Robert Middleton Theological Endowment Trust

BIRMINGHAM, AL EIN: 63-6020996

Robert Middleton Theological Endowment Trust is a private foundation, based in BIRMINGHAM, AL. IRS filing data is available from 2021 through 2023. In 2023, it awarded 1 grants totaling $78K. Net investment income was $8K.

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

-100.0% YoY

Annual Giving

$78K

+2257.6% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$78K

+2257.6% YoY

About Robert Middleton Theological Endowment Trust

Based on IRS filings

Robert Middleton Theological Endowment Trust is a private foundation, based in BIRMINGHAM, AL. IRS filing data is available from 2021 through 2023. In 2023, it awarded 1 grants totaling $78K. Net investment income was $8K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Sewanee

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$22K$44K$66K$89K202120222023
Metric202320222021
Total Assets$72,448$72,502
Revenue$8,060$6,476$6,306
Expenses$80,520$6,510$9,985
Qualifying Distributions$80,302$5,371
Net Investment Income$7,992$5,431$5,297
Distributable Amount$4,551$4,544

Giving Over Time

Total grant dollars and number of grants per year

$0$19K$39K$58K$78K1 grants20211 grants20221 grants2023

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2023

UNIVERSITY OF THE SOUTH$78K

Grant Size Distribution

3 grants across all recorded years

2<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2023 grants, the largest include University of the South ($77,683).

RecipientPurposeAmount
UNIVERSITY OF THE SOUTH SEWANEE, TNGENERAL OPERATING$77,683

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2023 IRS filing

REGIONS BANKTRUSTEE$85

From 2023 filing

NameTitleHoursCompensation
REGIONS BANKTRUSTEE1$85

Frequently Asked Questions

Where does Robert Middleton Theological Endowment Trust operate?

Robert Middleton Theological Endowment Trust has awarded grants in Tennessee.

What size grants does Robert Middleton Theological Endowment Trust award?

In 2023, Robert Middleton Theological Endowment Trust awarded 1 grants totaling $78K — an average of about $78K per grant, based on its IRS Form 990 filings.

What is Robert Middleton Theological Endowment Trust's EIN?

Robert Middleton Theological Endowment Trust's EIN (Employer Identification Number) is 63-6020996. IRS Form 990 filing data is available on this page for 2021–2023.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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