Donald & Carol Roberts Foundation in

BILLINGS, MT EIN: 81-0497226

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

Research compiled by Grantable AI from public sources. Last updated April 2026.

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

15states
+7 more states

Cities

AshlandAtlantaBillingsBostonBozemanBridgerCincinnatiColumbia FallsColumbusDaytonDeer LodgeDenverEtnaGalvestonGreat FallsHelenaHoustonIowa CityKalispellLawrenceville

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
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$274K$549K$823K$1M20202021202220232024
Metric202420232022
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

$0$52K$104K$156K$207K72 grants202065 grants202178 grants202290 grants202386 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

FLORENCE CRITTENTON HOME$17KZOO MONTANA$10KMSU BILLINGS FOUNDATION$8KCONGREGATION BETH AARON$6KFAMILY SERVICE INC$5KLA LECHE LEAGUE USA$5KLALECHE LEAGUEVINTERNATI…$5KMONTANA AUDUBON CONSERVA…$5KFAMILY TREE NURTURING CE…$5KSCHOLARSHIP PLUS$3K

Grant Size Distribution

250 grants across all recorded years

250<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

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

NameTitleHoursCompensation
CAROL W ROBERTSPres/TREAS
DONALD L ROBERTSVPRES/SEC
SARA E ROBERTSDirector

Recent News & Activity

Recent developments and announcements

2023

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 - Foundation

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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