Roberts Family Foundation
Roberts Family Foundation is a private foundation, based in Tulsa, OK. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $702K in total assets. In 2025, it awarded 2 grants totaling $18K. Net investment income was $159K.
Key facts about Roberts Family Foundation
In short: Roberts Family Foundation gave $18K across 2 grants in 2025 (avg $9K), mostly in Oklahoma. Source: 2025 IRS Form 990-PF.
- EIN
- 38-7280523
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $17,500
- Grants made (2025)
- 2
- Average grant
- $8,750
- Median grant
- $8,750
- Total assets
- $702,360
- Primary geography
- Oklahoma (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$702K
+12.1% YoY
Annual Giving
$18K
+133.3% YoY
Grant Count
2
+100.0% YoY
Avg Grant Size
$9K
+16.7% YoY
Under IRS private-foundation payout rules, Roberts Family Foundation reported a distributable amount of $33K for 2025 — the minimum it must pay out in qualifying distributions.
How Roberts Family Foundation gives
- Giving held roughly steady from 2022 to 2025 (+17%). Method
- In 2025 it paid out 54% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2022 to 2025, annual grant giving ranged from $8K (2023) to $18K (2025). In 2025 it made 2 grants totaling $18K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was The Spring ($10K). Together the top 2 received $18K.
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Spring Sand Springs, OK | Services for victims of trafficking and domestic abuse | $10,000 |
| Friends of Catholic Education Tulsa, OK | Catholic education | $7,500 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $702,360 | $626,583 | $297,932 |
| Revenue | $333,167 | $545,415 | $160,695 |
| Expenses | $30,857 | $10,015 | $8,877 |
| Qualifying Distributions | $17,500 | $7,500 | $7,500 |
| Net Investment Income | $158,698 | $391,166 | $7,574 |
| Distributable Amount | $32,633 | $22,359 | $14,820 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 14, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS June 17, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS October 1, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 29, 2026)
- IRS filings on file for fiscal years 2021–2024
Leadership & Key People
Officers and directors from IRS filings
Roberts Family Foundation's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Anne M. Roberts
Trustee
On filings since 2021
20 hrs/week
No compensation reported
Keith A. Roberts
Trustee
On filings since 2021
5 hrs/week
No compensation reported
Rachel M. Roberts
Trustee
On filings since 2021
5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Roberts Family Foundation
How much does Roberts Family Foundation give each year?
Roberts Family Foundation gave $18K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $8K across 1 grant.
How large is Roberts Family Foundation?
Roberts Family Foundation reported $702K in total assets on its 2025 IRS Form 990-PF. It paid out $18K in qualifying distributions that year, against a required minimum of $33K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Roberts Family Foundation operate?
Roberts Family Foundation has awarded grants in Oklahoma.
What is Roberts Family Foundation's EIN?
Roberts Family Foundation's EIN (Employer Identification Number) is 38-7280523. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Roberts Family Foundation by hand.
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