | $971 | $3,809 |
| 2024 | $44,280 | $2,984 | $5,604 | $3,336 | 1 | $4,232 | $1,608 | $3,542 |
| 2023 | $46,893 | $1,709 | $5,360 | $3,186 | 1 | $4,043 | $347 | $3,251 |
| 2022 | $50,544 | $2,307 | $2,322 | — | — | $873 | $975 | $3,351 |
| 2021 | $50,601 | $6,656 | $9,678 | $7,327 | 1 | $8,258 | $5,222 | $3,873 |
| 2020 | $53,643 | $3,516 | $2,220 | — | — | — | $2,186 | $3,323 |
| 2019 | $52,338 | $3,414 | $5,697 | $3,448 | 1 | — | $2,091 | $3,359 |
Under IRS private-foundation payout rules, Frances M Roberson Charitable Trust reported a distributable amount of $4K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Frances M Roberson Charitable Trust's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2021
1 hr/week
$1K (2021) → $1K (2025)
Former officers (1)
- Former: Bank Of America N A (2019–2020) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $1K, to Bank of America (Trustee).
Frequently asked questions about Frances M Roberson Charitable Trust
How much does Frances M Roberson Charitable Trust give each year?
Frances M Roberson Charitable Trust gave $4K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $3K across 1 grant.
How large is Frances M Roberson Charitable Trust?
Frances M Roberson Charitable Trust reported $41K in total assets on its 2025 IRS Form 990-PF. It paid out $4K in qualifying distributions that year, against a required minimum of $4K (roughly 5% of its investment assets).
Where does Frances M Roberson Charitable Trust operate?
Frances M Roberson Charitable Trust has awarded grants in North Carolina.
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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 16, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 15, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 26, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 27, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2019–2025
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