The Roberts Foundation
The Roberts Foundation is a private foundation, based in CANBY, OR. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 10 grants totaling $73K. Net investment income was $96K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.4M
+1.7% YoY
Annual Giving
$73K
+3.6% YoY
Grant Count
10
+25.0% YoY
Avg Grant Size
$7K
-17.1% YoY
Under IRS private-foundation payout rules, The Roberts Foundation reported a distributable amount of $79K for 2024 — the minimum it must pay out in qualifying distributions.
About The Roberts Foundation
Based on IRS filings
The Roberts Foundation is a private foundation, based in CANBY, OR. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 10 grants totaling $73K. Net investment income was $96K.
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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 | $1,449,648 | $1,425,556 | $1,460,788 |
| Revenue | $114,603 | $53,591 | $54,622 |
| Expenses | $90,511 | $88,823 | $93,781 |
| Qualifying Distributions | $72,500 | $70,000 | $75,000 |
| Net Investment Income | $96,357 | $34,768 | $35,841 |
| Distributable Amount | $78,610 | $72,628 | $83,659 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
46 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Relief Nursery of Eugene ($15,000), Oregon Zoo Foundation ($15,000), St Jude Children's Research Hospita ($15,000).
| Recipient | Purpose | Amount |
|---|---|---|
| RELIEF NURSERY OF EUGENE EUGENE, OR | YOUTH | $15,000 |
| OREGON ZOO FOUNDATION PORTLAND, OR | EDUCATION | $15,000 |
| OREGON FFA FOUNDATION CANBY, OR | EDUCATION | $5,000 |
| ST VINCENT DE PAUL SOCIETY OF LANE EUGENE, OR | CHARITABLE ACTIVITIES | $10,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITA PORTLAND, OR | TO TREAT CHILDHOOD CANCER. | $15,000 |
| THE CANBY CENTER CANBY, OR | FAMILY OUTREACH | $5,000 |
| JACKSON COUNTY 4-H FFA JR EAGLE POINT, OR | EDUCATION OF CHILDREN IN REGARDS TO RAISING ANIMALS. | $1,000 |
| NINETY-ONE SCHOOL PTO HUBBARD, OR | SCHOOL FUNDING. | $500 |
| ELIJAH J AUXIER FOUNDATION AURORA, OR | TO SUPPORT CARDIAC RESEARCH AND PROVIDE SUPPORT FOR PEDIATRIC PATIENTS AND THEIR FAMILIES. | $5,000 |
| CANBY MUSIC BOOSTERS CANBY, OR | BENEFITTING INSTRUMENTAL MUSIC IN CANBY SCHOOL DISTRICT. | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| SANDRA L RICKSGER | Trustee | 7 | — |
| ROHN M ROBERTS | Trustee | 1 | — |
Frequently Asked Questions
How large is The Roberts Foundation?
As of 2024, The Roberts Foundation holds $1.4M in total assets with $115K in annual revenue. It awarded 10 grants totaling $73K in 2024.
Where does The Roberts Foundation operate?
The Roberts Foundation has awarded grants in Oregon.
What size grants does The Roberts Foundation award?
In 2024, The Roberts Foundation awarded 10 grants totaling $73K — an average of about $7K per grant, based on its IRS Form 990 filings.
How much is The Roberts Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Roberts Foundation reported a distributable amount of $79K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Roberts Foundation's EIN?
The Roberts Foundation's EIN (Employer Identification Number) is 94-3063700. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Roberts 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.
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