The Roberta L Angell Trust
The Roberta L Angell Trust is a private foundation, based in Pennington, NJ. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $2.8M in total assets. In 2025, it awarded 1 grant totaling $136K. Net investment income was $119K.
The Roberta L Angell Trust at a glance
In short: The Roberta L Angell Trust gave $136K across 1 grant in 2025 (avg $136K), mostly in Florida. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $136,093
- +42.6% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $136,093
- +42.6% vs 2024
- Median grant
- $136,093
- Total assets
- $2,811,496
- -0.8% vs 2024
- Primary geography
- Florida (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who The Roberta L Angell Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was First Presbyterian Church ($136K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $100–250K range: 4 grants of 5 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How The Roberta L Angell Trust gives
- Giving held roughly steady from 2022 to 2025 (−13%). Method
- In 2025 it paid out 91% 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 $95K (2024) to $156K (2022). In 2025 it made 1 grant totaling $136K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| First Presbyterian Church Ft Lauderdale, FL | Unrestricted General | $136,093 |
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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 | $2,811,496 | $128,208 | $151,463 | $136,093 | 1 | $141,035 | $118,680 | $154,815 |
| 2024 | $2,834,315 | $39,994 | $109,255 | $95,420 | 1 | $102,005 | $58,707 | $139,644 |
| 2023 | $2,903,022 | $-156,035 | $126,741 | $102,147 | 1 | $108,296 | $48,673 | $133,037 |
| 2022 | $3,186,341 | $441,124 | $179,251 | $155,793 | 1 | $169,424 | $432,880 | $136,711 |
| 2021 | $2,740,761 | $199,998 | $161,867 | $115,066 | 1 | — | $173,765 | $146,204 |
| 2020 | $2,399,968 | $180,967 | $145,456 | $107,786 | 1 | — | $162,307 | $127,056 |
| 2019 | $2,430,421 | $125,840 | $173,993 | $129,006 | 1 | — | $85,461 | $128,843 |
Under IRS private-foundation payout rules, The Roberta L Angell Trust reported a distributable amount of $155K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Roberta L Angell Trust's only listed officer is Bank Of America N A, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Bank Of America N A
Trustee
On filings since 2019
1 hr/week
$35K (2019) → $12K (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 $12K, to Bank of America N a (Trustee).
Frequently asked questions about The Roberta L Angell Trust
How much does The Roberta L Angell Trust give each year?
The Roberta L Angell Trust gave $136K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $95K across 1 grant.
How large is The Roberta L Angell Trust?
The Roberta L Angell Trust reported $2.8M in total assets on its 2025 IRS Form 990-PF. It paid out $141K in qualifying distributions that year, against a required minimum of $155K (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.
Where does The Roberta L Angell Trust operate?
The Roberta L Angell Trust has awarded grants in Florida.
What is The Roberta L Angell Trust's EIN?
The Roberta L Angell Trust's EIN (Employer Identification Number) is 36-6655065. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS August 29, 2019)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS August 3, 2020)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS September 29, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 13, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS October 9, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS September 23, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS October 15, 2025)
- IRS filings on file for fiscal years 2019–2025
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