The Roberts Charitable Foundation
The Roberts Charitable Foundation is a private foundation, based in Garden City, NY. IRS filing data is available from 2020 through 2024. In 2024, it awarded 1 grant totaling $2.5M. Net investment income was $345K.
The Roberts Charitable Foundation at a glance
In short: The Roberts Charitable Foundation gave $2.5M across 1 grant in 2024 (avg $2.5M), mostly in Ohio. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $2,483,177
- Grants made (2024)
- 1
- Average grant
- $2,483,177
- Median grant
- $2,483,177
- Primary geography
- Ohio (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who The Roberts Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Jill Roberts Giving Donor Advised Fund at Fidelity Charitable ($2.5M).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 4 grants of 5 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
How The Roberts Charitable Foundation gives
- In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $17K (2020) to $2.5M (2024). In 2024 it made 1 grant totaling $2.5M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Jill Roberts Giving Donor Advised Fund at Fidelity Charitable Cincinnati, OH | General | $2,483,177 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | — | $345,000 | $2,489,512 | $2,483,177 | 1 | $2,483,177 | $345,000 | $26,635 |
| 2023 | $2,144,512 | — | $300 | — | — | — | — | $1,213 |
| 2022 | $2,144,812 | — | $3,295 | — | — | — | — | $1,321 |
| 2021 | $2,148,107 | — | $275 | — | — | — | — | $1,393 |
| 2020 | $2,148,721 | — | $18,620 | $17,000 | 4 | — | — | $1,936 |
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.
Leadership & Key People
Officers and directors from IRS filings
The Roberts Charitable Foundation is led by David Roberts, Trustee on every filing since 2023 — the only officer listed, and uncompensated.
Officers on the 2024 filing
David Roberts
Trustee
On filings since 2023
5 hrs/week
No compensation reported
Former officers (1)
- Former: William B. Roberts (2020–2022) — Trustee
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 Roberts Charitable Foundation
How much does The Roberts Charitable Foundation give each year?
The Roberts Charitable Foundation gave $2.5M across 1 grant in 2024, according to its 2024 IRS Form 990-PF.
Where does The Roberts Charitable Foundation operate?
The Roberts Charitable Foundation has awarded grants in New Jersey, New York, Ohio.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Live grants for the work The Roberts Charitable Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
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