Nonprofit · EIN 23-3101766
JOHN AND CHARLENE ROBERTS FOUNDATION INC
Tax-exempt · STUART, FL 34997
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-PF | $92,200 | $186,959 | -$94,759 | $701,960 | $0 | $701,960 |
| June 30, 2025 | 990-PF | $79,329 | $47,876 | $31,453 | $796,719 | $0 | $796,719 |
| June 30, 2024 | 990-PF | $100,032 | $100,309 | -$277 | $765,266 | $0 | $765,266 |
Financial details: 990-PF for the year ended June 30, 2026
Revenue
- Dividends
- $3,746
- Interest
- $22,277
- Net gain from sales of assets
- $66,177
Expenses
- Grants and similar amounts paid
- $178,140
- Disbursements for charitable purposes
- $178,140
- Excise tax on investment income
- $1,224
Balance sheet and other
- Total assets, start of year
- $796,719
- Total assets, end of year
- $701,960
- Total liabilities, end of year
- $0
- Net assets, end of year
- $701,960
- Fair market value of assets
- $756,475
- Qualifying distributions
- $178,140
- Net investment income
- $92,200
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 June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLENE K ROBERTS 1933 SE TALBOT PLACE, STUART, FL 34997 | President | 2 | $0 |
| JOHN J ROBERTS 1933 SE TALBOT PLACE, STUART, FL 34997 | Secretary | 1 | $0 |
| JOHN ROBERTS 1933 SE TALBOT PLACE, STUART, FL 34997 | Vice President | 2 | $0 |
| DIANE ROBERTS 1933 SE TALBOT PLACE, STUART, FL 34997 | Treasurer | 1 | $0 |
990-PF for the year ended June 30, 2025: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLENE K ROBERTS 1933 SE TALBOT PLACE, STUART, FL 34997 | President | 2 | $0 |
| JOHN J ROBERTS 1933 SE TALBOT PLACE, STUART, FL 34997 | Secretary | 1 | $0 |
| JOHN ROBERTS 1933 SE TALBOT PLACE, STUART, FL 34997 | Vice President | 2 | $0 |
| DIANE ROBERTS 1933 SE TALBOT PLACE, STUART, FL 34997 | Treasurer | 1 | $0 |
990-PF for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLENE K ROBERTS 1933 SE TALBOT PLACE, STUART, FL 34997 | President | 2 | $0 |
| JOHN J ROBERTS 1933 SE TALBOT PLACE, STUART, FL 34997 | Secretary | 1 | $0 |
| JOHN ROBERTS 1933 SE TALBOT PLACE, STUART, FL 34997 | Vice President | 2 | $0 |
| DIANE ROBERTS 1933 SE TALBOT PLACE, STUART, FL 34997 | Treasurer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1933 SE TALBOT PL, STUART, FL 34997-5692
- In care of
- % D J WINKOWSKI
- Signed the 990-PF
- CHARLENE ROBERTS, President
- Phone
- (646) 387-1089
- Return prepared by
- Ferraro & Ferraro CPAs PA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990-PF on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 23-3101766
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2002
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $796,719
- Income (IRS master file)
- $206,850
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2026 | $92,200 | $186,959 | $701,960 | XML |
| 990-PF | June 2025 | $79,329 | $47,876 | $796,719 | XML |
| 990-PF | June 2024 | $100,032 | $100,309 | $765,266 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | 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 23-3101766).
Questions about JOHN AND CHARLENE ROBERTS FOUNDATION INC
- What is the EIN of JOHN AND CHARLENE ROBERTS FOUNDATION INC?
- The employer identification number (EIN) of JOHN AND CHARLENE ROBERTS FOUNDATION INC is 23-3101766.
- Is JOHN AND CHARLENE ROBERTS FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to JOHN AND CHARLENE ROBERTS FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOHN AND CHARLENE ROBERTS FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOHN AND CHARLENE ROBERTS FOUNDATION INC due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOHN AND CHARLENE ROBERTS FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2026.
- Who are the officers and directors of JOHN AND CHARLENE ROBERTS FOUNDATION INC?
- The 990-PF for the year ended June 30, 2026 lists 4 people; 0 received compensation from the organization.
- How much revenue does JOHN AND CHARLENE ROBERTS FOUNDATION INC have?
- On its 990-PF for the year ended June 30, 2026 it reported revenue of $92,200, expenses of $186,959 and total assets of $701,960 at year end.
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