Nonprofit · EIN 38-7280523
ROBERTS FAM FOUNDATION
Also known as ANNE M ROBERTS TTEE
Tax-exempt · TULSA, OK 74105
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $333,167 | $30,857 | $302,310 | $702,360 | $0 | $702,360 |
| December 31, 2024 | 990-PF | $545,415 | $10,015 | $535,400 | $626,583 | $0 | $626,583 |
| December 31, 2023 | 990-PF | $160,695 | $8,877 | $151,818 | $297,932 | $0 | $297,932 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $161,112
- Dividends
- $17,546
- Interest
- $2
- Net gain from sales of assets
- $154,507
Expenses
- Grants and similar amounts paid
- $17,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $17,500
- Excise tax on investment income
- $2,206
Balance sheet and other
- Total assets, start of year
- $626,583
- Total assets, end of year
- $702,360
- Total liabilities, end of year
- $0
- Net assets, end of year
- $702,360
- Fair market value of assets
- $914,830
- Qualifying distributions
- $17,500
- Net investment income
- $172,055
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 |
|---|---|---|---|
| Anne Roberts 2730 E 33rd St, Tulsa, OK 74105 | Trustee | 20 | $0 |
| Keith Roberts 2730 E 33rd St, Tulsa, OK 74105 | Trustee | 5 | $0 |
| Rachel Roberts 2730 E 33rd St, Tulsa, OK 74105 | Trustee | 5 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Anne Roberts 2730 E 33rd St, Tulsa, OK 74105 | Trustee | 5 | $0 |
| Keith Roberts 2730 E 33rd St, Tulsa, OK 74105 | Trustee | 5 | $0 |
| Rachel Roberts 2730 E 33rd St, Tulsa, OK 74105 | Trustee | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Anne Roberts 2730 E 33rd St, Tulsa, OK 74105 | Trustee | 0 | $0 |
| Keith Roberts 2730 E 33rd St, Tulsa, OK 74105 | Trustee | 0 | $0 |
| Rachel Roberts 2730 E 33rd St, Tulsa, OK 74105 | Trustee | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1127 E 33RD PL, TULSA, OK 74105-2501
- In care of
- % ANNE ROBERTS
- Signed the 990-PF
- Anne Roberts, Trustee
- Phone
- (918) 877-2200
- Return prepared by
- HOWERTONMORRISSIMPSON&SMITHPLLC
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
- 38-7280523
- 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
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $702,360
- Income (IRS master file)
- $399,214
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $333,167 | $30,857 | $702,360 | IRS |
| 990-PF | December 2024 | $545,415 | $10,015 | $626,583 | IRS |
| 990-PF | December 2023 | $160,695 | $8,877 | $297,932 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 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 38-7280523).
Questions about ROBERTS FAM FOUNDATION
- What is the EIN of ROBERTS FAM FOUNDATION?
- The employer identification number (EIN) of ROBERTS FAM FOUNDATION is 38-7280523.
- Is ROBERTS FAM FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to ROBERTS FAM FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERTS FAM FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERTS FAM FOUNDATION 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 FAM FOUNDATION 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 FAM FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does ROBERTS FAM FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $333,167, expenses of $30,857 and total assets of $702,360 at year end.
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All nonprofits in TULSA · Oklahoma · Philanthropy, voluntarism and grantmaking foundations