Nonprofit · EIN 04-3522054
ROBERTS FAMILY FOUNDATION
Tax-exempt · BOSTON, MA 02116
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $5,414,921 | $3,700,209 | $1,714,712 | $53,901,133 | $714,398 | $53,186,735 |
| December 31, 2023 | 990-PF | $4,664,899 | $4,230,269 | $434,630 | $51,415,245 | $0 | $51,415,245 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,437,033
- Dividends
- $1,618,133
- Interest
- $1,222
- Net gain from sales of assets
- $1,354,710
- Other income
- $3,823
Expenses
- Grants and similar amounts paid
- $2,516,336
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $2,516,336
- Excise tax on investment income
- $26,112
Balance sheet and other
- Total assets, start of year
- $51,415,245
- Total assets, end of year
- $53,901,133
- Total liabilities, end of year
- $714,398
- Net assets, end of year
- $53,186,735
- Fair market value of assets
- $61,811,593
- Qualifying distributions
- $2,516,336
- Net investment income
- $2,948,215
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT G BANNISH RICE HEARD BIGELOW INC 50 CONGRESS, STREET, BOSTON, MA 02109 | TRUSTEE | 1 | $15,000 |
| KRISTEN ROBERTS 31 ST JAMES AVENUE SUITE 740, BOSTON, MA 02116 | TRUSTEE | 0 | $0 |
| THOMAS S ROBERTS 31 ST JAMES AVENUE SUITE 740, BOSTON, MA 02116 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT G BANNISH RICE HEARD BIGELOW INC 50 CONGRESS, STREET, BOSTON, MA 02109 | TRUSTEE | 1 | $15,000 |
| KRISTEN ROBERTS 31 ST JAMES AVENUE SUITE 740, BOSTON, MA 02116 | TRUSTEE | 0 | $0 |
| THOMAS S ROBERTS 31 ST JAMES AVENUE SUITE 740, BOSTON, MA 02116 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 31 SAINT JAMES AVE STE 740, BOSTON, MA 02116-4186
- In care of
- % PAUL MCCOY
- Signed the 990-PF
- THOMAS S ROBERTS, TRUSTEE
- Phone
- (617) 933-3620
- Return prepared by
- PAUL MCCOY FAMILY OFFICE SERVICES LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-3522054
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible
- No
- Exempt since
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $53,901,133
- Income (IRS master file)
- $9,096,784
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $5,414,921 | $3,700,209 | $53,901,133 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $4,664,899 | $4,230,269 | $51,415,245 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-3522054).
Questions about ROBERTS FAMILY FOUNDATION
- What is the EIN of ROBERTS FAMILY FOUNDATION?
- The employer identification number (EIN) of ROBERTS FAMILY FOUNDATION is 04-3522054.
- Is ROBERTS FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to ROBERTS FAMILY FOUNDATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ROBERTS FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERTS FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROBERTS FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of ROBERTS FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 1 received compensation from the organization, the highest $15,000 (ROBERT G BANNISH, TRUSTEE).
- How much revenue does ROBERTS FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $5,414,921, expenses of $3,700,209 and total assets of $53,901,133 at year end.
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