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.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$153K
+4.9% YoY
Annual Giving
$9K
+11.8% YoY
Grant Count
4
+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
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.
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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 | $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 |
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 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
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $1,536 |
Subject Areas
Focus areas based on grantmaking activity
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.
What is Roberts Student Aid Fund's EIN?
Roberts Student Aid Fund's EIN (Employer Identification Number) is 24-6020452. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Roberts Student Aid Fund's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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