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.
Key facts about The Roberts Foundation
- EIN
- 94-3063700
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $72,500
- Grants made (2024)
- 10
- Average grant
- $7,250
- Median grant
- $5,000
- New grantees (estimate)
- 40% first-time grantees (4 of 10, 2024)
- Total assets
- $1,449,648
- Primary geography
- Oregon (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who The Roberts Foundation funds
By grant dollars, the top recipient states for The Roberts Foundation's 10 itemized 2024 grants were Oregon (100%). The most frequent recipient cities were Canby, OR (3 grants), Portland, OR (2 grants) and Eugene, OR (2 grants). None of its 10 grants with a stated purpose were described as general or operating support.
Is The Roberts Foundation open to new grantees?
40%
first-time grantees, 2024
In 2024, 4 of 10 grantees (40%) were first-time recipients. First grants averaged $2K; repeat grants $11K. How we count
Medians: $1K first-time, $13K repeat.
- 60% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (−5%). Method
- In 2024 it paid out 92% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with The Roberts Foundation
- How to evaluate The Roberts Foundation as a funder
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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.
Ready to take the next step with The Roberts Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 10 itemized 2024 grant dollars.
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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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 recipients 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 |
| ST JUDE CHILDREN'S RESEARCH HOSPITA Portland, OR | TO TREAT CHILDHOOD CANCER. | $15,000 |
| ST VINCENT DE PAUL SOCIETY OF LANE Eugene, OR | CHARITABLE ACTIVITIES | $10,000 |
| OREGON FFA FOUNDATION Canby, OR | EDUCATION | $5,000 |
| THE CANBY CENTER Canby, OR | FAMILY OUTREACH | $5,000 |
| ELIJAH J AUXIER FOUNDATION Aurora, OR | TO SUPPORT CARDIAC RESEARCH AND PROVIDE SUPPORT FOR PEDIATRIC PATIENTS AND THEIR FAMILIES. | $5,000 |
| JACKSON COUNTY 4-H FFA JR Eagle Point, OR | EDUCATION OF CHILDREN IN REGARDS TO RAISING ANIMALS. | $1,000 |
| CANBY MUSIC BOOSTERS Canby, OR | BENEFITTING INSTRUMENTAL MUSIC IN CANBY SCHOOL DISTRICT. | $1,000 |
| NINETY-ONE SCHOOL PTO Hubbard, OR | SCHOOL FUNDING. | $500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS 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.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.