The Roberts Family Foundation

Sheridan, WY
Tax-exempt since Aug. 1983
EIN: 74-2269660

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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.

Donations to this organization are tax deductible.

Revenue

$374k (2024)

Expenses

$1.29M (2024)

Total Assets

$7.55k (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

$374,113

Expenses

$1,294,269

Net Income

-$920,156

Net Assets

$7,546

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$8,000	2.1%
Interest Revenue	$992	0.3%
Dividends	$17,527	4.7%
Sales of Assets	$352,650	94.3%
Other Income	-$5,056

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,269,947	98.1%
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	$7,546
Total Liabilities	$0
Net Assets	$7,546

Compensation

Key Employees and Officers	Compensation	Other
Donald B Roberts (President)	$0	$0
Jay Mcginnis (Secretary)	$0	$0

990-PF

Filed on Sept. 29, 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

$47,334

Expenses

$169,508

Net Income

-$122,174

Net Assets

$911,710

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,644	11.9%
Dividends	$20,206	42.7%
Sales of Assets	$15,040	31.8%
Other Income	$6,444	13.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$153,712	90.7%
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	$911,710
Total Liabilities	$0
Net Assets	$911,710

Compensation

Key Employees and Officers	Compensation	Other
Donald B Roberts (President)	$0	$0
Jay Mcginnis (Secretary)	$0	$0

990-PF

Filed on Nov. 7, 2024

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$5,491

Expenses

$163,993

Net Income

-$158,502

Net Assets

$1,060,132

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,755	> 100%
Dividends	$25,496	> 100%
Sales of Assets	-$20,683
Other Income	-$9,077

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$147,643	90.0%
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	$1,060,132
Total Liabilities	$0
Net Assets	$1,060,132

Compensation

Key Employees and Officers	Compensation	Other
Donald B Roberts (President)	$0	$0
Jay Mcginnis (Secretary)	$0	$0

990-PF

Filed on Nov. 13, 2023

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

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2021

Revenue

$102,759

Expenses

$108,830

Net Income

-$6,071

Net Assets

$1,180,698

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,380	7.2%
Dividends	$33,049	32.2%
Sales of Assets	$63,499	61.8%
Other Income	-$1,169

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$99,673	91.6%
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	$1,186,593
Total Liabilities	$5,895
Net Assets	$1,180,698

Compensation

Key Employees and Officers	Compensation	Other
Donald B Roberts (President)	$0	$0
Jay Mcginnis (Secretary)	$0	$0

990-PF

Filed on Nov. 16, 2022

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

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2020

Revenue

-$94,037

Expenses

$89,096

Net Income

-$183,133

Net Assets

$1,186,769

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10,738
Dividends	$26,033
Sales of Assets	$3,976
Other Income	-$134,784

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$59,028	66.3%
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	$1,210,035
Total Liabilities	$23,266
Net Assets	$1,186,769

Compensation

Key Employees and Officers	Compensation	Other
Donald B Roberts (President)	$0	$0
Jay Mcginnis (Secretary)	$0	$0

990-PF

Filed on Nov. 15, 2021

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

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2019

Revenue

$33,725

Expenses

$257,528

Net Income

-$223,803

Net Assets

$1,369,902

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$23,382	69.3%
Dividends	$24,676	73.2%
Sales of Assets	$0
Other Income	$29,252	86.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$126,200	49.0%
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	$1,377,283
Total Liabilities	$7,381
Net Assets	$1,369,902

Compensation

Key Employees and Officers	Compensation	Other
Stacey Roberts (Vice Preside)	$0	$0
Donald B Roberts (President)	$0	$0
Jay Mcginnis (Secretary)	$0	$0

990-PF

Filed on Nov. 2, 2020

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

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Schedules ▼

XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2018

Revenue

$382,605

Expenses

$204,312

Net Income

$178,293

Net Assets

$1,593,705

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$17,262	4.5%
Dividends	$53,315	13.9%
Sales of Assets	$356,850	93.3%
Other Income	-$44,822

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$89,611	43.9%
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	$1,603,439
Total Liabilities	$9,734
Net Assets	$1,593,705

Compensation

Key Employees and Officers	Compensation	Other
Stacey Roberts (Vice Preside)	$0	$0
Donald B Roberts (President)	$0	$0
Jay Mcginnis (Secretary)	$0	$0

990-PF

Filed on Nov. 13, 2019

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

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2017

Revenue

$59,867

Expenses

$113,589

Net Income

-$53,722

Net Assets

$1,415,412

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8	0.0%
Dividends	$22,686	37.9%
Sales of Assets	$37,173	62.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$84,443	74.3%
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	$1,459,535
Total Liabilities	$44,123
Net Assets	$1,415,412

Compensation

Key Employees and Officers	Compensation	Other
Stacey Roberts (Vice Preside)	$0	$0
Donald B Roberts (President)	$0	$0
Jay Mcginnis (Secretary)	$0	$0

990-PF

Filed on April 2, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

-$67,816

Expenses

$137,781

Net Income

-$205,597

Net Assets

$1,469,134

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2
Dividends	$15,531
Sales of Assets	-$83,349
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$107,354	77.9%
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	$1,469,134
Total Liabilities	$0
Net Assets	$1,469,134

Compensation

Key Employees and Officers	Compensation	Other
Stacey Roberts (Vice Preside)	$0	$0
Donald B Roberts (President)	$0	$0
Jay Mcginnis (Secretary)	$0	$0

990-PF

Filed on April 5, 2017

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$121,857

Expenses

$92,367

Net Income

$29,490

Net Assets

$1,677,322

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$17,629	14.5%
Sales of Assets	$104,225	85.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$60,073	65.0%
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	$1,677,322
Total Liabilities	$0
Net Assets	$1,677,322

Compensation

Key Employees and Officers	Compensation	Other
Stacey Roberts (Vice Preside)	$0	$0
Donald B Roberts (President)	$0	$0
Jay Mcginnis (Secretary)	$0	$0

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

$57,862

Expenses

$106,597

Net Income

-$48,735

Net Assets

$1,647,832

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$26,108	45.1%
Sales of Assets	$31,753	54.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$69,519	65.2%
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	$1,647,832
Total Liabilities	$0
Net Assets	$1,647,832

Compensation

Key Employees and Officers	Compensation	Other
Stacey Roberts (Vice Preside)	$0	$0
Donald B Roberts (President)	$0	$0
Jay Mcginnis (Secretary)	$0	$0

990-PF

Filed on May 15, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$542,546

Expenses

$45,887

Net Income

$496,659

Net Assets

$1,696,567

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$42,924	7.9%
Sales of Assets	$499,619	92.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,098	80.8%
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	$1,696,567
Total Liabilities	$0
Net Assets	$1,696,567

Compensation

Key Employees and Officers	Compensation	Other
Stacey Roberts (Vice President)	$0	$0
Donald B Roberts (President)	$0	$0
Jay Mcginnis (Secretary)	$0	$0

990-PF

Filed on April 8, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$51,638

Expenses

$57,120

Net Income

-$5,482

Net Assets

$1,199,907

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$45	0.1%
Dividends	$40,537	78.5%
Sales of Assets	$11,056	21.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,747	78.3%
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	$1,199,908
Total Liabilities	$1
Net Assets	$1,199,907

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$2,892

Expenses

$90,578

Net Income

-$87,686

Net Assets

$1,205,389

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$144	5.0%
Dividends	$29,518	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$86,960	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	$1,205,390
Total Liabilities	$1
Net Assets	$1,205,389

990-PF

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

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

PDF

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

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The Roberts Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $374k (2024)

Expenses $1.29M (2024)

Total Assets $7.55k (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

990-T

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

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

Revenue

$374k (2024)

Expenses

$1.29M (2024)

Total Assets

$7.55k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

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2022

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2021

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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.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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