Belle G Roberts Charitable Tr

Mobile, AL
Tax-exempt since April 2003
EIN: 72-6214520

Receive an email when new data is available for this organization.

Type of Nonprofit

Designated as a 501(c)(3) 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.

Revenue

$1.3M (2025)

Expenses

$1.06M (2025)

Total Assets

$15.3M (2025)

Total Liabilities

$0 (2025)

Years with missing data

Source: Form 990 tax filings from 2012 to 2025

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
2025

Revenue

$1,299,126

Expenses

$1,061,397

Net Income

$237,729

Net Assets

$15,336,986

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$489,408	37.7%
Sales of Assets	$809,718	62.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$879,233	82.8%
Compensation of Officers*	$159,255	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	$15,336,986
Total Liabilities	$0
Net Assets	$15,336,986

Compensation

Key Employees and Officers	Compensation	Other
Regions Bank (Trustee)	$159,255	$0
Angus Cooper (Dist. Comm)	$0	$0
Allen Ladd (Dist. Comm)	$0	$0
Mitchell Shackleford (Dist. Comm Chairman)	$0	$0
Michael Lee Sr (Dist. Comm)	$0	$0
Drew Delaney (Dist. Comm)	$0	$0

+ View more people

990-PF

Filed on Oct. 6, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending March
2024

Revenue

$893,694

Expenses

$1,050,137

Net Income

-$156,443

Net Assets

$15,099,257

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$420,142	47.0%
Sales of Assets	$422,761	47.3%
Other Income	$473	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$889,518	84.7%
Compensation of Officers*	$151,308	14.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,099,257
Total Liabilities	$0
Net Assets	$15,099,257

Compensation

Key Employees and Officers	Compensation	Other
Regions Bank (Trustee)	$151,308	$0
Angus Cooper (Dist. Comm)	$0	$0
Allen Ladd (Dist. Comm)	$0	$0
Mitchell Shackleford (Dist. Comm Chairman)	$0	$0
Michael Lee Sr (Dist. Comm)	$0	$0
Drew Delaney (Dist. Comm)	$0	$0

+ View more people

990-PF

Filed on Oct. 21, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending March
2023

Revenue

$1,128,752

Expenses

$1,152,483

Net Income

-$23,731

Net Assets

$15,267,441

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$378,600	33.5%
Sales of Assets	$242,416	21.5%
Other Income	$418,757	37.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$953,709	82.8%
Compensation of Officers*	$146,162	12.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,267,441
Total Liabilities	$0
Net Assets	$15,267,441

Compensation

Key Employees and Officers	Compensation	Other
Regions Bank (Trustee)	$146,162	$0
Angus Cooper (Dist. Comm)	$0	$0
Allen Ladd (Dist. Comm)	$0	$0
Mitchell Shackleford (Dist. Comm)	$0	$0
Michael Lee Sr (Dist. Comm)	$0	$0
Drew Delaney (Dist. Comm)	$0	$0

+ View more people

990-PF

Filed on Aug. 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending March
2022

Revenue

$2,323,824

Expenses

$1,140,932

Net Income

$1,182,892

Net Assets

$15,291,172

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$87	0.0%
Dividends	$381,876	16.4%
Sales of Assets	$1,813,069	78.0%
Other Income	$37,792	1.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$887,327	77.8%
Compensation of Officers*	$163,087	14.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,291,172
Total Liabilities	$0
Net Assets	$15,291,172

Compensation

Key Employees and Officers	Compensation	Other
Regions Bank (Trustee)	$163,087	$0
Angus Cooper (Dist. Comm)	$0	$0
Allen Ladd (Dist. Comm)	$0	$0
Mitchell Shackleford (Dist. Comm)	$0	$0

+ View more people

990-PF

Filed on Sept. 20, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending March
2021

Revenue

$1,309,740

Expenses

$1,073,232

Net Income

$236,508

Net Assets

$14,105,196

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$715	0.1%
Dividends	$341,791	26.1%
Sales of Assets	$886,751	67.7%
Other Income	-$3,517

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$828,824	77.2%
Compensation of Officers*	$149,957	14.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$14,105,197
Total Liabilities	$1
Net Assets	$14,105,196

Compensation

Key Employees and Officers	Compensation	Other
Regions Bank (Trustee)	$148,757	$0
Allen Ladd (Dist. Comm)	$300	$0
Tk Jackson Iii (Dist. Comm)	$300	$0
Angus Cooper (Dist. Comm)	$200	$0
John C Johnson (Dist. Comm)	$200	$0
Mitchell Shackleford (Dist. Comm)	$200	$0

+ View more people

990-PF

Filed on Sept. 2, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending March
2020

Revenue

$1,565,859

Expenses

$1,006,503

Net Income

$559,356

Net Assets

$13,870,089

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10,084	0.6%
Dividends	$355,301	22.7%
Sales of Assets	$1,126,953	72.0%
Other Income	-$10,479

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$816,699	81.1%
Compensation of Officers*	$145,474	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	$13,870,089
Total Liabilities	$0
Net Assets	$13,870,089

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 3) PDF (3 of 3)

Fiscal Year Ending March
2019

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

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending March
2018

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

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending March
2017

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

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending March
2016

Revenue

$1,599,518

Expenses

$1,025,092

Net Income

$574,426

Net Assets

$13,480,169

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$136	0.0%
Dividends	$307,850	19.2%
Sales of Assets	$1,222,087	76.4%
Other Income	-$15,868

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$794,951	77.5%
Compensation of Officers*	$204,015	19.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,480,169
Total Liabilities	$0
Net Assets	$13,480,169

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending March
2015

Revenue

$1,669,733

Expenses

$975,407

Net Income

$694,326

Net Assets

$12,908,832

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$42	0.0%
Dividends	$290,089	17.4%
Sales of Assets	$1,320,601	79.1%
Other Income	-$19,749

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$760,226	77.9%
Compensation of Officers*	$210,599	21.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,908,832
Total Liabilities	$0
Net Assets	$12,908,832

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending March
2014

Revenue

$1,043,327

Expenses

$879,438

Net Income

$163,889

Net Assets

$12,213,290

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$62	0.0%
Dividends	$310,500	29.8%
Sales of Assets	$672,654	64.5%
Other Income	-$18,639

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$699,500	79.5%
Compensation of Officers*	$200,158	22.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,213,290
Total Liabilities	$0
Net Assets	$12,213,290

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending March
2013

Revenue

$731,630

Expenses

$892,764

Net Income

-$161,134

Net Assets

$12,051,735

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$111	0.0%
Dividends	$309,964	42.4%
Sales of Assets	$342,831	46.9%
Other Income	-$401

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$686,629	76.9%
Compensation of Officers*	$195,098	21.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,051,735
Total Liabilities	$0
Net Assets	$12,051,735

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending March
2012

Revenue

$1,118,060

Expenses

$905,123

Net Income

$212,937

Net Assets

$12,212,549

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$115	0.0%
Dividends	$304,778	27.3%
Sales of Assets	$696,155	62.3%
Other Income	$587	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$685,857	75.8%
Compensation of Officers*	$197,107	21.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,212,549
Total Liabilities	$0
Net Assets	$12,212,549

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending March
2011

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

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending March
2010

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

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending March
2009

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

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending March
2008

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

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending March
2007

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

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending March
2006

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

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending March
2005

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

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending March
2004

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

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending March
2003

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

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is 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.

Which Organizations Are Here?

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 »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated March 23, 2026

Belle G Roberts Charitable Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.3M (2025)

Expenses $1.06M (2025)

Total Assets $15.3M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending March 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending March 2019

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending March 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending March 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending March 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending March 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending March 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending March 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending March 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$1.3M (2025)

Expenses

$1.06M (2025)

Total Assets

$15.3M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending March
2025

Fiscal Year Ending March
2024

Fiscal Year Ending March
2023

Fiscal Year Ending March
2022

Fiscal Year Ending March
2021

Fiscal Year Ending March
2020

Fiscal Year Ending March
2019

Fiscal Year Ending March
2018

Fiscal Year Ending March
2017

Fiscal Year Ending March
2016

Fiscal Year Ending March
2015

Fiscal Year Ending March
2014

Fiscal Year Ending March
2013

Fiscal Year Ending March
2012

Fiscal Year Ending March
2011

Fiscal Year Ending March
2010

Fiscal Year Ending March
2009

Fiscal Year Ending March
2008

Fiscal Year Ending March
2007

Fiscal Year Ending March
2006

Fiscal Year Ending March
2005

Fiscal Year Ending March
2004

Fiscal Year Ending March
2003