Roberts Mildred Charitable Trust

Foundation · Grantmaker MARIETTA, OH EIN: 31-1433628

Roberts Mildred Charitable Trust is a private foundation focused on Religion Related, based in MARIETTA, OH. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $96K in total assets. In 2024, it awarded 2 grants totaling $5K. Net investment income was $6K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$96K

+0.6% YoY

Annual Giving

$5K

-5.3% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$2K

-5.3% YoY

Under IRS private-foundation payout rules, Roberts Mildred Charitable Trust reported a distributable amount of $6K for 2024 — the minimum it must pay out in qualifying distributions.

About Roberts Mildred Charitable Trust

Based on IRS filings

Focus Areas

Religion Related

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Ohio $25K (100%)

States

Ohio

Cities

AthensNelsonville

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$96,116	$95,586	$100,808
Revenue	$8,338	$2,800	$47
Expenses	$7,777	$7,959	$8,768
Qualifying Distributions	$5,683	$5,905	$6,477
Net Investment Income	$6,260	$614	$298
Distributable Amount	$6,182	$5,645	$5,905

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

10 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include First Presbyterian Church ($2,310), The Ohio University Foundation ($2,310).

Recipient	Purpose	Amount
FIRST PRESBYTERIAN CHURCH NELSONVILLE, OH	CHARITABLE	$2,310
THE OHIO UNIVERSITY FOUNDATION ATHENS, OH	EDUCATION	$2,310

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
PEOPLES BANK	TRUSTEE	2	$2,000

Subject Areas

Focus areas based on grantmaking activity

Religion Related

Frequently Asked Questions

What is Roberts Mildred Charitable Trust?

Roberts Mildred Charitable Trust is a private foundation focused on Religion Related, based in MARIETTA, OH. It holds $96K in total assets as of 2024.

How large is Roberts Mildred Charitable Trust?

As of 2024, Roberts Mildred Charitable Trust holds $96K in total assets with $8K in annual revenue. It awarded 2 grants totaling $5K in 2024.

Where does Roberts Mildred Charitable Trust operate?

Roberts Mildred Charitable Trust has awarded grants in Ohio.

What size grants does Roberts Mildred Charitable Trust award?

In 2024, Roberts Mildred Charitable Trust awarded 2 grants totaling $5K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is Roberts Mildred Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Roberts Mildred Charitable Trust reported a distributable amount of $6K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2019–2024.