Daniel K Roberts And Betty Roberts Family Foundation Inc

Stamford, CT
Tax-exempt since June 1990
EIN: 06-1286111

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Oct.
2024

Revenue

$58,792

Expenses

$78,070

Net Income

-$19,278

Net Assets

$1,006,142

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$283	0.5%
Dividends	$31,677	53.9%
Sales of Assets	$26,832	45.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$67,173	86.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,006,142
Total Liabilities	$0
Net Assets	$1,006,142

Compensation

Key Employees and Officers	Compensation	Other
Jeri R Appel (President/Director)	$0	$0
Eric S Roberts (Director)	$0	$0

990-PF

Filed on March 3, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2023

Revenue

$51,992

Expenses

$70,384

Net Income

-$18,392

Net Assets

$1,025,420

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$152	0.3%
Dividends	$30,023	57.7%
Sales of Assets	$21,817	42.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$60,162	85.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,025,420
Total Liabilities	$0
Net Assets	$1,025,420

Compensation

Key Employees and Officers	Compensation	Other
Betty Roberts (Pres./Dir.)	$0	$0
Jeri R Appel (Sec./Dir.)	$0	$0
Eric S Roberts (Dir.)	$0	$0

990-PF

Filed on March 11, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2022

Revenue

$58,991

Expenses

$92,060

Net Income

-$33,069

Net Assets

$1,043,812

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$39	0.1%
Dividends	$28,177	47.8%
Sales of Assets	$30,775	52.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$81,087	88.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,043,812
Total Liabilities	$0
Net Assets	$1,043,812

Compensation

Key Employees and Officers	Compensation	Other
Betty Roberts (Pres./Dir.)	$0	$0
Jeri R Appel (Sec./Dir.)	$0	$0
Eric S Roberts (Dir.)	$0	$0

990-PF

Filed on Sept. 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2021

Revenue

$87,419

Expenses

$72,577

Net Income

$14,842

Net Assets

$1,076,881

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9	0.0%
Dividends	$23,288	26.6%
Sales of Assets	$64,122	73.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$61,041	84.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,076,881
Total Liabilities	$0
Net Assets	$1,076,881

Compensation

Key Employees and Officers	Compensation	Other
Betty Roberts (Pres./Dir.)	$0	$0
Jeri R Appel (Sec./Dir.)	$0	$0
Eric S Roberts (Dir.)	$0	$0

990-PF

Filed on Sept. 6, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2020

Revenue

$64,255

Expenses

$72,046

Net Income

-$7,791

Net Assets

$1,062,038

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$73	0.1%
Dividends	$27,927	43.5%
Sales of Assets	$36,255	56.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$61,992	86.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,062,039
Total Liabilities	$1
Net Assets	$1,062,038

Compensation

Key Employees and Officers	Compensation	Other
Betty Roberts (Pres./Dir.)	$0	$0
Jeri R Appel (Sec./Dir.)	$0	$0
Eric S Roberts (Dir.)	$0	$0

990-PF

Filed on March 30, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2019

Revenue

$31,519

Expenses

$95,494

Net Income

-$63,975

Net Assets

$1,069,829

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$965	3.1%
Dividends	$25,796	81.8%
Sales of Assets	$4,758	15.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$83,719	87.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,069,830
Total Liabilities	$1
Net Assets	$1,069,829

Compensation

Key Employees and Officers	Compensation	Other
Betty Roberts (Pres./Dir.)	$0	$0
Jeri R Appel (Sec./Dir.)	$0	$0
Eric S Roberts (Dir.)	$0	$0

990-PF

Filed on Sept. 17, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Oct.
2018

Revenue

$39,595

Expenses

$60,604

Net Income

-$21,009

Net Assets

$1,133,805

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$810	2.0%
Dividends	$21,363	54.0%
Sales of Assets	$17,422	44.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$48,263	79.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,133,805
Total Liabilities	$0
Net Assets	$1,133,805

Compensation

Key Employees and Officers	Compensation	Other
Daniel K Roberts (Pres./Dir.)	$0	$0
Betty Roberts (Sec./Dir.)	$0	$0
Jeri R Appel (Dir.)	$0	$0
Eric S Roberts (Dir.)	$0	$0

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990-PF

Filed on Sept. 16, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2017

Revenue

$107,256

Expenses

$61,640

Net Income

$45,616

Net Assets

$1,154,814

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$782	0.7%
Dividends	$22,547	21.0%
Sales of Assets	$83,927	78.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,625	82.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,154,814
Total Liabilities	$0
Net Assets	$1,154,814

Compensation

Key Employees and Officers	Compensation	Other
Daniel K Roberts (Pres./Dir.)	$0	$0
Betty Roberts (Sec./Dir.)	$0	$0
Jeri R Appel (Dir.)	$0	$0
Eric S Roberts (Dir.)	$0	$0

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990-PF

Filed on Jan. 29, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Oct.
2015

Revenue

$79,099

Expenses

$102,499

Net Income

-$23,400

Net Assets

$1,094,839

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,941	8.8%
Dividends	$65,115	82.3%
Sales of Assets	$7,043	8.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$94,248	92.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,094,839
Total Liabilities	$0
Net Assets	$1,094,839

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2014

Revenue

$56,770

Expenses

$49,204

Net Income

$7,566

Net Assets

$1,118,239

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,955	12.3%
Dividends	$42,469	74.8%
Sales of Assets	$7,346	12.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,317	84.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,118,239
Total Liabilities	$0
Net Assets	$1,118,239

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2013

Revenue

$44,744

Expenses

$49,800

Net Income

-$5,056

Net Assets

$1,109,888

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,974	15.6%
Dividends	$24,314	54.3%
Sales of Assets	$13,456	30.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,585	89.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,109,888
Total Liabilities	$0
Net Assets	$1,109,888

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2012

Revenue

$60,475

Expenses

$61,967

Net Income

-$1,492

Net Assets

$1,114,944

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,144	15.1%
Dividends	$25,832	42.7%
Sales of Assets	$25,499	42.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$51,940	83.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,114,944
Total Liabilities	$0
Net Assets	$1,114,944

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2011

Revenue

$100,419

Expenses

$57,508

Net Income

$42,911

Net Assets

$1,116,436

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11,332	11.3%
Dividends	$28,994	28.9%
Sales of Assets	$60,093	59.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,478	87.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,116,436
Total Liabilities	$0
Net Assets	$1,116,436

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Daniel K Roberts And Betty Roberts Family Foundation Inc

Organization summary

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending Oct. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Oct. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Oct. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Oct. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Oct. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Oct. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Fiscal Year Ending Oct.
2024

Fiscal Year Ending Oct.
2023

Fiscal Year Ending Oct.
2022

Fiscal Year Ending Oct.
2021

Fiscal Year Ending Oct.
2020

Fiscal Year Ending Oct.
2019

Fiscal Year Ending Oct.
2018

Fiscal Year Ending Oct.
2017

Fiscal Year Ending Oct.
2016

Fiscal Year Ending Oct.
2015

Fiscal Year Ending Oct.
2014

Fiscal Year Ending Oct.
2013

Fiscal Year Ending Oct.
2012

Fiscal Year Ending Oct.
2011

Fiscal Year Ending Oct.
2010

Fiscal Year Ending Oct.
2009

Fiscal Year Ending Oct.
2008

Fiscal Year Ending Oct.
2007

Fiscal Year Ending Oct.
2006

Fiscal Year Ending Oct.
2005

Fiscal Year Ending Oct.
2004

Fiscal Year Ending Oct.
2003

Fiscal Year Ending Oct.
2002

Fiscal Year Ending Oct.
2001