Roberts Fam Foundation
- Assets
- $297.9k
- Revenue
- $160.7k
- Investments
- $296.0k
- Employees
- 0
- Location
- Tulsa, OK
- Founding
- Data as of
- 12/2023
- EIN
- 38-7280523
Organization Overview
Roberts Fam Foundation is located in Tulsa, OK. 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 Fam 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 12/2023, Roberts Fam Foundation generated $160.7k in total revenue. This represents relatively stable growth, over the past 3 years the organization has increased revenue by an average of 2.1% each year.
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Anne Roberts Trustee | 0 | $0 | |
Keith Roberts Trustee | 0 | $0 | |
Rachel Roberts Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $151,744 |
| Interest on Savings | $50 |
| Dividends & Interest | $8,860 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $41 |
| Capital Gain Net Income | $41 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $160,695 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $53 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $662 |
| Total operating and administrative expenses | $1,377 |
| Contributions, gifts, grants paid | $7,500 |
| Total expenses and disbursements | $8,877 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $1,933 |
| 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 | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $297,932 |
| 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 |