The Robert B and Jean G Adams is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILLBROOK, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $294K in total assets. In 2024, it awarded 3 grants totaling $21K. Net investment income was $14K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$294K
-3.3% YoY
Annual Giving
$21K
-12.5% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$7K
-12.5% YoY
Under IRS private-foundation payout rules, The Robert B and Jean G Adams reported a distributable amount of $23K for 2024 — the minimum it must pay out in qualifying distributions.
About The Robert B and Jean G Adams
Based on IRS filings
The Robert B and Jean G Adams is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILLBROOK, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $294K in total assets. In 2024, it awarded 3 grants totaling $21K. Net investment income was $14K.
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 | $294,088 | $304,173 | $325,540 |
| Revenue | $22,603 | $14,403 | $26,016 |
| Expenses | $32,688 | $35,770 | $37,357 |
| Qualifying Distributions | $24,312 | $24,000 | $24,900 |
| Net Investment Income | $14,284 | $4,088 | $13,878 |
| Distributable Amount | $23,022 | $20,981 | $22,961 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
15 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Auburn University Montgomery ($7,000), Baptist Health Systems ($7,000), University of Alabama Birmingham ($7,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AUBURN UNIVERSITY MONTGOMERY MONTGOMERY, AL | EDUCATIONAL SUPPORT | $7,000 |
| BAPTIST HEALTH SYSTEMS MONTGOMERY, AL | EDUCATIONAL SUPPORT | $7,000 |
| UNIVERSITY OF ALABAMA BIRMINGHAM BIRMINGHAM, AL | EDUCATIONAL SUPPORT | $7,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| D KYLE JOHNSON | PRESIDENT | 1 | — |
| KATHY W JONES | SECRETARY/TREASURER | 1 | — |
| TRACY CAMARA | BOARD MEMBER | 1 | — |
| LI QIAN | BOARD MEMBER | 1 | — |
| JEAN G ADAMS | BOARD MEMBER | 1 | — |
| KATHY DUGAN | BOARD MEMBER | 1 | — |
| C BRUCE ALEXANDER | BOARD MEMBER | 1 | — |
| CRISTINA MAGI-GALLUZZI | BOARD MEMBER | 1 | — |
| WALTER C BELL | BOARD MEMBER | 1 | — |
| LINDSEY RANEY | BOARD MEMBER | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Robert B and Jean G Adams?
The Robert B and Jean G Adams is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILLBROOK, AL. It holds $294K in total assets as of 2024.
How large is The Robert B and Jean G Adams?
As of 2024, The Robert B and Jean G Adams holds $294K in total assets with $23K in annual revenue. It awarded 3 grants totaling $21K in 2024.
Where does The Robert B and Jean G Adams operate?
The Robert B and Jean G Adams has awarded grants in Alabama.
What size grants does The Robert B and Jean G Adams award?
In 2024, The Robert B and Jean G Adams awarded 3 grants totaling $21K — an average of about $7K per grant, based on its IRS Form 990 filings.
How much is The Robert B and Jean G Adams required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Robert B and Jean G Adams reported a distributable amount of $23K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Robert B and Jean G Adams's EIN?
The Robert B and Jean G Adams's EIN (Employer Identification Number) is 63-1198456. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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