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
Under IRS private-foundation payout rules, Donald & Carol Roberts Foundation in reported a distributable amount of $164K for 2024 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2024 grants, the largest include Florence Crittenton Home ($16,500), Zoo Montana ($10,000), Msu Billings Foundation ($7,950).
| Recipient | Purpose | Amount |
|---|---|---|
| ALBERTA BAIR THEATRE BILLINGS, MT | GENERAL OPERATIONS | $1,500 |
| BILLINGS EDUCATION FOUNDATION BILLINGS, MT | GENERAL FUND NEEDS | $1,500 |
| BILLINGS FAMILY YMCA BILLINGS, MT | GENERAL OPERATIONS | $1,500 |
| CONGREGATION BETH AARON BILLINGS, MT | GENERAL OPERATIONS | $6,000 |
| ENERGY SHARE HELENA, MT | ENERGY ASSISTANCE | $2,500 |
| FAMILY SERVICE INC BILLINGS, MT | GENERAL OPERATIONS | $5,000 |
| FLORENCE CRITTENTON HOME HELENA, MT | GENERAL OPERATIONS | $16,500 |
| FRIENDS OF MONTANA PBS BOZEMAN, MT | GENERAL OPERATIONS | $1,500 |
| IDEA BILLINGS, MT | GENERAL OPERATIONS | $500 |
| LA LECHE LEAGUE USA LAWRENCEVILLE, NJ | GENERAL OPERATIONS | $5,000 |
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
Frequently Asked Questions
What does Donald & Carol Roberts Foundation in fund?
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
How do I apply for a grant from Donald & Carol Roberts Foundation in?
**Grant Activity:** • Made 78 grants in 2023 • Typical grant awards range from $500 to $20,000 • Total giving in 2023: $83,032 (across 48 documented grants) **Recent Grants (2023):** • Billings Symphony Society: $5,000 (Sponsorship of Jewish Composers Concert) • La Leche League USA: $5,000 (General Operations) • Family Service: $5,000 (General Operations) The foundation also supports MSU Billings Foundation and other regional organizations.
Where does Donald & Carol Roberts Foundation in make grants?
The foundation primarily funds organizations in Montana, with some grants extending to New York and Washington.
What size grants does Donald & Carol Roberts Foundation in award?
In 2024, Donald & Carol Roberts Foundation in awarded 86 grants totaling $207K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Donald & Carol Roberts Foundation in required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Donald & Carol Roberts Foundation in reported a distributable amount of $164K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Donald & Carol Roberts Foundation in's EIN?
Donald & Carol Roberts Foundation in's EIN (Employer Identification Number) is 81-0497226. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Donald & Carol Roberts Foundation in's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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