William a Roberts Trust Fbo Orphan
EIN 540246446Total Given 2021–2025
$73K
24 grants · $15K avg/year
based on 5 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$3K
typical micro grants · $2K–$3K
grant size
22%
balanced · 4/18 multi-year
repeat
$431K
Assets (2025)
18
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(888) 730-4933
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | N/A | $417K | $37K | N/A |
| 2021 | $13K | $493K | $36K | 4 |
| 2023 | $22K | $398K | $9K | 7 |
| 2024 | $18K | $414K | $15K | 7 |
| 2025 | $19K | $431K | $17K | 6 |
Grant Size Distribution
Based on 24 grants on record
Minimum
$2K
25th Pctl
$2K
Median
$3K
Average
$3K
75th Pctl
$3K
Maximum
$6K
Geographic Distribution
Officers & Directors
WA
Wells Fargo Bank N a
5+ yrs
Trustee
WA
Wells Fargo Bank N a
5+ yrs
Trustee
WA
Wells Fargo Bank N a
5+ yrs
Trustee
WA
Wells Fargo Bank N a
5+ yrs
Trustee
WA
Wells Fargo Bank N a
5+ yrs
Trustee
Grants Awarded (24 total)
| Purpose | ||||
|---|---|---|---|---|
| Mecklenburg Dept of Soc Serv (Thompson) | Charlotte, NC | $5,500 | GENERAL OPERATING | 2023 |
| Mecklenburg Dept of Soc Serv (Thompson) | Charlotte, NC | $4,200 | GENERAL OPERATING | 2021 |
| Mecklenburg Dept of Soc Serv (Marable) | Charlotte, NC | $4,000 | GENERAL OPERATING | 2023 |
| Mecklenburg Dept of Soc Serv (Marable) | Charlotte, NC | $4,000 | GENERAL OPERATING | 2024 |
| Mecklenburg Dept of Soc Serv (Mayo) | Charlotte, NC | $4,000 | GENERAL OPERATING | 2025 |
| Mecklenburg Dept of Soc Serv (Townes) | Charlotte, NC | $4,000 | GENERAL OPERATING | 2025 |
| Mecklenburg Dept of Soc Serv (Dellinger) | Charlotte, NC | $3,000 | GENERAL OPERATING PURPOSES | 2023 |
| Mecklenburg Dept of Soc Serv (Winn) | Charlotte, NC | $3,000 | GENERAL OPERATING PURPOSES | 2023 |
| Mecklenburg Co Dept of Soc Serv | Charlotte, NC | $3,000 | GENERAL OPERATING | 2021 |
| Mecklenburg Dept of Soc Serv | Charlotte, NC | $3,000 | GENERAL OPERATING | 2021 |
| Mecklenburg Co Dept Os Soc Serv | Charlotte, NC | $3,000 | GENERAL OPERATING | 2021 |
| Mecklenburg Dept of Soc Serv (Dellinger) | Charlotte, NC | $3,000 | GENERAL OPERATING | 2024 |
| Mecklenburg Dept of Soc Serv (Revis) | Charlotte, NC | $3,000 | GENERAL OPERATING | 2024 |
| Mecklenburg Dept of Soc Serv (Davis) | Charlotte, NC | $3,000 | GENERAL OPERATING | 2025 |
| Mecklenburg Dept of Soc Serv (Marable) | Charlotte, NC | $3,000 | GENERAL OPERATING | 2025 |
| Mecklenburg Dept of Soc Serv (Roberts) | Charlotte, NC | $3,000 | GENERAL OPERATING | 2025 |
| Mecklenburg Dept of Soc Serv (Watts) | Charlotte, NC | $2,500 | GENERAL OPERATING PURPOSES | 2023 |
| Mecklenburg Co Dept of Soc Serv (W Revi | Charlotte, NC | $2,500 | GENERAL OPERATING | 2023 |
| Mecklenburg Dept of Soc Serv (Langley) | Charlotte, NC | $2,000 | GENERAL OPERATING PURPOSES | 2023 |
| Mecklenburg Dept of Soc Serv (Long) | Charlotte, NC | $2,000 | GENERAL OPERATING | 2024 |
| Mecklenburg Dept of Soc Serv (Crawley) | Charlotte, NC | $2,000 | GENERAL OPERATING | 2024 |
| Mecklenburg Dept of Soc Serv (Mayo) | Charlotte, NC | $2,000 | GENERAL OPERATING | 2024 |
| Mecklenburg Dept of Soc Serv (Liggon) | Charlotte, NC | $2,000 | GENERAL OPERATING | 2024 |
| Mecklenburg Dept of Soc Serv (Thompson) | Charlotte, NC | $2,000 | GENERAL OPERATING | 2025 |