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
Under IRS private-foundation payout rules, Roberts Family Foundation Inc reported a distributable amount of $176K for 2024 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2024 grants, the largest include Boys and Girls Club of Boone County ($40,000), Brightlane Learning Fka School on Wheels ($40,000), Community Foundation of Boone County ($35,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BOYS AND GIRLS CLUB OF BOONE COUNTY LEBANON, IN | DONATION OF $40,000 TO FUND THEIR CAPITAL CAMPAIGN WHICH WAS A 3 TO 1 MATCH. | $40,000 |
| BUTLER UNIVERSITY COLLEGE OF EDUCATION INDIANAPOLIS, IN | DONATION OF $25,000 IN SUPPORT OF THE EARLY CHILDHOOD EDUCATOR CERTIFICATE PROGRAM THAT WOULD PROVIDE PATHWAYS TO ADDRESS THE SHORTAGE OF QUALIFIED EARLY CHILDHOOD EDUCATORS BY PROVIDING CERTIFICATES TO THOSE WHO ARE SEEKING TO QUALIFY FOR POSITIONS IN THE FIELD. | $25,000 |
| COMMUNITY FOUNDATION OF BOONE COUNTY LEBANON, IN | THE COMMUNITY FOUNDATION OF BOONE COUNTY UNITES PEOPLE, ORGANIZATIONS, AND PHILANTHROPY TO CREATE A THRIVING COMMUNITY FOR ALL. THE ROBERTS FAMILY FOUNDATION APPROVED A THREE-YEAR PLEDGE TOWARD ELI LILLY'S GIFT VIII PROGRAM INCLUDING $30,000 MADE IN 2023, AND A PLEDGE OF $35,000 IN 2024 AND $35,000 IN 2025. | $35,000 |
| BRIGHTLANE LEARNING FKA SCHOOL ON WHEELS INDIANAPOLIS, IN | DONATION OF $40,000 IN SUPPORT OF THEIR MISSION BY PROVIDING PERSONALIZED ACADEMIC SUPPORT TO STUDENTS, AND CRITICAL GUIDANCE TO THEIR FAMILIES AND CAREGIVERS, INTERRUPTING THE CYCLE OF HOMELESSNESS WITH THE POWER OF EDUCATION. | $40,000 |
| BIG BROTHER BIG SISTER OF CENTRAL INDIANA INDIANAPOLIS, IN | DONATION OF $10,000 FOR FUNDING FOR THE USE OF THEIR GENERAL FUND WHOSE PURPOSE IS TO CREATE AND SUPPORT ONE-TO-ONE MENTORING FRIENDSHIPS THAT HELP THEM PURSUE THEIR DREAMS. BY BUILDING UP A SUPPORT SYSTEM WITH PARENTS, MENTORS AND COMMUNITY PARTNERS, YOUNG PEOPLE FEEL EMPOWERED TO ACHIEVE THEIR BIGGEST POSSIBLE FUTURES. | $10,000 |
| SECOND HELPINGS INDIANAPOLIS, IN | DONATION OF $10,000 TO THEIR GENERAL FUND. SECOND HELPINGS HAS ACCEPTED DONATED PERISHABLE AND OVERSTOCKED FOOD TO PREPARE NUTRITIOUS MEALS FOR THOUSANDS OF HUNGRY CHILDREN AND ADULTS EVERY DAY AND DISTRIBUTES THEM FREE OF CHARGE THROUGH LOCAL SOCIAL SERVICE AGENCIES IN CENTRAL INDIANA. SECOND HELPINGS ALSO TRAINS UNEMPLOYED AND UNDEREMPLOYED ADULTS FOR MEANINGFUL CAREERS IN THE CULINARY INDUSTRY. | $10,000 |
| BOONE COUNTY MENTORING PARTNERS INDIANAPOLIS, IN | MENTORING YOUTH IN BOONE COUNTY MATCHING VOLUNTEERS WITH INDIVIDUAL CHILDREN 9-12 (SPARK), AND MIDDLE SCHOOL YOUTH (IGNITE) ALONG WITH THE YOUTH ASSISTANCE PROGRAM WHICH SERVES AS EARLY INTERVENTION FOR YOUTHS AGES 3-17 FACING CHALLENGING LIFE CIRCUMSTANCES. DONATION OF $20,000 TO BE ALLOCATED TOWARD THE PROGRAMS AS THEIR BOARD SEES FIT. | $20,000 |
| UNIVERSITY HIGH SCHOOL CARMEL, IN | DONATION OF $10,000 TO THE 501 (C3) CHUCK FUND IN SUPPORT OF THE SCHOOL'S MISSION OF UNIVERSITY HIGH SCHOOL WHICH IS TO EXPAND THE HEARTS AND MINDS OF STUDENTS AND TO NURTURE EXCELLENCE THROUGH ACADEMIC, CREATIVE, AND PHYSICAL ACHIEVEMENT. THE GIFT WAS IN RECOGNITION OF CHUCK WEBSTER, THE FOUNDER OF UNIVERSITY HIGH SCHOOL. | $10,000 |
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
Frequently Asked Questions
What is Roberts Family Foundation Inc?
Roberts Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ZIONSVILLE, IN. It holds $2.6M in total assets as of 2024.
How large is Roberts Family Foundation Inc?
As of 2024, Roberts Family Foundation Inc holds $2.6M in total assets with $80K in annual revenue. It awarded 8 grants totaling $190K in 2024.
Where does Roberts Family Foundation Inc operate?
Roberts Family Foundation Inc has awarded grants in Colorado, Indiana.
What size grants does Roberts Family Foundation Inc award?
In 2024, Roberts Family Foundation Inc awarded 8 grants totaling $190K — an average of about $24K per grant, based on its IRS Form 990 filings.
How much is Roberts Family Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Roberts Family Foundation Inc reported a distributable amount of $176K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Roberts Family Foundation Inc's EIN?
Roberts Family Foundation Inc's EIN (Employer Identification Number) is 27-1529236. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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