Roy H and Natalie C Roberts Family Fdn Co
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
Under IRS private-foundation payout rules, Roy H and Natalie C Roberts Family Fdn Co reported a distributable amount of $3.0M for 2024 — the minimum it must pay out in qualifying distributions.
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.
Focus Areas
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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 | $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
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
Among its reported 2024 grants, the largest include Various Entities ($2,339,000).
| Recipient | Purpose | Amount |
|---|---|---|
| VARIOUS ENTITIES CHICAGO, IL | GENERAL SUPPORT | $2,339,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOHN H ROBERTS | PRESIDENT | 13 | $60,840 |
| ANNE W ROBERTS | VICE PRESIDENT | 13 | $60,840 |
| REBECCA ROBERTS | SECRETARY | 13 | $60,840 |
| DAVID ROBERTS | TREASURER | 13 | $60,840 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Roy H and Natalie C Roberts Family Fdn Co?
Roy H and Natalie C Roberts Family Fdn Co is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHICAGO, IL. It holds $32.3M in total assets as of 2024.
How large is Roy H and Natalie C Roberts Family Fdn Co?
As of 2024, Roy H and Natalie C Roberts Family Fdn Co holds $32.3M in total assets with $4.6M in annual revenue. It awarded 1 grants totaling $2.3M in 2024.
Where does Roy H and Natalie C Roberts Family Fdn Co operate?
Roy H and Natalie C Roberts Family Fdn Co has awarded grants in Illinois, Michigan.
What size grants does Roy H and Natalie C Roberts Family Fdn Co award?
In 2024, Roy H and Natalie C Roberts Family Fdn Co awarded 1 grants totaling $2.3M — an average of about $2.3M per grant, based on its IRS Form 990 filings.
How much is Roy H and Natalie C Roberts Family Fdn Co required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Roy H and Natalie C Roberts Family Fdn Co reported a distributable amount of $3.0M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Roy H and Natalie C Roberts Family Fdn Co's EIN?
Roy H and Natalie C Roberts Family Fdn Co's EIN (Employer Identification Number) is 65-6269008. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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