Roberts Charitable Foundation Tr 2003

Westerly, RI
Tax-exempt since Dec. 2005
EIN: 22-6948512

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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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$783k (2023)

Expenses

$1.1M (2023)

Total Assets

$22.4M (2023)

Total Liabilities

$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

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 Dec.
2023

Revenue

$782,879

Expenses

$1,101,698

Net Income

-$318,819

Net Assets

$22,401,763

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,961	0.3%
Dividends	$573,914	73.3%
Sales of Assets	$203,550	26.0%
Other Income	$3,454	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$991,181	90.0%
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	$22,401,763
Total Liabilities	$0
Net Assets	$22,401,763

Compensation

Key Employees and Officers	Compensation	Other
Grant G Simmons Iii (Trustee)	$0	$0
Robert C Murray (Trustee)	$0	$0
Carl A Contiguglia (Trustee)	$0	$0

990-PF

Filed on Sept. 27, 2024

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

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Schedules ▼

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Fiscal Year Ending Dec.
2022

Revenue

$964,917

Expenses

$1,373,674

Net Income

-$408,757

Net Assets

$20,363,165

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,699	0.4%
Dividends	$654,770	67.9%
Sales of Assets	$305,644	31.7%
Other Income	$804	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,258,450	91.6%
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	$20,363,165
Total Liabilities	$0
Net Assets	$20,363,165

Compensation

Key Employees and Officers	Compensation	Other
Grant G Simmons Iii (Trustee)	$0	$0
Robert C Murray (Trustee)	$0	$0
Carl A Contiguglia (Trustee)	$0	$0

990-PF

Filed on Nov. 6, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$2,294,177

Expenses

$1,149,765

Net Income

$1,144,412

Net Assets

$26,291,278

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$15,947	0.7%
Dividends	$872,801	38.0%
Sales of Assets	$1,405,127	61.2%
Other Income	$302	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,051,748	91.5%
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	$26,291,278
Total Liabilities	$0
Net Assets	$26,291,278

Compensation

Key Employees and Officers	Compensation	Other
Grant G Simmons Iii (Trustee)	$0	$0
Robert C Murray (Trustee)	$0	$0
Carl A Contiguglia (Trustee)	$0	$0

990-PF

Filed on Oct. 27, 2022

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

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Schedules ▼

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Fiscal Year Ending Dec.
2020

Revenue

$643,601

Expenses

$515,252

Net Income

$128,349

Net Assets

$24,790,834

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$17,931	2.8%
Dividends	$180,563	28.1%
Sales of Assets	$444,957	69.1%
Other Income	$150	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$414,302	80.4%
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	$24,790,835
Total Liabilities	$1
Net Assets	$24,790,834

Compensation

Key Employees and Officers	Compensation	Other
Grant G Simmons Iii (Trustee)	$0	$0
Robert C Murray (Trustee)	$0	$0
Carl A Contiguglia (Trustee)	$0	$0

990-PF

Filed on Nov. 2, 2021

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$957,885

Expenses

$597,424

Net Income

$360,461

Net Assets

$21,530,935

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$59,344	6.2%
Dividends	$290,316	30.3%
Sales of Assets	$570,394	59.5%
Other Income	$37,831	3.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$504,866	84.5%
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	$21,530,936
Total Liabilities	$1
Net Assets	$21,530,935

Compensation

Key Employees and Officers	Compensation	Other
Grant G Simmons Iii (Trustee)	$0	$0
Robert C Murray (Trustee)	$0	$0
Carl A Contiguglia (Trustee)	$0	$0

990-PF

Filed on Oct. 21, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$560,090

Expenses

$313,797

Net Income

$246,293

Net Assets

$18,424,710

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$75,467	13.5%
Dividends	$597,094	> 100%
Sales of Assets	-$112,587
Other Income	$116	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$213,598	68.1%
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	$18,424,710
Total Liabilities	$0
Net Assets	$18,424,710

Compensation

Key Employees and Officers	Compensation	Other
Grant G Simmons Iii (Trustee)	$0	$0
Robert C Murray (Trustee)	$0	$0
Carl A Contiguglia (Trustee)	$0	$0

990-PF

Filed on Oct. 25, 2019

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

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Schedules ▼

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Fiscal Year Ending Dec.
2017

Revenue

$1,272,585

Expenses

$599,481

Net Income

$673,104

Net Assets

$19,971,668

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$43	0.0%
Dividends	$570,160	44.8%
Sales of Assets	$702,284	55.2%
Other Income	$98	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$489,536	81.7%
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	$20,171,668
Total Liabilities	$200,000
Net Assets	$19,971,668

Compensation

Key Employees and Officers	Compensation	Other
Grant G Simmons Iii (Trustee)	$0	$0
Robert C Murray (Trustee)	$0	$0
Carl A Contiguglia (Trustee)	$0	$0

990-PF

Filed on Sept. 8, 2018

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

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XML

Fiscal Year Ending Dec.
2016

Revenue

-$20,269

Expenses

$773,682

Net Income

-$793,951

Net Assets

$17,619,303

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$28
Dividends	$27,440
Sales of Assets	-$47,737
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$687,651	88.9%
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	$18,719,303
Total Liabilities	$1,100,000
Net Assets	$17,619,303

Compensation

Key Employees and Officers	Compensation	Other
Grant G Simmons Iii (Trustee)	$0	$0
Robert C Murray (Trustee)	$0	$0
Carl A Contiguglia (Trustee)	$0	$0

990-PF

Filed on Nov. 15, 2017

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$1,290,630

Expenses

$2,318,196

Net Income

-$1,027,566

Net Assets

$16,549,491

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$414,055	32.1%
Sales of Assets	$876,575	67.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,162,795	93.3%
Compensation of Officers*	$81,982	3.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$16,549,491
Total Liabilities	$0
Net Assets	$16,549,491

Compensation

Key Employees and Officers	Compensation	Other
Morgan Stanley Private Bank (Trustee)	$81,982	$0

990-PF

Filed on Nov. 15, 2016

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

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Schedules ▼

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Fiscal Year Ending Dec.
2014

Revenue

$1,401,870

Expenses

$989,870

Net Income

$412,000

Net Assets

$17,464,862

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$472,342	33.7%
Sales of Assets	$885,523	63.2%
Other Income	$44,005	3.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$796,308	80.4%
Compensation of Officers*	$137,803	13.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$17,464,862
Total Liabilities	$0
Net Assets	$17,464,862

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$1,640,894

Expenses

$3,067,258

Net Income

-$1,426,364

Net Assets

$17,108,599

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$467,468	28.5%
Sales of Assets	$1,142,327	69.6%
Other Income	$31,099	1.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,901,394	94.6%
Compensation of Officers*	$153,015	5.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$17,108,599
Total Liabilities	$0
Net Assets	$17,108,599

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

-$132,652

Expenses

$877,476

Net Income

-$1,010,128

Net Assets

$18,548,260

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$593,052
Sales of Assets	$0
Other Income	-$129

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$714,324	81.4%
Compensation of Officers*	$142,559	16.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$18,548,260
Total Liabilities	$0
Net Assets	$18,548,260

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$6,000,621

Expenses

$850,794

Net Income

$5,149,827

Net Assets

$19,193,661

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,028,444	83.8%
Interest Revenue	$0
Dividends	$339,177	5.7%
Sales of Assets	$633,180	10.6%
Other Income	-$180

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$677,430	79.6%
Compensation of Officers*	$225,887	26.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$19,193,661
Total Liabilities	$0
Net Assets	$19,193,661

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Roberts Charitable Foundation Tr 2003

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $783k (2023)

Expenses $1.1M (2023)

Total Assets $22.4M (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Revenue

$783k (2023)

Expenses

$1.1M (2023)

Total Assets

$22.4M (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Dec.
2023

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2022

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2021

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2020

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2019

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2018

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2017

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2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

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Fiscal Year Ending Dec.
2005

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Fiscal Year Ending Dec.
2003