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Nonprofit · EIN 74-2269660

THE ROBERTS FAMILY FOUNDATION

Tax-exempt · SHERIDAN, WY 82801

Financials

$47K$170K2023$374K$1.3M2024
Revenue Expenses · by fiscal year end
Financials of THE ROBERTS FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$374,113$1,294,269-$920,156$7,546$0$7,546
December 31, 2023990-PF$47,334$169,508-$122,174$911,710$0$911,710
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$8,000
Dividends
$17,527
Interest
$992
Net gain from sales of assets
$352,650
Other income
-$5,056

Expenses

Grants and similar amounts paid
$1,269,458
Disbursements for charitable purposes
$1,269,947
Excise tax on investment income
$4,805

Balance sheet and other

Total assets, start of year
$911,710
Total assets, end of year
$7,546
Total liabilities, end of year
$0
Net assets, end of year
$7,546
Fair market value of assets
$7,546
Qualifying distributions
$1,269,947
Net investment income
$369,954

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
DONALD B ROBERTS
20 PINE LANE, SHERIDAN, WY 82801
PRESIDENT0$0
JAY MCGINNIS
417 NORTH JEFFERSON STREET, SHERIDAN, WY 82801
SECRETARY0$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
DONALD B ROBERTS
20 PINE LANE, SHERIDAN, WY 82801
PRESIDENT1$0
JAY MCGINNIS
417 NORTH JEFFERSON STREET, SHERIDAN, WY 82801
SECRETARY1$0

Address and contacts

Address (IRS master file)
1811 S SHERIDAN AVE, SHERIDAN, WY 82801-6103
Signed the 990-PF
DONALD B ROBERTS, PRESIDENT
Phone
(307) 672-0785
Return prepared by
HARKER MELLINGER LLC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
74-2269660
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
1983
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$7,546
Income (IRS master file)
$1,217,415

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$374,113$1,294,269$7,546XML
990-TDecember 2024–––IRS
990-PFDecember 2023$47,334$169,508$911,710XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS
990-PFDecember 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 74-2269660).

Questions about THE ROBERTS FAMILY FOUNDATION

What is the EIN of THE ROBERTS FAMILY FOUNDATION?
The employer identification number (EIN) of THE ROBERTS FAMILY FOUNDATION is 74-2269660.
Is THE ROBERTS FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
Are donations to THE ROBERTS FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE ROBERTS FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of THE ROBERTS FAMILY FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE ROBERTS FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of THE ROBERTS FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does THE ROBERTS FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $374,113, expenses of $1,294,269 and total assets of $7,546 at year end.

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