Donald & Carol Roberts Foundation IN
The Donald & Carol Roberts Foundation IN is a private foundation based in Billings, Montana. Its 2024 filing reports grants to charitable organizations, with most grant dollars going to recipients in Montana.
Donald & Carol Roberts Foundation IN at a glance
In short: Donald & Carol Roberts Foundation IN gave $207K across 86 grants in 2024 (avg $2K), mostly in Montana. 15% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $207,495
- +19.5% vs 2023
- Grants made (2024)
- 86
- -4.4% vs 2023
- Average grant
- $2,413
- +25.1% vs 2023
- Median grant
- $1,500
- Total assets
- $2,818,954
- -2.5% vs 2023
- New grantees (estimate)
- 15% first-time grantees (12 of 78, 2024)
- Primary geography
- Montana (91% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Donald & Carol Roberts Foundation IN
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests.
- Contact
Mailing address: 5414 Walter Hagen Dr, Billings, MT 59106
Phone: (406) 652-3536
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Donald & Carol Roberts Foundation IN funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was MSU Billings Foundation ($30K across 3 grants). Together the top 10 received $101K.
Grant Size Distribution
391 grants across all recorded years
The most common grant size was under $50K: 391 grants of 391 (100%).
Geographic Focus
Where this funder awards grants
Montana recipients received 91% of the foundation’s 2024 grant dollars. Other reported recipient-state shares were New Jersey, 2%; New York, 2%; Ohio, 1%; and Missouri, 1%.
Grant Distribution by State
Share of 2024 grant dollars across all 86 itemized grants.
States
Cities
Is Donald & Carol Roberts Foundation IN open to new grantees?
15%
first-time grantees, 2024
In 2024, 12 of 78 grantees (15%) were first-time recipients. First grants averaged $2K; repeat grants $3K. How we count
Medians: $1K first-time, $2K repeat.
- 83% of 2024 grantees were also funded in 2023. Method
- Giving grew 79% from 2021 to 2024. Method
- In 2024 it paid out 152% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $106K (2020) to $207K (2024). In 2024 it made 86 grants totaling $207K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| MSU Billings Foundation Billings, MT | Scholarships | $20,000 |
| Florence Crittenton Home Helena, MT | General Operations | $16,500 |
| Zoo Montana Billings, MT | General Operations | $10,000 |
| MSU Billings Foundation Billings, MT | General Operations | $7,950 |
| Special K Ranch Inc Columbus, MT | General Operations | $7,500 |
| Boys Girls Club Foundation Billings, MT | General Operations | $7,500 |
| Congregation Beth Aaron Billings, MT | General Operations | $6,000 |
| Family Service Inc Billings, MT | General Operations | $5,000 |
| La Leche League USA Lawrenceville, NJ | General Operations | $5,000 |
| Laleche Leaguevinternational Billings, MT | Scholarships for Families | $5,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $2,818,954 | $174,450 | $247,960 | $207,495 | 86 | $247,960 | $105,945 | $163,628 |
| 2023 | $2,892,464 | $83,043 | $208,196 | $173,632 | 90 | $208,196 | $48,479 | $148,666 |
| 2022 | $3,017,617 | $922,298 | $187,324 | $145,500 | 78 | $187,324 | $6,414 | $119,339 |
| 2021 | $2,282,644 | $997,306 | $125,520 | $116,200 | 65 | $125,520 | $987,986 | $108,005 |
| 2020 | $1,410,856 | $50,031 | $109,634 | $105,701 | 72 | — | $56,640 | $97,517 |
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.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants include support for scholarships and general operations. The organizations it supported work in areas including disability services, family support, housing, health care, and therapy services.
For example, Special K Ranch says it provides family-oriented Christian homes and around-the-clock care for adults with developmental disabilities. Family Service in Billings says it works to prevent hunger, homelessness, and poverty in Yellowstone County and surrounding areas. Lydia’s House says it provides safe, stable, and supportive housing to women and children in transition and crisis. These are the grantees’ descriptions of their own work.
Grantmaking
In 2024, the foundation awarded 86 grants totaling $207,495. Grant amounts ranged from $500 to $20,000, with a median grant of $1,500.
Among the largest reported grants were $20,000 to MSU Billings Foundation for scholarships; $16,500 to Florence Crittenton Home for general operations; $10,000 to Zoo Montana for general operations; and $7,500 each to Special K Ranch and Boys Girls Club Foundation for general operations. Other reported awards included $5,000 to Family Service and $3,000 to Lydia’s House.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Carol W Roberts as president and treasurer, Donald L Roberts as vice president and secretary, and Sara E Roberts as director.
Donald & Carol Roberts Foundation IN is led by Carol W. Roberts, President & Treasurer on every filing since 2020; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Carol W. Roberts
President & Treasurer
On filings since 2020
No compensation reported
Sara E. Roberts
Director
On filings since 2020
No compensation reported
Donald L. Roberts
Vpres & Secretary
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Donald & Carol Roberts Foundation IN
How much does Donald & Carol Roberts Foundation IN give each year?
Donald & Carol Roberts Foundation IN gave $207K across 86 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $174K across 90 grants.
What is Donald & Carol Roberts Foundation IN's typical grant size?
Donald & Carol Roberts Foundation IN's median grant in 2024 was $1,500, and its average grant was $2,413, across 86 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Donald & Carol Roberts Foundation IN that year got $2K on average.
Where does Donald & Carol Roberts Foundation IN give grants?
Donald & Carol Roberts Foundation IN gives mostly in Montana: 91% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Billings, MT (57 grants), Helena, MT (6 grants), Bozeman, MT (3 grants) and Great Falls, MT (3 grants).
Does Donald & Carol Roberts Foundation IN give general operating support?
Yes: 79% of Donald & Carol Roberts Foundation IN's 2024 grants with a stated purpose (68 of 86) were for general or operating support, per its 2024 IRS Form 990-PF. Recurring purposes include "Endowment" (4 grants) and "Scholarships" (4 grants).
Who are Donald & Carol Roberts Foundation IN's largest grantees?
Donald & Carol Roberts Foundation IN's largest 2024 grantees include MSU Billings Foundation ($29,950 across 3 grants), Florence Crittenton Home ($16,500) and Zoo Montana ($10,000), according to its 2024 IRS Form 990-PF. Together they received 27% of its itemized 2024 grant dollars.
How large is Donald & Carol Roberts Foundation IN?
Donald & Carol Roberts Foundation IN reported $2.8M in total assets on its 2024 IRS Form 990-PF. It paid out $248K in qualifying distributions that year, against a required minimum of $164K (roughly 5% of its investment assets).
What does Donald & Carol Roberts Foundation IN fund?
No mission statement for the foundation is provided. Its 2024 grants include support for scholarships and general operations. The organizations it supported work in areas including disability services, family support, housing, health care, and therapy services. See mission & focus areas ↑
How do I apply for a grant from Donald & Carol Roberts Foundation IN?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Does Donald & Carol Roberts Foundation IN accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Donald & Carol Roberts Foundation IN funds
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Cite this profile
Grantable. (2026). Donald & Carol Roberts Foundation IN funder profile. GrantGraph. Retrieved October 23, 2026, from https://grantable.co/funders/donald-and-carol-roberts-foundation-in-morg_b87082e244ce4984a65de9ea23833f5c
BibTeX
@misc{grantable_810497226_2026,
author = {{Grantable}},
title = {{Donald \& Carol Roberts Foundation IN funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/donald-and-carol-roberts-foundation-in-morg_b87082e244ce4984a65de9ea23833f5c},
note = {Accessed 2026-10-23. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Donald & Carol Roberts Foundation IN's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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