Linda & Henry Roberts Family
Linda & Henry Roberts Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ARDMORE, OK. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $9K in total assets. In 2024, it awarded 1 grants totaling $5K. Net investment income was $172.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$9K
+20.4% YoY
Annual Giving
$5K
Grant Count
1
Avg Grant Size
$5K
Under IRS private-foundation payout rules, Linda & Henry Roberts Family reported a distributable amount of $366 for 2024 — the minimum it must pay out in qualifying distributions.
About Linda & Henry Roberts Family
Based on IRS filings
Linda & Henry Roberts Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ARDMORE, OK. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $9K in total assets. In 2024, it awarded 1 grants totaling $5K. Net investment income was $172.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $8,727 | $7,247 | $7,721 |
| Revenue | $7,172 | $171 | $49 |
| Expenses | $5,692 | $645 | $550 |
| Qualifying Distributions | $5,692 | — | — |
| Net Investment Income | $172 | — | — |
| Distributable Amount | $366 | $363 | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
1 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Dornick Hills Foundation ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| DORNICK HILLS FOUNDATION ARDMORE, OK | PROMOTE GOLF EDUCATION | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| HENRY L ROBERTS | TRUSTEE | — | — |
| LINDA ROBERTS | TRUSTEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Linda & Henry Roberts Family?
Linda & Henry Roberts Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ARDMORE, OK. It holds $9K in total assets as of 2024.
How large is Linda & Henry Roberts Family?
As of 2024, Linda & Henry Roberts Family holds $9K in total assets with $7K in annual revenue. It awarded 1 grants totaling $5K in 2024.
Where does Linda & Henry Roberts Family operate?
Linda & Henry Roberts Family has awarded grants in Oklahoma.
What size grants does Linda & Henry Roberts Family award?
In 2024, Linda & Henry Roberts Family awarded 1 grants totaling $5K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is Linda & Henry Roberts Family required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Linda & Henry Roberts Family reported a distributable amount of $366 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Linda & Henry Roberts Family's EIN?
Linda & Henry Roberts Family's EIN (Employer Identification Number) is 27-5053519. IRS Form 990 filing data is available on this page for 2019–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.