Nonprofit · EIN 31-6299228
ROBERTS FOUNDATION
Tax-exempt · MOUNTAIN BRK, AL 35243
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2024 | 990-PF | $1,223,368 | $134,433 | $1,088,935 | $2,486,470 | $0 | $2,486,470 |
| November 30, 2023 | 990-PF | $63,046 | $122,163 | -$59,117 | $1,397,535 | $0 | $1,397,535 |
Financial details: 990-PF for the year ended November 30, 2024
Revenue
- Contributions, gifts and grants
- $1,070,026
- Dividends
- $43,487
- Interest
- $6,988
- Net gain from sales of assets
- $102,867
Expenses
- Grants and similar amounts paid
- $84,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $84,715
- Excise tax on investment income
- $1,503
Balance sheet and other
- Total assets, start of year
- $1,397,535
- Total assets, end of year
- $2,486,470
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,486,470
- Fair market value of assets
- $3,386,610
- Qualifying distributions
- $84,715
- Net investment income
- $153,342
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Evan R Roberts 4414 Briar Glen Circle, Birmingham, AL 352431722 | Trustee | 1 | $0 |
990-PF for the year ended November 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| burnell r roberts 6439 Bethany Village Drive 304, Centerville, OH 45459 | trustee, deceased 2/28/23 | 1 | $0 |
| Evan R Roberts 4414 Briar Glen Circle, Birmingham, AL 352431722 | Trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 4414 BRIAR GLEN CIR, MOUNTAIN BRK, AL 35243-1722
- In care of
- % EVAN ROBERTS
- Signed the 990-PF
- Evan Roberts, Trustee
- Phone
- (205) 913-3143
- Return prepared by
- ERNST & YOUNG US 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 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 | Not 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
- 31-6299228
- 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
- 1986
- Accounting year ends
- November
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,486,470
- Income (IRS master file)
- $2,815,281
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2024 | $1,223,368 | $134,433 | $2,486,470 | XML |
| 990-PF | November 2023 | $63,046 | $122,163 | $1,397,535 | 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 31-6299228).
Questions about ROBERTS FOUNDATION
- What is the EIN of ROBERTS FOUNDATION?
- The employer identification number (EIN) of ROBERTS FOUNDATION is 31-6299228.
- Is ROBERTS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to ROBERTS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERTS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERTS FOUNDATION due?
- The return for tax year 2024 (the year ending November 30, 2025) is due April 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROBERTS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2024.
- Who are the officers and directors of ROBERTS FOUNDATION?
- The 990-PF for the year ended November 30, 2024 lists 1 person; 0 received compensation from the organization.
- How much revenue does ROBERTS FOUNDATION have?
- On its 990-PF for the year ended November 30, 2024 it reported revenue of $1,223,368, expenses of $134,433 and total assets of $2,486,470 at year end.
Other nonprofits in MOUNTAIN BRK
- COUNTRY CLUB OF BIRMINGHAM EIN 63-0049960 · last filed 990 for 2024
- SECOND WIND PROGRAMS INC EIN 68-0174970 · last filed 990 for 2024
- BIRMINGHAM ZOO INC EIN 62-1231591 · last filed 990 for 2024
- HIGHLANDS DAY SCHOOL FOUNDATION EIN 63-0388769 · last filed 990 for 2025
- DANIEL FOUNDATION OF ALABAMA EIN 63-0736444 · last filed 990-PF for 2024
- LEVITE JEWISH COMMUNITY CENTER EIN 63-0288848 · last filed 990 for 2024
- BIRMINGHAM JEWISH FOUNDATION EIN 63-0833692 · last filed 990 for 2024
- BIRMINGHAM BOTANICAL SOCIETY INC EIN 63-0495111 · last filed 990 for 2025