Gareth & Gwenna Roberts Foundation

PENNINGTON, NJ EIN: 75-2738828

Gareth & Gwenna Roberts Foundation is a private foundation focused on Education, based in PENNINGTON, NJ. IRS filing data is available from 2020 through 2022. In 2022, it awarded 1 grants totaling $563.

Financial Overview

From 2022 IRS Form 990-PF · View filing

Total Assets

-100.0% YoY

Annual Giving

$563

-95.3% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$563

-95.3% YoY

Under IRS private-foundation payout rules, Gareth & Gwenna Roberts Foundation reported a distributable amount of $147 for 2022 — the minimum it must pay out in qualifying distributions.

About Gareth & Gwenna Roberts Foundation

Based on IRS filings

Gareth & Gwenna Roberts Foundation is a private foundation focused on Education, based in PENNINGTON, NJ. IRS filing data is available from 2020 through 2022. In 2022, it awarded 1 grants totaling $563.

Focus Areas

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$4K$8K$12K$16K202020212022
Metric202220212020
Total Assets$5,033$19,529
Revenue$30$5$-150,285
Expenses$5,063$14,500$2,500
Qualifying Distributions$4,163
Net Investment Income
Distributable Amount$147$808$1,495

Giving Over Time

Total grant dollars and number of grants per year

$0$3K$6K$9K$12K0 grants20201 grants20211 grants2022

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2022

HORSFALL COMMUNITY TRUST$563

Grant Size Distribution

2 grants across all recorded years

2<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2022 grants, the largest include Horsfall Community Trust ($563).

RecipientPurposeAmount
HORSFALL COMMUNITY TRUST UNRESTRICTED GENERAL$563

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2022 IRS filing

From 2022 filing

NameTitleHoursCompensation
GARETH ROBERTSDIRECTOR1
GWENNA ROBERTSDIRECTOR1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Gareth & Gwenna Roberts Foundation?

Gareth & Gwenna Roberts Foundation is a private foundation focused on Education, based in PENNINGTON, NJ. It holds — in total assets as of 2022.

What size grants does Gareth & Gwenna Roberts Foundation award?

In 2022, Gareth & Gwenna Roberts Foundation awarded 1 grants totaling $563 — an average of about $563 per grant, based on its IRS Form 990 filings.

How much is Gareth & Gwenna Roberts Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2022, Gareth & Gwenna Roberts Foundation reported a distributable amount of $147 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Gareth & Gwenna Roberts Foundation's EIN?

Gareth & Gwenna Roberts Foundation's EIN (Employer Identification Number) is 75-2738828. IRS Form 990 filing data is available on this page for 2020–2022.

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

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