E A Roberts Charitable Tr 32-0013-01-4
- Assets
- $32.8m
- Revenue
- $1.1m
- Investments
- $32.2m
- Employees
- 0
- Location
- Mobile, AL
- Founding
- 06/2000
- Data as of
- 03/2024
- EIN
- 63-6215720
Organization Overview
E A Roberts Charitable Tr 32-0013-01-4 is located in Mobile, AL. The organization was established in 2000. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. E A Roberts Charitable Tr 32-0013-01-4 is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 03/2024, E A Roberts Charitable Tr 32-0013-01-4 generated $1.1m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 9 years, the organization has seen revenues fall by an average of (4.5%) each year. All expenses for the organization totaled $1.7m during the year ending 03/2024. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, E A Roberts Charitable Tr 32-0013-01-4 has awarded 18 individual grants totaling $11,770,046. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Regions Bank Trust Department Trustee | 1 | $213,413 | |
Regions Bank Trust Department Custodian | 1 | $41,192 | |
Mr R Mitchell Shackleford III Director | 1 | $0 | |
Mr Allen H Ladd Director | 1 | $0 | |
Angus R Cooper III Director | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $764,064 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $324,226 |
| Capital Gain Net Income | $489,321 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $18,808 |
| Total Revenue | $1,107,098 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $254,605 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $15,000 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $297,605 |
| Contributions, gifts, grants paid | $1,355,760 |
| Total expenses and disbursements | $1,653,365 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1 |
| Savings and temporary cash investments | $619,386 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $2,592,584 |
| Investments—other | $11,796,623 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $32,806,002 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, E A Roberts Charitable Tr 32-0013-01-4 has awarded $1,355,760 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
UMS-WRIGHT PREPATORY SCHOOL PURPOSE: UNRESTRICTED CONTRIBUTION | $677,880 |
INFIRMARY HEALTH SYSTEM INC PURPOSE: UNRESTRICTED CONTRIBUTION | $677,880 |