Nonprofit · EIN 36-7186052
ROBERTS FAMILY FOUNDATION
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2026 | 990-PF | $518,321 | $303,732 | $214,589 | $4,297,795 | $0 | $4,297,795 |
| April 30, 2025 | 990-PF | $414,230 | $289,006 | $125,224 | $4,083,163 | $0 | $4,083,163 |
| April 30, 2024 | 990-PF | $384,494 | $260,900 | $123,594 | $3,958,620 | $0 | $3,958,620 |
Financial details: 990-PF for the year ended April 30, 2026
Revenue
- Dividends
- $161,745
- Net gain from sales of assets
- $356,576
Expenses
- Grants and similar amounts paid
- $236,200
- Compensation of officers, directors and key employees
- $55,549
- Disbursements for charitable purposes
- $258,852
- Excise tax on investment income
- $6,606
Balance sheet and other
- Total assets, start of year
- $4,083,163
- Total assets, end of year
- $4,297,795
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,297,795
- Fair market value of assets
- $6,054,592
- Qualifying distributions
- $258,852
- Net investment income
- $518,196
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 April 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $55,549 |
| Juli Blunt 2190 Drury Ln, Northfield, IL 60093 | Distribution Committee Member | 2 | $0 |
990-PF for the year ended April 30, 2025: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $52,221 |
| Juli Blunt 2190 Drury Ln, Northfield, IL 60093 | Distribution Committee Member | 2 | $0 |
990-PF for the year ended April 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $46,093 |
| John H Roberts 2166 Drury Ln, Northfield, IL 60093 | Distribution Committee Member | 2 | $0 |
| Juli Blunt 2190 Drury Ln, Northfield, IL 60093 | Distribution Committee Member | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % BANK OF AMERICA NT & SA
- Signed the 990-PF
- BANK OF AMERICA N A, MANAGING DIR
- Phone
- (888) 866-3275
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | 990-PF on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990-PF on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990-PF on file |
IRS record
- EIN
- 36-7186052
- 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
- 1998
- Accounting year ends
- April
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $4,297,795
- Income (IRS master file)
- $1,310,837
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | April 2026 | $518,321 | $303,732 | $4,297,795 | XML |
| 990-PF | April 2025 | $414,230 | $289,006 | $4,083,163 | XML |
| 990-PF | April 2024 | $384,494 | $260,900 | $3,958,620 | XML |
| 990-PF | April 2023 | – | – | – | IRS |
| 990-PF | April 2022 | – | – | – | IRS |
| 990-PF | April 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 36-7186052).
Questions about ROBERTS FAMILY FOUNDATION
- What is the EIN of ROBERTS FAMILY FOUNDATION?
- The employer identification number (EIN) of ROBERTS FAMILY FOUNDATION is 36-7186052.
- Is ROBERTS FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to ROBERTS FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERTS FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERTS FAMILY FOUNDATION due?
- The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROBERTS FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended April 2026.
- Who are the officers and directors of ROBERTS FAMILY FOUNDATION?
- The 990-PF for the year ended April 30, 2026 lists 2 people; 1 received compensation from the organization, the highest $55,549 (BANK OF AMERICA, TRUSTEE).
- How much revenue does ROBERTS FAMILY FOUNDATION have?
- On its 990-PF for the year ended April 30, 2026 it reported revenue of $518,321, expenses of $303,732 and total assets of $4,297,795 at year end.
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