The Roberts Charitable Foundation
The Roberts Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GARDEN CITY, NY. IRS filing data is available from 2020 through 2024. In 2024, it awarded 1 grants totaling $2.5M. Net investment income was $345K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
—
-100.0% YoY
Annual Giving
$2.5M
Grant Count
1
Avg Grant Size
$2.5M
Under IRS private-foundation payout rules, The Roberts Charitable Foundation reported a distributable amount of $27K for 2024 — the minimum it must pay out in qualifying distributions.
About The Roberts Charitable Foundation
Based on IRS filings
The Roberts Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GARDEN CITY, NY. IRS filing data is available from 2020 through 2024. In 2024, it awarded 1 grants totaling $2.5M. Net investment income was $345K.
Focus Areas
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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 | — | $2,144,512 | $2,144,812 |
| Revenue | $345,000 | — | — |
| Expenses | $2,489,512 | $300 | $3,295 |
| Qualifying Distributions | $2,483,177 | — | — |
| Net Investment Income | $345,000 | — | — |
| Distributable Amount | $26,635 | $1,213 | $1,321 |
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 Jill Roberts Giving Donor Advised Fund at Fidelity Charitable ($2,483,177).
| Recipient | Purpose | Amount |
|---|---|---|
| JILL ROBERTS GIVING DONOR ADVISED FUND AT FIDELITY CHARITABLE CINCINNATI, OH | GENERAL | $2,483,177 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DAVID ROBERTS | TRUSTEE | 5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Roberts Charitable Foundation?
The Roberts Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GARDEN CITY, NY. It holds — in total assets as of 2024.
Where does The Roberts Charitable Foundation operate?
The Roberts Charitable Foundation has awarded grants in New Jersey, New York, Ohio.
What size grants does The Roberts Charitable Foundation award?
In 2024, The Roberts Charitable Foundation awarded 1 grants totaling $2.5M — an average of about $2.5M per grant, based on its IRS Form 990 filings.
How much is The Roberts Charitable Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Roberts Charitable Foundation reported a distributable amount of $27K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Roberts Charitable Foundation's EIN?
The Roberts Charitable Foundation's EIN (Employer Identification Number) is 13-7047910. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Roberts Charitable Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.