E A Roberts Charitable Trust | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like E A Roberts Charitable Trust. Data shown is extracted from Form 990-PF filings.
EIN: 63-6215720
Foundation Overview
Based in Mobile, AL, E A Roberts Charitable Trust has awarded 26 grants totaling $17,725,034 to organizations in Alabama. Individual grants range from $572,181 to $775,689, with a median award of $677,880.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
0 of 4 recipients (0%) were new grantees. Foundation maintains tight relationships with established partners. New applicants rarely succeed without insider connections.
Geographic Focus
100% of all grants are concentrated in Alabama, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Alabama, funding concentrates in Mobile (100%).
Funding Trajectory
Stable funding levels with 11% change over 8 years indicate consistent grant-making capacity and predictable philanthropic resources. This stability suggests reliable ongoing funding opportunities.
Program Areas
Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into E A Roberts Charitable Trust's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Infirmary Health System Inc | $684,404 | Mobile, AL, US | Unrestricted Contribution | 2024 |
| Ums-wright Prepatory School | $684,404 | Mobile, AL, US | Unrestricted Contribution | 2024 |
| Infirmary Health System Inc | $684,404 | Mobile, AL, US | Unrestricted Contribution | 2024 |
| Ums-wright Prepatory School | $684,404 | Mobile, AL, US | Unrestricted Contribution | 2024 |
| Infirmary Health System Inc | $677,880 | Mobile, AL, US | Unrestricted Contribution | 2023 |
| Ums-wright Prepatory School | $677,880 | Mobile, AL, US | Unrestricted Contribution | 2023 |
| Infirmary Health System Inc | $677,880 | Mobile, AL, US | Unrestricted Contribution | 2023 |
| Ums-wright Prepatory School | $677,880 | Mobile, AL, US | Unrestricted Contribution | 2023 |
| Infirmary Health System Inc | $775,689 | Mobile, AL, US | Unrestricted Contribution | 2022 |
| Ums-wright Prepatory School | $775,689 | Mobile, AL, US | Unrestricted Contribution | 2022 |
| Infirmary Health System Inc | $775,689 | Mobile, AL, US | Unrestricted Contribution | 2022 |
| Ums-wright Prepatory School | $775,689 | Mobile, AL, US | Unrestricted Contribution | 2022 |
| Infirmary Health System Inc | $775,689 | Mobile, AL, US | Unrestricted Contribution | 2022 |
| Ums-wright Prepatory School | $775,689 | Mobile, AL, US | Unrestricted Contribution | 2022 |
| Infirmary Health System Inc | $703,742 | Mobile, AL, US | Unrestricted Contribution | 2021 |
| Ums-wright Prepatory School | $703,742 | Mobile, AL, US | Unrestricted Contribution | 2021 |
| Infirmary Health System Inc | $645,125 | Mobile, AL, US | Unrestricted Contribution | 2020 |
| Ums-wright Prepatory School | $645,125 | Mobile, AL, US | Unrestricted Contribution | 2020 |
| Infirmary Health System Inc | $572,181 | Mobile, AL, US | Unrestricted Contribution | 2019 |
| Ums-wright Prepatory School | $572,181 | Mobile, AL, US | Unrestricted Contribution | 2019 |
| Infirmary Health System Inc | $663,522 | Mobile, AL, US | Unrestricted Contribution | 2018 |
| Ums-wright Prepatory School | $663,522 | Mobile, AL, US | Unrestricted Contribution | 2018 |
| Infirmary Health System Inc | $610,384 | Mobile, AL, US | Unrestricted Contribution | 2017 |
| Ums-wright Prepatory School | $610,384 | Mobile, AL, US | Unrestricted Contribution | 2017 |
| Infirmary Health System Inc | $615,928 | Mobile, AL, US | Unrestricted Contribution | 2016 |
| Ums-wright Prepatory School | $615,928 | Mobile, AL, US | Unrestricted Contribution | 2016 |
Foundations Similar to E A Roberts Charitable Trust
Discover 5 foundations with comparable assets ($19,248,873-$32,649,301), similar grant patterns, and geographic focus in AL that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
William Baldwin Yung Charitable Trust
EIN: 61-6662338 | 8 grants awarded |
$29,189,835
(≈ Similar) |
$339,926
median grant |
Montgomery, AL
Same state |
|
|
Belle G Roberts Charitable Tr
EIN: 72-6214520 | 16 grants awarded |
$19,248,873
(↓ Smaller) |
$410,799.5
median grant |
Mobile, AL
Same state |
|
|
The Barnard Charitable Trust
EIN: 87-6529807 | 1 grants awarded |
$32,636,709
(≈ Similar) |
$717,859
median grant |
Colleyville, TX |
|
|
The Meadowlark Foundation
EIN: 27-4327976 | 13 grants awarded |
$32,649,301
(≈ Similar) |
$1,236,114
median grant |
Saratoga Springs, NY |
|
|
Frazza Family Foundation Inc
EIN: 31-1487811 | 10 grants awarded |
$32,540,055
(≈ Similar) |
$353,515
median grant |
Vero Beach, FL |
|
Related Foundation Resources in AL:
Contact Information
Official contact details for E A Roberts Charitable Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 63-6215720 |
| Website | N/A |
| Address | PO BOX 2527 Mobile, AL 36652-2527 |
Key People (5)
Board members, trustees, and key staff who oversee E A Roberts Charitable Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | Regions Bank Trust Department |
|---|---|
| Custodian | Regions Bank Trust Department |
| Director | Mr R Mitchell Shackleford Iii |
| Director | Mr Allen H Ladd |
| Director | Angus R Cooper Iii |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for E A Roberts Charitable Trust is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
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