Roberts Foundation
Roberts Foundation is a private foundation, based in BIRMINGHAM, AL. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $2.5M in total assets. In 2024, it awarded 1 grants totaling $85K. Net investment income was $108K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.5M
+77.9% YoY
Annual Giving
$85K
+0.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$85K
+0.0% YoY
About Roberts Foundation
Based on IRS filings
Roberts Foundation is a private foundation, based in BIRMINGHAM, AL. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $2.5M in total assets. In 2024, it awarded 1 grants totaling $85K. Net investment income was $108K.
Ready to take the next step with Roberts Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,486,470 | $1,397,535 | $1,456,652 |
| Revenue | $1,223,368 | $63,046 | $78,489 |
| Expenses | $134,433 | $122,163 | $100,386 |
| Qualifying Distributions | $84,715 | $84,700 | $55,200 |
| Net Investment Income | $108,145 | $25,583 | $36,803 |
| Distributable Amount | $142,818 | $81,957 | $87,091 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 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 |
|---|---|---|---|
| Evan R Roberts | Trustee | 1 | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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