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Roberts Fam Foundation is a private trust based in TULSA, OK. The foundation received its IRS ruling in 2022. The principal officer is Anne Roberts. It holds total assets of $702K. Annual income is reported at $399K. Total assets have grown from $151K in 2021 to $298K in 2023. The foundation is governed by 3 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2021 to 2023. According to available records, Roberts Fam Foundation has made 2 grants totaling $30K, with a median grant of $15K. Grant recipients are concentrated in Oklahoma. Contributions to this foundation are tax-deductible.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Roberts Fam Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 2 grants. Its grantmaking reaches organizations primarily in OK.
Roberts Fam Foundation has distributed a total of $30K across 2 grants. The median grant size is $15K, with an average of $15K. Individual grants have ranged from $15K to $15K.
Roberts Fam Foundation typically selects its grantees rather than accepting unsolicited proposals.
Roberts Fam Foundation is headquartered in TULSA, OK.
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| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Anne Roberts | Trustee | $0 | $0 | N/A |
| Keith Roberts | Trustee | $0 | $0 | N/A |
| Rachel Roberts | Trustee | $0 | $0 | N/A |
Total Giving
$9K
Total Assets
$298K
Fair Market Value
$465K
Net Worth
$298K
Grants Paid
$8K
Contributions
$152K
Net Investment Income
$8K
Distribution Amount
$15K
Total: $296K
Total Grants
2
Total Giving
$30K
Average Grant
$15K
Median Grant
$15K
Unique Recipients
1
Most Common Grant
$15K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Friends Of Catholic EducationCatholic education | Tulsa, OK | $15K | 2022 |
TULSA, OK
ARDMORE, OK
OKLAHOMA CITY, OK