Nonprofit · EIN 65-0402203
THE CRAIG AND FLORI ROBERTS FAMILY FOUNDATION INC
Tax-exempt · SARASOTA, FL 34230
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-PF | $37,492 | $74,214 | -$36,722 | $704,840 | $0 | $704,840 |
| March 31, 2025 | 990-PF | $18,667 | $63,226 | -$44,559 | $741,562 | $0 | $741,562 |
| March 31, 2024 | 990-PF | $130,513 | $37,558 | $92,955 | $786,121 | $0 | $786,121 |
Financial details: 990-PF for the year ended March 31, 2026
Revenue
- Dividends
- $16,393
- Net gain from sales of assets
- $20,648
- Other income
- $451
Expenses
- Grants and similar amounts paid
- $60,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $63,161
- Excise tax on investment income
- $361
Balance sheet and other
- Total assets, start of year
- $741,562
- Total assets, end of year
- $704,840
- Total liabilities, end of year
- $0
- Net assets, end of year
- $704,840
- Fair market value of assets
- $1,164,198
- Qualifying distributions
- $63,161
- Net investment income
- $37,041
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 March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRUCE ROBERTS 110 RIVERSIDE DRIVE 11E, NEW YORK, NY 10024 | SECRETARY | 2 | $0 |
| DOUGLAS ROBERTS 787 OCEAN AVE UNIT 1407, LONG BRANCH, NJ 07740 | PRESIDENT | 2 | $0 |
| JOY SALEH ROBERTS 110 RIVERSIDE DRIVE 11E, NEW YORK, NY 10024 | TREASURER | 2 | $0 |
990-PF for the year ended March 31, 2025: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRUCE ROBERTS 110 RIVERSIDE DRIVE 11E, NEW YORK, NY 10024 | SECRETARY | 2 | $0 |
| DOUGLAS ROBERTS 787 OCEAN AVE UNIT 1407, LONG BRANCH, NJ 07740 | PRESIDENT | 2 | $0 |
| JOY SALEH ROBERTS 110 RIVERSIDE DRIVE 11E, NEW YORK, NY 10024 | TREASURER | 2 | $0 |
990-PF for the year ended March 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRUCE ROBERTS 110 RIVERSIDE DRIVE 11E, NEW YORK, NY 10024 | SECRETARY | 2 | $0 |
| DOUGLAS ROBERTS 787 OCEAN AVE UNIT 1407, LONG BRANCH, NJ 07740 | PRESIDENT | 2 | $0 |
| JOY SALEH ROBERTS 110 RIVERSIDE DRIVE 11E, NEW YORK, NY 10024 | TREASURER | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 49348, SARASOTA, FL 34230-6348
- In care of
- % N CRAIG ROBERTS
- Signed the 990-PF
- DOUGLAS ROBERTS, PRESIDENT
- Phone
- (941) 365-4617
- Return prepared by
- KERKERING BARBERIO & CO
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990-PF on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 65-0402203
- 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
- 1993
- Accounting year ends
- March
- Files
- Form 990-PF
- Assets (IRS master file)
- $704,840
- Income (IRS master file)
- $75,914
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2026 | $37,492 | $74,214 | $704,840 | XML |
| 990-PF | March 2025 | $18,667 | $63,226 | $741,562 | XML |
| 990-PF | March 2024 | $130,513 | $37,558 | $786,121 | XML |
| 990-PF | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 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 65-0402203).
Questions about THE CRAIG AND FLORI ROBERTS FAMILY FOUNDATION INC
- What is the EIN of THE CRAIG AND FLORI ROBERTS FAMILY FOUNDATION INC?
- The employer identification number (EIN) of THE CRAIG AND FLORI ROBERTS FAMILY FOUNDATION INC is 65-0402203.
- Is THE CRAIG AND FLORI ROBERTS FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to THE CRAIG AND FLORI ROBERTS FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE CRAIG AND FLORI ROBERTS FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE CRAIG AND FLORI ROBERTS FAMILY FOUNDATION INC due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE CRAIG AND FLORI ROBERTS FAMILY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2026.
- Who are the officers and directors of THE CRAIG AND FLORI ROBERTS FAMILY FOUNDATION INC?
- The 990-PF for the year ended March 31, 2026 lists 3 people; 0 received compensation from the organization.
- How much revenue does THE CRAIG AND FLORI ROBERTS FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended March 31, 2026 it reported revenue of $37,492, expenses of $74,214 and total assets of $704,840 at year end.
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