William a Roberts Trust FBO Orphan
William a Roberts Trust FBO Orphan is a private foundation, based in Saint Louis, MO. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $363K in total assets. In 2025, it awarded 6 grants totaling $19K. Net investment income was $13K.
William a Roberts Trust FBO Orphan at a glance
In short: William a Roberts Trust FBO Orphan gave $19K across 6 grants in 2025 (avg $3K), mostly in North Carolina. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $19,000
- +5.6% vs 2024
- Grants made (2025)
- 6
- -14.3% vs 2024
- Average grant
- $3,167
- +23.1% vs 2024
- Median grant
- $3,000
- Total assets
- $362,971
- -2.7% 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 William a Roberts Trust FBO Orphan funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Mecklenburg Dept of Soc Serv (Mayo) ($4K). Together the top 6 received $19K.
Grant Size Distribution
28 grants across all recorded years
The most common grant size was under $50K: 28 grants of 28 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
States
Cities
How William a Roberts Trust FBO Orphan gives
- Giving held roughly steady from 2022 to 2025 (−17%). Method
- In 2025 it paid out 108% of its IRS minimum distribution (the 5% rule). 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 2021 to 2025, annual grant giving ranged from $13K (2021) to $23K (2022). In 2025 it made 6 grants totaling $19K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Mecklenburg Dept of Soc Serv (Mayo) Charlotte, NC | General Operating | $4,000 |
| Mecklenburg Dept of Soc Serv (Townes) Charlotte, NC | General Operating | $4,000 |
| Mecklenburg Dept of Soc Serv (Davis) Charlotte, NC | General Operating | $3,000 |
| Mecklenburg Dept of Soc Serv (Marable) Charlotte, NC | General Operating | $3,000 |
| Mecklenburg Dept of Soc Serv (Roberts) Charlotte, NC | General Operating | $3,000 |
| Mecklenburg Dept of Soc Serv (Thompson) Charlotte, NC | General Operating | $2,000 |
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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 | $362,971 | $17,430 | $27,647 | $19,000 | 6 | $22,613 | $12,552 | $21,002 |
| 2024 | $373,117 | $15,402 | $26,160 | $18,000 | 7 | $21,516 | $10,667 | $19,935 |
| 2023 | $384,150 | $8,952 | $30,348 | $22,500 | 7 | $25,628 | $9,821 | $19,739 |
| 2022 | $405,702 | $31,389 | $31,589 | $23,000 | 4 | $26,316 | $26,317 | $23,084 |
| 2021 | $406,043 | $35,626 | $22,170 | $13,200 | 4 | — | $30,831 | $22,308 |
Under IRS private-foundation payout rules, William a Roberts Trust FBO Orphan reported a distributable amount of $21K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
William a Roberts Trust FBO Orphan's only listed officer is Wells Fargo Bank N A, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Wells Fargo Bank N A
Trustee
On filings since 2021
1 hr/week
$6K (2021) → $6K (2025)
Data from IRS Form 990 filings, 2021–2025. "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 $6K, to Wells Fargo Bank N a (Trustee).
Frequently asked questions about William a Roberts Trust FBO Orphan
How much does William a Roberts Trust FBO Orphan give each year?
William a Roberts Trust FBO Orphan gave $19K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $18K across 7 grants.
What is William a Roberts Trust FBO Orphan's typical grant size?
William a Roberts Trust FBO Orphan's median grant in 2025 was $3,000, and its average grant was $3,167, across 6 grants on its 2025 IRS Form 990-PF.
Where does William a Roberts Trust FBO Orphan give grants?
William a Roberts Trust FBO Orphan gives mostly in North Carolina: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Charlotte, NC (6 grants).
Does William a Roberts Trust FBO Orphan give general operating support?
Yes: 100% of William a Roberts Trust FBO Orphan's 2025 grants with a stated purpose (6 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are William a Roberts Trust FBO Orphan's largest grantees?
William a Roberts Trust FBO Orphan's largest 2025 grantees include Mecklenburg Dept of Soc Serv (Mayo) ($4,000), Mecklenburg Dept of Soc Serv (Townes) ($4,000) and Mecklenburg Dept of Soc Serv (Davis) ($3,000), according to its 2025 IRS Form 990-PF. Together they received 58% of its itemized 2025 grant dollars.
How large is William a Roberts Trust FBO Orphan?
William a Roberts Trust FBO Orphan reported $363K in total assets on its 2025 IRS Form 990-PF. It paid out $23K in qualifying distributions that year, against a required minimum of $21K (roughly 5% of its investment assets).
What is William a Roberts Trust FBO Orphan's EIN?
William a Roberts Trust FBO Orphan's EIN (Employer Identification Number) is 54-0246446. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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