Maude Davis Robertson Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BIRMINGHAM, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.3M in total assets. In 2024, it awarded 4 grants totaling $134K. Net investment income was $189K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.3M
+2.1% YoY
Annual Giving
$134K
+7.1% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$34K
+7.1% YoY
About Maude Davis Robertson Trust
Based on IRS filings
Maude Davis Robertson Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BIRMINGHAM, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.3M in total assets. In 2024, it awarded 4 grants totaling $134K. Net investment income was $189K.
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 | $2,320,692 | $2,273,674 | $2,323,999 |
| Revenue | $216,250 | $107,043 | $117,396 |
| Expenses | $168,817 | $156,829 | $179,828 |
| Qualifying Distributions | $140,461 | $131,948 | $150,165 |
| Net Investment Income | $188,685 | $81,749 | $91,569 |
| Distributable Amount | $137,503 | $129,599 | $135,794 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
20 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| REGIONS BANK | TRUSTEE | 1 | $27,144 |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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