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Robert Monroe Carlisle Trust is a private trust based in RALEIGH, NC. The foundation received its IRS ruling in 1995. The principal officer is First Citizens Bk Trustee. It holds total assets of $435K. Annual income is reported at $350K. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. Tax records are available from 2018 to 2023. Grantmaking is concentrated in North Carolina. According to available records, Robert Monroe Carlisle Trust has made 26 grants totaling $69K, with a median grant of $3K. Annual giving has grown from $12K in 2020 to $57K in 2022. Individual grants have ranged from $424 to $5K, with an average award of $3K. The foundation has supported 10 unique organizations. Grant recipients are concentrated in North Carolina. Contributions to this foundation are tax-deductible.
Smallest Grant
$500
Median Grant
$1K
Average Grant
$2K
Largest Grant
$3K
Based on 8 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.
Robert Monroe Carlisle Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 26 grants. Its grantmaking reaches organizations primarily in NC.
Robert Monroe Carlisle Trust has distributed a total of $69K across 26 grants. The median grant size is $3K, with an average of $3K. Individual grants have ranged from $424 to $5K.
The application deadline is FIRST THURSDAY OF THE MONTHS OF FEB., MAY, AUGUST, AND NOVEMBER. None none none.
Robert Monroe Carlisle Trust is headquartered in RALEIGH, NC.
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| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| First Citizens Bank | TRUSTEE | $8K | $0 | $8K |
Total Giving
$33K
Total Assets
$443K
Fair Market Value
$487K
Net Worth
$443K
Grants Paid
$24K
Contributions
N/A
Net Investment Income
$3K
Distribution Amount
$23K
Total: $432K
Total Grants
26
Total Giving
$69K
Average Grant
$3K
Median Grant
$3K
Unique Recipients
10
Most Common Grant
$5K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Safe HarborGENERAL FUNDING | Hickory, NC | $3K | 2022 |
| Eastern Catawba CcmFOR THE POOR AND NEEDY OF | Newton, NC | $5K | 2022 |
| Greater Hickory CooperativeSUPPORT | Hickory, NC | $5K | 2022 |
| Salvation Army Of Catawba CountyCONTRIBUTION TO THE NEEDY | Hickory, NC | $5K | 2022 |
| Christian Comm OutreachAID FOR THE NEEDY | Hickory, NC | $5K | 2022 |
| Women'S Resource CenterOPERATING FUNDS | Hickory, NC | $3K | 2022 |
| Hickory Soup KitchenCONTRIBUTION FOR THE NEEDY | Hickory, NC | $2K | 2022 |
| Family Guidance CenterFOR POOR OR NEEDY FAMILIES | Hickory, NC | $1K | 2022 |
| Hartzell Memorial United MethodistGENERAL FUNDING | Hickory, NC | $424 | 2022 |
| Ccs Sw ChildrenAID TO THE POOR | Newton, NC | $1K | 2020 |