Ed and Margaret Roberts Foundation

AMARILLO, TX EIN: 75-6600063

Ed and Margaret Roberts Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in AMARILLO, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.1M in total assets. In 2024, it awarded 4 grants totaling $110K. Net investment income was $55K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.1M

-2.7% YoY

Annual Giving

$110K

+34.1% YoY

Grant Count

-20.0% YoY

Avg Grant Size

$28K

+67.7% YoY

Under IRS private-foundation payout rules, Ed and Margaret Roberts Foundation reported a distributable amount of $127K for 2024 — the minimum it must pay out in qualifying distributions.

About Ed and Margaret Roberts Foundation

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Texas $177K (78%)

New Mexico $50K (22%)

States

New Mexico Texas

Cities

AmarilloCanyonHappySanta Fe

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,079,207	$2,137,941	$2,170,289
Revenue	$128,694	$116,475	$56,251
Expenses	$187,428	$148,823	$98,250
Qualifying Distributions	$111,800	$83,800	$15,000
Net Investment Income	$55,171	$53,684	$95,242
Distributable Amount	$127,467	$113,094	$110,291

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Grant Size Distribution

15 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Amarillo College Foundation ($50,000), West Texas A&m University Foundatio ($45,000), International Folk Art Alliance Inc ($10,000).

Recipient	Purpose	Amount
INTERNATIONAL FOLK ART ALLIANCE INC SANTA FE, NM	OPERATING	$10,000
CETA CANYON CAMP & RETREAT CENTER HAPPY, TX	CAMP SCHOLARSHIPS	$5,000
AMARILLO COLLEGE FOUNDATION AMARILLO, TX	SCHOLARSHIPS	$50,000
WEST TEXAS A&M UNIVERSITY FOUNDATIO CANYON, TX	SCHOLARSHIPS	$45,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BILL COUNTISS	TRUSTEE	—	$36,000

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Ed and Margaret Roberts Foundation?

Ed and Margaret Roberts Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in AMARILLO, TX. It holds $2.1M in total assets as of 2024.

How large is Ed and Margaret Roberts Foundation?

As of 2024, Ed and Margaret Roberts Foundation holds $2.1M in total assets with $129K in annual revenue. It awarded 4 grants totaling $110K in 2024.

Where does Ed and Margaret Roberts Foundation operate?

Ed and Margaret Roberts Foundation has awarded grants in New Mexico, Texas.

What size grants does Ed and Margaret Roberts Foundation award?

In 2024, Ed and Margaret Roberts Foundation awarded 4 grants totaling $110K — an average of about $28K per grant, based on its IRS Form 990 filings.

How much is Ed and Margaret Roberts Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Ed and Margaret Roberts Foundation reported a distributable amount of $127K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Ed and Margaret Roberts Foundation's EIN?

Ed and Margaret Roberts Foundation's EIN (Employer Identification Number) is 75-6600063. IRS Form 990 filing data is available on this page for 2020–2024.