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Also known as: REGIONS BANK TRUST DEP'T #1255001017
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Belle G Roberts Charitable Trust is a private trust based in MOBILE, AL. The foundation received its IRS ruling in 2003. The principal officer is Regions Bank Roger Cole Trust. It holds total assets of $15.3M. Annual income is reported at $4.3M. Total assets have grown from $12.2M in 2011 to $15.3M in 2024. The foundation is governed by 6 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 2021 to 2024. According to available records, Belle G Roberts Charitable Trust has made 6 grants totaling $2.7M, with a median grant of $455K. Annual giving has grown from $838K in 2022 to $1.8M in 2023. Individual grants have ranged from $419K to $455K, with an average award of $443K. The foundation has supported 2 unique organizations. Grant recipients are concentrated in Alabama. Contributions to this foundation are tax-deductible.
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.
Belle G Roberts Charitable Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 6 grants. Its grantmaking reaches organizations primarily in AL.
Belle G Roberts Charitable Trust has distributed a total of $2.7M across 6 grants. The median grant size is $455K, with an average of $443K. Individual grants have ranged from $419K to $455K.
Belle G Roberts Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Belle G Roberts Charitable Trust is headquartered in MOBILE, AL.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Regions Bank | TRUSTEE | $151K | $0 | $151K |
| Angus Cooper | DIST. COMM | $0 | $0 | $0 |
| Michael Lee Sr | DIST. COMM | $0 | $0 | $0 |
| Mitchell Shackleford | DIST. COMM - CHAIRMAN | $0 | $0 | $0 |
| Drew Delaney | DIST. COMM | $0 | $0 | $0 |
Total Giving
N/A
Total Assets
$15.3M
Fair Market Value
N/A
Net Worth
$15.3M
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
Total Grants
6
Total Giving
$2.7M
Average Grant
$443K
Median Grant
$455K
Unique Recipients
2
Most Common Grant
$455K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Infirmary Health SystemsINFORMATION TECHNOLOGY/DIGITAL HEALTH EQUIPMENT | Mobile, AL | $455K | 2023 |
| Ums-Wright CorporationDINING HALL CAPITAL IMPROVEMENTS | Mobile, AL | $455K | 2023 |
BIRMINGHAM, AL
BIRMINGHAM, AL
BIRMINGHAM, AL
| Allen Ladd |
| DIST. COMM |
| $0 |
| $0 |
| $0 |
| 2021 | 990PF | View |
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