J R Albert Charitable Trust
J R Albert Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHARLESTON, SC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $6.0M in total assets. In 2024, it awarded 13 grants totaling $227K. Net investment income was $278K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$6.0M
-0.4% YoY
Annual Giving
$227K
-12.7% YoY
Grant Count
13
+8.3% YoY
Avg Grant Size
$17K
-19.4% YoY
Under IRS private-foundation payout rules, J R Albert Charitable Trust reported a distributable amount of $290K for 2024 — the minimum it must pay out in qualifying distributions.
About J R Albert Charitable Trust
Based on IRS filings
J R Albert Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHARLESTON, SC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $6.0M in total assets. In 2024, it awarded 13 grants totaling $227K. Net investment income was $278K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $6,014,440 | $6,037,602 | $6,164,886 |
| Revenue | $305,098 | $227,404 | $-197,583 |
| Expenses | $328,369 | $356,851 | $373,029 |
| Qualifying Distributions | $276,963 | $309,700 | $309,077 |
| Net Investment Income | $278,091 | $201,434 | $98,347 |
| Distributable Amount | $290,354 | $287,273 | $310,652 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
57 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Mercy Chefs ($30,000), Convoy of Hope ($29,000), Texas Children's Hospital ($29,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CONVOY OF HOPE SPRINGFIELD, MO | CODE SECTION 501(C)(3) PURPOSES | $29,000 |
| DANA FARBER CANCER INSTITUTE BROOKLINE, MA | CODE SECTION 501(C)(3) PURPOSES | $6,000 |
| HEALING FARMS MOUNT PLEASAN, SC | CODE SECTION 501(C)(3) PURPOSES | $3,000 |
| MAYO CLINIC ROCHESTER, MN | CODE SECTION 501(C)(3) PURPOSES | $23,000 |
| MERCY CHEFS PORTSMOUTH, VA | CODE SECTION 501(C)(3) PURPOSES | $30,000 |
| PATTISON'S ACADEMY CHARLESTON, SC | CODE SECTION 501(C)(3) PURPOSES | $13,000 |
| SOS HEALTH CARE INC MYRTLE BEACH, SC | CODE SECTION 501(C)(3) PURPOSES | $28,000 |
| SPRINGFIELD RESCUE MISSION SPRINGFIELD, MA | CODE SECTION 501(C)(3) PURPOSES | $10,000 |
| TARGET HUNGER HOUSTON, TX | CODE SECTION 501(C)(3) PURPOSES | $26,000 |
| TEXAS CHILDREN'S HOSPITAL HOUSTON, TX | CODE SECTION 501(C)(3) PURPOSES | $29,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| KAREN LIMA | TRUSTEE | 40 | $60,000 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is J R Albert Charitable Trust?
J R Albert Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHARLESTON, SC. It holds $6.0M in total assets as of 2024.
How large is J R Albert Charitable Trust?
As of 2024, J R Albert Charitable Trust holds $6.0M in total assets with $305K in annual revenue. It awarded 13 grants totaling $227K in 2024.
Where does J R Albert Charitable Trust operate?
J R Albert Charitable Trust has awarded grants in California, Massachusetts, Minnesota, Missouri, South Carolina, Texas, Virginia.
What size grants does J R Albert Charitable Trust award?
In 2024, J R Albert Charitable Trust awarded 13 grants totaling $227K — an average of about $17K per grant, based on its IRS Form 990 filings.
How much is J R Albert Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, J R Albert Charitable Trust reported a distributable amount of $290K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in J R Albert Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.