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Roberts Family Foundation

  • Dallas, TX
  • Tax-exempt since Sept. 1998
  • EIN: 36-7186052

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 Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$384k (2024)

Expenses
$261k (2024)

Total Assets
$3.96M (2024)

Total Liabilities
$0 (2024)

Years with missing data
Source: Form 990 tax filings from 2012 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 April
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$384,494
Expenses
$260,900
Net Income
$123,594
Net Assets
$3,958,620
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $97,735
25.4%
Sales of Assets $275,861
71.7%
Other Income $10,898
2.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $225,369
86.4%
Compensation of Officers* $46,093
17.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,958,620
Total Liabilities $0
Net Assets $3,958,620
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $46,093 $0
John H Roberts (Distribution Committee Member) $0 $0
Juli Blunt (Distribution Committee Member) $0 $0

Document Links

990-PF
Filed on June 25, 2024

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

View Filing
PDF XML

Fiscal Year Ending April
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$170,456
Expenses
$310,624
Net Income
-$140,168
Net Assets
$3,835,023
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $84,215
49.4%
Sales of Assets $86,241
50.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $255,661
82.3%
Compensation of Officers* $42,981
13.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,835,023
Total Liabilities $0
Net Assets $3,835,023
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $42,981 $0
John H Roberts (Distribution Committee Member) $0 $0
Juli Blunt (Distribution Committee Member) $0 $0

Document Links

990-PF
Filed on Aug. 1, 2023

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

View Filing
PDF XML

Fiscal Year Ending April
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$565,540
Expenses
$268,137
Net Income
$297,403
Net Assets
$3,963,845
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $145,310
25.7%
Sales of Assets $420,230
74.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $227,647
84.9%
Compensation of Officers* $48,038
17.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,963,845
Total Liabilities $0
Net Assets $3,963,845
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $48,038 $0
John H Roberts (Distribution Committee Member) $0 $0
Juli Blunt (Distribution Committee Member) $0 $0

Document Links

990-PF
Filed on Aug. 30, 2022

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

View Filing
PDF XML

Fiscal Year Ending April
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$378,192
Expenses
$228,665
Net Income
$149,527
Net Assets
$3,669,675
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $73,586
19.5%
Sales of Assets $302,185
79.9%
Other Income $2,421
0.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $197,003
86.2%
Compensation of Officers* $42,427
18.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,669,676
Total Liabilities $1
Net Assets $3,669,675
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $42,427 $0
John H Roberts (Distribution Committee Member) $0 $0
Juli Blunt (Distribution Committee Member) $0 $0

Document Links

990-PF
Filed on June 21, 2021

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

View Filing
XML

Fiscal Year Ending April
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$81,487
Expenses
$227,697
Net Income
-$146,210
Net Assets
$3,526,749
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $84,048
> 100%
Sales of Assets $0
Other Income $1,122
1.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $198,503
87.2%
Compensation of Officers* $38,927
17.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,526,749
Total Liabilities $0
Net Assets $3,526,749

Document Links

990-PF

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

PDF

Fiscal Year Ending April
2019

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 April
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 April
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$318,057
Expenses
$197,807
Net Income
$120,250
Net Assets
$3,324,579
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $200,081
62.9%
Interest Revenue $0
Dividends $71,921
22.6%
Sales of Assets $46,043
14.5%
Other Income $12
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $169,892
85.9%
Compensation of Officers* $31,753
16.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,324,579
Total Liabilities $0
Net Assets $3,324,579

Document Links

990-PF

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

PDF

Fiscal Year Ending April
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$495,749
Expenses
$159,491
Net Income
$336,258
Net Assets
$3,292,557
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $203,625
41.1%
Interest Revenue $0
Dividends $69,729
14.1%
Sales of Assets $222,392
44.9%
Other Income $3
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $125,779
78.9%
Compensation of Officers* $31,357
19.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,292,557
Total Liabilities $0
Net Assets $3,292,557

Document Links

990-PF

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

PDF

Fiscal Year Ending April
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$375,080
Expenses
$179,928
Net Income
$195,152
Net Assets
$2,969,060
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $75,946
20.2%
Sales of Assets $299,134
79.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $154,146
85.7%
Compensation of Officers* $29,524
16.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,969,060
Total Liabilities $0
Net Assets $2,969,060

Document Links

990-PF

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

PDF

Fiscal Year Ending April
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$234,896
Expenses
$159,673
Net Income
$75,223
Net Assets
$2,770,648
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $74,549
31.7%
Sales of Assets $160,347
68.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $139,386
87.3%
Compensation of Officers* $27,487
17.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,770,648
Total Liabilities $0
Net Assets $2,770,648

Document Links

990-PF

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

PDF

Fiscal Year Ending April
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$191,565
Expenses
$157,434
Net Income
$34,131
Net Assets
$2,696,967
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $98,387
51.4%
Sales of Assets $93,144
48.6%
Other Income $34
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $131,491
83.5%
Compensation of Officers* $27,855
17.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,696,967
Total Liabilities $0
Net Assets $2,696,967

Document Links

990-PF

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

PDF

Fiscal Year Ending April
2011

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 April
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 April
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

Fiscal Year Ending April
2008

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 April
2007

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 April
2006

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 April
2005

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 April
2003

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 April
2002

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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