William a Roberts Trust Fbo Orphan
SAINT LOUIS, MO EIN: 54-0246446
Financial Overview
From 2025 IRS Form 990-PF
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
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| 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
No grants recorded for .
Who else does William a Roberts Trust Fbo Orphan fund?
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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 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
North Carolina $96K (100%)
States
Cities
Charlotte
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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