Robert Monroe Carlisle Trust
Robert Monroe Carlisle Trust is a private foundation, based in Raleigh, NC. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $435K in total assets. In 2025, it awarded 7 grants totaling $25K. Net investment income was $21K.
Robert Monroe Carlisle Trust at a glance
In short: Robert Monroe Carlisle Trust gave $25K across 7 grants in 2025 (avg $4K), mostly in North Carolina. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $25,000
- +6.4% vs 2024
- Grants made (2025)
- 7
- -12.5% vs 2024
- Average grant
- $3,571
- +21.6% vs 2024
- Median grant
- $3,000
- Total assets
- $435,142
- -1.1% vs 2024
- Primary geography
- North Carolina (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Robert Monroe Carlisle Trust funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was Ashure Ministries ($7K). Together the top 7 received $25K.
Grant Size Distribution
40 grants across all recorded years
The most common grant size was under $50K: 40 grants of 40 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
States
Cities
How Robert Monroe Carlisle Trust gives
- Giving held roughly steady from 2022 to 2025 (−12%). Method
- In 2025 it paid out 97% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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
From 2020 to 2025, annual grant giving ranged from $12K (2020) to $28K (2022). In 2025 it made 7 grants totaling $25K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Ashure Ministries Newton, NC | 2025 GRANT | $6,500 |
| Greater Hickory Cooperative Hickory, NC | Support | $6,000 |
| Southwest Elementary School Jacksonville, NC | Expenses for Needy | $3,000 |
| Safe Harbor Hickory, NC | General Funding | $3,000 |
| Catawba County Schools Newton, NC | Financial Assistance | $3,000 |
| Women's Resource Center Hickory, NC | Operating Funds | $2,000 |
| Hickory Soup Kitchen Hickory, NC | Contribution for the Needy | $1,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $435,142 | $29,931 | $34,739 | $25,000 | 7 | $25,000 | $20,684 | $25,812 |
| 2024 | $439,939 | $28,425 | $32,584 | $23,500 | 8 | $23,500 | $19,257 | $24,632 |
| 2023 | $442,950 | $-7,121 | $32,860 | $23,966 | 7 | $23,966 | $2,987 | $23,020 |
| 2022 | $484,108 | $19,215 | $38,504 | $28,464 | 9 | $28,464 | $10,249 | $24,152 |
| 2021 | $503,537 | $51,701 | $33,744 | $24,512 | 9 | $24,512 | $42,408 | $28,278 |
| 2020 | $482,438 | $14,743 | $20,293 | $12,031 | 8 | — | $6,449 | $24,512 |
Under IRS private-foundation payout rules, Robert Monroe Carlisle Trust reported a distributable amount of $26K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Robert Monroe Carlisle Trust's only listed officer is First Citizens Bank, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
First Citizens Bank
Trustee
On filings since 2020
1 hr/week
$7K (2020) → $8K (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $8K, to First Citizens Bank (Trustee).
Frequently asked questions about Robert Monroe Carlisle Trust
How much does Robert Monroe Carlisle Trust give each year?
Robert Monroe Carlisle Trust gave $25K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $24K across 8 grants.
What is Robert Monroe Carlisle Trust's typical grant size?
Robert Monroe Carlisle Trust's median grant in 2025 was $3,000, and its average grant was $3,571, across 7 grants on its 2025 IRS Form 990-PF.
Where does Robert Monroe Carlisle Trust give grants?
Robert Monroe Carlisle Trust gives mostly in North Carolina: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Hickory, NC (4 grants) and Newton, NC (2 grants).
Does Robert Monroe Carlisle Trust give general operating support?
Yes: 29% of Robert Monroe Carlisle Trust's 2025 grants with a stated purpose (2 of 7) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Robert Monroe Carlisle Trust's largest grantees?
Robert Monroe Carlisle Trust's largest 2025 grantees include Ashure Ministries ($6,500), Greater Hickory Cooperative ($6,000) and Southwest Elementary School ($3,000), according to its 2025 IRS Form 990-PF. Together they received 62% of its itemized 2025 grant dollars.
How large is Robert Monroe Carlisle Trust?
Robert Monroe Carlisle Trust reported $435K in total assets on its 2025 IRS Form 990-PF. It paid out $25K in qualifying distributions that year, against a required minimum of $26K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Robert Monroe Carlisle Trust's EIN?
Robert Monroe Carlisle Trust's EIN (Employer Identification Number) is 56-6455126. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
- IRS filings on file for fiscal years 2020–2024
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