The Jill Roberts Charitable Foundation

Foundation · Grantmaker Garden City, NY EIN: 13-3704518
PhilanthropyFoundations

The Jill Roberts Charitable Foundation is a private foundation focused on Philanthropy, based in Garden City, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $14K in total assets. Net investment income was $136.

Key facts about The Jill Roberts Charitable Foundation

EIN
13-3704518
Latest 990 filing
Form 990-PF, 2024
Total assets
$13,528

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

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$14K

+84.0% YoY

Revenue

$10K

+8660.0% YoY

Net Investment Income

$136

+23.6% YoY

Expenses

$3K

Under IRS private-foundation payout rules, The Jill Roberts Charitable Foundation reported a distributable amount of $524 for 2024 — the minimum it must pay out in qualifying distributions.

How The Jill Roberts Charitable Foundation gives

  • In 2021 it paid out well above its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

States

Cities

Ithaca

Giving Over Time

Total grant dollars and number of grants per year

$0$2.5M$5M$7.5M$10M0 grants20201 grants20210 grants20220 grants20230 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

1 grants across all recorded years

<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M1$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for 2024.

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$5M$10M$15M20202021202220232024
Metric202420232022
Total Assets$13,528$7,352$7,243
Revenue$9,636$110$54
Expenses$3,460—$4,296
Qualifying Distributions———
Net Investment Income$136$110$54
Distributable Amount$524$358$463

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

The Jill Roberts Charitable Foundation is led by David Roberts, President since 2021 (on filings since 2020); none of the 2 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • David Roberts

    President

    Director → President, 2021

    On filings since 2020

    1 hr/week

    No compensation reported

  • William B. Roberts

    Secretary

    On filings since 2020

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about The Jill Roberts Charitable Foundation

How large is The Jill Roberts Charitable Foundation?

The Jill Roberts Charitable Foundation reported $14K in total assets on its 2024 IRS Form 990-PF. Its revenue that year was $10K.

What is The Jill Roberts Charitable Foundation?

The Jill Roberts Charitable Foundation is a nonprofit organization focused on Philanthropy, based in Garden City, NY. It holds $14K in total assets as of 2024.

Where does The Jill Roberts Charitable Foundation operate?

The Jill Roberts Charitable Foundation has awarded grants in New York.

How much is The Jill Roberts Charitable Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Jill Roberts Charitable Foundation reported a distributable amount of $524 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Jill Roberts Charitable Foundation's EIN?

The Jill Roberts Charitable Foundation's EIN (Employer Identification Number) is 13-3704518. IRS Form 990 filing data is available on this page for 2020–2024.

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

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