The Ruby and C P Robertson Trust

SAINT LOUIS, MO EIN: 58-6190839

The Ruby and C P Robertson Trust is a private foundation, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 2 grants totaling $75K. Net investment income was $71K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.3M

-0.5% YoY

Annual Giving

$75K

-6.3% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$38K

-6.3% YoY

Under IRS private-foundation payout rules, The Ruby and C P Robertson Trust reported a distributable amount of $82K for 2024 — the minimum it must pay out in qualifying distributions.

About The Ruby and C P Robertson Trust

Based on IRS filings

Ready to take the next step with The Ruby and C P Robertson Trust?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

North Carolina $393K (100%)

States

North Carolina

Cities

ColfaxStatesvilleStoneville

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,333,056	$1,340,398	$1,408,141
Revenue	$109,006	$65,666	$62,895
Expenses	$115,661	$131,990	$124,226
Qualifying Distributions	$78,826	$83,297	$91,361
Net Investment Income	$70,855	$16,111	$42,464
Distributable Amount	$81,885	$78,217	$82,427

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

13 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Barium Springs Home Children ($37,500), Presbyterian Homes Inc ($37,500).

Recipient	Purpose	Amount
BARIUM SPRINGS HOME CHILDREN STATESVILLE, NC	GENERAL OPERATING	$37,500
PRESBYTERIAN HOMES INC COLFAX, NC	GENERAL OPERATING	$37,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
WELLS FARGO BANK N A	TRUSTEE	1	$23,406

Frequently Asked Questions

How large is The Ruby and C P Robertson Trust?

As of 2024, The Ruby and C P Robertson Trust holds $1.3M in total assets with $109K in annual revenue. It awarded 2 grants totaling $75K in 2024.

Where does The Ruby and C P Robertson Trust operate?

The Ruby and C P Robertson Trust has awarded grants in North Carolina.

What size grants does The Ruby and C P Robertson Trust award?

In 2024, The Ruby and C P Robertson Trust awarded 2 grants totaling $75K — an average of about $38K per grant, based on its IRS Form 990 filings.

How much is The Ruby and C P Robertson Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Ruby and C P Robertson Trust reported a distributable amount of $82K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.