Robert Monroe Carlisle Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in RALEIGH, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $440K in total assets. In 2024, it awarded 8 grants totaling $24K. Net investment income was $19K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$440K
-0.7% YoY
Annual Giving
$24K
-1.9% YoY
Grant Count
8
+14.3% YoY
Avg Grant Size
$3K
-14.2% YoY
Under IRS private-foundation payout rules, Robert Monroe Carlisle Trust reported a distributable amount of $25K for 2024 — the minimum it must pay out in qualifying distributions.
About Robert Monroe Carlisle Trust
Based on IRS filings
Robert Monroe Carlisle Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in RALEIGH, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $440K in total assets. In 2024, it awarded 8 grants totaling $24K. Net investment income was $19K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $439,939 | $442,950 | $484,108 |
| Revenue | $28,425 | $-7,121 | $19,215 |
| Expenses | $32,584 | $32,860 | $38,504 |
| Qualifying Distributions | $23,500 | $23,966 | $28,464 |
| Net Investment Income | $19,257 | $2,987 | $10,249 |
| Distributable Amount | $24,632 | $23,020 | $24,152 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
Grant Size Distribution
41 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Greater Hickory Cooperative ($5,250), Christian Comm Outreach ($5,250), Safe Harbor ($4,500).
| Recipient | Purpose | Amount |
|---|---|---|
| SALVATION ARMY HICKORY COUNTY HICKORY, NC | CONTRIBUTION TO THE NEEDY | $500 |
| EASTERN CATAWBA CCM NEWTON, NC | FOR THE POOR AND NEEDY OF | $2,000 |
| GREATER HICKORY COOPERATIVE HICKORY, NC | SUPPORT | $5,250 |
| SAFE HARBOR HICKORY, NC | GENERAL FUNDING | $4,500 |
| HICKORY SOUP KITCHEN HICKORY, NC | CONTRIBUTION FOR THE NEEDY | $1,000 |
| CHRISTIAN COMM OUTREACH HICKORY, NC | AID FOR THE NEEDY | $5,250 |
| CATAWBA COUNTY SCHOOLS NEWTON, NC | FINANCIAL ASSISTANCE | $1,500 |
| WOMEN'S RESOURCE CENTER HICKORY, NC | OPERATING FUNDS | $3,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| FIRST CITIZENS BANK | TRUSTEE | 1 | $8,256 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Robert Monroe Carlisle Trust?
Robert Monroe Carlisle Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in RALEIGH, NC. It holds $440K in total assets as of 2024.
How large is Robert Monroe Carlisle Trust?
As of 2024, Robert Monroe Carlisle Trust holds $440K in total assets with $28K in annual revenue. It awarded 8 grants totaling $24K in 2024.
Where does Robert Monroe Carlisle Trust operate?
Robert Monroe Carlisle Trust has awarded grants in North Carolina.
What size grants does Robert Monroe Carlisle Trust award?
In 2024, Robert Monroe Carlisle Trust awarded 8 grants totaling $24K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Robert Monroe Carlisle Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Robert Monroe Carlisle Trust reported a distributable amount of $25K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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