Margaret A Roberts Charitable Foundation

Chicago, IL
Tax-exempt since July 1999
EIN: 36-7238483

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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

$635k (2024)

Expenses

$1.07M (2024)

Total Assets

$6.98M (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 Dec.
2024

Revenue

$634,664

Expenses

$1,071,570

Net Income

-$436,906

Net Assets

$6,976,899

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$222,427	35.0%
Sales of Assets	$412,237	65.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,020,748	95.3%
Compensation of Officers*	$20,000	1.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,976,899
Total Liabilities	$0
Net Assets	$6,976,899

Compensation

Key Employees and Officers	Compensation	Other
Thomas G Hesse (Trustee)	$20,000	$0
Crystal Melissa Roberts Smittkamp (Trustee)	$0	$0
Daniel Elliot Ostler (Trustee)	$0	$0

990-PF

Filed on May 9, 2025

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$180,508

Expenses

$641,786

Net Income

-$461,278

Net Assets

$7,401,983

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$198,726	> 100%
Sales of Assets	-$18,218
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$591,689	92.2%
Compensation of Officers*	$20,000	3.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,401,983
Total Liabilities	$0
Net Assets	$7,401,983

Compensation

Key Employees and Officers	Compensation	Other
Thomas G Hesse (Trustee)	$20,000	$0
Susan Shawn Roberts (Trustee)	$0	$0
Michael J Roberts (Trustee)	$0	$0

990-PF

Filed on April 28, 2024

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$295,662

Expenses

$577,057

Net Income

-$281,395

Net Assets

$7,858,182

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$239,819	81.1%
Sales of Assets	$55,843	18.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$486,524	84.3%
Compensation of Officers*	$20,000	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	$7,858,182
Total Liabilities	$0
Net Assets	$7,858,182

Compensation

Key Employees and Officers	Compensation	Other
Thomas G Hesse (Trustee)	$20,000	$0
Susan Shawn Roberts (Trustee)	$0	$0
Michael J Roberts (Trustee)	$0	$0

990-PF

Filed on May 5, 2023

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.
2021

Revenue

$987,623

Expenses

$735,400

Net Income

$252,223

Net Assets

$8,139,582

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$263,862	26.7%
Sales of Assets	$723,761	73.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$671,049	91.2%
Compensation of Officers*	$15,000	2.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,139,582
Total Liabilities	$0
Net Assets	$8,139,582

Compensation

Key Employees and Officers	Compensation	Other
Thomas G Hesse (Trustee)	$15,000	$0
Susan Shawn Roberts (Trustee)	$0	$0
Michael J Roberts (Trustee)	$0	$0

990-PF

Filed on May 11, 2022

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$654,884

Expenses

$574,542

Net Income

$80,342

Net Assets

$7,889,091

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$158,736	24.2%
Sales of Assets	$496,148	75.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$516,698	89.9%
Compensation of Officers*	$15,000	2.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,889,092
Total Liabilities	$1
Net Assets	$7,889,091

Compensation

Key Employees and Officers	Compensation	Other
Thomas G Hesse (Trustee)	$15,000	$0
Susan Shawn Roberts (Trustee)	$0	$0
Michael J Roberts (Trustee)	$0	$0

990-PF

Filed on May 12, 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

$517,142

Expenses

$442,918

Net Income

$74,224

Net Assets

$7,808,745

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$187,548	36.3%
Sales of Assets	$329,594	63.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$398,085	89.9%
Compensation of Officers*	$15,000	3.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,808,746
Total Liabilities	$1
Net Assets	$7,808,745

Compensation

Key Employees and Officers	Compensation	Other
Thomas G Hesse (Trustee)	$15,000	$0
Susan Shawn Roberts (Trustee)	$0	$0
Michael J Roberts (Trustee)	$0	$0

990-PF

Filed on June 26, 2020

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$638,398

Expenses

$3,114,622

Net Income

-$2,476,224

Net Assets

$7,709,769

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$232,161	36.4%
Sales of Assets	$406,237	63.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,026,959	97.2%
Compensation of Officers*	$15,000	0.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,709,769
Total Liabilities	$0
Net Assets	$7,709,769

Compensation

Key Employees and Officers	Compensation	Other
Thomas G Hesse (Trustee)	$15,000	$0
Susan Shawn Roberts (Trustee)	$0	$0
Michael J Roberts (Trustee)	$0	$0

990-PF

Filed on May 13, 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

$877,046

Expenses

$418,117

Net Income

$458,929

Net Assets

$9,947,660

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$252,083	28.7%
Sales of Assets	$624,963	71.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$360,021	86.1%
Compensation of Officers*	$15,000	3.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,947,660
Total Liabilities	$0
Net Assets	$9,947,660

Compensation

Key Employees and Officers	Compensation	Other
Thomas G Hesse (Trustee)	$15,000	$0
Susan Shawn Roberts (Trustee)	$0	$0
Michael J Roberts (Trustee)	$0	$0

990-PF

Filed on May 9, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$143,193

Expenses

$2,805,199

Net Income

-$2,662,006

Net Assets

$9,486,111

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$256,525	> 100%
Sales of Assets	-$113,332
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,772,414	98.8%
Compensation of Officers*	$20,000	0.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,486,111
Total Liabilities	$0
Net Assets	$9,486,111

Compensation

Key Employees and Officers	Compensation	Other
Thomas G Hesse (Trustee)	$20,000	$0
Susan Shawn Roberts (Trustee)	$0	$0
Michael J Roberts (Trustee)	$0	$0

990-PF

Filed on May 12, 2017

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.
2015

Revenue

$796,798

Expenses

$985,695

Net Income

-$188,897

Net Assets

$12,148,120

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$321,216	40.3%
Sales of Assets	$475,582	59.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$898,503	91.2%
Compensation of Officers*	$20,000	2.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,148,120
Total Liabilities	$0
Net Assets	$12,148,120

Compensation

Key Employees and Officers	Compensation	Other
Thomas G Hesse (Trustee)	$20,000	$0
Thomas H Roberts Iii (Trustee)	$0	$0
Catherine Roberts (Trustee)	$0	$0
Susan Shawn Roberts (Trustee)	$0	$0
Michael J Roberts (Trustee)	$0	$0

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990-PF

Filed on May 12, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$956,339

Expenses

$941,797

Net Income

$14,542

Net Assets

$12,294,295

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$303,113	31.7%
Sales of Assets	$653,226	68.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$862,018	91.5%
Compensation of Officers*	$20,000	2.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,294,295
Total Liabilities	$0
Net Assets	$12,294,295

Compensation

Key Employees and Officers	Compensation	Other
Thomas G Hesse (Trustee)	$20,000	$0
Thomas H Roberts Iii (Trustee)	$0	$0
Catherine Roberts Suskin (Trustee)	$0	$0
Susan Shawn Roberts (Trustee)	$0	$0
Michael J Roberts (Trustee)	$0	$0

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990-PF

Filed on May 11, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$570,060

Expenses

$697,411

Net Income

-$127,351

Net Assets

$12,324,037

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$275,745	48.4%
Sales of Assets	$294,315	51.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$628,251	90.1%
Compensation of Officers*	$20,000	2.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,324,037
Total Liabilities	$0
Net Assets	$12,324,037

Compensation

Key Employees and Officers	Compensation	Other
Thomas G Hesse (Trustee)	$20,000	$0
Thomas H Roberts Iii (Trustee)	$0	$0
Catherine Roberts Suskin (Trustee)	$0	$0
Susan Shawn Roberts (Trustee)	$0	$0
Michael J Roberts (Trustee)	$0	$0

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990-PF

Filed on May 9, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$1,075,831

Expenses

$637,868

Net Income

$437,963

Net Assets

$12,429,887

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$669,474	62.2%
Interest Revenue	$0
Dividends	$300,533	27.9%
Sales of Assets	$105,824	9.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$521,227	81.7%
Compensation of Officers*	$20,000	3.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,429,888
Total Liabilities	$1
Net Assets	$12,429,887

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$6,154,671

Expenses

$366,845

Net Income

$5,787,826

Net Assets

$11,988,370

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,712,518	92.8%
Interest Revenue	$0
Dividends	$248,514	4.0%
Sales of Assets	$193,639	3.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$303,122	82.6%
Compensation of Officers*	$20,000	5.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,990,243
Total Liabilities	$1,873
Net Assets	$11,988,370

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2001

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

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.

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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.

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Updated January 26, 2026

Margaret A Roberts Charitable Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $635k (2024)

Expenses $1.07M (2024)

Total Assets $6.98M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

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

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$635k (2024)

Expenses

$1.07M (2024)

Total Assets

$6.98M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
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

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001