E a Roberts Charitable Trust
EIN 636215720 Private FoundationTotal 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 · $628K–$699K
grant size
100%
deep partner · 2/2 multi-year
repeat
$32.6M
Assets (2025)
2
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Phone
(251) 690-1179
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
$628K
Median
$678K
Average
$676K
75th Pctl
$699K
Maximum
$776K
Geographic Distribution
Officers & Directors
AC
Angus R. Cooper III
6 yrs
Director
ML
Mr Allen H. LADD
8+ yrs
Director
MS
Mr R. Mitchell Shackleford III
6 yrs
Director
RD
Regions Bank Trust Department
16+ yrs
Trustee
RD
Regions Bank Trust Department
16+ yrs
Custodian
AC
Angus R. Cooper III
6 yrs
Director
ML
Mr Allen H. LADD
8+ yrs
Director
MS
Mr R. Mitchell Shackleford III
6 yrs
Director
RD
Regions Bank Trust Department
16+ yrs
Trustee
RD
Regions Bank Trust Department
16+ yrs
Custodian
AC
Angus R. Cooper III
6 yrs
Director
ML
Mr Allen H. LADD
8+ yrs
Director
MS
Mr R. Mitchell Shackleford III
6 yrs
Director
RD
Regions Bank Trust Department
16+ yrs
Trustee
RD
Regions Bank Trust Department
16+ yrs
Custodian
AC
Angus R. Cooper III
6 yrs
Director
MS
Mr R. Mitchell Shackleford III
6 yrs
Director
ML
Mr Allen H. LADD
8+ yrs
Director
RD
Regions Bank Trust Department
16+ yrs
Trustee
RD
Regions Bank Trust Department
16+ yrs
Custodian
ML
Mr Allen H. LADD
8+ yrs
Director
MS
Mr R. Mitchell Shackleford III
6 yrs
Director
MJ
Mr John C. Johnson
4 yrs
Director
MJ
Mr TK Jackson III
4 yrs
Director
AC
Angus R. Cooper III
6 yrs
Director
RD
Regions Bank Trust Department
16+ yrs
Trustee
RD
Regions Bank Trust Department
16+ yrs
Custodian
MJ
Mr TK Jackson III
4 yrs
Director
MJ
Mr John C. Johnson
4 yrs
Director
MS
Mr R. Mitchell Shackleford III
6 yrs
Director
ML
Mr Allen H. LADD
8+ yrs
Director
AC
Angus R. Cooper III
6 yrs
Director
RD
Regions Bank Trust Department
16+ yrs
Trustee
RD
Regions Bank Trust Department
16+ yrs
Custodian
MJ
Mr John C. Johnson
4 yrs
Director
MJ
Mr TK Jackson III
4 yrs
Director
ML
Mr Allen H. LADD
8+ yrs
Director
MS
Mr Mitchell Shackleford
2 yrs
Director
ML
Mr Michael B. Lee
2 yrs
Director
RD
Regions Bank Trust Department
16+ yrs
Trustee
RD
Regions Bank Trust Department
16+ yrs
Custodian
MJ
Mr TK Jackson III
4 yrs
Director
MJ
Mr John C. Johnson
4 yrs
Director
MS
Mr Mitchell Shackleford
2 yrs
Director
ML
Mr Allen H. LADD
8+ yrs
Director
ML
Mr Michael B. Lee
2 yrs
Director
RD
Regions Bank Trust Department
16+ yrs
Trustee
RD
Regions Bank Trust Department
16+ yrs
Custodian
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 |
| Infirmary Health System Inc | Mobile, AL | $663,522 | UNRESTRICTED CONTRIBUTION | 2019 |
| Ums-Wright Prepatory School | Mobile, AL | $663,522 | UNRESTRICTED CONTRIBUTION | 2019 |
| Infirmary Health System Inc | Mobile, AL | $615,928 | UNRESTRICTED CONTRIBUTION | 2017 |
| Ums-Wright Prepatory School | 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 |
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