The Roberts Foundation
The Roberts Foundation is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $334K in total assets. In 2025, it awarded 1 grants totaling $13K. Net investment income was $26K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$334K
+3.1% YoY
Annual Giving
$13K
+0.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$13K
+0.0% YoY
About The Roberts Foundation
Based on IRS filings
The Roberts Foundation is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $334K in total assets. In 2025, it awarded 1 grants totaling $13K. Net investment income was $26K.
Ready to take the next step with The Roberts Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $334,293 | $324,230 | $330,218 |
| Revenue | $31,511 | $12,960 | $-6,324 |
| Expenses | $22,211 | $20,888 | $24,373 |
| Qualifying Distributions | $16,362 | $15,976 | $17,473 |
| Net Investment Income | $25,582 | $7,005 | $1,775 |
| Distributable Amount | $19,772 | $18,078 | $17,513 |
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 2025
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $7,154 |
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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