Belle G Roberts Charitable Tr | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Belle G Roberts Charitable Tr. Data shown is extracted from Form 990-PF filings.

EIN: 72-6214520

Foundation Overview

Based in Mobile, AL, Belle G Roberts Charitable Tr has awarded 16 grants totaling $6,747,806 to organizations in Alabama. Individual grants range from $390,730 to $454,509, with a median award of $410,799.5.

Latest Tax Year
2024
Total Giving (all years)
$6,747,806
Total Assets
$19,248,873
Median Grant (all grants)
$410,799.5

Latest Form 990-PF Snapshot

Total Grants
2
Median Grant
$395,415
% No Significant Change
-2% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Limited Sample: 0%

2 total grants. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.

Geographic Focus
Alabama

100% of all grants are concentrated in Alabama, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Alabama, funding concentrates in Mobile (100%).

Funding Trajectory
+1%

Stable funding levels with 1% change over 4 years indicate consistent grant-making capacity and predictable philanthropic resources. This stability suggests reliable ongoing funding opportunities.

Program Areas
General Purposes + 2 others

Diversified giving across multiple program areas with primary emphasis on general purposes (67%). This broad approach suggests openness to various causes and innovative cross-sector solutions.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Belle G Roberts Charitable Tr's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Infirmary Health Systems $395,415 Mobile, AL, US Equipment For Heart Cath Lab 5 And Interventional Radiology Lab 2024
Ums-wright Corporation $395,415 Mobile, AL, US Redesign And Relocation Of Lower School Administrative Offices And Roof Repair 2024
Infirmary Health Systems $402,632 Mobile, AL, US Internal Medicine Residency Training Program 2023
Ums-wright Corporation $402,632 Mobile, AL, US Dining Hall Capital Improvements 2023
Infirmary Health Systems $402,632 Mobile, AL, US Internal Medicine Residency Training Program 2023
Ums-wright Corporation $402,632 Mobile, AL, US Dining Hall Capital Improvements 2023
Infirmary Health Systems $454,509 Mobile, AL, US Information Technology/digital Health Equipment 2022
Ums-wright Corporation $454,509 Mobile, AL, US Dining Hall Capital Improvements 2022
Infirmary Health Systems $454,509 Mobile, AL, US Information Technology/digital Health Equipment 2022
Ums-wright Corporation $454,509 Mobile, AL, US Dining Hall Capital Improvements 2022
Infirmary Health Systems $454,509 Mobile, AL, US Information Technology/digital Health Equipment 2022
Ums-wright Corporation $454,509 Mobile, AL, US Dining Hall Capital Improvements 2022
Infirmary Health Systems $418,967 Mobile, AL, US Purchase Of Spectral Ct Scanner And Renovation Of Ct Suite 2021
Ums-wright Corporation $418,967 Mobile, AL, US Dining Hall Capital Improvements 2021
Infirmary Health Systems $390,730 Mobile, AL, US Biplane Neuro-interventional Lab 2020
Ums-wright Corporation $390,730 Mobile, AL, US Phase Ii New Dining Hall Construction 2020

Foundations Similar to Belle G Roberts Charitable Tr

Discover 5 foundations with comparable assets ($7,843,072-$29,189,835), similar grant patterns, and geographic focus in AL that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 23-7202748 | 30 grants awarded
$24,093,113
(↑ Larger)
$336,562
median grant
Birmingham, AL
Same state
87%
Excellent match

EIN: 86-3312302 | 13 grants awarded
$10,627,525
(↓ Smaller)
$350,000
median grant
Birmingham, AL
Same state
78%
Good match

EIN: 61-6662338 | 8 grants awarded
$29,189,835
(↑ Larger)
$339,926
median grant
Montgomery, AL
Same state
74%
Good match

EIN: 62-6064512 | 5 grants awarded
$7,888,430
(↓ Smaller)
$500,000
median grant
Birmingham, AL
Same state
70%
Good match

EIN: 58-6080848 | 9 grants awarded
$7,843,072
(↓ Smaller)
$301,232
median grant
Birmingham, AL
Same state
70%
Good match

Contact Information

Official contact details for Belle G Roberts Charitable Tr as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 72-6214520
Website N/A
Address PO BOX 1628 Mobile, AL 36633-1628

Key People (6)

Board members, trustees, and key staff who oversee Belle G Roberts Charitable Tr's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Trustee Regions Bank
Dist. Comm Angus Cooper
Dist. Comm Allen Ladd
Dist. Comm - Chairman Mitchell Shackleford
Dist. Comm Michael Lee Sr

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Belle G Roberts Charitable Tr is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.