Nonprofit · EIN 82-1589307
ROBERTS FOUNDATION INC
Tax-exempt · GAINESVILLE, GA 30501
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $827,077 | $681,817 | $145,260 | $10,508,654 | $0 | $10,508,654 |
| December 31, 2024 | 990-PF | $475,028 | $633,504 | -$158,476 | $10,202,934 | $0 | $10,202,934 |
| December 31, 2023 | 990-PF | $191,585 | $481,287 | -$289,702 | $9,919,962 | $906 | $9,919,056 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $277,527
- Interest
- $12,300
- Net gain from sales of assets
- $537,222
- Other income
- $28
Expenses
- Grants and similar amounts paid
- $545,535
- Compensation of officers, directors and key employees
- $40,200
- Disbursements for charitable purposes
- $608,093
- Excise tax on investment income
- $10,600
Balance sheet and other
- Total assets, start of year
- $10,202,934
- Total assets, end of year
- $10,508,654
- Total liabilities, end of year
- $0
- Net assets, end of year
- $10,508,654
- Fair market value of assets
- $10,508,654
- Qualifying distributions
- $608,093
- Net investment income
- $827,077
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 |
|---|---|---|---|
| DAVID G MCINTEE 821 DAWSONVILLE HWY STE 250 PMB 308, GAINESVILLE, GA 30501 | PRESIDENT | 12 | $40,200 |
| DIANE T MCINTEE 821 DAWSONVILLE HWY STE 250 PMB 308, GAINESVILLE, GA 30501 | VICE PRESIDENT | 2 | $0 |
| MEGHAN K RACHFORD 821 DAWSONVILLE HWY STE 250 PMB 308, GAINESVILLE, GA 30501 | VICE PRESIDENT | 1 | $0 |
| MELISSA K KANE 821 DAWSONVILLE HWY STE 250 PMB 308, GAINESVILLE, GA 30501 | SECRETARY | 1 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID G MCINTEE 821 DAWSONVILLE HWY STE 250 PMB 308, GAINESVILLE, GA 30501 | PRESIDENT | 12 | $33,300 |
| DIANE T MCINTEE 821 DAWSONVILLE HWY STE 250 PMB 308, GAINESVILLE, GA 30501 | VICE PRESIDENT | 2 | $0 |
| MEGHAN K RACHFORD 821 DAWSONVILLE HWY STE 250 PMB 308, GAINESVILLE, GA 30501 | VICE PRESIDENT | 1 | $0 |
| MELISSA K KANE 821 DAWSONVILLE HWY STE 250 PMB 308, GAINESVILLE, GA 30501 | SECRETARY | 1 | $0 |
| RYAN D MCINTEE 821 DAWSONVILLE HWY STE 250 PMB 308, GAINESVILLE, GA 30501 | DIRECTOR (THRU 04/19/2024) | 1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID G MCINTEE 821 DAWSONVILLE HWY STE 250 PMB 308, GAINESVILLE, GA 30501 | PRESIDENT | 12 | $32,100 |
| DIANE T MCINTEE 821 DAWSONVILLE HWY STE 250 PMB 308, GAINESVILLE, GA 30501 | VICE PRESIDENT | 2 | $0 |
| MEGHAN K RACHFORD 821 DAWSONVILLE HWY STE 250 PMB 308, GAINESVILLE, GA 30501 | VICE PRESIDENT | 1 | $0 |
| MELISSA K KANE 821 DAWSONVILLE HWY STE 250 PMB 308, GAINESVILLE, GA 30501 | SECRETARY | 1 | $0 |
| RYAN D MCINTEE 821 DAWSONVILLE HWY STE 250 PMB 308, GAINESVILLE, GA 30501 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 821 DAWSONVILLE HWY STE 250 PMB P, GAINESVILLE, GA 30501-2622
- In care of
- % DAVID MCINTEE
- Signed the 990-PF
- DAVID G MCINTEE, PRESIDENT
- Phone
- (212) 867-8000
- Return prepared by
- PKF O'CONNOR DAVIES ADVISORY 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 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
- 82-1589307
- 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
- 2017
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $10,508,654
- Income (IRS master file)
- $2,761,711
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $827,077 | $681,817 | $10,508,654 | XML |
| 990-PF | December 2024 | $475,028 | $633,504 | $10,202,934 | XML |
| 990-PF | December 2023 | $191,585 | $481,287 | $9,919,962 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 82-1589307).
Questions about ROBERTS FOUNDATION INC
- What is the EIN of ROBERTS FOUNDATION INC?
- The employer identification number (EIN) of ROBERTS FOUNDATION INC is 82-1589307.
- Is ROBERTS FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to ROBERTS FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERTS FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERTS FOUNDATION INC 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 FOUNDATION INC 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 FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 1 received compensation from the organization, the highest $40,200 (DAVID G MCINTEE, PRESIDENT).
- How much revenue does ROBERTS FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $827,077, expenses of $681,817 and total assets of $10,508,654 at year end.
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