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Robert Henry Foundation Succ Trust Ua is a private trust based in MONTGOMERY, AL. The foundation received its IRS ruling in 1965. The principal officer is % First Alabama Bk Montgomery Ttee. It holds total assets of $215K. Annual income is reported at $40K. THE FOUNDATION RECEIVES APPLICATIONS FROM ORGANIZATIONS AND INDIVIDUALS MEETING QUALIFICATIONS SET FORTH IN THE GOVERNING INSTRUMENT. SEE SCHEDULE OF DONEES IN SECTION XV FOR DETAILED GIFTS. According to available records, Robert Henry Foundation Succ Trust Ua has made 100 grants totaling $40K, with a median grant of $300. The foundation has distributed between $9K and $21K annually from 2021 to 2023. Grantmaking activity was highest in 2022 with $21K distributed across 56 grants. Individual grants have ranged from $100 to $1K, with an average award of $398. The foundation has supported 34 unique organizations. The foundation primarily supports organizations in Alabama, Florida, Georgia, which account for 63% of all grants. Grantmaking reaches organizations across 9 states. Contributions to this foundation are tax-deductible.
THE FOUNDATION RECEIVES APPLICATIONS FROM ORGANIZATIONS AND INDIVIDUALS MEETING QUALIFICATIONS SET FORTH IN THE GOVERNING INSTRUMENT. SEE SCHEDULE OF DONEES IN SECTION XV FOR DETAILED GIFTS.
THE FOUNDATION RECEIVES APPLICATIONS FROM ORGANIZATIONS AND INDIVIDUALS MEETING QUALIFICATIONS SET FORTH IN THE GOVERNING INSTRUMENT. SEE SCHEDULE OF DONEES IN SECTION XV FOR DETAILED GIFTS. Based on available records, the foundation has funded 100 grants. Its grantmaking reaches organizations primarily in AL, FL, GA.
Robert Henry Foundation Succ Trust Ua has distributed a total of $40K across 100 grants. The median grant size is $300, with an average of $398. Individual grants have ranged from $100 to $1K.
ORGANIZATIONS AND INDIVIDUALS REQUESTING GIFTS, GRANTS, OR AWARDS MUST MEET THE QUALIFICATIONS OF A "RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL" ENTITY AS SET FORTH IN THE TRUST AGREEMENT SETTING UP THE FOUNDATION AND QUALIFYING IT AS A PRIVATE FOUNDATION.
Robert Henry Foundation Succ Trust Ua is headquartered in MONTGOMERY, AL. While based in AL, the foundation distributes grants to organizations across 9 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Regions Bank | TRUSTEE | $945 | $0 | $945 |
Total Giving
$13K
Total Assets
$216K
Fair Market Value
$219K
Net Worth
$216K
Grants Paid
$10K
Contributions
$0
Net Investment Income
$8K
Distribution Amount
$10K
Total Grants
100
Total Giving
$40K
Average Grant
$398
Median Grant
$300
Unique Recipients
34
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| CruATHLETES IN ACTION | Orlando, FL | $1K | 2023 |
| Harvard Business SchoolGENERAL FUND | Boston, MA | $500 | 2023 |
| Mission To The WorldGENERAL FUND | Atlanta, GA | $500 | 2023 |
| First United Methodist ChurchRESPITE MINISTRY | Montgomery, AL | $200 | 2021 |
OKLAHOMA CITY, OK
WOODSIDE, CA
MACKINAC IS, MI
PHILADELPHIA, PA
BIRMINGHAM, AL
BIRMINGHAM, AL
BIRMINGHAM, AL
| 2019 | 990PF | View |
| 2018 | 990PF | View |
| 2017 | 990PF | View |
| 2016 | 990PF | View |
| Montgomery County Historical SocietyGENERAL FUND |
| Montgomery, AL |
| $1K |
| 2023 |
| Huntingdon CollegeGENERAL FUND | Montgomery, AL | $1K | 2023 |
| Child Evangelism FellowshipGENERAL FUND | Birmingham, AL | $1K | 2023 |
| Stegall Seminary FoundationGENERAL FUND | Montgomery, AL | $1K | 2023 |
| Trinity Presbyterian ChurchGENERAL FUND | Montgomery, AL | $700 | 2023 |
| Institute Of Creation ResearchGENERAL FUND | Dallas, TX | $300 | 2023 |
| Voice Of The MartyrsGENERAL FUND | Bartlesville, OK | $300 | 2023 |
| Isaiah 55 MinistriesGENERAL FUND | La Feria, TX | $300 | 2023 |
| Montgomery Humane SocietyGENERAL FUND | Montgomery, AL | $300 | 2023 |
| Friendship MissionGENERAL FUND | Montgomery, AL | $200 | 2023 |
| National Society Of Daughters Of American RevolutionGENERAL FUND | Washington, DC | $100 | 2023 |
| Friends Of Gunston HallGENERAL FUND | Mason Neck, VA | $100 | 2023 |
| Conde-Charlotte HouseGENERAL FUND | Mobile, AL | $100 | 2023 |
| Dumbarton HouseGENERAL FUND | Washington, DC | $100 | 2023 |
| Sulgrave ManorGENERAL FUND | Washington, DC | $100 | 2023 |
| Troy Public RadioGENERAL FUND | Troy, AL | $600 | 2022 |
| Dorcas MinistryGENERAL FUND | Cary, NC | $500 | 2022 |
| Montgomery Botanical GardensGENERAL FUND | Montgomery, AL | $500 | 2022 |
| Altadena Valley Presbyterian ChurchGENERAL FUND | Birmingham, AL | $500 | 2022 |
| Alabama Public TelevisionGENERAL FUND | Birmingham, AL | $500 | 2022 |
| Cahaba Park ChurchGENERAL FUND | Birmingham, AL | $500 | 2022 |
| First ChoiceGENERAL FUND | Montgomery, AL | $200 | 2022 |
| Montgomery Christian SchoolGENERAL FUND | Montgomery, AL | $200 | 2022 |
| Montgomery Area Council On AgingGENERAL FUND | Montgomery, AL | $200 | 2022 |
| Prcc Chaplain MinistriesGENERAL FUND | Charlotte, NC | $200 | 2022 |
| Cahaba FoundationGENERAL FUND | Selma, AL | $100 | 2022 |
| Mary Ellen'S HearthGENERAL FUND | Montgomery, AL | $300 | 2021 |
| United Methodist Children'S HomeGENERAL FUND | Montgomery, AL | $300 | 2021 |
| United Way Of AlabamaGENERAL FUND | Birmingham, AL | $200 | 2021 |
| Emory UniversityGENERAL FUND | Atlanta, GA | $200 | 2021 |
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