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

No grants recorded for .

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

Related Funders

Similar funders by location and focus area

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

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