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
2
+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
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.
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 | $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
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.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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