Robert Middleton Theological Endowment Trust

Foundation · Grantmaker 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 grant totaling $78K. Net investment income was $8K.

Key facts about Robert Middleton Theological Endowment Trust

EIN
63-6020996
Latest 990 filing
Form 990-PF, 2023
Annual giving (2023)
$77,683
Grants made (2023)
1
Average grant
$77,683
Median grant
$77,683
Primary geography
Tennessee (100% of itemized 2023 grant dollars)

Data from IRS Form 990-PF, 2023; updated September 2026.

How Robert Middleton Theological Endowment Trust gives

  • In 2022 it paid out 118% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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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 grant totaling $78K. Net investment income was $8K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 1 itemized 2023 grant dollars.

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

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2021–2023

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: $78KUniversity 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 recipients 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 Bank — Trustee: $85Regions BankTrustee$85

From 2023 IRS 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 grant 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 September 2026. Sourced from IRS Form 990-PF filings.

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