Civic Intelligence

E a Roberts Charitable Trust #1255000599

990PF • Fiscal year 2018 • EIN 63-6215720

Apr 01, 2017 to Mar 31, 2018 • Filed on Oct 04, 2018

Organization Profile
PO Box 2886Mobile, AL 36652

(251) 431-8309

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

10th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

10th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • $25M-$50M nonprofits • Source year 2018

Net Margin

85th percentile

38%

Higher net margin than 85% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

32nd percentile

$147,457

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 6.3% of source-year revenue.

2018 filings • $25M-$50M nonprofits • Source year 2018

Asset Growth

49th percentile

1.9%

Faster asset growth than 49% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

60th percentile

8.4%

Faster revenue growth than 60% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$28,182,834

Up $523,431 (+1.9%) from 2017

Net Assets

Up

$28,182,834

Up $523,431 (+1.9%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin85th percentile

Revenue

Up

$2,339,008

Up $180,515 (+8.4%) from 2017

Expenses

Down

$1,442,712

Down $38,832 (-2.6%) from 2017

Net Income

Up

$896,296

Up $219,347 (+32%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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: $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

2018

Assets$28,182,834
Liabilities$0
Net Assets$28,182,834
Open 2018 Filing

Operations Trend

Revenue Growth60th percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2012: $1,267,4392012Revenue 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

2018

Revenue$2,339,008
Expenses$1,442,712
Net Income$896,296
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2017 to Mar 31, 2018
Signed
Oct 4, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANK TRUST DEPARTMENTTrustee-$147,457-$147,457
REGIONS BANK TRUST DEPARTMENTCustodian-$42,919-$42,919
MR MICHAEL B LEEDirector-$0--
MR TK JACKSON IIIDirector-$0--
MR JOHN C JOHNSONDirector-$0--
MR MITCHELL SHACKLEFORDDirector-$0--
MR ALLEN H LADDDirector-$0--
Filing and Contact Details

Filer

Filer Name
E a Roberts Charitable Trust
EIN
63-6215720
Phone
2514318309
Address
PO BOX 2886, MOBILE, AL 36652

Signing Officer

Name
Roger Cole
Title
Trust Advisor
Phone
2514318309
Signed
2018-10-04
Discuss with paid preparer
Yes

Preparer

Firm
Russell Thompson Butler & Houston Llp
Address
PO BOX 70106, MOBILE, AL 36670
Preparer
Robert J Houston
Phone
2514735550
Raw XML AppendixShowing 400 of 417 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1TAX PREPARATION FEES
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01405240
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0REGIONS BANK TRUST DEPARTMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MR MICHAEL B LEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MR TK JACKSON III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MR JOHN C JOHNSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4MR MITCHELL SHACKLEFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5MR ALLEN H LADD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6REGIONS BANK TRUST DEPARTMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6CUSTODIAN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 173
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt33601 LONGVIEW LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt41850 CONCEPTION STREET RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt52065 OLD SHELL ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6PO BOX 2527
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MOBILE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2MOBILE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3MOBILE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4MOBILE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5MOBILE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6MOBILE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0AL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1AL
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4AL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5AL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6AL
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd436610
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd636622
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01334135
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01356374
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01306330
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01322507
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01253067
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01168924
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt01150830
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.047470
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.048936
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.049280
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.045544
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.045222
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.048367
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt022239
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt028104798
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt026694652
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt026836685
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt027513330
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt025848759
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt023793788
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01376725
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.237349
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01354486
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01376725
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt022239
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01376725
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt07
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0THIS INCOME IS PART OF THE ORGANIZATION'S REQUIRED DISTRIBUTIONS TO UMS WRIGHT PREPARATORY SCHOOL AND INFIRMARY HEALTH SYSTEMS
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0REGIONS BANK
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt011 NORTH WATER STREET 25TH FLOOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MOBILE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd036602
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02514318309
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0610384
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1610384
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1UNRESTRICTED CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0INFIRMARY HEALTH SYSTEM INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1UMS-WRIGHT PREPATORY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3) ORG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3) ORG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 2144
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt165 NORTH MOBILE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MOBILE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MOBILE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd036652
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd136607
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01220768
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0155958
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01220767
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01383001
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01376725
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01227043
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01220767
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03225
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt03225
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0372865
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0NET UNREALIZED GAINS/(LOSSES) ON INVESTMENTS IAW SFAS NO. 124
TaxesSchedule/TaxesDetail/Amt010891
TaxesSchedule/TaxesDetail/Amt1452
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1452
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROGER COLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST ADVISOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02514318309
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0E A ROBERTS CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0#1255000599
ReturnHeader/Filer/BusinessNameControlTxt0EARO
ReturnHeader/Filer/EIN0636215720
ReturnHeader/Filer/PhoneNum02514318309
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2886
ReturnHeader/Filer/USAddress/CityNm0MOBILE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036652
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09B70C85EAC16FF4144273B3304EA1CFFBCAC219F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09B70C85EAC16FF4144273B3304EA1CFFBCAC219F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,182,834
Liabilities
$0
Net assets
$28,182,834
Revenue
$2,339,008
Expenses
$1,442,712
Net income
$896,296
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
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