Roberts Fam Charitable Foundation

New York, NY
Tax-exempt since May 2008
EIN: 59-7277997

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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

$280k (2024)

Expenses

$154k (2024)

Total Assets

$2.38M (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

$279,546

Expenses

$153,934

Net Income

$125,612

Net Assets

$2,380,738

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$57,687	20.6%
Sales of Assets	$221,859	79.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$144,064	93.6%
Compensation of Officers*	$13,564	8.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,380,738
Total Liabilities	$0
Net Assets	$2,380,738

Compensation

Key Employees and Officers	Compensation	Other
Brown Brothers Harriman Tr Co Na (Trustee)	$13,564	$0

990-PF

Filed on May 8, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$117,651

Expenses

$147,793

Net Income

-$30,142

Net Assets

$2,255,137

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$53,490	45.5%
Sales of Assets	$64,161	54.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$138,793	93.9%
Compensation of Officers*	$12,293	8.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,255,137
Total Liabilities	$0
Net Assets	$2,255,137

Compensation

Key Employees and Officers	Compensation	Other
Brown Brothers Harriman Tr Co Na (Trustee)	$12,293	$0

990-PF

Filed on May 8, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$160,514

Expenses

$172,825

Net Income

-$12,311

Net Assets

$2,285,279

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$43,349	27.0%
Sales of Assets	$117,165	73.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$163,251	94.5%
Compensation of Officers*	$12,751	7.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,285,279
Total Liabilities	$0
Net Assets	$2,285,279

Compensation

Key Employees and Officers	Compensation	Other
Brown Brothers Harriman Tr Co Na (Trustee)	$12,751	$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 ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$358,444

Expenses

$147,492

Net Income

$210,952

Net Assets

$2,297,590

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$53,289	14.9%
Sales of Assets	$305,155	85.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$135,246	91.7%
Compensation of Officers*	$14,746	10.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,297,590
Total Liabilities	$0
Net Assets	$2,297,590

Compensation

Key Employees and Officers	Compensation	Other
Brown Brothers Harriman Tr Co Na (Trustee)	$14,746	$0

990-PF

Filed on May 6, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$248,387

Expenses

$149,509

Net Income

$98,878

Net Assets

$2,086,637

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$36,452	14.7%
Sales of Assets	$211,935	85.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$139,794	93.5%
Compensation of Officers*	$13,294	8.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,086,638
Total Liabilities	$1
Net Assets	$2,086,637

Compensation

Key Employees and Officers	Compensation	Other
Brown Brothers Harriman Tr Co Na (Trustee)	$13,294	$0

990-PF

Filed on May 7, 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

$144,155

Expenses

$144,397

Net Income

-$242

Net Assets

$1,987,762

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$34,666	24.0%
Sales of Assets	$109,489	76.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$132,039	91.4%
Compensation of Officers*	$12,759	8.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,987,763
Total Liabilities	$1
Net Assets	$1,987,762

Compensation

Key Employees and Officers	Compensation	Other
Brown Brothers Harriman Tr Co Na (Trustee)	$12,759	$0

990-PF

Filed on May 8, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$187,788

Expenses

$138,377

Net Income

$49,411

Net Assets

$1,988,692

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$48,428	25.8%
Sales of Assets	$139,360	74.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$125,991	91.0%
Compensation of Officers*	$12,590	9.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,988,692
Total Liabilities	$0
Net Assets	$1,988,692

Compensation

Key Employees and Officers	Compensation	Other
Brown Brothers Harriman Tr Co Na (Trustee)	$12,590	$0

990-PF

Filed on May 13, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$148,066

Expenses

$126,585

Net Income

$21,481

Net Assets

$1,940,118

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$35,326	23.9%
Sales of Assets	$112,740	76.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$117,953	93.2%
Compensation of Officers*	$11,439	9.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,940,118
Total Liabilities	$0
Net Assets	$1,940,118

Compensation

Key Employees and Officers	Compensation	Other
Brown Brothers Harriman Tr Co Na (Trustee)	$11,439	$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

$142,435

Expenses

$126,782

Net Income

$15,653

Net Assets

$1,918,642

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$38,472	27.0%
Sales of Assets	$103,963	73.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$119,790	94.5%
Compensation of Officers*	$9,940	7.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,918,642
Total Liabilities	$0
Net Assets	$1,918,642

Compensation

Key Employees and Officers	Compensation	Other
Brown Brothers Harriman Tr Co Na (Trustee)	$9,940	$0

990-PF

Filed on May 11, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$124,445

Expenses

$136,396

Net Income

-$11,951

Net Assets

$1,902,987

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$39,996	32.1%
Sales of Assets	$84,449	67.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$130,126	95.4%
Compensation of Officers*	$9,881	7.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,902,987
Total Liabilities	$0
Net Assets	$1,902,987

Compensation

Key Employees and Officers	Compensation	Other
Brown Brothers Harriman Tr Co Na (Trustee)	$9,881	$0

990-PF

Filed on May 6, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$135,291

Expenses

$130,626

Net Income

$4,665

Net Assets

$1,914,942

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$49,307	36.4%
Sales of Assets	$85,984	63.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$113,798	87.1%
Compensation of Officers*	$16,740	12.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,914,942
Total Liabilities	$0
Net Assets	$1,914,942

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$218,745

Expenses

$119,484

Net Income

$99,261

Net Assets

$1,910,281

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$47,374	21.7%
Sales of Assets	$171,371	78.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$103,997	87.0%
Compensation of Officers*	$15,941	13.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,910,281
Total Liabilities	$0
Net Assets	$1,910,281

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$164,430

Expenses

$113,613

Net Income

$50,817

Net Assets

$1,811,019

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$53,998	32.8%
Sales of Assets	$110,432	67.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$98,562	86.8%
Compensation of Officers*	$15,457	13.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,811,019
Total Liabilities	$0
Net Assets	$1,811,019

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2011

Revenue

$126,323

Expenses

$107,136

Net Income

$19,187

Net Assets

$1,760,206

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$38,902	30.8%
Sales of Assets	$87,421	69.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$92,602	86.4%
Compensation of Officers*	$14,941	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	$1,760,206
Total Liabilities	$0
Net Assets	$1,760,206

990-PF

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

PDF

Fiscal Year Ending Dec.
2010

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

Fiscal Year Ending Dec.
2009

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

Fiscal Year Ending Dec.
2008

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

Fiscal Year Ending Dec.
2007

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

PDF (2 of 2)

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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.

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Roberts Fam Charitable Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $280k (2024)

Expenses $154k (2024)

Total Assets $2.38M (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

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

Revenue

$280k (2024)

Expenses

$154k (2024)

Total Assets

$2.38M (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