Donald & Carol Roberts Foundation In Memory Of Virginia K Weston Inc

Billings, MT
Tax-exempt since Oct. 1995
EIN: 81-0497226

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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 Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$174k (2024)

Expenses

$248k (2024)

Total Assets

$2.82M (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

$174,450

Expenses

$247,960

Net Income

-$73,510

Net Assets

$2,818,954

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$27,915	16.0%
Interest Revenue	$329	0.2%
Dividends	$72,973	41.8%
Sales of Assets	$72,946	41.8%
Other Income	$287	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$247,960	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	$2,818,954
Total Liabilities	$0
Net Assets	$2,818,954

Compensation

Key Employees and Officers	Compensation	Other
Carol W Roberts (Pres/Treas)	$0	$0
Donald L Roberts (Vpres/Sec)	$0	$0
Sara E Roberts (Director)	$0	$0

990-PF

Filed on Oct. 20, 2025

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.
2023

Revenue

$83,043

Expenses

$208,196

Net Income

-$125,153

Net Assets

$2,892,464

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,443	4.1%
Dividends	$72,825	87.7%
Sales of Assets	$6,775	8.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$208,196	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	$2,892,464
Total Liabilities	$0
Net Assets	$2,892,464

Compensation

Key Employees and Officers	Compensation	Other
Carol W Roberts (Pres/Treas)	$0	$0
Donald L Roberts (Vpres/Sec)	$0	$0
Sara E Roberts (Director)	$0	$0

990-PF

Filed on May 16, 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

$922,298

Expenses

$187,324

Net Income

$734,974

Net Assets

$3,017,617

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$932,882	> 100%
Interest Revenue	$2,655	0.3%
Dividends	$45,583	4.9%
Sales of Assets	-$59,007
Other Income	$185	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$187,324	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	$3,017,617
Total Liabilities	$0
Net Assets	$3,017,617

Compensation

Key Employees and Officers	Compensation	Other
Carol W Roberts (Pres/Treas)	$0	$0
Donald L Roberts (Vpres/Sec)	$0	$0
Sara E Roberts (Director)	$0	$0

990-PF

Filed on May 15, 2023

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

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PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$997,306

Expenses

$125,520

Net Income

$871,786

Net Assets

$2,282,644

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7	0.0%
Dividends	$84,827	8.5%
Sales of Assets	$912,472	91.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$125,520	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	$2,282,644
Total Liabilities	$0
Net Assets	$2,282,644

Compensation

Key Employees and Officers	Compensation	Other
Carol W Roberts (Pres/Treas)	$0	$0
Donald L Roberts (Vpres/Sec)	$0	$0
Sara E Roberts (Director)	$0	$0

990-PF

Filed on May 16, 2022

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.
2020

Revenue

$50,031

Expenses

$109,634

Net Income

-$59,603

Net Assets

$1,410,855

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$30	0.1%
Interest Revenue	$4	0.0%
Dividends	$60,569	> 100%
Sales of Assets	$0
Other Income	$112	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$109,634	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	$1,410,856
Total Liabilities	$1
Net Assets	$1,410,855

Compensation

Key Employees and Officers	Compensation	Other
Carol W Roberts (Pres/Treas)	$0	$0
Donald L Roberts (Vpres/Sec)	$0	$0
Sara E Roberts (Director)	$0	$0

990-PF

Filed on Aug. 10, 2021

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

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XML

Fiscal Year Ending Dec.
2019

Revenue

$180,039

Expenses

$112,480

Net Income

$67,559

Net Assets

$1,470,492

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$87,879	48.8%
Interest Revenue	$0
Dividends	$49,956	27.7%
Sales of Assets	$42,741	23.7%
Other Income	-$537

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$112,480	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	$1,472,467
Total Liabilities	$1,975
Net Assets	$1,470,492

Compensation

Key Employees and Officers	Compensation	Other
Carol W Roberts (Pres/Treas)	$0	$0
Donald L Roberts (Vpres/Sec)	$0	$0
Sara E Roberts (Director)	$0	$0

990-PF

Filed on May 27, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$153,917

Expenses

$95,750

Net Income

$58,167

Net Assets

$1,402,947

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$93,576	60.8%
Interest Revenue	$0
Dividends	$59,127	38.4%
Sales of Assets	$821	0.5%
Other Income	$393	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$95,750	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	$1,402,947
Total Liabilities	$0
Net Assets	$1,402,947

Compensation

Key Employees and Officers	Compensation	Other
Carol W Roberts (Pres/Treas)	$0	$0
Donald L Roberts (Vpres/Sec)	$0	$0
Sara E Roberts (Director)	$0	$0

990-PF

Filed on July 12, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$160,974

Expenses

$92,766

Net Income

$68,208

Net Assets

$1,344,890

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$49,588	30.8%
Interest Revenue	$0
Dividends	$54,204	33.7%
Sales of Assets	$57,920	36.0%
Other Income	-$738

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$92,766	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	$1,344,890
Total Liabilities	$0
Net Assets	$1,344,890

Compensation

Key Employees and Officers	Compensation	Other
Carol W Roberts (Pres/Treas)	$0	$0
Donald L Roberts (Vpres/Sec)	$0	$0
Sara E Roberts (Director)	$0	$0

990-PF

Filed on May 12, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$36,304

Expenses

$82,966

Net Income

-$46,662

Net Assets

$1,276,687

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$15	0.0%
Interest Revenue	$0
Dividends	$51,844	> 100%
Sales of Assets	-$14,979
Other Income	-$576

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$82,966	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	$1,276,687
Total Liabilities	$0
Net Assets	$1,276,687

Compensation

Key Employees and Officers	Compensation	Other
Carol W Roberts (Pres/Treas)	$0	$0
Donald L Roberts (Vpres/Sec)	$0	$0
Sara E Roberts (Director)	$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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Fiscal Year Ending Dec.
2015

Revenue

$116,224

Expenses

$95,503

Net Income

$20,721

Net Assets

$1,323,358

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$30,104	25.9%
Interest Revenue	$0
Dividends	$53,181	45.8%
Sales of Assets	$33,538	28.9%
Other Income	-$599

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$95,503	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	$1,323,358
Total Liabilities	$0
Net Assets	$1,323,358

Compensation

Key Employees and Officers	Compensation	Other
Carol W Roberts (Pres/Treas)	$0	$0
Donald L Roberts (Vpres/Sec)	$0	$0
Sara E Roberts (Director)	$0	$0

990-PF

Filed on May 13, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$114,523

Expenses

$89,405

Net Income

$25,118

Net Assets

$1,302,653

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,515	1.3%
Interest Revenue	$0
Dividends	$55,435	48.4%
Sales of Assets	$57,120	49.9%
Other Income	$453	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$89,405	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	$1,308,929
Total Liabilities	$6,276
Net Assets	$1,302,653

Compensation

Key Employees and Officers	Compensation	Other
Carol W Roberts (Pres/Treas)	$0	$0
Donald L Roberts (Vpres/Sec)	$0	$0
Sara E Roberts (Director)	$0	$0

990-PF

Filed on May 6, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$23,480

Expenses

$94,889

Net Income

-$71,409

Net Assets

$1,277,554

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$15	0.1%
Interest Revenue	$0
Dividends	$51,016	> 100%
Sales of Assets	-$28,979
Other Income	$1,428	6.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$94,000	99.1%
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	$1,283,938
Total Liabilities	$6,384
Net Assets	$1,277,554

Compensation

Key Employees and Officers	Compensation	Other
Carol W Roberts (Pres/Treas)	$0	$0
Donald L Roberts (Vpres/Sec)	$0	$0
Sara E Roberts (Director)	$0	$0

990-PF

Filed on May 7, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$52,320

Expenses

$76,756

Net Income

-$24,436

Net Assets

$1,348,971

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$15	0.0%
Interest Revenue	$17,589	33.6%
Dividends	$39,311	75.1%
Sales of Assets	$0
Other Income	$631	1.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$76,756	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	$1,348,972
Total Liabilities	$1
Net Assets	$1,348,971

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$62,072

Expenses

$78,088

Net Income

-$16,016

Net Assets

$1,373,433

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$15	0.0%
Interest Revenue	$6	0.0%
Dividends	$51,987	83.8%
Sales of Assets	$9,519	15.3%
Other Income	$545	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$78,088	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	$1,373,434
Total Liabilities	$1
Net Assets	$1,373,433

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Updated March 23, 2026

Donald & Carol Roberts Foundation In Memory Of Virginia K Weston Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $174k (2024)

Expenses $248k (2024)

Total Assets $2.82M (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

$174k (2024)

Expenses

$248k (2024)

Total Assets

$2.82M (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