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Arthur E & Roberta M Yates Charitable Foundation Trust is a private trust based in BIRMINGHAM, AL. The foundation received its IRS ruling in 2016. The principal officer is % Regions Bank Trust Dept. It holds total assets of $8.1M. Annual income is reported at $2.3M. The foundation operates in the area of philanthropy & grantmaking. According to available records, Arthur E & Roberta M Yates Charitable Foundation Trust has made 12 grants totaling $1.4M, with a median grant of $118K. Annual giving has grown from $429K in 2020 to $947K in 2022. Individual grants have ranged from $107K to $118K, with an average award of $115K. The foundation has supported 8 unique organizations. Grants have been distributed to organizations in Georgia and Tennessee. Contributions to this foundation are tax-deductible.
Arthur E & Roberta M Yates Charitable Foundation Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 12 grants. Its grantmaking reaches organizations primarily in GA, TN.
Arthur E & Roberta M Yates Charitable Foundation Trust has distributed a total of $1.4M across 12 grants. The median grant size is $118K, with an average of $115K. Individual grants have ranged from $107K to $118K.
Arthur E & Roberta M Yates Charitable Foundation Trust typically selects its grantees rather than accepting unsolicited proposals.
Arthur E & Roberta M Yates Charitable Foundation Trust is headquartered in BIRMINGHAM, AL. While based in AL, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Regions Bank Trust Dept | TRUSTEE | $69K | $0 | $69K |
| Joseph Dana | TRUSTEE | $0 | $0 | $0 |
Total Giving
$497K
Total Assets
$8.2M
Fair Market Value
$8.8M
Net Worth
$8.2M
Grants Paid
$418K
Contributions
$0
Net Investment Income
$221K
Distribution Amount
$410K
Total Grants
12
Total Giving
$1.4M
Average Grant
$115K
Median Grant
$118K
Unique Recipients
8
Most Common Grant
$118K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Christ ChurchGENERAL OPERATING | Chattanooga, TN | $107K | 2020 |
| Christ Church - Episcopal TreasurerGENERAL OPERATING | Chattanooga, TN | $118K | 2022 |
| Chickamauga City Schools Attn Melody DayGENERAL OPERATING | Chickamauga, GA | $118K | 2022 |
| Church Of The Nativity AttentionGENERAL OPERATING | Fort Olgethrope, GA | $118K | 2022 |
| The University Of Tennessee Foundat IonGENERAL OPERATING | Knoxville, TN |
BIRMINGHAM, AL
BIRMINGHAM, AL
BIRMINGHAM, AL
| $118K |
| 2022 |
| Chickamauga City SchoolsGENERAL OPERATING | Chickamauga, GA | $107K | 2020 |
| Church Of The NativityGENERAL OPERATING | Fort Olgethorpe, GA | $107K | 2020 |
| University Of Tn At KnoxvilleGENERAL OPERATING | Knoxville, TN | $107K | 2020 |
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