Nonprofit · EIN 31-1772701
E R ROBERTS FAMILY FOUNDATION
Tax-exempt · PALM BCH GDNS, FL 33418
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $20,913 | $40,671 | -$19,758 | $344,494 | $0 | $344,494 |
| November 30, 2024 | 990-PF | $58,816 | $47,705 | $11,111 | $373,252 | $0 | $373,252 |
| November 30, 2023 | 990-PF | $26,687 | $43,835 | -$17,148 | $396,000 | $0 | $396,000 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Dividends
- $14,010
- Interest
- $231
- Net gain from sales of assets
- $6,672
Expenses
- Grants and similar amounts paid
- $37,500
- Disbursements for charitable purposes
- $38,625
- Excise tax on investment income
- $275
Balance sheet and other
- Total assets, start of year
- $373,252
- Total assets, end of year
- $344,494
- Total liabilities, end of year
- $0
- Net assets, end of year
- $344,494
- Fair market value of assets
- $421,883
- Qualifying distributions
- $38,625
- Net investment income
- $20,913
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 November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARC ROBERTS 139 SAN MARCO DR, PALM BEACH GARDENS, FL 33418 | Director | 1 | $0 |
| NANCY ROBERTS 139 SAN MARCO DR, PALM BEACH GARDENS, FL 33418 | Treasurer | 1 | $0 |
990-PF for the year ended November 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARC ROBERTS 139 SAN MARCO DR, PALM BEACH GARDENS, FL 33418 | Director | 1 | $0 |
| NANCY ROBERTS 139 SAN MARCO DR, PALM BEACH GARDENS, FL 33418 | Treasurer | 1 | $0 |
990-PF for the year ended November 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARC ROBERTS 139 SAN MARCO DR, PALM BEACH GARDENS, FL 33418 | Director | 1 | $0 |
| NANCY ROBERTS 139 SAN MARCO DR, PALM BEACH GARDENS, FL 33418 | Treasurer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 139 SAN MARCO DR, PALM BCH GDNS, FL 33418-4641
- In care of
- % TAXPAYER
- Signed the 990-PF
- MARC ROBERTS, Director
- Phone
- (609) 591-6982
- Return prepared by
- Shivers & Goldman
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 31-1772701
- 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
- 2001
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $344,494
- Income (IRS master file)
- $118,704
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $20,913 | $40,671 | $344,494 | XML |
| 990-PF | November 2024 | $58,816 | $47,705 | $373,252 | XML |
| 990-PF | November 2023 | $26,687 | $43,835 | $396,000 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | IRS |
| 990-PF | November 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 31-1772701).
Questions about E R ROBERTS FAMILY FOUNDATION
- What is the EIN of E R ROBERTS FAMILY FOUNDATION?
- The employer identification number (EIN) of E R ROBERTS FAMILY FOUNDATION is 31-1772701.
- Is E R ROBERTS FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to E R ROBERTS FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does E R ROBERTS FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of E R ROBERTS FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did E R ROBERTS FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of E R ROBERTS FAMILY FOUNDATION?
- The 990-PF for the year ended November 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does E R ROBERTS FAMILY FOUNDATION have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $20,913, expenses of $40,671 and total assets of $344,494 at year end.
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