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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. Total assets have grown from $5.1M in 2011 to $8.2M in 2023. The foundation is governed by 2 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. The foundation primarily funds organizations in Tennessee and Georgia. 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.
Smallest Grant
$107K
Median Grant
$107K
Average Grant
$107K
Largest Grant
$107K
Based on 4 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
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 | N/A |
Total Giving
$497K
Total Assets
$8.2M
Fair Market Value
$8.8M
Net Worth
$8.2M
Grants Paid
$418K
Contributions
N/A
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 | $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 |
BIRMINGHAM, AL
BIRMINGHAM, AL
BIRMINGHAM, AL