Belle G. Roberts Charitable TR
EIN 726214520 Private FoundationTotal Given 2021–2025
$4.1M
10 grants · $825K avg/year
based on 5 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$403K
typical big bets · $395K–$419K
grant size
100%
deep partner · 2/2 multi-year
repeat
$19.2M
Assets (2025)
2
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Phone
(251) 431-8309
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2021 | $781K | $19.6M | $1.3M | 2 |
| 2022 | $838K | $19.2M | $2.3M | 2 |
| 2023 | $909K | $17.5M | $1.1M | 2 |
| 2024 | $805K | $19.4M | $894K | 2 |
| 2025 | $791K | $19.2M | $1.3M | 2 |
Grant Size Distribution
Based on 10 grants on record
Minimum
$391K
25th Pctl
$395K
Median
$403K
Average
$412K
75th Pctl
$419K
Maximum
$455K
Geographic Distribution
Officers & Directors
RB
Regions Bank
5+ yrs
Trustee
AL
Allen LADD
5+ yrs
DIST. COMM
AC
Angus Cooper
5+ yrs
DIST. COMM
MS
Mitchell Shackleford
5+ yrs
DIST. COMM
Grants Awarded (10 total)
| Purpose | ||||
|---|---|---|---|---|
| Infirmary Health Systems | Mobile, AL | $454,509 | INFORMATION TECHNOLOGY/DIGITAL HEALTH EQUIPMENT | 2023 |
| Ums-Wright Corporation | Mobile, AL | $454,509 | DINING HALL CAPITAL IMPROVEMENTS | 2023 |
| Infirmary Health Systems | Mobile, AL | $418,967 | PURCHASE OF SPECTRAL CT SCANNER AND RENOVATION OF CT SUITE | 2022 |
| Ums-Wright Corporation | Mobile, AL | $418,967 | DINING HALL CAPITAL IMPROVEMENTS | 2022 |
| Infirmary Health Systems | Mobile, AL | $402,632 | INTERNAL MEDICINE RESIDENCY TRAINING PROGRAM | 2024 |
| Ums-Wright Corporation | Mobile, AL | $402,632 | DINING HALL CAPITAL IMPROVEMENTS | 2024 |
| Infirmary Health Systems | Mobile, AL | $395,415 | EQUIPMENT FOR HEART CATH LAB 5 AND INTERVENTIONAL RADIOLOGY LAB | 2025 |
| Ums-Wright Corporation | Mobile, AL | $395,415 | REDESIGN AND RELOCATION OF LOWER SCHOOL ADMINISTRATIVE OFFICES AND ROOF REPAIR | 2025 |
| Infirmary Health Systems | Mobile, AL | $390,730 | BIPLANE NEURO-INTERVENTIONAL LAB | 2021 |
| Ums-Wright Corporation | Mobile, AL | $390,730 | PHASE II NEW DINING HALL CONSTRUCTION | 2021 |
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