Nonprofit · EIN 72-6214520
BELLE G ROBERTS CHARITABLE TR
Tax-exempt · MOBILE, AL 36633
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-PF | $1,818,300 | $1,152,686 | $665,614 | $16,002,619 | $0 | $16,002,619 |
| March 31, 2025 | 990-PF | $1,299,126 | $1,061,397 | $237,729 | $15,336,986 | $0 | $15,336,986 |
| March 31, 2024 | 990-PF | $893,694 | $1,050,137 | -$156,443 | $15,099,257 | $0 | $15,099,257 |
Financial details: 990-PF for the year ended March 31, 2026
Revenue
- Dividends
- $527,483
- Net gain from sales of assets
- $1,290,817
Expenses
- Grants and similar amounts paid
- $871,694
- Compensation of officers, directors and key employees
- $164,249
- Disbursements for charitable purposes
- $964,444
- Excise tax on investment income
- $22,982
Balance sheet and other
- Total assets, start of year
- $15,336,986
- Total assets, end of year
- $16,002,619
- Total liabilities, end of year
- $0
- Net assets, end of year
- $16,002,619
- Fair market value of assets
- $20,573,668
- Qualifying distributions
- $964,444
- Net investment income
- $1,818,300
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK P O BOX 2527, MOBILE, AL 36622 | TRUSTEE | 4 | $164,249 |
| LEE GOODLOE 1850 CONCEPTION ST RD, MOBILE, AL 36610 | DIST. COMM | 0.2 | $0 |
| MICHAEL LEE SR 52 N JACKSON ST, MOBILE, AL 36602 | DIST. COMM - CHAIRMAN | 0.2 | $0 |
| BESTOR WARD 450 ST LOUIS ST, MOBILE, AL 36602 | DIST. COMM | 0.2 | $0 |
990-PF for the year ended March 31, 2025: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK P O BOX 2527, MOBILE, AL 36622 | TRUSTEE | 4 | $159,255 |
| ANGUS COOPER PO BOX 1566, MOBILE, AL 36633 | DIST. COMM | 0.2 | $0 |
| ALLEN LADD 2065 OLD SHELL RD, MOBILE, AL 36607 | DIST. COMM | 0.2 | $0 |
| MITCHELL SHACKLEFORD 355 CHARLESTON CT, MOBILE, AL 36608 | DIST. COMM - CHAIRMAN | 0.2 | $0 |
| MICHAEL LEE SR 52 N JACKSON ST, MOBILE, AL 36602 | DIST. COMM | 0.2 | $0 |
| DREW DELANEY 2480 E I-65 SERVICE RD N, MOBILE, AL 36607 | DIST. COMM | 0.2 | $0 |
990-PF for the year ended March 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK P O BOX 2527, MOBILE, AL 36622 | TRUSTEE | 4 | $151,308 |
| ANGUS COOPER PO BOX 1566, MOBILE, AL 36633 | DIST. COMM | 0.2 | $0 |
| ALLEN LADD 2065 OLD SHELL RD, MOBILE, AL 36607 | DIST. COMM | 0.2 | $0 |
| MITCHELL SHACKLEFORD 355 CHARLESTON CT, MOBILE, AL 36608 | DIST. COMM - CHAIRMAN | 0.2 | $0 |
| MICHAEL LEE SR 52 N JACKSON ST, MOBILE, AL 36602 | DIST. COMM | 0.2 | $0 |
| DREW DELANEY 2480 E I-65 SERVICE RD N, MOBILE, AL 36607 | DIST. COMM | 0.2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1628, MOBILE, AL 36633-1628
- In care of
- % REGIONS BANK ROGER COLE TRUST
- Signed the 990-PF
- REGIONS BANK TRUST DEPT, TRUSTEE
- Phone
- (251) 431-8309
- Return prepared by
- SMITH DUKES & BUCKALEW LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990-PF on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 72-6214520
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2003
- Accounting year ends
- March
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $16,002,619
- Income (IRS master file)
- $6,605,554
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2026 | $1,818,300 | $1,152,686 | $16,002,619 | XML |
| 990-PF | March 2025 | $1,299,126 | $1,061,397 | $15,336,986 | XML |
| 990-PF | March 2024 | $893,694 | $1,050,137 | $15,099,257 | XML |
| 990-PF | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 72-6214520).
Questions about BELLE G ROBERTS CHARITABLE TR
- What is the EIN of BELLE G ROBERTS CHARITABLE TR?
- The employer identification number (EIN) of BELLE G ROBERTS CHARITABLE TR is 72-6214520.
- Is BELLE G ROBERTS CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to BELLE G ROBERTS CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BELLE G ROBERTS CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BELLE G ROBERTS CHARITABLE TR due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BELLE G ROBERTS CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2026.
- Who are the officers and directors of BELLE G ROBERTS CHARITABLE TR?
- The 990-PF for the year ended March 31, 2026 lists 4 people; 1 received compensation from the organization, the highest $164,249 (REGIONS BANK, TRUSTEE).
- How much revenue does BELLE G ROBERTS CHARITABLE TR have?
- On its 990-PF for the year ended March 31, 2026 it reported revenue of $1,818,300, expenses of $1,152,686 and total assets of $16,002,619 at year end.
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