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  4. E A Roberts Charitable Trust
EIN 63-6215720

E A Roberts Charitable Trust

IRS 501(c) type
501(c)(3)
Num. employees
1
City
Mobile
State
Alabama
Year formed
2000
Most recent tax filings
2024-03-01
NTEE code, primary
T20: Private Foundations
Description
The E A Roberts Charitable Trust is a private foundation located in Mobile, AL. Its purpose is to provide income to UMS Wright Preparatory School and Infirmary Health Systems as part of the organization's required distributions. Last year, it made two grants to Infirmary Health System Inc.
Also known as...
E A Roberts Charitable Trust #1255000599
Total revenues
$1,107,098
2024
Total expenses
$1,653,365
2024
Total assets
$32,806,002
2024
Num. employees
1
2024

Program areas at E A Roberts Charitable Trust

This income is part of the organization's required distributions to ums wright preparatory school and infirmary health systems

Grants made by E A Roberts Charitable Trust

GranteeGrant descriptionAmount
Infirmary HealthUnrestricted Contribution$677,880

Personnel at E A Roberts Charitable Trust

NameTitleCompensation
Roger ColeVice President
Regions Bank Trust DepartmentCustodian$170,486
Scott HeggemanTrust Advisor

Financials for E A Roberts Charitable Trust

RevenuesFYE 03/2024
Total grants, contributions, etc.$0
Investment income and dividends$764,064
Net rental income$0
Net gain from sale of non-inventory assets$324,226
Gross sales of inventory$0
Miscellaneous revenues$18,808
Total revenues$1,107,098

Form 990s for E A Roberts Charitable Trust

Fiscal year endingDate received by IRSFormPDF link
2024-032024-06-19990PFView PDF
2023-032023-07-18990PFView PDF
2022-032022-10-15990PFView PDF
2021-032022-01-18990PFView PDF
2020-032020-12-22990PFView PDF
...and 8 more Form 990s

Organizations like E A Roberts Charitable Trust

OrganizationLocationRevenue
Masters FoundationFrisco, TX$1,399,485
MF Hutchinson JR Charitable TrustJacksonville, FL$1,740,226
LHK and MWK Memorial FoundationPalm Beach, FL$1,925,314
Bess J Hodges FoundationLong Beach, CA$347,996
John Dawson FoundationScottsdale, AZ$2,919,931
The Walter R Garrison FoundationPhiladelphia, PA$4,920,749
The Moniker FoundationColorado Springs, CO$1,600,465
Tuw of James Deering Charitable TR DTDChicago, IL$334,077
Rockwell R Memorial Combined TrustPittsburgh, PA$580,028
Gertrude A Barnett FoundationChicago, IL$417,981
Data update history
August 14, 2023
Posted financials
Added Form 990PF for fiscal year 2021
August 5, 2023
Posted financials
Added Form 990PF for fiscal year 2022
May 14, 2023
Used new vendors
Identified 1 new vendor, including
August 19, 2021
Posted financials
Added Form 990PF for fiscal year 2020
March 7, 2021
Updated personnel
Identified 1 new personnel
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsState / local levelTax deductible donations
General information
Address
PO Box 2527
Mobile, AL 36652
Metro area
Mobile, AL
County
Mobile County, AL
Phone
(251) 690-1179
IRS details
EIN
63-6215720
Fiscal year end
March
Taxreturn type
Form 990-PF
Year formed
2000
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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