J R Albert Charitable Trust
J R Albert Charitable Trust is a private foundation based in Charleston, South Carolina. In its 2025 filing, it reported 11 grants totaling $250,000 to charitable organizations.
J R Albert Charitable Trust at a glance
In short: J R Albert Charitable Trust gave $250K across 11 grants in 2025 (avg $23K), top state South Carolina. 9% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $250,000
- +10.1% vs 2024
- Grants made (2025)
- 11
- -15.4% vs 2024
- Average grant
- $22,727
- +30.2% vs 2024
- Median grant
- $27,000
- Total assets
- $5,936,154
- -1.3% vs 2024
- New grantees (estimate)
- 9% first-time grantees (1 of 11, 2025; small sample)
- Primary geography
- South Carolina (40% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to J R Albert Charitable Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 1013 Tyron Circle, Charleston, SC 29414
Phone: (860) 668-2133
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who J R Albert Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Convoy of Hope ($32K). Together the top 10 received $245K.
Grant Size Distribution
56 grants across all recorded years
The most common grant size was under $50K: 56 grants of 56 (100%).
Geographic Focus
Where this funder awards grants
The foundation’s 2025 grant dollars were distributed among recipients in South Carolina (40%), Texas (22%), Missouri (13%), Virginia (13%), and Minnesota (10%). It also made a $5,000 grant to Samaritan’s Purse in North Carolina. These locations describe the listed recipients; no broader geographic policy is stated.
Grant Distribution by State
Share of 2025 grant dollars across all 11 itemized grants.
Cities
Is J R Albert Charitable Trust open to new grantees?
9%
first-time grantees, 2025
In 2025, 1 of 11 grantees (9%) were first-time recipients. With only 11 grantees, that is a small sample: one grantee more or less moves the share by about 9 points. First grants averaged $5K; repeat grants $25K. How we count
Medians: $5K first-time, $28K repeat.
- 91% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−3%). Method
- In 2025 it paid out 102% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $227K (2024) to $340K (2021). In 2025 it made 11 grants totaling $250K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Convoy of Hope Springfield, MO | Code Section 501(C)(3) Purposes | $32,000 |
| Mercy Chefs Portsmouth, VA | Code Section 501(C)(3) Purposes | $32,000 |
| SOS Health Care Inc Myrtle Beach, SC | Code Section 501(C)(3) Purposes | $28,000 |
| Target Hunger Houston, TX | Code Section 501(C)(3) Purposes | $28,000 |
| Texas Children's Hospital Houston, TX | Code Section 501(C)(3) Purposes | $28,000 |
| Musc Foundation Charleston, SC | Code Section 501(C)(3) Purposes | $27,000 |
| Doors to Freedom Summerville, SC | Code Section 501(C)(3) Purposes | $26,000 |
| Mayo Clinic Rochester, MN | Code Section 501(C)(3) Purposes | $25,000 |
| Pattison's Academy Charleston, SC | Code Section 501(C)(3) Purposes | $13,000 |
| Star Gospel Mission Charleston, SC | Code Section 501(C)(3) Purposes | $6,000 |
Ready to take the next step with J R Albert Charitable Trust?
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 | $5,936,154 | $278,662 | $355,997 | $250,000 | 11 | $299,938 | $249,825 | $293,945 |
| 2024 | $6,014,440 | $305,098 | $328,369 | $227,000 | 13 | $276,963 | $278,091 | $290,354 |
| 2023 | $6,037,602 | $227,404 | $356,851 | $260,000 | 12 | $309,700 | $201,434 | $287,273 |
| 2022 | $6,164,886 | $-197,583 | $373,029 | $259,000 | 10 | $309,077 | $98,347 | $310,652 |
| 2021 | $6,737,441 | $365,417 | $450,301 | $340,000 | 10 | $389,082 | $326,033 | $356,283 |
| 2020 | $6,823,133 | $318,230 | $421,998 | $309,000 | 12 | — | $282,514 | $346,720 |
| 2019 | $6,925,875 | $255,249 | $403,999 | $292,000 | 13 | — | $221,489 | $342,074 |
Under IRS private-foundation payout rules, J R Albert Charitable Trust reported a distributable amount of $294K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants went to organizations whose stated missions include disaster and emergency meal service, children’s health care, support for people with autism and intellectual disabilities, hunger relief, services for survivors of sex trafficking, medical care and research, education and rehabilitation for children with multiple disabilities, and assistance to people experiencing hardship.
Grantmaking
In 2025, the foundation reported 11 grants totaling $250,000. Grants ranged from $5,000 to $32,000, with a median grant of $27,000. The listed grant purposes were “Code Section 501(c)(3) purposes.”
Among the 2025 recipients, Convoy of Hope and Mercy Chefs each received $32,000. SOS Health Care, Target Hunger, and Texas Children’s Hospital each received $28,000. MUSC Foundation received $27,000; Doors to Freedom, $26,000; Mayo Clinic, $25,000; Pattison’s Academy, $13,000; Star Gospel Mission, $6,000; and Samaritan’s Purse, $5,000.
The grantees describe their work in their own words: Mercy Chefs provides meals during disasters and emergencies and partners with organizations serving underserved communities; SOS Health Care partners with and informs the community while providing hope, care, and assistance to people with autism and intellectual disabilities; and Target Hunger works to alleviate hunger and its root causes in vulnerable Houston neighborhoods. Doors to Freedom provides a safe place for survivors of sex trafficking, while Pattison’s Academy provides education and rehabilitation programs for children with multiple disabilities. Star Gospel Mission provides resources for people facing hardship, including men experiencing homelessness and families needing urgent household assistance. Texas Children’s Hospital describes its mission as improving health for children and women through patient care, education, and research; Mayo Clinic describes its mission as contributing to health and well-being through patient care, education, and research.
Leadership & Key People
Leadership team and compensation from IRS filings
Karen Lima is listed as a trustee on the 2025 filing.
J R Albert Charitable Trust is led by Karen Lima, Trustee on every filing since 2019 — the only officer listed, and compensated.
Officers on the 2025 filing
Karen Lima
Trustee
On filings since 2019
40 hrs/week
$60K (2019) → $60K (2025)
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 $60K, to Karen Lima (Trustee).
Frequently asked questions about J R Albert Charitable Trust
How much does J R Albert Charitable Trust give each year?
J R Albert Charitable Trust gave $250K across 11 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $227K across 13 grants.
What is J R Albert Charitable Trust's typical grant size?
J R Albert Charitable Trust's median grant in 2025 was $27,000, and its average grant was $22,727, across 11 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from J R Albert Charitable Trust that year got $5K on average.
Where does J R Albert Charitable Trust give grants?
J R Albert Charitable Trust's top state is South Carolina, with 40% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Texas (22%) and Missouri (13%). The most frequent recipient cities were Charleston, SC (3 grants) and Houston, TX (2 grants).
Does J R Albert Charitable Trust give general operating support?
Not in 2025: none of the 11 grants with a stated purpose on J R Albert Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Code Section 501(C)(3) Purposes" (11 grants).
Who are J R Albert Charitable Trust's largest grantees?
J R Albert Charitable Trust's largest 2025 grantees include Convoy of Hope ($32,000), Mercy Chefs ($32,000) and SOS Health Care Inc ($28,000), according to its 2025 IRS Form 990-PF. Together they received 37% of its itemized 2025 grant dollars.
How large is J R Albert Charitable Trust?
J R Albert Charitable Trust reported $5.9M in total assets on its 2025 IRS Form 990-PF. It paid out $300K in qualifying distributions that year, against a required minimum of $294K (roughly 5% of its investment assets).
What does J R Albert Charitable Trust fund?
No mission statement for the foundation is provided. See mission & focus areas ↑
How do I apply for a grant from J R Albert Charitable Trust?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is J R Albert Charitable Trust's EIN?
J R Albert Charitable Trust's EIN (Employer Identification Number) is 76-6163079. IRS Form 990 filing data is available on this page for 2019–2025.
Does J R Albert Charitable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 28, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 28, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 26, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 13, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 16, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 9, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 6, 2024)
Explore Open Grants
Browse active grant opportunities in J R Albert Charitable Trust's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in South Carolina
Enterprise Holdings Foundation
Saint Louis, MO
The Enterprise Holdings Foundation supports charitable and educational nonprofits in communities where Enterprise Mobility operates, focusing on health, education, arts, and disaster relief; applicants must be actively supported by an Enterprise Mobility team member, spouse, or domestic partner. Giving varies widely: it reported 9,499 grants in 2024, but its 2025 filing showed one grant of $101.4 million, so that amount is not a typical award. Applications are accepted at any time through eligible Enterprise-affiliated applicants; the Foundation does not limit giving to preselected organizations.
Assets
$594.3M
Grants
1
Total Given
$101.4M
Greater Houston Community Foundation
Houston, TX
The Foundation makes grants through donor-advised and other donor-established funds for public benefit, human services, education, and health, including initiatives addressing economic mobility and poverty in Harris County. In 2024, its median grant was $25,000; it serves Greater Houston, while grants also go to recipients elsewhere in Texas and beyond. It does not accept proposals for the upcoming High-Impact Grantmaking cycle and plans to invite selected organizations or collaboratives to apply.
Assets
$1.1B
Grants
1,724
Total Given
$232.3M
Central Carolina Community Foundation
Columbia, SC
Central Carolina Community Foundation funds education, human services, health, arts and culture, community development, disaster relief, and related community initiatives through specific grant programs. Its 2025 grants had a median of $20,000, and it primarily serves 11 Midlands counties while also funding statewide and nationally. It accepts applications through its online portal during published grant periods for specific opportunities; some programs are invitation-only.
Assets
$264.3M
Grants
488
Total Given
$26.5M
Coastal Community Foundation of South Carolina Inc
N Charleston, SC
Coastal Community Foundation of South Carolina supports nonprofits and community initiatives in education, health, human services, the environment, arts, social justice, and community development across nine coastal South Carolina counties. Its 2024 itemized grants ranged from $5,057 to $2.3 million, with a median of $16,500; competitive programs accept applications through its online portal.
Assets
$435.6M
Grants
459
Total Given
$26.0M
Community Foundation of Greenville Inc
Greenville, SC
Community Foundation of Greenville funds nonprofits and projects in arts, education, environment, health, and human services, with a focus on Greenville County, South Carolina. Its 2026 Capacity Building Grants award $5,000–$12,500; 2024 grants had a median of $23,900. It accepts unsolicited requests through its Capacity Building Grants program.
Assets
$118.8M
Grants
346
Total Given
$26.4M
South Carolina Christian Foundation
Spartanburg, SC
The foundation funds Christian ministries, churches, and quality-of-life organizations, with particular attention through its Community Trust Grants to Christian nonprofits in five South Carolina counties. Its 2024 grants had a median of $15,000, though awards varied widely; most grant dollars went to South Carolina, with additional funding in other states. Community Trust applicants must submit a Ministry Introduction Form and be invited to apply; the profile does not state whether other requests are unsolicited.
Assets
$45.4M
Grants
285
Total Given
$11.6M
More similar funders
More Funders in South Carolina
Cite this profile
Grantable. (2026). J R Albert Charitable Trust funder profile. GrantGraph. Retrieved October 12, 2026, from https://grantable.co/funders/j-r-albert-charitable-trust-morg_2febf97f32764feaa5e361af85271629
BibTeX
@misc{grantable_766163079_2026,
author = {{Grantable}},
title = {{J R Albert Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/j-r-albert-charitable-trust-morg_2febf97f32764feaa5e361af85271629},
note = {Accessed 2026-10-12. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from J R Albert Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
J R Albert Charitable Trust down — hundreds of funders to go?