Private Foundation

CHARLOTTE ROBERTS TR FBO CONGREGATIONAL SOC

CHARLOTTE ROBERTS TR FBO CONGREGATIONAL SOC, of DALLAS, TX, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2025 filing shows $27K in revenue, $22K in expenses, $277K in total assets. IRS filings disclose 7 grants awarded by this foundation, totaling roughly $85K.

EIN: 016009136 DALLAS, TX Latest filing: 2025

Total Revenue$27K

Total Expenses$22K

Total Assets$277K

Grants Given7

Grant Total$85K

Filing Years2020–2025

Sample Grants Given

UNITARIAN UNIVERSALIST SOCIETY

BANGOR, ME · 2024

UNRESTRICTED GENERAL

$14,064

UNITARIAN UNIVERSALIST SOC-BANGO

BANGOR, ME · 2023

UNRESTRICTED GENERAL

$12,494

UNITARIAN UNIVERSALIST SOC-BANGO

BANGOR, ME · 2020

UNRESTRICTED GENERAL

$12,314

UNITARIAN UNIVERSALIST SOC-BANGO

BANGOR, ME · 2019

UNRESTRICTED GENERAL

$10,975

UNITARIAN UNIVERSALIST SOC-BANGO

BANGOR, ME · 2018

UNRESTRICTED GENERAL

$12,490

Showing up to 5 of 7 total records — full history available with membership.

Officers & Directors

TRUSTEE Bank Of America

Officer compensation and complete director data available with membership.

Top Grant Purposes

UNRESTRICTED GENERAL

$84,901 7 grants

Financial Trends

Year	Revenue	Expenses	Assets
2025	$27K	$22K	$277K
2024	$11K	$20K	$272K
2023	$-2K	$19K	$273K
2021	$17K	$20K	$297K
2020	$25K	$18K	$257K

Between 2020 and 2025, reported annual revenue grew from $25K to $27K (+10%), with total assets most recently reported at $277K.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in ME.

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for CHARLOTTE ROBERTS TR FBO CONGREGATIONAL SOC

Complete financials, all 7 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 498,000+ organizations.

Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports