E a Roberts Charitable Trust
E a Roberts Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MOBILE, AL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $32.6M in total assets. In 2025, it awarded 2 grants totaling $1.4M. Net investment income was $1.8M.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$32.6M
-0.6% YoY
Annual Giving
$1.4M
+1.0% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$684K
+1.0% YoY
Under IRS private-foundation payout rules, E a Roberts Charitable Trust reported a distributable amount of $1.6M for 2025 — the minimum it must pay out in qualifying distributions.
About E a Roberts Charitable Trust
Based on IRS filings
E a Roberts Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MOBILE, AL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $32.6M in total assets. In 2025, it awarded 2 grants totaling $1.4M. Net investment income was $1.8M.
Focus Areas
Ready to take the next step with E a Roberts Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $32,600,537 | $32,806,002 | $30,031,649 |
| Revenue | $2,030,439 | $1,107,098 | $1,013,146 |
| Expenses | $1,730,990 | $1,653,365 | $1,825,693 |
| Qualifying Distributions | $1,512,823 | $1,476,467 | $1,650,121 |
| Net Investment Income | $1,815,487 | $1,094,221 | $922,906 |
| Distributable Amount | $1,615,610 | $1,489,517 | $1,454,502 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
Grant Size Distribution
10 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Infirmary Health System Inc ($684,404), Ums-wright Prepatory School ($684,404).
| Recipient | Purpose | Amount |
|---|---|---|
| INFIRMARY HEALTH SYSTEM INC MOBILE, AL | UNRESTRICTED CONTRIBUTION | $684,404 |
| UMS-WRIGHT PREPATORY SCHOOL MOBILE, AL | UNRESTRICTED CONTRIBUTION | $684,404 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| REGIONS BANK TRUST DEPARTMENT | TRUSTEE | 1 | $253,830 |
| REGIONS BANK TRUST DEPARTMENT | CUSTODIAN | 1 | $69,152 |
| MR R MITCHELL SHACKLEFORD III | DIRECTOR | 1 | — |
| MR ALLEN H LADD | DIRECTOR | 1 | — |
| ANGUS R COOPER III | DIRECTOR | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is E a Roberts Charitable Trust?
E a Roberts Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MOBILE, AL. It holds $32.6M in total assets as of 2025.
How large is E a Roberts Charitable Trust?
As of 2025, E a Roberts Charitable Trust holds $32.6M in total assets with $2.0M in annual revenue. It awarded 2 grants totaling $1.4M in 2025.
Where does E a Roberts Charitable Trust operate?
E a Roberts Charitable Trust has awarded grants in Alabama.
What size grants does E a Roberts Charitable Trust award?
In 2025, E a Roberts Charitable Trust awarded 2 grants totaling $1.4M — an average of about $684K per grant, based on its IRS Form 990 filings.
How much is E a Roberts Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, E a Roberts Charitable Trust reported a distributable amount of $1.6M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is E a Roberts Charitable Trust's EIN?
E a Roberts Charitable Trust's EIN (Employer Identification Number) is 63-6215720. IRS Form 990 filing data is available on this page for 2020–2025.
Explore Open Grants
Browse active grant opportunities in E a Roberts Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.