Roy H and Natalie C Roberts Family Fdn Co

CHICAGO, IL EIN: 65-6269008

Roy H and Natalie C Roberts Family Fdn Co is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $32.3M in total assets. In 2024, it awarded 1 grants totaling $2.3M. Net investment income was $4.5M.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$32.3M

+3.3% YoY

Annual Giving

$2.3M

-5.6% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$2.3M

-5.6% YoY

About Roy H and Natalie C Roberts Family Fdn Co

Based on IRS filings

Roy H and Natalie C Roberts Family Fdn Co is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $32.3M in total assets. In 2024, it awarded 1 grants totaling $2.3M. Net investment income was $4.5M.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

ChicagoGrosse Pointe Farms

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$3M$4M$5M20202021202220232024
Metric202420232022
Total Assets$32,300,502$31,275,654$29,320,360
Revenue$4,555,584$4,925,646$3,277,559
Expenses$2,911,411$2,959,870$2,566,208
Qualifying Distributions$2,745,004$2,820,690$2,450,963
Net Investment Income$4,457,284$4,860,205$2,977,442
Distributable Amount$2,997,037$2,553,879$2,931,746

Giving Over Time

Total grant dollars and number of grants per year

$0$620K$1M$2M$2M1 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

VARIOUS ENTITIES$2.3M

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K$100–250K$250–500K$500K–1M5$1–5M$5M+

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

JOHN H ROBERTSPRESIDENT$61KANNE W ROBERTSVICE PRESIDENT$61KREBECCA ROBERTSSECRETARY$61KDAVID ROBERTSTREASURER$61K

From 2024 filing

NameTitleHoursCompensation
JOHN H ROBERTSPRESIDENT13$60,840
ANNE W ROBERTSVICE PRESIDENT13$60,840
REBECCA ROBERTSSECRETARY13$60,840
DAVID ROBERTSTREASURER13$60,840

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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