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EIN 63-6019872

Maude Davis Robertson Trust

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Birmingham
State
Alabama
Year formed
1974
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
Description
The Maude Davis Robertson Trust is a private foundation located in Birmingham, AL that primarily funds general operating expenses for various organizations. Its grantees include United Way Worldwide and other nonprofits, and the trust made four grants last year.
Also known as...
TR Uw of Maude Davis Robertson
Total revenues
$107,043
2023
Total expenses
$156,829
2023
Total assets
$2,273,674
2023
Num. employees
0
2023

Grants made by Maude Davis Robertson Trust

GranteeGrant descriptionAmount
United Way WorldwideGeneral Operating$31,278
Friends of the Birmingham Public LibraryGeneral Operating$31,278
The Children's Hospital of AlabamaGeneral Operating$31,278

Personnel at Maude Davis Robertson Trust

NameTitle
Regions Bank TrusteeTrust Officer

Financials for Maude Davis Robertson Trust

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$68,253
Net rental income$0
Net gain from sale of non-inventory assets$38,507
Gross sales of inventory$0
Miscellaneous revenues$283
Total revenues$107,043

Form 990s for Maude Davis Robertson Trust

Fiscal year endingDate received by IRSFormPDF link
2023-122024-04-18990PFView PDF
2022-122023-05-10990PFView PDF
2021-122022-05-10990PFView PDF
2020-122021-06-22990PFView PDF
2019-122020-09-08990PRView PDF
...and 8 more Form 990s
Data update history
May 18, 2024
Used new vendors
Identified 1 new vendor, including
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
July 8, 2023
Posted financials
Added Form 990PF for fiscal year 2022
May 24, 2023
Updated personnel
Identified 1 new personnel
October 31, 2021
Posted financials
Added Form 990PF for fiscal year 2020
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
Community improvement
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employees
General information
Address
PO Box 11647
Birmingham, AL 35202
Metro area
Birmingham-Hoover, AL
County
Jefferson County, AL
Phone
(205) 820-3141
IRS details
EIN
63-6019872
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
1974
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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