E A ROBERTS CHARITABLE TRUST
https://N/ATotal Given 2017–2025
$9.5M
14 grants · $1.1M avg/year
based on 9 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$678K
typical big bets · $616K–$704K
grant size
100%
deep partner · 2/2 multi-year
repeat
$33.3M
Assets · 2022
2
Distinct recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
2516901179
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2017 | $1.2M | $27.7M | $2.2M | 2 |
| 2018 | $1.2M | $28.2M | $2.3M | 2 |
| 2019 | $1.3M | $28.8M | $1.9M | 2 |
| 2020 | N/A | $26.1M | $3.8M | N/A |
| 2022 | $1.4M | $33.3M | $2.9M | 2 |
| 2023 | $1.6M | $30.0M | $1.0M | 2 |
| 2024 | $1.4M | $32.8M | $1.1M | 2 |
| 2025 | $1.4M | $32.6M | $2.0M | 2 |
Grant Size Distribution
Based on 14 grants on record
Minimum
$610K
25th Pctl
$616K
Median
$678K
Average
$676K
75th Pctl
$704K
Maximum
$776K
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| REGIONS BANK TRUST DEPARTMENT | TRUSTEE | $254K |
| ANGUS R COOPER III | DIRECTOR | — |
| MR ALLEN H LADD | DIRECTOR | — |
| MR R MITCHELL SHACKLEFORD III | DIRECTOR | — |
| MR JOHN C JOHNSON | DIRECTOR | — |
| MR TK JACKSON III | DIRECTOR | — |
| MR MITCHELL SHACKLEFORD | DIRECTOR | — |
| MR MICHAEL B LEE | DIRECTOR | — |
Grants Awarded (14 total)
| Purpose | ||||
|---|---|---|---|---|
| INFIRMARY HEALTH SYSTEM INC | MOBILE, AL | $775,689 | UNRESTRICTED CONTRIBUTION | 2023 |
| UMS-WRIGHT PREPATORY SCHOOL | MOBILE, AL | $775,689 | UNRESTRICTED CONTRIBUTION | 2023 |
| INFIRMARY HEALTH SYSTEM INC | MOBILE, AL | $703,742 | UNRESTRICTED CONTRIBUTION | 2022 |
| UMS-WRIGHT PREPATORY SCHOOL | MOBILE, AL | $703,742 | UNRESTRICTED CONTRIBUTION | 2022 |
| INFIRMARY HEALTH SYSTEM INC | MOBILE, AL | $684,404 | UNRESTRICTED CONTRIBUTION | 2025 |
| UMS-WRIGHT PREPATORY SCHOOL | MOBILE, AL | $684,404 | UNRESTRICTED CONTRIBUTION | 2025 |
| INFIRMARY HEALTH SYSTEM INC | MOBILE, AL | $677,880 | UNRESTRICTED CONTRIBUTION | 2024 |
| UMS-WRIGHT PREPATORY SCHOOL | MOBILE, AL | $677,880 | UNRESTRICTED CONTRIBUTION | 2024 |
| UMS-WRIGHT PREPATORY SCHOOL | MOBILE, AL | $663,522 | UNRESTRICTED CONTRIBUTION | 2019 |
| INFIRMARY HEALTH SYSTEM INC | MOBILE, AL | $663,522 | UNRESTRICTED CONTRIBUTION | 2019 |
| UMS-WRIGHT PREPATORY SCHOOL | MOBILE, AL | $615,928 | UNRESTRICTED CONTRIBUTION | 2017 |
| INFIRMARY HEALTH SYSTEM INC | MOBILE, AL | $615,928 | UNRESTRICTED CONTRIBUTION | 2017 |
| INFIRMARY HEALTH SYSTEM INC | MOBILE, AL | $610,384 | UNRESTRICTED CONTRIBUTION | 2018 |
| UMS-WRIGHT PREPATORY SCHOOL | MOBILE, AL | $610,384 | UNRESTRICTED CONTRIBUTION | 2018 |