Roberts Family Foundation Inc
- Assets
- $2.8m
- Revenue
- $281.7k
- Investments
- $2.8m
- Employees
- 0
- Location
- Zionsville, IN
- Founding
- 02/2012
- Data as of
- 12/2021
- EIN
- 27-1529236
Organization Overview
Roberts Family Foundation Inc is located in Zionsville, IN. The organization was established in 2012. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Roberts Family Foundation Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Roberts Family Foundation Inc generated $281.7k in total revenue. This organization has experienced exceptional growth, as over the past 4 years, it has increased revenue by an average of 46.7% each year . All expenses for the organization totaled $255.5k during the year ending 12/2021. While expenses have increased by 3.1% per year over the past 4 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Roberts Family Foundation Inc has awarded 12 individual grants totaling $415,000. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
N/A
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Alan Mclaughlin Director | 1 | $0 | |
Kelsie Roberts Director | 1 | $0 | |
Allison Dejong Director | 1 | $0 | |
Robin R Roberts Director, Vice President | 1 | $0 | |
John T Roberts Director, President | 5 | $0 | |
Charles Roberts Director | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $95,240 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $186,450 |
| Capital Gain Net Income | $186,450 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $281,690 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $4,071 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $45,544 |
| Contributions, gifts, grants paid | $210,000 |
| Total expenses and disbursements | $255,544 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $15,461 |
| Savings and temporary cash investments | $51,471 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $1,773 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $2,827,065 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Roberts Family Foundation Inc has awarded $210,000 in support to 6 organizations.
| Grant Recipient | Amount |
|---|---|
Indianapolis, IN PURPOSE: SCHOOL ON WHEELS PROVIDES EDUCATION AND ADVOCACY FOR STUDENTS WHOSE FAMILY IS HOMELESS. THE ROBERTS FAMILY FOUNDATION PROVIDED FUNDING AS A MATCH FOR OTHER DONORS TO THE AGENCY. | $50,000 |
Lebanon, IN PURPOSE: THE COMMUNITY FOUNDATION OF BOONE COUNTY UNITES PEOPLE, ORGANIZATIONS AND PHILANTHROPY TO CREATE A THRIVING COMMUNITY FOR ALL. THE ROBERTS FAMILY FOUNDATION IS FUNDING THEIR COVID RELIEF FUND FOR BOONE COUNTY NON-PROFIT AGENCIES. | $45,000 |
BOYS AND GIRLS CLUB OF BOONE COUNTY PURPOSE: DONATION OF $20,000 AS A MATCH TO HELP ENCOURAGE COMMUNITY FUNDING OF THE BOYS AND GIRLS CLUB OF BOONE COUNTY. $25,000 TO FUND OTHER ACTIVITIES AND CLUB RELATED PROGRAMS TO PROVIDE FOR THE NEEDIEST CHILDREN IN THE BOONE COUNTY AREA. | $45,000 |
Lebanon, IN PURPOSE: MENTORING YOUTH IN BOONE COUNTY MATCHING VOLUNTEERS WITH INDIVIDUAL CHILDREN 9-12 (SPARK), MIDDLE SCHOOL YOUTH (IGNITE) AND HIGH SCHOOL AGE (GRAD COACH) AS WELL AS PROGRAM TO KEEP DISADVANTAGED HIGH SCHOOL STUDENT IN SCHOOL LONG ENOUGH TO GRADUATE. $10,000 FOR EACH PROGRAM. $10,000 FOR THE YOUTH ASSISTANCE PROGRAM WHICH SERVES AS EARLY INTERVENTION FOR YOUTHS AGES 3-17 FACING CHALLENGING LIFE CIRCUMSTANCES. | $30,000 |
Indianapolis, IN PURPOSE: SECOND HELPINGS IS AN ORGANIZATION DEDICATED TO FEEDING THE HUNGRY IN CENTRAL INDIANA. THEY PROVIDE HOT MEALS TO COMMUNITY CENTERS, HOMELESS SHELTERS, SENIOR CENTERS, AND NONPROFIT CLUBS PROVIDING DAYCARE FOR CHILDREN. THE FOUNDATION FUNDED THE COVID 19 RESPONSES TO FEED CHILDREN DURING SCHOOL CLOSINGS. | $20,000 |
Evergreen, CO PURPOSE: FIRST IS HERE TO PROVIDE NUTRITIOUS FOOD AND SUPPLIES TO NON-PROFITS WHO ARE SERVING RECORD NUMBERS OF CHILDREN, ADULTS, INCLUDING SENIORS, IN THEIR LOCAL COMMUNITIES. | $20,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
International Childrens Fund Inc Neenah, WI | $1,153,019 | $79,562,043 |
Pritzker Family Foundation Chicago, IL | $156,116,781 | $25,309,600 |
James S Mcdonnell Foundation St Louis, MO | $496,119,714 | $80,243,658 |
Patterson Family Foundation Kansas City, MO | $1,526,002,008 | $1,174,628,172 |
Paul M Angell Family Foundation Chicago, IL | $1,816,327 | $24,997,411 |
Alfred And Isabel Bader 2014 Charitable Trust Milwaukee, WI | $88,717,556 | $62,553,918 |
Nina Mason Pulliam Charitable Tr Indianapolis, IN | $513,484,211 | $27,103,020 |
Anthony Pritzker Fam Foundation Chicago, IL | $0 | $37,184,888 |
Robert And Adele Schiff Family Foundation Inc Milwaukee, WI | $226,331,394 | $18,541,997 |
Paula And Rodger Riney Foundation St Louis, MO | $118,536,395 | $1,770,419 |
Pritzker Traubert Foundation Chicago, IL | $0 | $14,671,849 |
Fund For Wisconsin Scholars Inc Madison, WI | $273,321,225 | $22,010,196 |