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
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
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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
No grants recorded for .
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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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