//
Work at this foundation?
Claim this profile to manage it and see interest from grant seekers.
Maude Davis Robertson Trust is a private trust based in BIRMINGHAM, AL. The foundation received its IRS ruling in 1974. It holds total assets of $2.3M. Annual income is reported at $648K. The foundation is governed by 1 officer or trustee. 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. Grantmaking is concentrated in Alabama. According to available records, Maude Davis Robertson Trust has made 12 grants totaling $418K, with a median grant of $36K. Annual giving has grown from $132K in 2021 to $286K in 2022. Individual grants have ranged from $33K to $36K, with an average award of $35K. The foundation has supported 6 unique organizations. Grants have been distributed to organizations in Alabama and Virginia. Contributions to this foundation are tax-deductible.
Smallest Grant
$30K
Median Grant
$30K
Average Grant
$30K
Largest Grant
$30K
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.
Maude Davis Robertson 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 AL, VA.
Maude Davis Robertson Trust has distributed a total of $418K across 12 grants. The median grant size is $36K, with an average of $35K. Individual grants have ranged from $33K to $36K.
Maude Davis Robertson Trust typically selects its grantees rather than accepting unsolicited proposals.
Maude Davis Robertson 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 | $29K | $0 | $29K |
Total Giving
$157K
Total Assets
$2.3M
Fair Market Value
$2.7M
Net Worth
$2.3M
Grants Paid
$125K
Contributions
N/A
Net Investment Income
$82K
Distribution Amount
$130K
Total Grants
12
Total Giving
$418K
Average Grant
$35K
Median Grant
$36K
Unique Recipients
6
Most Common Grant
$36K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| United WayGENERAL OPERATING | Birmingham, AL | $33K | 2021 |
| Birmingham Public LibraryGENERAL OPERATING | Birmingham, AL | $36K | 2022 |
| Southside Baptist ChurchGENERAL OPERATING | Birmingham, AL | $36K | 2022 |
| The Children'S Hospital Of AlabamaGENERAL OPERATING | Birmingham, AL | $36K | 2022 |
| United Way WorldwideGENERAL OPERATING | Alexandria, VA | $36K | 2022 |
| Alabama Childrens HospitalGENERAL OPERATING | Birmingham, AL | $33K | 2021 |
BIRMINGHAM, AL
BIRMINGHAM, AL
BIRMINGHAM, AL