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
Under IRS private-foundation payout rules, Maude Davis Robertson Trust reported a distributable amount of $138K for 2024 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2024 grants, the largest include United Way Worldwide ($33,508), Birmingham Public Library ($33,508), Southside Baptist Church ($33,508).
| Recipient | Purpose | Amount |
|---|---|---|
| UNITED WAY WORLDWIDE ALEXANDRIA, VA | GENERAL OPERATING | $33,508 |
| BIRMINGHAM PUBLIC LIBRARY BIRMINGHAM, AL | GENERAL OPERATING | $33,508 |
| SOUTHSIDE BAPTIST CHURCH BIRMINGHAM, AL | GENERAL OPERATING | $33,508 |
| THE CHILDREN'S HOSPITAL OF ALABAMA BIRMINGHAM, AL | GENERAL OPERATING | $33,508 |
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
Frequently Asked Questions
What is Maude Davis Robertson Trust?
Maude Davis Robertson Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BIRMINGHAM, AL. It holds $2.3M in total assets as of 2024.
How large is Maude Davis Robertson Trust?
As of 2024, Maude Davis Robertson Trust holds $2.3M in total assets with $216K in annual revenue. It awarded 4 grants totaling $134K in 2024.
Where does Maude Davis Robertson Trust operate?
Maude Davis Robertson Trust has awarded grants in Alabama, Virginia.
What size grants does Maude Davis Robertson Trust award?
In 2024, Maude Davis Robertson Trust awarded 4 grants totaling $134K — an average of about $34K per grant, based on its IRS Form 990 filings.
How much is Maude Davis Robertson Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Maude Davis Robertson Trust reported a distributable amount of $138K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Maude Davis Robertson Trust's EIN?
Maude Davis Robertson Trust's EIN (Employer Identification Number) is 63-6019872. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Maude Davis Robertson 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.
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