Funder DirectoryE A ROBERTS CHARITABLE TRUST
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Private foundation (trust)EIN 636215720Est. 2000-06

E A ROBERTS CHARITABLE TRUST

MOBILE, AL 36652

Total Assets

$32.6M

FY 2024

Annual Giving

$1.4M

FY 2024

Grants Made

2

FY 2024

Avg Grant

$684K

FY 2024

Grant Range

$684K–$684K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2024 filing

Total Revenue

$2.0M

Total Expenses

$1.7M

Qualifying Distributions

$1.5M

Distributable Amount

$1.6M

Min. Investment Return

$1.6M

Undistributed Income

$1.5M

Payout rate 94%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.94%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

6 years

Giving over time from 2018 to 2024. Peak $1.6M in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

12 grants

INFIRMARY HEALTH SYSTEM INC
$4.0M
6 grants
UMS-WRIGHT PREPATORY SCHOOL
$4.0M
6 grants

Grant Size Distribution

12 grants

<$10K
$10–50K
$50–250K
$250K–1M
12
grants
$1–5M
$5M+

Geographic Focus

1 states

Alabama
$8.0M
100% of total

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E A ROBERTS CHARITABLE TRUST — Grants, Financials & Contact | Grantivo