E R Roberts Family Foundation

Palm Bch Gdns, FL
Tax-exempt since May 2001
EIN: 31-1772701

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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 / Corporate Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$58.8k (2024)

Expenses

$47.7k (2024)

Total Assets

$373k (2024)

Total Liabilities

$0 (2024)

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 Nov.
2024

Revenue

$58,816

Expenses

$47,705

Net Income

$11,111

Net Assets

$373,252

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$263	0.4%
Dividends	$11,609	19.7%
Sales of Assets	$46,944	79.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$46,125	96.7%
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	$373,252
Total Liabilities	$0
Net Assets	$373,252

Compensation

Key Employees and Officers	Compensation	Other
Marc Roberts (Director)	$0	$0
Nancy Roberts (Treasurer)	$0	$0

990-PF

Filed on Jan. 22, 2025

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

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Fiscal Year Ending Nov.
2023

Revenue

$26,687

Expenses

$43,835

Net Income

-$17,148

Net Assets

$396,000

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$224	0.8%
Dividends	$6,221	23.3%
Sales of Assets	$20,242	75.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$42,225	96.3%
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	$396,000
Total Liabilities	$0
Net Assets	$396,000

Compensation

Key Employees and Officers	Compensation	Other
Marc Roberts (Director)	$0	$0
Nancy Roberts (Treasurer)	$0	$0

990-PF

Filed on Aug. 13, 2024

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

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XML

Fiscal Year Ending Nov.
2022

Revenue

$36,878

Expenses

$49,512

Net Income

-$12,634

Net Assets

$417,783

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,169	33.0%
Sales of Assets	$24,709	67.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$47,078	95.1%
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	$417,783
Total Liabilities	$0
Net Assets	$417,783

Compensation

Key Employees and Officers	Compensation	Other
Marc Roberts (Director)	$0	$0
Nancy Roberts (Director)	$0	$0

990-PF

Filed on June 13, 2023

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

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XML

Fiscal Year Ending Nov.
2021

Revenue

$49,903

Expenses

$44,442

Net Income

$5,461

Net Assets

$412,870

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$15,000	30.1%
Interest Revenue	$0
Dividends	$8,172	16.4%
Sales of Assets	$26,731	53.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$42,182	94.9%
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	$412,870
Total Liabilities	$0
Net Assets	$412,870

Compensation

Key Employees and Officers	Compensation	Other
Marc Roberts (Director)	$0	$0
Nancy Roberts (Director)	$0	$0

990-PF

Filed on May 17, 2022

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

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Schedules ▼

XML

Fiscal Year Ending Nov.
2020

Revenue

$19,361

Expenses

$36,471

Net Income

-$17,110

Net Assets

$407,408

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$57	0.3%
Dividends	$8,822	45.6%
Sales of Assets	$10,482	54.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$34,254	93.9%
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	$407,409
Total Liabilities	$1
Net Assets	$407,408

Compensation

Key Employees and Officers	Compensation	Other
Edward R Roberts Dec Dod 072620 (Director 0 5 Hrs Per Week)	$0	$0
Marc Roberts (Director 0 5 Hrs Per Week)	$0	$0
Nancy C Roberts (Director 0 5 Hrs Per Week)	$0	$0

990-PF

Filed on March 8, 2021

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

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XML

Fiscal Year Ending Nov.
2019

Revenue

$28,365

Expenses

$16,795

Net Income

$11,570

Net Assets

$424,518

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$198	0.7%
Dividends	$8,863	31.2%
Sales of Assets	$19,304	68.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,850	94.4%
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	$424,519
Total Liabilities	$1
Net Assets	$424,518

Compensation

Key Employees and Officers	Compensation	Other
Edward R Roberts (Director 0 5 Hrs Per Week)	$0	$0
Marc Roberts (Director 0 5 Hrs Per Week)	$0	$0
Nancy C Roberts (Director 0 5 Hrs Per Week)	$0	$0

990-PF

Filed on April 13, 2020

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

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XML

Fiscal Year Ending Nov.
2018

Revenue

$29,287

Expenses

$25,600

Net Income

$3,687

Net Assets

$412,949

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$130	0.4%
Dividends	$8,652	29.5%
Sales of Assets	$20,505	70.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,850	97.1%
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	$412,949
Total Liabilities	$0
Net Assets	$412,949

Compensation

Key Employees and Officers	Compensation	Other
Edward R Roberts (Director 0 5 Hrs Per Week)	$0	$0
Marc Roberts (Director 0 5 Hrs Per Week)	$0	$0
Nancy C Roberts (Director 0 5 Hrs Per Week)	$0	$0

990-PF

Filed on April 3, 2019

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

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Fiscal Year Ending Nov.
2017

Revenue

$11,529

Expenses

$28,100

Net Income

-$16,571

Net Assets

$409,262

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$29	0.3%
Dividends	$7,429	64.4%
Sales of Assets	$4,071	35.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,600	94.7%
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	$409,262
Total Liabilities	$0
Net Assets	$409,262

Compensation

Key Employees and Officers	Compensation	Other
Edward R Roberts (Director 0 5 Hours Per Week)	$0	$0
Marc Roberts (Director 0 5 Hours Per Week)	$0	$0
Nancy C Roberts (Director 0 5 Hours Per Week)	$0	$0

990-PF

Filed on April 17, 2018

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

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Fiscal Year Ending Nov.
2016

Revenue

$20,328

Expenses

$25,352

Net Income

-$5,024

Net Assets

$425,833

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.0%
Dividends	$7,891	38.8%
Sales of Assets	$12,432	61.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,150	95.3%
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	$425,833
Total Liabilities	$0
Net Assets	$425,833

Compensation

Key Employees and Officers	Compensation	Other
Edward R Roberts (Director 0 5 Hours Per Week)	$0	$0
Marc Roberts (Director 0 5 Hours Per Week)	$0	$0
Nancy C Roberts (Director 0 5 Hours Per Week)	$0	$0

990-PF

Filed on April 3, 2017

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

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Fiscal Year Ending Nov.
2015

Revenue

$32,053

Expenses

$23,600

Net Income

$8,453

Net Assets

$430,857

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$10,414	32.5%
Sales of Assets	$21,636	67.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,650	96.0%
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	$430,857
Total Liabilities	$0
Net Assets	$430,857

Compensation

Key Employees and Officers	Compensation	Other
Edward R Roberts (Director 0 5 Hours Per Week)	$0	$0
Marc Roberts (Director 0 5 Hours Per Week)	$0	$0
Nancy C Roberts (Director 0 5 Hours Per Week)	$0	$0

990-PF

Filed on April 13, 2016

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

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Fiscal Year Ending Nov.
2014

Revenue

$24,035

Expenses

$27,100

Net Income

-$3,065

Net Assets

$422,404

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$9,651	40.2%
Sales of Assets	$14,380	59.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,350	97.2%
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	$422,404
Total Liabilities	$0
Net Assets	$422,404

Compensation

Key Employees and Officers	Compensation	Other
Edward R Roberts (Director 0 5 Hours Per Week)	$0	$0
Marc Roberts (Director 0 5 Hours Per Week)	$0	$0
Nancy C Roberts (Director 0 5 Hours Per Week)	$0	$0

990-PF

Filed on March 11, 2015

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

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Fiscal Year Ending Nov.
2013

Revenue

$5,727

Expenses

$21,062

Net Income

-$15,335

Net Assets

$425,468

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$5,710	99.7%
Sales of Assets	$16	0.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,312	96.4%
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	$425,469
Total Liabilities	$1
Net Assets	$425,468

990-PF

Filed on April 28, 2014

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

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Fiscal Year Ending Nov.
2012

Revenue

$18,924

Expenses

$26,065

Net Income

-$7,141

Net Assets

$440,803

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$10,908	57.6%
Sales of Assets	$8,013	42.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,065	100%
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	$440,804
Total Liabilities	$1
Net Assets	$440,803

990-PF

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

PDF

Fiscal Year Ending Nov.
2011

Revenue

$7,507

Expenses

$12,500

Net Income

-$4,993

Net Assets

$447,945

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6	0.1%
Dividends	$7,501	99.9%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,500	100%
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	$447,945
Total Liabilities	$0
Net Assets	$447,945

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

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E R Roberts Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $58.8k (2024)

Expenses $47.7k (2024)

Total Assets $373k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Nov. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$58.8k (2024)

Expenses

$47.7k (2024)

Total Assets

$373k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Nov.
2024

Fiscal Year Ending Nov.
2023

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2022

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2021

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2020

Fiscal Year Ending Nov.
2019

Fiscal Year Ending Nov.
2018

Fiscal Year Ending Nov.
2017

Fiscal Year Ending Nov.
2016

Fiscal Year Ending Nov.
2015

Fiscal Year Ending Nov.
2014

Fiscal Year Ending Nov.
2013

Fiscal Year Ending Nov.
2012

Fiscal Year Ending Nov.
2011

Fiscal Year Ending Nov.
2010

Fiscal Year Ending Nov.
2009

Fiscal Year Ending Nov.
2008

Fiscal Year Ending Nov.
2007

Fiscal Year Ending Nov.
2006

Fiscal Year Ending Nov.
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Fiscal Year Ending Nov.
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Fiscal Year Ending Nov.
2001