Nonprofit · EIN 83-2882886
THE ROBERTS FOUNDATION FOUNDED BY WILLIAM C ROBERTS MD
Tax-exempt · CHARLESTON, SC 29401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $467,695 | $530,582 | -$62,887 | $11,322,813 | $0 | $11,322,813 |
| December 31, 2024 | 990-PF | $652,500 | $323,332 | $329,168 | $10,610,715 | $0 | $10,610,715 |
| December 31, 2023 | 990-PF | $6,282,076 | $203,808 | $6,078,268 | $9,903,383 | $0 | $9,903,383 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $221,449
- Interest
- $149
- Net gain from sales of assets
- $246,097
Expenses
- Grants and similar amounts paid
- $381,226
- Compensation of officers, directors and key employees
- $81,000
- Salaries, compensation and benefits (total)
- $0
- Disbursements for charitable purposes
- $518,194
- Excise tax on investment income
- $6,501
Balance sheet and other
- Total assets, start of year
- $10,620,246
- Total assets, end of year
- $11,322,813
- Total liabilities, end of year
- $0
- Net assets, end of year
- $11,322,813
- Fair market value of assets
- $11,322,813
- Qualifying distributions
- $518,194
- Net investment income
- $467,695
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 |
|---|---|---|---|
| CHARLES STEWART ROBERTS 3415 HARVARD, Dallas, TX 75205 | Chairman of the Board | 5 | $32,400 |
| WILLIAM C ROBERTS JR 10 HALSEY STREET, Charleston, SC 29401 | President | 5 | $32,400 |
| AMELIA ROBERTS KNOX 6914 PATRICIA AVENUE, Dallas, TX 75223 | Board Member | 2 | $10,800 |
| Charles Stewart Roberts II 3415 Harvard Avenue, Dallas, TX 75205 | Board Member | 2 | $5,400 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM C ROBERTS JR 10 HALSEY STREET, CHARLESTON, SC 29401 | EXEC. DIRECT | 5 | $22,000 |
| AMELIA ROBERTS KNOX 6914 PATRICIA AVENUE, DALLAS, TX 75223 | DIRECTOR | 2 | $11,000 |
| CHARLES STEWART ROBERTS 3415 HARVARD, DALLAS, TX 75205 | DIRECTOR | 5 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLES STEWART ROBERTS 3415 HARVARD, DALLAS, TX 75205 | DIRECTOR | 5 | $17,500 |
| WILLIAM C ROBERTS JR 10 HALSEY STREET, CHARLESTON, SC 29401 | EXEC. DIRECT | 5 | $13,500 |
| AMELIA ROBERTS KNOX 6914 PATRICIA AVENUE, DALLAS, TX 75223 | DIRECTOR | 2 | $6,000 |
| WILLIAM C ROBERTS SR 2828 HOOD ST APT 903, DALLAS, TX 75219 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 10 HALSEY ST, CHARLESTON, SC 29401-1120
- Signed the 990-PF
- Charles Stewart Roberts, Chairman
- Phone
- (770) 656-5585
- Return prepared by
- TBFoster LLP
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
- 83-2882886
- 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
- 2019
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T11)
- Assets (IRS master file)
- $11,322,813
- Income (IRS master file)
- $591,758
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $467,695 | $530,582 | $11,322,813 | IRS |
| 990-PF | December 2024 | $652,500 | $323,332 | $10,610,715 | IRS |
| 990-PF | December 2023 | $6,282,076 | $203,808 | $9,903,383 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | 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 83-2882886).
Questions about THE ROBERTS FOUNDATION FOUNDED BY WILLIAM C ROBERTS MD
- What is the EIN of THE ROBERTS FOUNDATION FOUNDED BY WILLIAM C ROBERTS MD?
- The employer identification number (EIN) of THE ROBERTS FOUNDATION FOUNDED BY WILLIAM C ROBERTS MD is 83-2882886.
- Is THE ROBERTS FOUNDATION FOUNDED BY WILLIAM C ROBERTS MD tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to THE ROBERTS FOUNDATION FOUNDED BY WILLIAM C ROBERTS MD tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE ROBERTS FOUNDATION FOUNDED BY WILLIAM C ROBERTS MD file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE ROBERTS FOUNDATION FOUNDED BY WILLIAM C ROBERTS MD 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 THE ROBERTS FOUNDATION FOUNDED BY WILLIAM C ROBERTS MD 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 THE ROBERTS FOUNDATION FOUNDED BY WILLIAM C ROBERTS MD?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 4 received compensation from the organization, the highest $32,400 (CHARLES STEWART ROBERTS, Chairman of the Board).
- How much revenue does THE ROBERTS FOUNDATION FOUNDED BY WILLIAM C ROBERTS MD have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $467,695, expenses of $530,582 and total assets of $11,322,813 at year end.
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