The Ruby and C P Robertson Trust
The Ruby and C P Robertson Trust is a private foundation, based in Saint Louis, MO. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.3M in total assets. In 2025, it awarded 2 grants totaling $75K. Net investment income was $82K.
The Ruby and C P Robertson Trust at a glance
In short: The Ruby and C P Robertson Trust gave $75K across 2 grants in 2025 (avg $38K), mostly in North Carolina. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $75,000
- +0.0% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $37,500
- +0.0% vs 2024
- Median grant
- $37,500
- Total assets
- $1,334,605
- +0.1% vs 2024
- Primary geography
- North Carolina (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 The Ruby and C P Robertson Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Barium Springs Home Children ($38K). Together the top 2 received $75K.
Grant Size Distribution
12 grants across all recorded years
The most common grant size was under $50K: 12 grants of 12 (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 The Ruby and C P Robertson Trust gives
- Giving held roughly steady from 2022 to 2025 (−15%). Method
- In 2025 it paid out 93% 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 2020 to 2025, annual grant giving ranged from $75K (2020) to $88K (2022). In 2025 it made 2 grants totaling $75K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Barium Springs Home Children Statesville, NC | General Operating | $37,500 |
| Presbyterian Homes Inc Colfax, NC | General Operating | $37,500 |
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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 | $1,334,605 | $126,776 | $126,151 | $75,000 | 2 | $79,308 | $81,675 | $84,993 |
| 2024 | $1,333,056 | $109,006 | $115,661 | $75,000 | 2 | $78,826 | $70,855 | $81,885 |
| 2023 | $1,340,398 | $65,666 | $131,990 | $80,000 | 2 | $83,297 | $16,111 | $78,217 |
| 2022 | $1,408,141 | $62,895 | $124,226 | $88,000 | 3 | $91,361 | $42,464 | $82,427 |
| 2021 | $1,469,992 | $184,741 | $116,895 | $75,000 | 3 | $78,553 | $146,996 | $90,747 |
| 2020 | $1,401,921 | $132,122 | $138,390 | $75,000 | 3 | — | $73,782 | $79,619 |
Under IRS private-foundation payout rules, The Ruby and C P Robertson Trust reported a distributable amount of $85K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Ruby and C P Robertson Trust's only listed officer is Wells Fargo Bank N A, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Wells Fargo Bank N A
Trustee
On filings since 2020
1 hr/week
$23K (2020) → $25K (2025)
Data from IRS Form 990 filings, 2020–2025. "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 $25K, to Wells Fargo Bank N a (Trustee).
Frequently asked questions about The Ruby and C P Robertson Trust
How much does The Ruby and C P Robertson Trust give each year?
The Ruby and C P Robertson Trust gave $75K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $75K across 2 grants.
How large is The Ruby and C P Robertson Trust?
The Ruby and C P Robertson Trust reported $1.3M in total assets on its 2025 IRS Form 990-PF. It paid out $79K in qualifying distributions that year, against a required minimum of $85K (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 Ruby and C P Robertson Trust operate?
The Ruby and C P Robertson Trust has awarded grants in North Carolina.
What is The Ruby and C P Robertson Trust's EIN?
The Ruby and C P Robertson Trust's EIN (Employer Identification Number) is 58-6190839. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 5, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 9, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 19, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 5, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
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