Roberts Mildred Charitable Trust
Roberts Mildred Charitable Trust is a private foundation focused on religion, based in Marietta, OH. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $98K in total assets. In 2025, it awarded 2 grants totaling $5K. Net investment income was $9K.
Roberts Mildred Charitable Trust at a glance
In short: Roberts Mildred Charitable Trust gave $5K across 2 grants in 2025 (avg $3K), mostly in Ohio. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $5,118
- +10.8% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $2,559
- +10.8% vs 2024
- Median grant
- $2,559
- Total assets
- $98,220
- +2.2% vs 2024
- Primary geography
- Ohio (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 Roberts Mildred Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was First Presbyterian Church ($3K). Together the top 2 received $5K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Roberts Mildred Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−6%). Method
- In 2025 it paid out 95% 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 2019 to 2025, annual grant giving ranged from $5K (2024) to $5K (2022). In 2025 it made 2 grants totaling $5K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| First Presbyterian Church Nelsonville, OH | Charitable | $2,559 |
| The Ohio University Foundation Athens, OH | Education | $2,559 |
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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 | $98,220 | $10,624 | $8,519 | $5,118 | 2 | $6,181 | $8,536 | $6,512 |
| 2024 | $96,116 | $8,338 | $7,777 | $4,620 | 2 | $5,683 | $6,260 | $6,182 |
| 2023 | $95,586 | $2,800 | $7,959 | $4,880 | 2 | $5,905 | $614 | $5,645 |
| 2022 | $100,808 | $47 | $8,768 | $5,452 | 2 | $6,477 | $298 | $5,905 |
| 2021 | $109,516 | $11,868 | $8,162 | $5,096 | 2 | $6,109 | $9,840 | $6,464 |
| 2020 | $105,826 | $4,282 | $7,954 | $4,912 | 2 | — | $2,302 | $6,060 |
| 2019 | $109,453 | $5,902 | $8,550 | $4,818 | 2 | — | $3,416 | $6,041 |
Under IRS private-foundation payout rules, Roberts Mildred Charitable Trust reported a distributable amount of $7K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Roberts Mildred Charitable Trust's only listed officer is Peoples Bank, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Peoples Bank
Trustee
On filings since 2019
2 hrs/week
$3K (2019) → $2K (2025)
Data from IRS Form 990 filings, 2019–2025. "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 $2K, to Peoples Bank (Trustee).
Frequently asked questions about Roberts Mildred Charitable Trust
How much does Roberts Mildred Charitable Trust give each year?
Roberts Mildred Charitable Trust gave $5K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $5K across 2 grants.
How large is Roberts Mildred Charitable Trust?
Roberts Mildred Charitable Trust reported $98K in total assets on its 2025 IRS Form 990-PF. It paid out $6K in qualifying distributions that year, against a required minimum of $7K (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 Roberts Mildred Charitable Trust?
Roberts Mildred Charitable Trust is a private foundation focused on religion, based in Marietta, OH. It holds $98K in total assets as of 2025.
Where does Roberts Mildred Charitable Trust operate?
Roberts Mildred Charitable Trust has awarded grants in Ohio.
What is Roberts Mildred Charitable Trust's EIN?
Roberts Mildred Charitable Trust's EIN (Employer Identification Number) is 31-1433628. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 24, 2020)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 27, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 8, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
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