Roberts Family Foundation Inc

ZIONSVILLE, IN EIN: 27-1529236

Financial Overview

From 2024 IRS Form 990-PF

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

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$112K$225K$337K$449K20202021202220232024
Metric202420232022
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

$0$53K$105K$158K$210K6 grants20206 grants20216 grants20226 grants20238 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2024

BOYS AND GIRLS CLUB OF B…$40KBRIGHTLANE LEARNING FKA …$40KCOMMUNITY FOUNDATION OF …$35KBUTLER UNIVERSITY COLLEG…$25KBOONE COUNTY MENTORING P…$20KBIG BROTHER BIG SISTER O…$10KSECOND HELPINGS$10KUNIVERSITY HIGH SCHOOL$10K

Grant Size Distribution

32 grants across all recorded years

26<$50K6$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Roberts Family Foundation Inc fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
JOHN T ROBERTSDIRECTOR, PRESIDENT5
ROBIN R ROBERTSDIRECTOR, VICE PRESIDENT1
ALAN MCLAUGHLINDIRECTOR1
ALLISON DEJONGDIRECTOR1
KELSIE ROBERTSDIRECTOR1
CHARLES ROBERTSDIRECTOR1

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

2states

Cities

CarmelEvergreenIndianapolisIndianpolisLebanonZionsville

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

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