Private foundation · EIN 58-6350586 · Birmingham, Alabama · Philanthropy & grantmaking

Arthur E & Roberta M Yates Charitable Foundation Tr

Should you approach them?

Don't send a cold proposal. The foundation reports that it only gives to preselected organizations; an introduction through a current grantee or board member is the realistic route.

From the 2025 Form 990-PF: 4 grants paid, $422K total, median $105K.

Accepts applications
No
per 990-PF Part XV
Grants paid, 2025
4
$422K
Median grant
$105K
Stays in AL
—
of grants
Deadline
—
Assets
$8.8M

Grants paid in 2025

4 grants, all shown · from Form 990-PF Part XV

RecipientPurposeAmount
The University of Tn Foundation Attn Barry ClaytonKnoxville, TNGeneral operating$105K
Christ Church - Episcopal TreasurerChattanooga, TNGeneral operating$105K
Chickamauga City Schools Attn Melody DayChickamauga, GAGeneral operating$105K
Church of the Nativity Attention TreasurerFort Olgethorpe, GAGeneral operating$105K

By state: Tennessee 2 · Georgia 2

About this foundation

Arthur E & Roberta M Yates Charitable Foundation Tr is a private grantmaking foundation in Birmingham, Alabama, administered in care of Regions Bank Trust Dept, tax-exempt since 2016. Private foundations must pay out roughly 5% of their assets each year, mostly as grants to 501(c)(3) public charities.

All filings on ProPublica

Does Arthur E & Roberta M Yates Charitable Foundation Tr accept grant applications?

No. On its 2025 Form 990-PF the foundation checked that it only makes contributions to preselected organizations. Look for an introduction through a current grantee.

How much does Arthur E & Roberta M Yates Charitable Foundation Tr give each year?

In tax year 2025 it paid $422K across 4 grants, a median of $105K.

Where does Arthur E & Roberta M Yates Charitable Foundation Tr give?

Tennessee (2 grants), Georgia (2 grants), per its latest filing.

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