E a Roberts Charitable Trust
E a Roberts Charitable Trust is a private foundation, based in Mobile, AL. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $35.1M in total assets. In 2026, it awarded 2 grants totaling $1.5M. Net investment income was $1.6M.
E a Roberts Charitable Trust at a glance
In short: E a Roberts Charitable Trust gave $1.5M across 2 grants in 2026 (avg $736K), mostly in Alabama. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $1,471,596
- +7.5% vs 2025
- Grants made (2026)
- 2
- +0.0% vs 2025
- Average grant
- $735,798
- +7.5% vs 2025
- Median grant
- $735,798
- Total assets
- $35,142,159
- +7.8% vs 2025
- Primary geography
- Alabama (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who E a Roberts Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2026
The largest 2026 recipient was Infirmary Health System Inc ($736K). Together the top 2 received $1.5M.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was in the $500K–1M range: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 2 itemized grants.
States
Cities
How E a Roberts Charitable Trust gives
- Giving held roughly steady from 2023 to 2026 (−5%). Method
- In 2026 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2026, annual grant giving ranged from $1.1M (2020) to $1.6M (2023). In 2026 it made 2 grants totaling $1.5M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Infirmary Health System Inc Mobile, AL | Unrestricted Contribution | $735,798 |
| UMS-Wright Prepatory School Mobile, AL | Unrestricted Contribution | $735,798 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $35,142,159 | $1,851,905 | $1,885,660 | $1,471,596 | 2 | $1,621,568 | $1,638,486 | $1,695,582 |
| 2025 | $32,600,537 | $2,030,439 | $1,730,990 | $1,368,808 | 2 | $1,512,823 | $1,815,487 | $1,615,610 |
| 2024 | $32,806,002 | $1,107,098 | $1,653,365 | $1,355,760 | 2 | $1,476,467 | $1,094,221 | $1,489,517 |
| 2023 | $30,031,649 | $1,013,146 | $1,825,693 | $1,551,378 | 2 | $1,650,121 | $922,906 | $1,454,502 |
| 2022 | $33,272,196 | $2,896,513 | $1,784,869 | $1,407,484 | 2 | $1,520,724 | $2,730,069 | $1,664,587 |
| 2021 | $33,808,310 | $1,306,683 | $1,552,132 | $1,290,250 | 2 | — | $1,117,044 | $1,502,501 |
| 2020 | $26,069,818 | $3,789,877 | $1,438,846 | $1,144,362 | 2 | — | $3,615,287 | $1,385,518 |
Under IRS private-foundation payout rules, E a Roberts Charitable Trust reported a distributable amount of $1.7M for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
E a Roberts Charitable Trust's 2026 filing lists 4 officers; 1 of 4 officers listed in 2026 is compensated.
Officers on the 2026 filing
Regions Bank Trust Department
Trustee & Custodian
On filings since 2020
1 hr/week
$169K (2020) → $263K (2026)
Allen H. Ladd
Director
On filings since 2020
1 hr/week
No compensation reported
Angus R. Cooper III
Director
On filings since 2020
1 hr/week
No compensation reported
R. Mitchell Shackleford III
Director
On filings since 2020
1 hr/week
No compensation reported
Former officers (2)
- Former: John C. Johnson (2020–2021) — Director
- Former: Tk Jackson III (2020–2021) — Director
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $263K, to Regions Bank Trust Department (Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about E a Roberts Charitable Trust
How much does E a Roberts Charitable Trust give each year?
E a Roberts Charitable Trust gave $1.5M across 2 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $1.4M across 2 grants.
How large is E a Roberts Charitable Trust?
E a Roberts Charitable Trust reported $35.1M in total assets on its 2026 IRS Form 990-PF. It paid out $1.6M in qualifying distributions that year, against a required minimum of $1.7M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does E a Roberts Charitable Trust operate?
E a Roberts Charitable Trust has awarded grants in Alabama.
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 2020–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS August 7, 2026)
- IRS filings on file for fiscal years 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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