Robert Henry Foundation Succ Tr Ua
- Assets
- $224.1k
- Revenue
- $17.6k
- Investments
- $220.0k
- Employees
- 0
- Location
- Montgomery, AL
- Founding
- 12/1965
- Data as of
- 12/2021
- EIN
- 63-6053365
Organization Overview
Robert Henry Foundation Succ Tr Ua is located in Montgomery, AL. The organization was established in 1965. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Robert Henry Foundation Succ Tr Ua is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Robert Henry Foundation Succ Tr Ua generated $17.6k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 4.9% each year. All expenses for the organization totaled $12.0k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE FOUNDATION RECEIVES APPLICATIONS FROM ORGANIZATIONS AND INDIVIDUALS MEETING QUALIFICATIONS SET FORTH IN THE GOVERNING INSTRUMENT. SEE SCHEDULE OF DONEES IN SECTION XV FOR DETAILED GIFTS.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $5,386 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $12,215 |
| Capital Gain Net Income | $12,215 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $17,601 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $936 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $180 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $3,136 |
| Contributions, gifts, grants paid | $8,900 |
| Total expenses and disbursements | $12,036 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $3,901 |
| Net Accounts receivable | $134 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $220,036 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $224,071 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Robert Henry Foundation Succ Tr Ua has awarded $8,900 in support to 26 organizations.
| Grant Recipient | Amount |
|---|---|
STEGALL SEMINARY FOUNDATION PURPOSE: GENERAL FUND | $1,000 |
CHILD EVANGELISM FELLOWSHIP PURPOSE: GENERAL FUND | $900 |
Montgomery, AL PURPOSE: GENERAL FUND | $800 |
CRU PURPOSE: ATHLETES IN ACTION | $600 |
MONTGOMERY COUNTY HISTORICAL SOCIETY PURPOSE: GENERAL FUND | $600 |
MISSION TO THE WORLD PURPOSE: GENERAL FUND | $500 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Gerstner Family Foundation Palm Beach, FL | $0 | $14,356,897 |
C And A Johnson Family Foundation Palm Beach, FL | $1,837,672 | $36,829,878 |
Oakwood Foundation Charitable Tr Tupelo, MS | $13,916,638 | $13,351,239 |
Bernard A Egan Foundation Inc Fort Pierce, FL | $114,916,843 | $8,190,041 |
Volo Foundation West Palm Beach, FL | $90,593,574 | $39,243,296 |
Lucy Gooding Charitable Foundation Trust Jacksonville, FL | $96,067,891 | $12,365,661 |
Foundation For A Better World Inc Marietta, GA | $167,606,554 | $6,349,362 |
Raether 1985 Charitable Trust West Palm Beach, FL | $51,858,010 | $28,246,620 |
Charis Foundation Knoxville, TN | $16,682,566 | $7,998,986 |
George Jenkins Foundation Inc Lakeland, FL | $24,813,802 | $4,640,014 |
Grizzard Family Foundation Inc Stone Mountain, GA | $7,597,688 | $166,630 |
Lattner Family Foundation Inc Delray Beach, FL | $83,049,454 | $6,453,485 |