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Roberts Foundation is a private trust based in MOUNTAIN BRK, AL. The foundation received its IRS ruling in 1986. The principal officer is Evan Roberts. It holds total assets of $2.5M. Annual income is reported at $2.8M. The foundation is governed by 2 officers and trustees. Please note, the foundation is not involved in any direct charitable activities. Its primary purpose is to support, by contributions, other charitable organizations exempt. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. According to available records, Roberts Foundation has made 3 grants totaling $164K, with a median grant of $55K. Annual giving has grown from $54K in 2020 to $110K in 2022. Individual grants have ranged from $54K to $55K, with an average award of $55K. Grant recipients are concentrated in Ohio. Contributions to this foundation are tax-deductible.
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).
Please note, the foundation is not involved in any direct charitable activities. Its primary purpose is to support, by contributions, other charitable organizations exempt. Based on available records, the foundation has funded 3 grants. Its grantmaking reaches organizations primarily in OH.
Roberts Foundation has distributed a total of $164K across 3 grants. The median grant size is $55K, with an average of $55K. Individual grants have ranged from $54K to $55K.
Roberts Foundation typically selects its grantees rather than accepting unsolicited proposals.
Roberts Foundation is headquartered in MOUNTAIN BRK, AL.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Evan R Roberts | Trustee | $0 | $0 | N/A |
| Burnell R Roberts | trustee, deceased 2/28/23 | $0 | $0 | N/A |
Total Giving
$122K
Total Assets
$1.4M
Fair Market Value
$1.7M
Net Worth
$1.4M
Grants Paid
$85K
Contributions
N/A
Net Investment Income
$26K
Distribution Amount
$82K
Total: $1.1M
Total Grants
3
Total Giving
$164K
Average Grant
$55K
Median Grant
$55K
Unique Recipients
1
Most Common Grant
$55K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| See Attachmentgeneral charitable purposes | Dayton, OH | $55K | 2022 |
BIRMINGHAM, AL
BIRMINGHAM, AL
BIRMINGHAM, AL