Robert Middleton Theological Endowment Trust

Private 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.

Robert Middleton Theological Endowment Trust at a glance

In short: Robert Middleton Theological Endowment Trust gave $78K across 1 grant in 2023 (avg $78K), mostly in Tennessee. Source: 2023 IRS Form 990-PF.

Annual giving (2023)
$77,683
+2257.6% vs 2022
Grants made (2023)
1
+0.0% vs 2022
Average grant
$77,683
+2257.6% vs 2022
Median grant
$77,683
Primary geography
Tennessee (100% of itemized 2023 grant dollars)
Latest 990 filing
Form 990-PF, 2023 View filing

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

Who Robert Middleton Theological Endowment Trust funds

How this funder distributes its grants

Top Recipients

Top recipient in 2023

University of the South Office of the Treasurer: $78KUniversity of the South Officeof the Treasurer$78K

The largest 2023 recipient was University of the South Office of the Treasurer ($78K).

Grant Size Distribution

3 grants across all recorded years

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

The most common grant size was under $50K: 2 grants of 3 (67%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2023 grant dollars on its one itemized grant.

States

Cities

Sewanee

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.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K1 grant2021 1 grant2022 1 grant2023

From 2021 to 2023, annual grant giving ranged from $3K (2022) to $78K (2023). In 2023 it made 1 grant totaling $78K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
University of the South Office of the Treasurer Sewanee, TNGeneral Operating$77,683
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2023—$8,060$80,520$77,6831$80,302$7,992—
2022$72,448$6,476$6,510$3,2951$5,371$5,431$4,551
2021$72,502$6,306$9,985$6,8461—$5,297$4,544

Leadership & Key People

Officers and directors from IRS filings

Robert Middleton Theological Endowment Trust's only listed officer is Regions Bank, Trustee on every filing since 2021 (compensated).

Officers on the 2023 filing

  • Regions Bank

    Trustee

    On filings since 2021

    1 hr/week

    $1K (2021) → $85 (2023)

Data from IRS Form 990 filings, 2021–2023. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2023 IRS filing

Regions Bank — Trustee: $85Regions BankTrustee$85

The highest reported compensation on the 2023 filing was $85, to Regions Bank (Trustee).

Frequently asked questions about Robert Middleton Theological Endowment Trust

How much does Robert Middleton Theological Endowment Trust give each year?

Robert Middleton Theological Endowment Trust gave $78K across 1 grant in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $3K across 1 grant.

Where does Robert Middleton Theological Endowment Trust operate?

Robert Middleton Theological Endowment Trust has awarded grants in Tennessee.

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.

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

Data update history

(4)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2021 (received by the IRS October 15, 2021)
  2. Updated Form 990-PF for fiscal year 2022 (received by the IRS November 14, 2022)
  3. Updated Form 990-PF for fiscal year 2023 (received by the IRS November 9, 2023)
  4. IRS filings on file for fiscal years 2021–2023

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Robert Middleton Theological Endowment Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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