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Nonprofit · EIN 23-7023105

ROBERTS BROS FOUNDATION

Tax-exempt · SANTA BARBARA, CA 93150

Financials

$93K$165K2023$85K$170K2024
Revenue Expenses · by fiscal year end
Financials of ROBERTS BROS FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$84,699$170,461-$85,762$2,068,268$0$2,068,268
December 31, 2023990-PF$92,535$165,234-$72,699$2,154,528$0$2,154,528
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$69,485
Interest
$9,607
Net gain from sales of assets
$3,275
Other income
$2,332

Expenses

Grants and similar amounts paid
$90,037
Compensation of officers, directors and key employees
$3,600
Disbursements for charitable purposes
$129,039
Excise tax on investment income
$639

Balance sheet and other

Total assets, start of year
$2,154,528
Total assets, end of year
$2,068,268
Total liabilities, end of year
$0
Net assets, end of year
$2,068,268
Fair market value of assets
$3,145,226
Qualifying distributions
$129,039
Net investment income
$84,699

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.

NameTitleHours / weekCompensation
SANDRA MATSON
PO BOX 50239, SANTA BARBARA, CA 93150
SECRETARY/TREASURER1$3,600
ROBIN ROBERTS CUDAHY
PO BOX 50239, SANTA BARBARA, CA 93150
PRESIDENT0.5$0
KAREN M ROBERTS
PO BOX 50239, SANTA BARBARA, CA 93150
AGENT0.5$0
REED SPANGLER CPA
PO BOX 50239, SANTA BARBARA, CA 93150
DIRECTOR0.5$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
SANDRA MATSON
PO BOX 50239, SANTA BARBARA, CA 93150
SECRETARY/TREASURER1$3,600
ROBIN ROBERTS CUDAHY
PO BOX 50239, SANTA BARBARA, CA 93150
PRESIDENT0.5$0
KAREN M ROBERTS
PO BOX 50239, SANTA BARBARA, CA 93150
AGENT0.5$0
REED SPANGLER CPA
PO BOX 50239, SANTA BARBARA, CA 93150
DIRECTOR0.5$0

Address and contacts

Address (IRS master file)
PO BOX 50239, SANTA BARBARA, CA 93150-0239
Signed the 990-PF
ROBIN CUDAHY, PRESIDENT
Phone
(805) 565-1402
Return prepared by
MACFARLANE FALETTI & CO LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 23-7023105 or by the name ROBERTS BROS FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
23-7023105
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
1969
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,068,268
Income (IRS master file)
$746,649

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$84,699$170,461$2,068,268XML
990-TDecember 2024–––IRS
990-PFDecember 2023$92,535$165,234$2,154,528XML
990-TDecember 2023–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS
990-PFDecember 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 23-7023105).

Questions about ROBERTS BROS FOUNDATION

What is the EIN of ROBERTS BROS FOUNDATION?
The employer identification number (EIN) of ROBERTS BROS FOUNDATION is 23-7023105.
Is ROBERTS BROS FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1969.
Are donations to ROBERTS BROS FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ROBERTS BROS FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of ROBERTS BROS 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 BROS 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 BROS FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 4 people; 1 received compensation from the organization, the highest $3,600 (SANDRA MATSON, SECRETARY/TREASURER).
How much revenue does ROBERTS BROS FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $84,699, expenses of $170,461 and total assets of $2,068,268 at year end.

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