Nonprofit · EIN 27-1529236
ROBERTS FAMILY FOUNDATION INC
Tax-exempt · ZIONSVILLE, IN 46077
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $69,090 | $256,104 | -$187,014 | $2,447,282 | $0 | $2,447,282 |
| December 31, 2024 | 990-PF | $80,076 | $225,278 | -$145,202 | $2,634,296 | $0 | $2,634,296 |
| December 31, 2023 | 990-PF | $408,452 | $241,963 | $166,489 | $2,779,498 | $0 | $2,779,498 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $93,570
- Net gain from sales of assets
- -$24,480
Expenses
- Grants and similar amounts paid
- $200,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $214,250
- Excise tax on investment income
- $732
Balance sheet and other
- Total assets, start of year
- $2,634,296
- Total assets, end of year
- $2,447,282
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,447,282
- Fair market value of assets
- $3,867,060
- Qualifying distributions
- $214,250
- Net investment income
- $93,570
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN T ROBERTS 4495 ELMSCOTT RIDGE, ZIONSVILLE, IN 460777799 | DIRECTOR, PRESIDENT | 5 | $0 |
| ROBIN R ROBERTS 4495 ELMSCOTT RIDGE, ZIONSVILLE, IN 460777799 | DIRECTOR, VICE PRESIDENT | 1 | $0 |
| ALAN MCLAUGHLIN 1565 S YORK STREET, DENVER, CO 80210 | DIRECTOR | 1 | $0 |
| ALLISON DEJONG 4331 CREEKSIDE PASS, ZIONSVILLE, IN 46077 | DIRECTOR | 1 | $0 |
| KELSIE ROBERTS 1119 E 10TH STREET, INDIANAPOLIS, IN 46202 | DIRECTOR | 1 | $0 |
| CHARLES ROBERTS 4408 N PARK AVE, INDIANAPOLIS, IN 46205 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN T ROBERTS 2090 MULSANNE DRIVE, ZIONSVILLE, IN 46077 | DIRECTOR, PRESIDENT | 5 | $0 |
| ROBIN R ROBERTS 2090 MULSANNE DRIVE, ZIONSVILLE, IN 46077 | DIRECTOR, VICE PRESIDENT | 1 | $0 |
| ALAN MCLAUGHLIN 1565 S YORK STREET, DENVER, CO 80210 | DIRECTOR | 1 | $0 |
| ALLISON DEJONG 4331 CREEKSIDE PASS, ZIONSVILLE, IN 46077 | DIRECTOR | 1 | $0 |
| KELSIE ROBERTS 1119 E 10TH STREET, INDIANAPOLIS, IN 46202 | DIRECTOR | 1 | $0 |
| CHARLES ROBERTS 4408 N PARK AVE, INDIANAPOLIS, IN 46205 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN T ROBERTS 2090 MULSANNE DRIVE, ZIONSVILLE, IN 46077 | DIRECTOR, PRESIDENT | 5 | $0 |
| ROBIN R ROBERTS 2090 MULSANNE DRIVE, ZIONSVILLE, IN 46077 | DIRECTOR, VICE PRESIDENT | 1 | $0 |
| ALAN MCLAUGHLIN 1565 S YORK STREET, DENVER, CO 80210 | DIRECTOR | 1 | $0 |
| ALLISON DEJONG 4331 CREEKSIDE PASS, ZIONSVILLE, IN 46077 | DIRECTOR | 1 | $0 |
| KELSIE ROBERTS 1119 E 10TH STREET, INDIANAPOLIS, IN 46202 | DIRECTOR | 1 | $0 |
| CHARLES ROBERTS 4408 N PARK AVE, INDIANAPOLIS, IN 46205 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 4495 ELMSCOTT RDG, ZIONSVILLE, IN 46077-7799
- In care of
- % JOHN T ROBERTS
- Signed the 990-PF
- BUDD GLASSBERG, PRESIDENT
- Phone
- (317) 627-2033
- Return prepared by
- PWC US TAX 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 | 990-PF 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
- 27-1529236
- 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
- 2012
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $2,447,282
- Income (IRS master file)
- $548,519
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $69,090 | $256,104 | $2,447,282 | IRS |
| 990-PF | December 2024 | $80,076 | $225,278 | $2,634,296 | IRS |
| 990-PF | December 2023 | $408,452 | $241,963 | $2,779,498 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 27-1529236).
Questions about ROBERTS FAMILY FOUNDATION INC
- What is the EIN of ROBERTS FAMILY FOUNDATION INC?
- The employer identification number (EIN) of ROBERTS FAMILY FOUNDATION INC is 27-1529236.
- Is ROBERTS FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
- Are donations to ROBERTS FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERTS FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERTS FAMILY FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROBERTS FAMILY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of ROBERTS FAMILY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does ROBERTS FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $69,090, expenses of $256,104 and total assets of $2,447,282 at year end.
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