Roberts Foundation

Organization Overview

Roberts Foundation is located in Centerville, OH. The organization was established in 1986. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking 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 Foundation 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 11/2021, Roberts Foundation generated $222.9k in total revenue. This organization has experienced exceptional growth, as over the past 5 years, it has increased revenue by an average of 36.6% each year . All expenses for the organization totaled $84.8k during the year ending 11/2021. You can explore the organizations financials more deeply in the financial statements section below.

Mission & Program ActivityExcerpts From the 990PF Filing

TAX YEAR

2021

Describe the Organization's Program Activity:

Part 3 - Line 4a

PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER CHARITABLE ORGANIZATIONS EXEMPT


UNDER INTERNAL REVENUE CODE SECTION 501(C)(3).


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Board, Officers & Key Employees

Name (title)Compensation
Burnell R Roberts
Trustee
$0
Evan R Roberts
Trustee
$0

Financial Statements

Statement of Revenue
Contributions, Gifts, Grants & Similar $0
Interest on Savings $7
Dividends & Interest $21,579
Net Rental Income$0
Net Gain on Sale of Assets $201,299
Capital Gain Net Income $201,299
Net ST Capital Gain $0
Income Modifications $0
Profit on Inventory Sales $0
Other Income $0
Total Revenue $222,885

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