Civic Intelligence

E a Roberts Charitable Trust #1255000599

990PF • Fiscal year 2013 • EIN 63-6215720

Apr 01, 2012 to Mar 31, 2013 • Filed on Sep 11, 2013

PO Box 288636652
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$25,017,883

Flat from 2013

Net Assets

$25,017,883

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2013

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$1,294,690

Flat from 2013

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0Assets 2012: $24,546,110Liabilities 2012: $0Net Assets 2012: $24,546,1102012Assets 2013: $25,017,883Liabilities 2013: $0Net Assets 2013: $25,017,8832013Assets 2013: $25,017,883Liabilities 2013: $12013Assets 2014: $27,171,419Liabilities 2014: $0Net Assets 2014: $27,171,4192014Assets 2015: $28,238,299Liabilities 2015: $0Net Assets 2015: $28,238,2992015Assets 2016: $26,754,799Liabilities 2016: $0Net Assets 2016: $26,754,7992016Assets 2017: $27,659,403Liabilities 2017: $0Net Assets 2017: $27,659,4032017Assets 2018: $28,182,834Liabilities 2018: $0Net Assets 2018: $28,182,8342018Assets 2019: $28,826,389Liabilities 2019: $9,408Net Assets 2019: $28,816,9812019Assets 2020: $26,069,818Liabilities 2020: $0Net Assets 2020: $26,069,8182020Assets 2021: $33,808,310Liabilities 2021: $0Net Assets 2021: $33,808,3102021Assets 2022: $33,272,196Liabilities 2022: $0Net Assets 2022: $33,272,1962022Assets 2023: $30,031,649Liabilities 2023: $0Net Assets 2023: $30,031,6492023Assets 2024: $32,806,002Liabilities 2024: $12024Assets 2025: $32,600,537Liabilities 2025: $0Net Assets 2025: $32,600,5372025

Highlighted filing

2013

Assets$25,017,883
Liabilities$0
Net Assets$25,017,883

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0MExpenses 2012: $1,267,4392012Expenses 2013: $1,294,6902013Revenue 2013: $1,468,913Expenses 2013: $1,294,690Net Income 2013: $174,2232013Revenue 2014: $2,393,752Expenses 2014: $1,345,599Net Income 2014: $1,048,1532014Revenue 2015: $2,151,759Expenses 2015: $1,428,066Net Income 2015: $723,6932015Revenue 2016: $1,679,643Expenses 2016: $1,508,483Net Income 2016: $171,1602016Revenue 2017: $2,158,493Expenses 2017: $1,481,544Net Income 2017: $676,9492017Revenue 2018: $2,339,008Expenses 2018: $1,442,712Net Income 2018: $896,2962018Revenue 2019: $1,943,291Expenses 2019: $1,603,396Net Income 2019: $339,8952019Revenue 2020: $3,789,877Expenses 2020: $1,438,846Net Income 2020: $2,351,0312020Revenue 2021: $1,306,683Expenses 2021: $1,552,132Net Income 2021: -$245,4492021Revenue 2022: $2,896,513Expenses 2022: $1,784,869Net Income 2022: $1,111,6442022Revenue 2023: $1,013,146Expenses 2023: $1,825,693Net Income 2023: -$812,5472023Revenue 2024: $1,107,098Expenses 2024: $1,653,365Net Income 2024: -$546,2672024Revenue 2025: $2,030,439Expenses 2025: $1,730,990Net Income 2025: $299,4492025

Highlighted filing

2013

Revenue-
Expenses$1,294,690
Net Income-
Jump To
Filing Snapshot
Filing Period
Apr 1, 2012 to Mar 31, 2013
Signed
Sep 11, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANK TRUST DEPARTMENTTrustee-$155,204-$155,204
REGIONS BANK TRUST DEPARTMENTCustodian-$36,181-$36,181
MRS SARAH L DAMSONDirector-$300-$300
MR TK JACKSON IIIDirector-$300-$300
MR JOHN C JOHNSONDirector-$300-$300
MRS JOY M GRODNICKDirector-$300-$300
ALLEN H LADDDirector-$100-$100
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantINFIRMARY HEALTH SYSTEM INCUNRESTRICTED CONTRIBUTION501(C)(3) ORGMOBILE, AL, US$532,733
Paid GrantUMS-WRIGHT PREPATORY SCHOOLUNRESTRICTED CONTRIBUTION501(C)(3) ORGMOBILE, AL, US$532,733
Filing and Contact Details

Filer

EIN
63-6215720
Raw XML Appendix399 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0REGIONS BANK TRUST DEPARTMENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1MRS SARAH L DAMSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2MR TK JACKSON III
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3MR JOHN C JOHNSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4MRS JOY M GRODNICK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName5ALLEN H LADD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName6REGIONS BANK TRUST DEPARTMENT
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear201103665
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IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.245640
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions01150830
IRS990PF/QualifyingDistributions/ExpensesAndContributions01150830
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IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions01150830
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
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IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0REGIONS BANK
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber02516901411
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1011 NORTH WATER STREET 25TH FLOOR
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0MOBILE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0AL
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode036602
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IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0AL
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0532733
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1532733
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0UNRESTRICTED CONTRIBUTION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1UNRESTRICTED CONTRIBUTION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10INFIRMARY HEALTH SYSTEM INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11UMS-WRIGHT PREPATORY SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501(C)(3) ORG
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1501(C)(3) ORG
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10PO BOX 2144
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1165 NORTH MOBILE STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0MOBILE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1MOBILE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0AL
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode036652
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode136607
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear01065466
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear085364
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear101065466
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted01163386
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions01150830
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY01078022
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear01065466
OtherDecreasesSchedule/OtherDecreases/Amount04034
OtherDecreasesSchedule/OtherDecreases/Description0UNALLOWABLE WASH SALE LOSSES
OtherIncreasesSchedule/OtherIncreases/Amount0301584
OtherIncreasesSchedule/OtherIncreases/Description0NET UNREALIZED GAINS ON INVESTMENTS IAW SFAS NO. 124
TaxesSchedule/Taxes/Amount00
TaxesSchedule/Taxes/Amount122313
TaxesSchedule/Taxes/Category0EXCISE TAX
TaxesSchedule/Taxes/Category1FOREIGN TAX
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome1424
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0636215720
ReturnHeader/Filer/Name/BusinessNameLine10E A ROBERTS CHARITABLE TRUST #1255000599
ReturnHeader/Filer/NameControl0EARO
ReturnHeader/Filer/Phone02516901411
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 2886
ReturnHeader/Filer/USAddress/City0MOBILE
ReturnHeader/Filer/USAddress/State0AL
ReturnHeader/Filer/USAddress/ZIPCode036652
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-09-11
ReturnHeader/Officer/Name0ROGER COLE
ReturnHeader/Officer/Phone02514318309
ReturnHeader/Officer/Title0TRUST ADVISOR
ReturnHeader/PreparerFirm/EIN0630965059
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10RUSSELL THOMPSON BUTLER & HOUSTON LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO BOX 70106
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0MOBILE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0AL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode036670
ReturnHeader/Preparer/Name0ROBERT J HOUSTON
ReturnHeader/Preparer/Phone02514735550
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-04-01
ReturnHeader/TaxPeriodEndDate02013-03-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-10-31T14:11:46-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$32.6$0.00$32.6$2.03$1.73$0.30
2024Summary only. Only limited summary data is available for this year.$32.8$0.00$1.11$1.65$0.55
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.0$0.00$30.0$1.01$1.83$0.81
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.3$0.00$33.3$2.90$1.78$1.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.8$0.00$33.8$1.31$1.55$0.25
2020Detailed filing. Detailed filing data is available for this year.$26.1$0.00$26.1$3.79$1.44$2.35
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.8$0.01$28.8$1.94$1.60$0.34
2018Detailed filing. Detailed filing data is available for this year.$28.2$0.00$28.2$2.34$1.44$0.90
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.7$0.00$27.7$2.16$1.48$0.68
2016Detailed filing. Detailed filing data is available for this year.$26.8$0.00$26.8$1.68$1.51$0.17
2015Detailed filing. Detailed filing data is available for this year.$28.2$0.00$28.2$2.15$1.43$0.72
2014Detailed filing. Detailed filing data is available for this year.$27.2$0.00$27.2$2.39$1.35$1.05
2013Detailed filing. Detailed filing data is available for this year.$25.0$0.00$25.0$1.29
2013Summary only. Only limited summary data is available for this year.$25.0$0.00$1.47$1.29$0.17
2012Detailed filing. Detailed filing data is available for this year.$24.5$0.00$24.5$1.27