Roberts Charitable Foundation

MOBILE, AL EIN: 20-8120421

Roberts Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MOBILE, AL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $22K in total assets. In 2025, it awarded 3 grants totaling $2K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$22K

-11.3% YoY

Annual Giving

$2K

-6.3% YoY

Grant Count

3

-25.0% YoY

Avg Grant Size

$500

+25.0% YoY

Under IRS private-foundation payout rules, Roberts Charitable Foundation reported a distributable amount of $1K for 2025 — the minimum it must pay out in qualifying distributions.

About Roberts Charitable Foundation

Based on IRS filings

Roberts Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MOBILE, AL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $22K in total assets. In 2025, it awarded 3 grants totaling $2K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Cities

ArlingtonBay MinetteBrooklineFairhopeFitzpatrickMobileOppPeachtree CornersSpanish FortWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$6K$11K$17K$22K202020212022202320242025
Metric202520242023
Total Assets$21,601$24,351$26,551
Revenue$15,000
Expenses$2,750$2,200$5,600
Qualifying Distributions$2,750$2,200$5,600
Net Investment Income
Distributable Amount$1,138$1,253$970

Giving Over Time

Total grant dollars and number of grants per year

$0$1K$3K$4K$6K4 grants20209 grants20215 grants20226 grants20234 grants20243 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

ARCHANGEL COMMUNICATIONS$1KMCGILL TOOLEN HIGH SCHOOL$250LIGHT OF THE VILLAGE$250

Grant Size Distribution

27 grants across all recorded years

27<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Archangel Communications ($1,000), Mcgill Toolen High School ($250), Light of the Village ($250).

RecipientPurposeAmount
ARCHANGEL COMMUNICATIONS FAIRHOPE, ALGENERAL PURPOSES$1,000
MCGILL TOOLEN HIGH SCHOOL MOBILE, ALGENERAL PURPOSES$250
LIGHT OF THE VILLAGE BAY MINETTE, ALGENERAL PURPOSES$250

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

NameTitleHoursCompensation
DAVID D ROBERTS JRTRUSTEE0.1
BEN TOM ROBERTSTRUSTEE0.1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Roberts Charitable Foundation?

Roberts Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MOBILE, AL. It holds $22K in total assets as of 2025.

How large is Roberts Charitable Foundation?

As of 2025, Roberts Charitable Foundation holds $22K in total assets. It awarded 3 grants totaling $2K in 2025.

Where does Roberts Charitable Foundation operate?

Roberts Charitable Foundation has awarded grants in Alabama, District of Columbia, Georgia, Massachusetts, Virginia.

What size grants does Roberts Charitable Foundation award?

In 2025, Roberts Charitable Foundation awarded 3 grants totaling $2K — an average of about $500 per grant, based on its IRS Form 990 filings.

How much is Roberts Charitable Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Roberts Charitable Foundation reported a distributable amount of $1K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Roberts Charitable Foundation's EIN?

Roberts Charitable Foundation's EIN (Employer Identification Number) is 20-8120421. IRS Form 990 filing data is available on this page for 2020–2025.

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

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