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 03/2022, E A Roberts Charitable Tr 32-0013-01-4 generated $2.9m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 8.1% each year. All expenses for the organization totaled $1.8m during the year ending 03/2022. While expenses have increased by 2.4% per year over the past 7 years. They've been increasing with an increasing level of total revenue. 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 14 individual grants totaling $8,862,908. 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.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Regions Bank Trust Department Custodian | 1 | $64,727 | |
Mr R Mitchell Shackleford III Director | 1 | $0 | |
Mr Allen H Ladd Director | 1 | $0 | |
Angus R Cooper III Director | 1 | $0 |
Statement of Revenue | |
---|---|
Contributions, Gifts, Grants & Similar | $0 |
Interest on Savings | $0 |
Dividends & Interest | $740,802 |
Net Rental Income | $0 |
Net Gain on Sale of Assets | $2,153,128 |
Capital Gain Net Income | $2,187,965 |
Net ST Capital Gain | $0 |
Income Modifications | $0 |
Profit on Inventory Sales | $0 |
Other Income | $2,583 |
Total Revenue | $2,896,513 |
Statement of Expenses | |
---|---|
Compensation of officers, directors, trustees, etc | $258,907 |
Other employee salaries and wages | $0 |
Pension plans, employee benefits | $0 |
Interest | $0 |
Taxes | $86,178 |
Depreciation | $0 |
Occupancy | $0 |
Travel, conferences, and meetings | $0 |
Printing and publications | $0 |
Other expenses | $0 |
Total operating and administrative expenses | $377,385 |
Contributions, gifts, grants paid | $1,407,484 |
Total expenses and disbursements | $1,784,869 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $0 |
Savings and temporary cash investments | $656,053 |
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 | $2,211,633 |
Investments—other | $12,778,323 |
Net Land, buildings, and equipment | $0 |
Other assets | $0 |
Total assets | $33,272,196 |
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 |
Over the last fiscal year, E A Roberts Charitable Tr 32-0013-01-4 has awarded $1,407,484 in support to 2 organizations.
Grant Recipient | Amount |
---|---|
UMS-WRIGHT PREPATORY SCHOOL PURPOSE: UNRESTRICTED CONTRIBUTION | $703,742 |
Mobile, AL PURPOSE: UNRESTRICTED CONTRIBUTION | $703,742 |
Organization Name | Assets | Revenue |
---|---|---|
Bobbie Bailey Foundation Inc Tucker, GA | $24,485,053 | $1,564,197 |
J R Hyde Iii Foundation Memphis, TN | $230,354,058 | $26,306,779 |
Yhwh Foundation Inc Carrollton, GA | $0 | $14,288,691 |
First Horizon Foundation Memphis, TN | $37,840,936 | $11,265,846 |
Miriam U Hoover Foundation Vero Beach, FL | $0 | $462,542 |
Dr Herbert And Nicole Wertheim Family Foundation Inc Miami, FL | $42,831,898 | $5,245,016 |
Quality Senior Housing Foundation Of East Texas Inc Atlanta, GA | $68,762,519 | $14,924,948 |
The Mary Alice Fortin Foundation Palm Beach, FL | $167,401,142 | $8,209,363 |
Zeist Foundation Inc Atlanta, GA | $306,093,080 | $21,313,980 |
Anverse Inc Cartersville, GA | $0 | $25,436,325 |
Louis And Gloria Flanzer Philantrhopic Tr Sarasota, FL | $95,188,629 | $13,796,000 |
Uga Real Estate Foundation Inc Athens, GA | $310,229,529 | $14,839,274 |