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.
Key facts about E a Roberts Charitable Trust
- EIN
- 63-6215720
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $1,368,808
- Grants made (2025)
- 2
- Average grant
- $684,404
- Median grant
- $684,404
- Total assets
- $32,600,537
- Primary geography
- Alabama (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
How E a Roberts Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−3%). Method
- In 2025 it paid out 94% 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.
Next steps with E a Roberts Charitable Trust
- How to evaluate E a Roberts Charitable Trust as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
- Draft an LOI to E a Roberts Charitable Trust with AI
AI grant writing that drafts from your organization’s own materials, in your voice.
- Track this opportunity in a free grant tracker
A free Google Sheets or Excel template for deadlines, award terms, and reports due.
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
Share of all 2 itemized 2025 grant dollars.
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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
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 recipients 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 IRS 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
Similar Funders
Funders that support many of the same organizations
The O'Melia Foundation
Birmingham, AL
Assets
$3.2M
Grants
20
Total Given
$372K
Alabama Power Foundation Inc
Birmingham, AL
Assets
$117.9M
Grants
1,240
Total Given
$16.2M
The Daniel Foundation of Alabama
Birmingham, AL
Assets
$114.5M
Grants
521
Total Given
$7.5M
The Community Foundation of Greater
Birmingham, AL
Assets
$350.7M
Grants
440
Total Given
$43.6M
The Long Lewis Foundation
Muscle Shoals, AL
Assets
$5.5M
Grants
318
Total Given
$845K
Community Foundation of Greater Huntsville
Huntsville, AL
Assets
$66.3M
Grants
285
Total Given
$11.7M
Protective Life Foundation
Birmingham, AL
Assets
$653K
Grants
219
Total Given
$3.8M
Altecstyslinger Foundation
Birmingham, AL
Assets
$142.9M
Grants
197
Total Given
$8.9M
J L Bedsole Foundation
Mobile, AL
Assets
$55.0M
Grants
167
Total Given
$3.3M
Electric Cooperative Foundation Inc
Montgomery, AL
Assets
$396K
Grants
132
Total Given
$164K
Mike and Gillian Goodrich Foundation
Birmingham, AL
Assets
$105.5M
Grants
119
Total Given
$3.3M
United Way of Central Alabama Inc
Birmingham, AL
Assets
$141.4M
Grants
113
Total Given
$26.0M
More Funders in Alabama
Data last updated September 2026. Sourced from IRS Form 990-PF filings.