Donald & Carol Roberts Foundation in
The Donald and Carol Roberts Foundation in Memory of Virginia K Weston is a private foundation established around 1995, located in Billings, Montana. The foundation operates as a 501(c)(3) organization with no employees and focuses on philanthropic grantmaking across multiple issue areas.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.8M
-2.5% YoY
Annual Giving
$207K
+19.5% YoY
Grant Count
86
-4.4% YoY
Avg Grant Size
$2K
+25.1% YoY
Mission & Focus Areas
The foundation's primary funding interests include:
- General operations support
- Endowment funding
- Scholarships and scholarship programs for families
- Affordable housing and low-income housing initiatives
- Community health and human services
- Philanthropy, voluntarism, and grantmaking support
- Education
Grantmaking
The foundation also supports MSU Billings Foundation and other regional organizations.
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Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations in Montana, with some grants extending to New York and Washington.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of December 31, 2023:
- Total Assets: $2,892,464
- Total Revenues: $83,043
- Total Expenses: $208,196
As of 2024 (most recent filing):
- Total Assets: $2,818,954
- Total Giving: $207,495
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,818,954 | $2,892,464 | $3,017,617 |
| Revenue | $174,450 | $83,043 | $922,298 |
| Expenses | $247,960 | $208,196 | $187,324 |
| Qualifying Distributions | $247,960 | $208,196 | $187,324 |
| Net Investment Income | $105,945 | $48,479 | $6,414 |
| Distributable Amount | $163,628 | $148,666 | $119,339 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
250 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CAROL W ROBERTS | Pres/TREAS | — | — |
| DONALD L ROBERTS | VPRES/SEC | — | — |
| SARA E ROBERTS | Director | — | — |
Recent News & Activity
Recent developments and announcements
The foundation's most recent tax filings are from December 2023, with grant information updated as of January 2026. The foundation continues active grantmaking with consistent annual giving across education, human services, and community development initiatives.
Donald R. Myers Legacy Fund announces 2025 grant recipients - FoundationSubject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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