Nonprofit · EIN 75-6600063
ED AND MARGARET ROBERTS FOUNDATION
Also known as COUNTISS BILL TTEE
Tax-exempt · AMARILLO, TX 79105
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $128,694 | $187,428 | -$58,734 | $2,079,207 | $0 | $2,079,207 |
| December 31, 2023 | 990-PF | $116,475 | $148,823 | -$32,348 | $2,137,941 | $0 | $2,137,941 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $38,303
- Interest
- $9,800
- Net gain from sales of assets
- $18,157
- Other income
- $62,434
Expenses
- Grants and similar amounts paid
- $110,000
- Compensation of officers, directors and key employees
- $36,000
- Disbursements for charitable purposes
- $111,800
- Excise tax on investment income
- $767
Balance sheet and other
- Total assets, start of year
- $2,137,941
- Total assets, end of year
- $2,079,207
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,079,207
- Fair market value of assets
- $2,624,020
- Qualifying distributions
- $111,800
- Net investment income
- $128,006
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BILL COUNTISS P O BOX 9238, AMARILLO, TX 79105 | TRUSTEE | 0 | $36,000 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BILL COUNTISS P O BOX 9238, AMARILLO, TX 79105 | TRUSTEE | 3 | $36,000 |
Address and contacts
- Address (IRS master file)
- PO BOX 9294, AMARILLO, TX 79105-9294
- Signed the 990-PF
- BILL COUNTISS, TRUSTEE
- Phone
- (806) 372-5569
- Return prepared by
- LPT CPAS ADVISORS PLLC
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 | Not 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
- 75-6600063
- 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
- 2008
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $2,079,207
- Income (IRS master file)
- $405,560
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $128,694 | $187,428 | $2,079,207 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $116,475 | $148,823 | $2,137,941 | 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 75-6600063).
Questions about ED AND MARGARET ROBERTS FOUNDATION
- What is the EIN of ED AND MARGARET ROBERTS FOUNDATION?
- The employer identification number (EIN) of ED AND MARGARET ROBERTS FOUNDATION is 75-6600063.
- Is ED AND MARGARET ROBERTS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to ED AND MARGARET ROBERTS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ED AND MARGARET ROBERTS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ED AND MARGARET ROBERTS 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 ED AND MARGARET ROBERTS 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 ED AND MARGARET ROBERTS FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $36,000 (BILL COUNTISS, TRUSTEE).
- How much revenue does ED AND MARGARET ROBERTS FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $128,694, expenses of $187,428 and total assets of $2,079,207 at year end.
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