Nonprofit · EIN 43-6109579
JOSEPH & FLORENCE ROBLEE FOUNDATION 24657-00-9
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,948,762 | $1,676,625 | $272,137 | $15,037,534 | $0 | $15,037,534 |
| December 31, 2024 | 990-PF | $1,430,170 | $1,429,367 | $803 | $14,754,740 | $0 | $14,754,740 |
| December 31, 2023 | 990-PF | $962,779 | $1,344,771 | -$381,992 | $14,761,766 | $0 | $14,761,766 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $527,439
- Net gain from sales of assets
- $1,421,323
Expenses
- Grants and similar amounts paid
- $1,291,381
- Compensation of officers, directors and key employees
- $141,531
- Disbursements for charitable purposes
- $1,543,035
- Excise tax on investment income
- $25,503
Balance sheet and other
- Total assets, start of year
- $14,754,740
- Total assets, end of year
- $15,037,534
- Total liabilities, end of year
- $0
- Net assets, end of year
- $15,037,534
- Fair market value of assets
- $30,046,658
- Qualifying distributions
- $1,543,035
- Net investment income
- $1,952,721
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 |
|---|---|---|---|
| BANK OF AMERICA PRIVATE BANK 7676 Forsyth Blvd 24th Floor, ST LOUIS, MO 63105 | CO-TRUSTEE | 1 | $94,349 |
| S WELKER MCADAM JOSEPH FLORENCE ROBLEE FDN, CO BANK OF AMERICA, MO 63105 | PRESIDENT | 0 | $23,591 |
| R VON ARX JOSEPH FLORENCE ROBLEE FDN, CO BANK OF AMERICA, MO 63105 | BRD. MEMB. | 0 | $23,591 |
| C VON ARX JOSEPH FLORENCE ROBLEE FDN, CO BANK OF AMERICA, MO 63105 | CO-TRUSTEE. BRD MEMB. | 1 | $0 |
| D MCCARTHY WARE JOSEPH FLORENCE ROBLEE FDN, CO BANK OF AMERICA, MO 63105 | CO-TRUSTEE, SECRETARY | 1 | $0 |
| N RADLEY JOSEPH FLORENCE ROBLEE FDN, CO BANK OF AMERICA, MO 63105 | VP | 0 | $0 |
| J A VON ARX JOSEPH FLORENCE ROBLEE FDN, CO BANK OF AMERICA, MO 63105 | FINANCE COMMITTEE CHAIR | 0 | $0 |
| B FOORMAN JOSEPH FLORENCE ROBLEE FDN, CO BANK OF AMERICA, MO 63105 | BRD. MEMB. | 0 | $0 |
| A NELSON JOSEPH FLORENCE ROBLEE FDN, CO BANK OF AMERICA, MO 63105 | BRD. MEMB. | 0 | $0 |
990-PF for the year ended December 31, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PRIVATE BANK 7676 Forsyth Blvd 24th Floor, ST LOUIS, MO 63105 | CO-TRUSTEE | 1 | $89,437 |
| C VON ARX JOSEPH FLORENCE ROBLEE FDN, CO BANK OF AMERICA, MO 63105 | CO-TRUSTEE. BRD MEMB. | 1 | $22,364 |
| D MCCARTHY WARE JOSEPH FLORENCE ROBLEE FDN, CO BANK OF AMERICA, MO 63105 | CO-TRUSTEE, SECRETARY | 1 | $22,364 |
| S WELKER MCADAM JOSEPH FLORENCE ROBLEE FDN, CO BANK OF AMERICA, MO 63105 | PRESIDENT | 0 | $0 |
| R VON ARX JOSEPH FLORENCE ROBLEE FDN, CO BANK OF AMERICA, MO 63105 | BRD. MEMB. | 0 | $0 |
| N RADLEY JOSEPH FLORENCE ROBLEE FDN, CO BANK OF AMERICA, MO 63105 | VP | 0 | $0 |
| J A VON ARX JOSEPH FLORENCE ROBLEE FDN, CO BANK OF AMERICA, MO 63105 | FINANCE COMMITTEE CHAIR | 0 | $0 |
| B FOORMAN JOSEPH FLORENCE ROBLEE FDN, CO BANK OF AMERICA, MO 63105 | BRD. MEMB. | 0 | $0 |
| A NELSON JOSEPH FLORENCE ROBLEE FDN, CO BANK OF AMERICA, MO 63105 | BRD. MEMB. | 0 | $0 |
990-PF for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PRIVATE BANK 7676 Forsyth Blvd 24th Floor, ST LOUIS, MO 63105 | CO-TRUSTEE | 1 | $78,024 |
| CAROL ROBINS VON ARX JOSEPH FLORENCE ROBLEE FDN, CO BANK OF AMERICA, MO 63105 | CO-TRUSTEE | 1 | $19,510 |
| DAVID MCCARTHY WARE JOSEPH FLORENCE ROBLEE FDN, CO BANK OF AMERICA, MO 63105 | CO-TRUSTEE | 1 | $19,510 |
| SALLY WELKER MCADAM JOSEPH FLORENCE ROBLEE FDN, CO BANK OF AMERICA, MO 63105 | PRESIDENT | 0 | $0 |
| ROBYN ANN VON ARX JOSEPH FLORENCE ROBLEE FDN, CO BANK OF AMERICA, MO 63105 | BRD. MEMB. | 0 | $0 |
| JEREMY WARE JOSEPH FLORENCE ROBLEE FDN, CO BANK OF AMERICA, MO 63105 | BRD. MEMB. | 0 | $0 |
| JEANNE R RADLEY JOSEPH FLORENCE ROBLEE FDN, CO BANK OF AMERICA, MO 63105 | BRD. MEMB. | 0 | $0 |
| JEFFREY ALLEN VON ARX JOSEPH FLORENCE ROBLEE FDN, CO BANK OF AMERICA, MO 63105 | BRD. MEMB. | 0 | $0 |
| BARBARA FOORMAN JOSEPH FLORENCE ROBLEE FDN, CO BANK OF AMERICA, MO 63105 | BRD. MEMB. | 0 | $0 |
| ANN NELSON JOSEPH FLORENCE ROBLEE FDN, CO BANK OF AMERICA, MO 63105 | BRD. MEMB. | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % BANK OF AMERICA N A
- 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 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
- 43-6109579
- 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
- 1971
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $15,037,534
- Income (IRS master file)
- $5,727,845
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,948,762 | $1,676,625 | $15,037,534 | IRS |
| 990-T | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | $1,430,170 | $1,429,367 | $14,754,740 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $962,779 | $1,344,771 | $14,761,766 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | 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 43-6109579).
Questions about JOSEPH & FLORENCE ROBLEE FOUNDATION 24657-00-9
- What is the EIN of JOSEPH & FLORENCE ROBLEE FOUNDATION 24657-00-9?
- The employer identification number (EIN) of JOSEPH & FLORENCE ROBLEE FOUNDATION 24657-00-9 is 43-6109579.
- Is JOSEPH & FLORENCE ROBLEE FOUNDATION 24657-00-9 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1971.
- Are donations to JOSEPH & FLORENCE ROBLEE FOUNDATION 24657-00-9 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOSEPH & FLORENCE ROBLEE FOUNDATION 24657-00-9 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOSEPH & FLORENCE ROBLEE FOUNDATION 24657-00-9 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 JOSEPH & FLORENCE ROBLEE FOUNDATION 24657-00-9 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 JOSEPH & FLORENCE ROBLEE FOUNDATION 24657-00-9?
- The 990-PF for the year ended December 31, 2025 lists 9 people; 3 received compensation from the organization, the highest $94,349 (BANK OF AMERICA PRIVATE BANK, CO-TRUSTEE).
- How much revenue does JOSEPH & FLORENCE ROBLEE FOUNDATION 24657-00-9 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,948,762, expenses of $1,676,625 and total assets of $15,037,534 at year end.
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