Roberts Family Foundation Inc
Roberts Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ZIONSVILLE, IN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.6M in total assets. In 2024, it awarded 8 grants totaling $190K. Net investment income was $68K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.6M
-5.2% YoY
Annual Giving
$190K
-5.8% YoY
Grant Count
8
+33.3% YoY
Avg Grant Size
$24K
-29.4% YoY
About Roberts Family Foundation Inc
Based on IRS filings
Roberts Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ZIONSVILLE, IN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.6M in total assets. In 2024, it awarded 8 grants totaling $190K. Net investment income was $68K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,634,296 | $2,779,498 | $2,610,550 |
| Revenue | $80,076 | $408,452 | $37,902 |
| Expenses | $225,278 | $241,963 | $254,387 |
| Qualifying Distributions | $192,050 | $209,650 | $217,850 |
| Net Investment Income | $68,275 | $377,091 | $75,482 |
| Distributable Amount | $176,353 | $160,276 | $171,612 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
Grant Size Distribution
32 grants across all recorded years
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
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOHN T ROBERTS | DIRECTOR, PRESIDENT | 5 | — |
| ROBIN R ROBERTS | DIRECTOR, VICE PRESIDENT | 1 | — |
| ALAN MCLAUGHLIN | DIRECTOR | 1 | — |
| ALLISON DEJONG | DIRECTOR | 1 | — |
| KELSIE ROBERTS | DIRECTOR | 1 | — |
| CHARLES ROBERTS | DIRECTOR | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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