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E A Roberts Charitable Tr 32 0013 01 4

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn’t provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$1.01M (2023)

Expenses
$1.83M (2023)

Total Assets
$30M (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2012 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending March
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,013,146
Expenses
$1,825,693
Net Income
-$812,547
Net Assets
$30,031,649
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $759,671
75.0%
Sales of Assets $250,938
24.8%
Other Income $2,537
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,650,121
90.4%
Compensation of Officers* $227,315
12.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $30,031,649
Total Liabilities $0
Net Assets $30,031,649
Compensation
Key Employees and Officers Compensation Other
Regions Bank Trust Department (Trustee) $170,486 $0
Regions Bank Trust Department (Custodian) $56,829 $0
Mr R Mitchell Shackleford Iii (Director) $0 $0
Mr Allen H Ladd (Director) $0 $0
Angus R Cooper Iii (Director) $0 $0

Document Links

Fiscal Year Ending March
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,896,513
Expenses
$1,784,869
Net Income
$1,111,644
Net Assets
$33,272,196
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $740,802
25.6%
Sales of Assets $2,153,128
74.3%
Other Income $2,583
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,520,724
85.2%
Compensation of Officers* $258,907
14.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $33,272,196
Total Liabilities $0
Net Assets $33,272,196
Compensation
Key Employees and Officers Compensation Other
Regions Bank Trust Department (Trustee) $194,180 $0
Regions Bank Trust Department (Custodian) $64,727 $0
Mr R Mitchell Shackleford Iii (Director) $0 $0
Mr Allen H Ladd (Director) $0 $0
Angus R Cooper Iii (Director) $0 $0

Document Links

Fiscal Year Ending March
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,306,683
Expenses
$1,552,132
Net Income
-$245,449
Net Assets
$33,808,310
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $687,058
52.6%
Sales of Assets $613,869
47.0%
Other Income $5,756
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,385,237
89.2%
Compensation of Officers* $227,632
14.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $33,808,310
Total Liabilities $0
Net Assets $33,808,310
Compensation
Key Employees and Officers Compensation Other
Regions Bank Trust Department (Trustee) $170,724 $0
Regions Bank Trust Department (Custodian) $56,908 $0
Mr Tk Jackson Iii (Director) $0 $0
Mr John C Johnson (Director) $0 $0
Mr R Mitchell Shackleford Iii (Director) $0 $0
Mr Allen H Ladd (Director) $0 $0
Angus R Cooper Iii (Director) $0 $0

Document Links

Fiscal Year Ending March
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,789,877
Expenses
$1,438,846
Net Income
$2,351,031
Net Assets
$26,069,817
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $729,746
19.3%
Sales of Assets $3,056,934
80.7%
Other Income $3,197
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,239,630
86.2%
Compensation of Officers* $225,380
15.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $26,069,818
Total Liabilities $1
Net Assets $26,069,817
Compensation
Key Employees and Officers Compensation Other
Regions Bank Trust Department (Trustee) $169,035 $0
Regions Bank Trust Department (Custodian) $56,345 $0
Mr Tk Jackson Iii (Director) $0 $0
Mr John C Johnson (Director) $0 $0
Mr R Mitchell Shackleford Iii (Director) $0 $0
Mr Allen H Ladd (Director) $0 $0
Angus R Cooper Iii (Director) $0 $0

Document Links

Fiscal Year Ending March
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,943,291
Expenses
$1,603,396
Net Income
$339,895
Net Assets
$28,816,981
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $645,168
33.2%
Sales of Assets $1,292,000
66.5%
Other Income $6,123
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,474,336
92.0%
Compensation of Officers* $220,466
13.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $28,826,389
Total Liabilities $9,408
Net Assets $28,816,981
Compensation
Key Employees and Officers Compensation Other
Regions Bank Trust Department (Trustee) $165,349 $0
Regions Bank Trust Department (Custodian) $55,117 $0
Mr Tk Jackson Iii (Director) $0 $0
Mr John C Johnson (Director) $0 $0
Mr R Mitchell Shackleford Iii (Director) $0 $0
Mr Allen H Ladd (Director) $0 $0
Angus R Cooper Iii (Director) $0 $0

Document Links

Fiscal Year Ending March
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,339,008
Expenses
$1,442,712
Net Income
$896,296
Net Assets
$28,182,834
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $588,287
25.2%
Sales of Assets $1,750,721
74.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,376,725
95.4%
Compensation of Officers* $190,376
13.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $28,182,834
Total Liabilities $0
Net Assets $28,182,834
Compensation
Key Employees and Officers Compensation Other
Regions Bank Trust Department (Trustee) $147,457 $0
Regions Bank Trust Department (Custodian) $42,919 $0
Mr Michael B Lee (Director) $0 $0
Mr Tk Jackson Iii (Director) $0 $0
Mr John C Johnson (Director) $0 $0
Mr Mitchell Shackleford (Director) $0 $0
Mr Allen H Ladd (Director) $0 $0

Document Links

Fiscal Year Ending March
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,158,493
Expenses
$1,481,544
Net Income
$676,949
Net Assets
$27,659,403
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $599,340
27.8%
Sales of Assets $1,554,153
72.0%
Other Income $5,000
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,326,076
89.5%
Compensation of Officers* $210,143
14.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $27,659,403
Total Liabilities $0
Net Assets $27,659,403
Compensation
Key Employees and Officers Compensation Other
Regions Bank Trust Department (Trustee) $169,089 $0
Regions Bank Trust Department (Custodian) $39,654 $0
Mr Michael B Lee (Director) $300 $0
Mr Tk Jackson Iii (Director) $300 $0
Mr John C Johnson (Director) $300 $0
Mr Allen H Ladd (Director) $300 $0
Mr Mitchell Shackleford (Director) $200 $0

Document Links

Fiscal Year Ending March
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,679,643
Expenses
$1,508,483
Net Income
$171,160
Net Assets
$26,754,799
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $625,022
37.2%
Sales of Assets $1,049,621
62.5%
Other Income $5,000
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,336,814
88.6%
Compensation of Officers* $212,964
14.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $26,754,799
Total Liabilities $0
Net Assets $26,754,799
Compensation
Key Employees and Officers Compensation Other
Regions Bank Trust Department (Trustee) $171,439 $0
Regions Bank Trust Department (Custodian) $40,225 $0
Mr Michael B Lee (Director) $300 $0
Mr Tk Jackson Iii (Director) $300 $0
Mr John C Johnson (Director) $300 $0
Mr Mitchell Shackleford (Director) $200 $0
Mr Allen H Ladd (Director) $200 $0

Document Links

Fiscal Year Ending March
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,151,759
Expenses
$1,428,066
Net Income
$723,693
Net Assets
$28,238,299
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $593,634
27.6%
Sales of Assets $1,558,125
72.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,253,067
87.7%
Compensation of Officers* $216,943
15.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $28,238,299
Total Liabilities $0
Net Assets $28,238,299
Compensation
Key Employees and Officers Compensation Other
Regions Bank Trust Department (Trustee) $174,770 $0
Regions Bank Trust Department (Custodian) $41,073 $0
Mr Tk Jackson Iii (Director) $300 $0
Mr John C Johnson (Director) $300 $0
Allen H Ladd (Director) $300 $0
Mrs Joy M Grodnick (Director) $200 $0
Mrs Sarah L Damson (Director) $0 $0

Document Links

Fiscal Year Ending March
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,393,752
Expenses
$1,345,599
Net Income
$1,048,153
Net Assets
$27,171,419
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $589,733
24.6%
Sales of Assets $1,804,019
75.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,168,924
86.9%
Compensation of Officers* $204,367
15.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $27,171,419
Total Liabilities $0
Net Assets $27,171,419
Compensation
Key Employees and Officers Compensation Other
Regions Bank Trust Department (Trustee) $164,204 $0
Regions Bank Trust Department (Custodian) $38,763 $0
Mrs Sarah L Damson (Director) $300 $0
Mr Tk Jackson Iii (Director) $300 $0
Mr John C Johnson (Director) $300 $0
Allen H Ladd (Director) $300 $0
Mrs Joy M Grodnick (Director) $200 $0

Document Links

Fiscal Year Ending March
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,468,913
Expenses
$1,294,690
Net Income
$174,223
Net Assets
$25,017,882
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $602,892
41.0%
Sales of Assets $866,021
59.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,150,830
88.9%
Compensation of Officers* $192,685
14.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $25,017,883
Total Liabilities $1
Net Assets $25,017,882

Document Links

Fiscal Year Ending March
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,197,215
Expenses
$1,267,439
Net Income
-$70,224
Net Assets
$24,546,109
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $611,453
51.1%
Sales of Assets $585,762
48.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,127,166
88.9%
Compensation of Officers* $190,287
15.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $24,546,110
Total Liabilities $1
Net Assets $24,546,109

Document Links

Fiscal Year Ending March
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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