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Roberts Family Foundation Inc

  • Zionsville, IN
  • Tax-exempt since Feb. 2012
  • EIN: 27-1529236

Organization summary

Type of Nonprofit

Designated as a 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.

Summary charts: organization finances over time

Revenue
$80.1k (2024)

Expenses
$225k (2024)

Total Assets
$2.63M (2024)

Total Liabilities
$0 (2024)

Years with missing data
Source: Form 990 tax filings from 2011 to 2024

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.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$80,076
Expenses
$225,278
Net Income
-$145,202
Net Assets
$2,634,296
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $96,261
> 100%
Sales of Assets -$16,185
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $192,050
85.3%
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 $2,634,296
Total Liabilities $0
Net Assets $2,634,296
Compensation
Key Employees and Officers Compensation Other
John T Roberts (Director, President) $0 $0
Robin R Roberts (Director, Vice President) $0 $0
Alan Mclaughlin (Director) $0 $0
Allison Dejong (Director) $0 $0
Kelsie Roberts (Director) $0 $0
Charles Roberts (Director) $0 $0
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Document Links

990-PF
Filed on May 14, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$408,452
Expenses
$241,963
Net Income
$166,489
Net Assets
$2,779,498
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $106,145
26.0%
Sales of Assets $302,307
74.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $209,650
86.6%
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 $2,779,498
Total Liabilities $0
Net Assets $2,779,498
Compensation
Key Employees and Officers Compensation Other
John T Roberts (Director, President) $0 $0
Robin R Roberts (Director, Vice President) $0 $0
Alan Mclaughlin (Director) $0 $0
Allison Dejong (Director) $0 $0
Kelsie Roberts (Director) $0 $0
Charles Roberts (Director) $0 $0
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Document Links

990-PF
Filed on May 9, 2024

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

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$37,902
Expenses
$254,387
Net Income
-$216,485
Net Assets
$2,610,550
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $108,519
> 100%
Sales of Assets -$70,617
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $217,850
85.6%
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 $2,610,550
Total Liabilities $0
Net Assets $2,610,550
Compensation
Key Employees and Officers Compensation Other
John T Roberts (Director, President) $0 $0
Robin R Roberts (Director, Vice President) $0 $0
Alan Mclaughlin (Director) $0 $0
Allison Dejong (Director) $0 $0
Kelsie Roberts (Director) $0 $0
Charles Roberts (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on May 11, 2023

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

View Filing
XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$281,690
Expenses
$255,544
Net Income
$26,146
Net Assets
$2,827,065
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $95,240
33.8%
Sales of Assets $186,450
66.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $225,500
88.2%
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 $2,827,065
Total Liabilities $0
Net Assets $2,827,065
Compensation
Key Employees and Officers Compensation Other
John T Roberts (Director, President) $0 $0
Robin R Roberts (Director, Vice President) $0 $0
Alan Mclaughlin (Director) $0 $0
Allison Dejong (Director) $0 $0
Kelsie Roberts (Director) $0 $0
Charles Roberts (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 15, 2022

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

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$190,686
Expenses
$245,747
Net Income
-$55,061
Net Assets
$2,801,155
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $87,967
46.1%
Sales of Assets $102,719
53.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $220,372
89.7%
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 $2,801,156
Total Liabilities $1
Net Assets $2,801,155
Compensation
Key Employees and Officers Compensation Other
John T Roberts (Director, President) $0 $0
Robin R Roberts (Director, Vice President) $0 $0
Alan Mclaughlin (Director) $0 $0
Allison Dejong (Director) $0 $0
Kelsie Roberts (Director) $0 $0
Charles Roberts (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Oct. 27, 2021

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$176,835
Expenses
$235,612
Net Income
-$58,777
Net Assets
$2,855,768
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $121,554
68.7%
Sales of Assets $55,281
31.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $210,180
89.2%
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 $2,858,768
Total Liabilities $3,000
Net Assets $2,855,768

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2018

No Extracted Financial Data

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

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2017

No Extracted Financial Data

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

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

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

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$60,745
Expenses
$226,472
Net Income
-$165,727
Net Assets
$3,019,004
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $89,390
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $190,725
84.2%
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 $3,019,004
Total Liabilities $0
Net Assets $3,019,004

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$142,669
Expenses
$220,055
Net Income
-$77,386
Net Assets
$3,174,915
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $98,600
69.1%
Sales of Assets $44,069
30.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $180,000
81.8%
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 $3,174,915
Total Liabilities $0
Net Assets $3,174,915

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$138,599
Expenses
$204,099
Net Income
-$65,500
Net Assets
$3,260,258
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $93,116
67.2%
Sales of Assets $45,483
32.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $168,000
82.3%
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 $3,263,258
Total Liabilities $3,000
Net Assets $3,260,258

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$63,801
Expenses
$183,088
Net Income
-$119,287
Net Assets
$3,325,758
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $99
0.2%
Dividends $89,746
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $145,000
79.2%
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 $3,334,758
Total Liabilities $9,000
Net Assets $3,325,758

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,284,861
Expenses
$162,475
Net Income
$1,122,386
Net Assets
$3,445,045
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $581
0.0%
Dividends $73,009
5.7%
Sales of Assets $1,211,271
94.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $95,000
58.5%
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 $3,445,045
Total Liabilities $0
Net Assets $3,445,045

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

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

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

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

Document Links

990-PF

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

PDF

About This Data

What Is This Data?

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

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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