The Daniel K Roberts and Betty Roberts
The Daniel K Roberts and Betty Roberts is a private foundation, based in STAMFORD, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.0M in total assets. In 2024, it awarded 1 grants totaling $61K. Net investment income was $48K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.0M
-1.9% YoY
Annual Giving
$61K
+1.7% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$61K
+1.7% YoY
Under IRS private-foundation payout rules, The Daniel K Roberts and Betty Roberts reported a distributable amount of $60K for 2024 — the minimum it must pay out in qualifying distributions.
About The Daniel K Roberts and Betty Roberts
Based on IRS filings
The Daniel K Roberts and Betty Roberts is a private foundation, based in STAMFORD, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.0M in total assets. In 2024, it awarded 1 grants totaling $61K. Net investment income was $48K.
Ready to take the next step with The Daniel K Roberts and Betty Roberts?
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 | $1,006,142 | $1,025,420 | $1,043,812 |
| Revenue | $58,792 | $51,992 | $58,991 |
| Expenses | $78,070 | $70,384 | $92,060 |
| Qualifying Distributions | $67,173 | $60,162 | $81,087 |
| Net Investment Income | $48,479 | $42,040 | $48,172 |
| Distributable Amount | $60,240 | $57,839 | $65,847 |
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 See Listing of Charitable Organizations Attached ($61,173).
| Recipient | Purpose | Amount |
|---|---|---|
| SEE LISTING OF CHARITABLE ORGANIZATIONS ATTACHED STAMFORD, CT | FOR GENERAL PURPOSES | $61,173 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JERI R APPEL | PRESIDENT/DIRECTOR | 1 | — |
| ERIC S ROBERTS | DIRECTOR | — | — |
Frequently Asked Questions
How large is The Daniel K Roberts and Betty Roberts?
As of 2024, The Daniel K Roberts and Betty Roberts holds $1.0M in total assets with $59K in annual revenue. It awarded 1 grants totaling $61K in 2024.
Where does The Daniel K Roberts and Betty Roberts operate?
The Daniel K Roberts and Betty Roberts has awarded grants in Connecticut.
What size grants does The Daniel K Roberts and Betty Roberts award?
In 2024, The Daniel K Roberts and Betty Roberts awarded 1 grants totaling $61K — an average of about $61K per grant, based on its IRS Form 990 filings.
How much is The Daniel K Roberts and Betty Roberts required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Daniel K Roberts and Betty Roberts reported a distributable amount of $60K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Daniel K Roberts and Betty Roberts's EIN?
The Daniel K Roberts and Betty Roberts's EIN (Employer Identification Number) is 06-1286111. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.