Robert Henry Foundation Succ Tr Ua
- Assets
- $219.0k
- Revenue
- $8.9k
- Investments
- $215.0k
- Employees
- 0
- Location
- Montgomery, AL
- Founding
- 12/1965
- Data as of
- 12/2022
- 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 12/2022, Robert Henry Foundation Succ Tr Ua generated $8.9k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 8 years, the organization has seen revenues fall by an average of (4.3%) each year. All expenses for the organization totaled $14.0k during the year ending 12/2022. 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
2022
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 | $5,403 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $3,452 |
| Capital Gain Net Income | $3,452 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $8,855 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $945 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $340 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $3,335 |
| Contributions, gifts, grants paid | $10,700 |
| Total expenses and disbursements | $14,035 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $3,738 |
| Net Accounts receivable | $226 |
| 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 | $215,027 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $218,991 |
| 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 $10,700 in support to 28 organizations.
| Grant Recipient | Amount |
|---|---|
ALABAMA PUBLIC TELEVISION PURPOSE: GENERAL FUND | $500 |
ALTADENA VALLEY PRESBYTERIAN CHURCH PURPOSE: GENERAL FUND | $500 |
CAHABA FOUNDATION PURPOSE: GENERAL FUND | $100 |
CAHABA PARK CHURCH PURPOSE: GENERAL FUND | $500 |
CHILD EVANGELISM FELLOWSHIP PURPOSE: GENERAL FUND | $1,300 |
CRU PURPOSE: ATHLETES IN ACTION | $500 |