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John A & Delia T Robert Charitable Trust 2 is a private trust based in SAINT LOUIS, MO. The foundation received its IRS ruling in 1995. The principal officer is Trust Co Of Sterne Agee Inc. Ttee. It holds total assets of $804K. Annual income is reported at $282K. 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 2018 to 2024. Grantmaking is concentrated in Alabama. According to available records, John A & Delia T Robert Charitable Trust 2 has made 8 grants totaling $201K, with a median grant of $10K. Annual giving has grown from $45K in 2021 to $108K in 2023. Individual grants have ranged from $5K to $54K, with an average award of $25K. The foundation has supported 6 unique organizations. Grant recipients are concentrated in Alabama. Contributions to this foundation are tax-deductible.
Smallest Grant
$5K
Median Grant
$10K
Average Grant
$9K
Largest Grant
$10K
Based on 5 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.
John A & Delia T Robert Charitable Trust 2 primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 8 grants. Its grantmaking reaches organizations primarily in AL.
John A & Delia T Robert Charitable Trust 2 has distributed a total of $201K across 8 grants. The median grant size is $10K, with an average of $25K. Individual grants have ranged from $5K to $54K.
John A & Delia T Robert Charitable Trust 2 typically selects its grantees rather than accepting unsolicited proposals.
John A & Delia T Robert Charitable Trust 2 is headquartered in SAINT LOUIS, MO.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Arthur C Parker Henley | CO-TRUSTEE | $12K | $0 | $12K |
| Stifel Trust Company | TRUSTEE | $8K | $0 | $8K |
Total Giving
$69K
Total Assets
$777K
Fair Market Value
$1.2M
Net Worth
$777K
Grants Paid
$48K
Contributions
N/A
Net Investment Income
$27K
Distribution Amount
$57K
Total: $723K
Total Grants
8
Total Giving
$201K
Average Grant
$25K
Median Grant
$10K
Unique Recipients
6
Most Common Grant
$10K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Lakeshore FoundationGENERAL SUPPORT | Birmingham, AL | $10K | 2021 |
| Uab School Of NursingGENERAL USE | Birmingham, AL | $54K | 2023 |
| Oak Hill Memorial AssociationGENERAL SUPPORT | Birmingham, AL | $10K | 2021 |
| Jones Valley Teaching FarmGENERAL SUPPORT | Birmingham, AL | $10K | 2021 |
| United Way Hands-OnGENERAL SUPPORT | Birmingham, AL | $10K | 2021 |
| Camp Fire AlabamaGENERAL SUPPORT | Birmingham, AL | $5K | 2021 |