Roberts Student Aid Fund

Foundation · Grantmaker Dallas, TX EIN: 24-6020452

AcademicsStudentsEducation

Roberts Student Aid Fund is a private foundation focused on Academics, based in Dallas, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $153K in total assets. In 2024, it awarded 4 grants totaling $9K. Net investment income was $14K.

Key facts about Roberts Student Aid Fund

EIN: 24-6020452
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $8,500
Grants made (2024): 4
Average grant: $2,125
Median grant: $2,125
Total assets: $153,068
Primary geography: Pennsylvania (75% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Who Roberts Student Aid Fund funds

By grant dollars, the top recipient states for Roberts Student Aid Fund's 4 itemized 2024 grants were Pennsylvania (75%) and Massachusetts (25%). None of its 4 grants with a stated purpose were described as general or operating support. Recurring purposes include "Scholarship Award" (4 grants).

How Roberts Student Aid Fund gives

Giving grew 37% from 2021 to 2024. Method
In 2024 it paid out 85% 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.

Next steps with Roberts Student Aid Fund

How to evaluate Roberts Student Aid Fund as a funder
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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$153K

+4.9% YoY

Annual Giving

$9K

+11.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$2K

+11.8% YoY

Under IRS private-foundation payout rules, Roberts Student Aid Fund reported a distributable amount of $11K for 2024 — the minimum it must pay out in qualifying distributions.

About Roberts Student Aid Fund

Based on IRS filings

Focus Areas

AcademicsStudentsEducation

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $6K (75%)

Massachusetts $2K (25%)

Share of all 4 itemized 2024 grant dollars.

States

California Massachusetts New Jersey New York Pennsylvania South Carolina Washington

Cities

BethlehemKutztownPhiladelphiaBostonConwayE StroudsburgGlensideLong BeachMechanicsburgSchnecksvilleState CollegeSyracuseWashingtonWest Long Branch

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$153,068	$145,935	$151,163
Revenue	$15,496	$4,012	$-3,564
Expenses	$10,319	$9,186	$8,080
Qualifying Distributions	$9,114	$8,142	$6,943
Net Investment Income	$14,180	$2,938	$2,012
Distributable Amount	$10,707	$7,902	$7,978

Data update history

When this profile's IRS filing data changed on Grantable

March 2, 2026 IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Grant Size Distribution

20 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Penn State University ($2,125), Lehigh University ($2,125), Northeastern University ($2,125).

Recipient	Purpose	Amount
PENN STATE UNIVERSITY State College, PA	SCHOLARSHIP AWARD	$2,125
LEHIGH UNIVERSITY Bethlehem, PA	SCHOLARSHIP AWARD	$2,125
NORTHEASTERN UNIVERSITY Boston, MA	SCHOLARSHIP AWARD	$2,125
LEHIGH CARBON COMMUNITY COLLEGE Schnecksville, PA	SCHOLARSHIP AWARD	$2,125

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Name	Title	Hours	Compensation
Bank of America	Trustee	1	$1,536

Subject Areas

Focus areas based on grantmaking activity

AcademicsStudentsEducation

Frequently Asked Questions

What is Roberts Student Aid Fund?

Roberts Student Aid Fund is a private foundation focused on Academics, based in Dallas, TX. It holds $153K in total assets as of 2024.

How large is Roberts Student Aid Fund?

As of 2024, Roberts Student Aid Fund holds $153K in total assets with $15K in annual revenue. It awarded 4 grants totaling $9K in 2024.

Where does Roberts Student Aid Fund operate?

Roberts Student Aid Fund has awarded grants in California, Massachusetts, New Jersey, New York, Pennsylvania, South Carolina, Washington.

What size grants does Roberts Student Aid Fund award?

In 2024, Roberts Student Aid Fund awarded 4 grants totaling $9K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is Roberts Student Aid Fund required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Roberts Student Aid Fund reported a distributable amount of $11K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.