Nonprofit · EIN 63-6215720
E A ROBERTS CHARITABLE TR 32-0013-01-4
Tax-exempt · MOBILE, AL 36652
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-PF | $1,851,905 | $1,885,660 | -$33,755 | $35,142,159 | $0 | $35,142,159 |
| March 31, 2025 | 990-PF | $2,030,439 | $1,730,990 | $299,449 | $32,600,537 | $0 | $32,600,537 |
| March 31, 2024 | 990-PF | $1,107,098 | $1,653,365 | -$546,267 | $32,806,002 | $0 | $32,806,002 |
Financial details: 990-PF for the year ended March 31, 2026
Revenue
- Dividends
- $906,973
- Net gain from sales of assets
- $944,908
- Other income
- $24
Expenses
- Grants and similar amounts paid
- $1,471,596
- Compensation of officers, directors and key employees
- $330,929
- Disbursements for charitable purposes
- $1,621,568
- Excise tax on investment income
- $22,775
Balance sheet and other
- Total assets, start of year
- $32,600,537
- Total assets, end of year
- $35,142,159
- Total liabilities, end of year
- $0
- Net assets, end of year
- $35,142,159
- Fair market value of assets
- $35,142,159
- Qualifying distributions
- $1,621,568
- Net investment income
- $1,856,143
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK TRUST DEPARTMENT PO BOX 2527, MOBILE, AL 36622 | TRUSTEE | 1 | $263,244 |
| REGIONS BANK TRUST DEPARTMENT PO BOX 2527, MOBILE, AL 36622 | CUSTODIAN | 1 | $67,685 |
| MR R MITCHELL SHACKLEFORD III 1850 CONCEPTION STREET ROAD, MOBILE, AL 36610 | DIRECTOR | 1 | $0 |
| MR ALLEN H LADD 2065 OLD SHELL ROAD, MOBILE, AL 36607 | DIRECTOR | 1 | $0 |
| ANGUS R COOPER III PO BOX 1566, MOBILE, AL 36633 | DIRECTOR | 1 | $0 |
990-PF for the year ended March 31, 2025: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK TRUST DEPARTMENT PO BOX 2527, MOBILE, AL 36622 | TRUSTEE | 1 | $253,830 |
| REGIONS BANK TRUST DEPARTMENT PO BOX 2527, MOBILE, AL 36622 | CUSTODIAN | 1 | $69,152 |
| MR R MITCHELL SHACKLEFORD III 1850 CONCEPTION STREET ROAD, MOBILE, AL 36610 | DIRECTOR | 1 | $0 |
| MR ALLEN H LADD 2065 OLD SHELL ROAD, MOBILE, AL 36607 | DIRECTOR | 1 | $0 |
| ANGUS R COOPER III PO BOX 1566, MOBILE, AL 36633 | DIRECTOR | 1 | $0 |
990-PF for the year ended March 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK TRUST DEPARTMENT PO BOX 2527, MOBILE, AL 36622 | TRUSTEE | 1 | $213,413 |
| REGIONS BANK TRUST DEPARTMENT PO BOX 2527, MOBILE, AL 36622 | CUSTODIAN | 1 | $41,192 |
| MR R MITCHELL SHACKLEFORD III 1850 CONCEPTION STREET ROAD, MOBILE, AL 36610 | DIRECTOR | 1 | $0 |
| MR ALLEN H LADD 2065 OLD SHELL ROAD, MOBILE, AL 36607 | DIRECTOR | 1 | $0 |
| ANGUS R COOPER III PO BOX 1566, MOBILE, AL 36633 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 2527, MOBILE, AL 36652-2527
- In care of
- % FRANK W BROWNING
- Signed the 990-PF
- ROGER E COLE, VICE PRESIDENT
- Phone
- (251) 690-1179
- Return prepared by
- CRI ADVISORS LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990-PF on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 63-6215720
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2000
- Accounting year ends
- March
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $35,142,159
- Income (IRS master file)
- $8,642,177
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2026 | $1,851,905 | $1,885,660 | $35,142,159 | XML |
| 990-PF | March 2025 | $2,030,439 | $1,730,990 | $32,600,537 | XML |
| 990-PF | March 2024 | $1,107,098 | $1,653,365 | $32,806,002 | XML |
| 990-PF | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | IRS |
| 990-PF | March 2020 | – | – | – | IRS |
| 990-PF | March 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 63-6215720).
Questions about E A ROBERTS CHARITABLE TR 32-0013-01-4
- What is the EIN of E A ROBERTS CHARITABLE TR 32-0013-01-4?
- The employer identification number (EIN) of E A ROBERTS CHARITABLE TR 32-0013-01-4 is 63-6215720.
- Is E A ROBERTS CHARITABLE TR 32-0013-01-4 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to E A ROBERTS CHARITABLE TR 32-0013-01-4 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does E A ROBERTS CHARITABLE TR 32-0013-01-4 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of E A ROBERTS CHARITABLE TR 32-0013-01-4 due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did E A ROBERTS CHARITABLE TR 32-0013-01-4 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2026.
- Who are the officers and directors of E A ROBERTS CHARITABLE TR 32-0013-01-4?
- The 990-PF for the year ended March 31, 2026 lists 5 people; 2 received compensation from the organization, the highest $263,244 (REGIONS BANK TRUST DEPARTMENT, TRUSTEE).
- How much revenue does E A ROBERTS CHARITABLE TR 32-0013-01-4 have?
- On its 990-PF for the year ended March 31, 2026 it reported revenue of $1,851,905, expenses of $1,885,660 and total assets of $35,142,159 at year end.
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All nonprofits in MOBILE · Alabama · Philanthropy, voluntarism and grantmaking foundations