William a Roberts Trust Fbo Orphan
William a Roberts Trust Fbo Orphan is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$363K
-2.7% YoY
Annual Giving
$19K
+5.6% YoY
Grant Count
6
-14.3% YoY
Avg Grant Size
$3K
+23.1% YoY
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.
About William a Roberts Trust Fbo Orphan
Based on IRS filings
William a Roberts Trust Fbo Orphan is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
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 | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $362,971 | $373,117 | $384,150 |
| Revenue | $17,430 | $15,402 | $8,952 |
| Expenses | $27,647 | $26,160 | $30,348 |
| Qualifying Distributions | $22,613 | $21,516 | $25,628 |
| Net Investment Income | $12,552 | $10,667 | $9,821 |
| Distributable Amount | $21,002 | $19,935 | $19,739 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
Grant Size Distribution
28 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Mecklenburg Dept of Soc Serv (mayo) ($4,000), Mecklenburg Dept of Soc Serv (townes) ($4,000), Mecklenburg Dept of Soc Serv (davis) ($3,000).
| Recipient | Purpose | Amount |
|---|---|---|
| MECKLENBURG DEPT OF SOC SERV (MAYO) CHARLOTTE, NC | GENERAL OPERATING | $4,000 |
| MECKLENBURG DEPT OF SOC SERV (THOMPSON) CHARLOTTE, NC | GENERAL OPERATING | $2,000 |
| MECKLENBURG DEPT OF SOC SERV (DAVIS) CHARLOTTE, NC | GENERAL OPERATING | $3,000 |
| MECKLENBURG DEPT OF SOC SERV (TOWNES) CHARLOTTE, NC | GENERAL OPERATING | $4,000 |
| MECKLENBURG DEPT OF SOC SERV (MARABLE) CHARLOTTE, NC | GENERAL OPERATING | $3,000 |
| MECKLENBURG DEPT OF SOC SERV (ROBERTS) CHARLOTTE, NC | GENERAL OPERATING | $3,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| WELLS FARGO BANK N A | TRUSTEE | 1 | $6,439 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is William a Roberts Trust Fbo Orphan?
William a Roberts Trust Fbo Orphan is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAINT LOUIS, MO. It holds $363K in total assets as of 2025.
How large is William a Roberts Trust Fbo Orphan?
As of 2025, William a Roberts Trust Fbo Orphan holds $363K in total assets with $17K in annual revenue. It awarded 6 grants totaling $19K in 2025.
Where does William a Roberts Trust Fbo Orphan operate?
William a Roberts Trust Fbo Orphan has awarded grants in North Carolina.
What size grants does William a Roberts Trust Fbo Orphan award?
In 2025, William a Roberts Trust Fbo Orphan awarded 6 grants totaling $19K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is William a Roberts Trust Fbo Orphan required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, William a Roberts Trust Fbo Orphan reported a distributable amount of $21K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in William a Roberts Trust Fbo Orphan's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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