Nonprofit · EIN 94-3148459
JOSEPH P ROBERSON FOUNDATION
Tax-exempt · SACRAMENTO, CA 95831
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $68,548 | $34,624 | $33,924 | $437,771 | $0 | $437,771 |
| September 30, 2024 | 990-PF | $36,125 | $33,771 | $2,354 | $403,847 | $0 | $403,847 |
| September 30, 2023 | 990-PF | $37,473 | $32,795 | $4,678 | $401,493 | $0 | $401,493 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $15,948
- Dividends
- $14,667
- Net gain from sales of assets
- $37,933
Expenses
- Grants and similar amounts paid
- $30,000
- Disbursements for charitable purposes
- $31,520
- Excise tax on investment income
- $688
Balance sheet and other
- Total assets, start of year
- $403,847
- Total assets, end of year
- $437,771
- Total liabilities, end of year
- $0
- Net assets, end of year
- $437,771
- Fair market value of assets
- $579,432
- Qualifying distributions
- $31,520
- Net investment income
- $52,600
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Judy Roberson 6975 Warbler Way, Sacramento, CA 95831 | President | 1 | $0 |
| Joann Murphy 18060 Burke Drive, Plymouth, CA 95669 | Treasurer | 1 | $0 |
| Christine Garcia 30 Riverbank Place, Carmichael, CA 95608 | Secretary | 1 | $0 |
| Victoria Wheelock MD 87 Breckenwood Drive, Sacramento, CA 95864 | Director | 1 | $0 |
| Edward Murphy 235 Bretano Way, Greenbrae, CA 94904 | Director | 1 | $0 |
| Andy Roberson 1728 Holland Drive, Walnut Creek, CA 94597 | Director | 1 | $0 |
| Sherry McCulloch 6975 Warbler Way, Sacramento, CA 95831 | Director | 1 | $0 |
990-PF for the year ended September 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Judy Roberson 6975 Warbler Way, Sacramento, CA 95831 | President | 1 | $0 |
| Joann Murphy 18060 Burke Drive, Plymouth, CA 95669 | Treasurer | 1 | $0 |
| Christine Garcia 30 Riverbank Place, Carmichael, CA 95608 | Secretary | 1 | $0 |
| Victoria Wheelock MD 87 Breckenwood Drive, Sacramento, CA 95864 | Director | 1 | $0 |
| Edward Murphy 235 Bretano Way, Greenbrae, CA 94904 | Director | 1 | $0 |
| Andy Roberson 1728 Holland Drive, Walnut Creek, CA 94597 | Director | 1 | $0 |
| Sherry McCulloch 6975 Warbler Way, Sacramento, CA 95831 | Director | 1 | $0 |
990-PF for the year ended September 30, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Judy Roberson 6975 Warbler Way, Sacramento, CA 95831 | President | 1 | $0 |
| Joann Murphy 18060 Burke Drive, Plymouth, CA 95669 | Treasurer | 1 | $0 |
| Christine Garcia 30 Riverbank Place, Carmichael, CA 95608 | Secretary | 1 | $0 |
| Victoria Wheelock MD 87 Breckenwood Drive, Sacramento, CA 95864 | Director | 1 | $0 |
| Edward Murphy 235 Bretano Way, Greenbrae, CA 94904 | Director | 1 | $0 |
| Andy Roberson 1728 Holland Drive, Walnut Creek, CA 94597 | Director | 1 | $0 |
| Sherry McCulloch 6975 Warbler Way, Sacramento, CA 95831 | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 6975 WARBLER WAY, SACRAMENTO, CA 95831-2900
- In care of
- % JUDY ROBERSON
- Signed the 990-PF
- Judy Roberson, President
- Phone
- (916) 804-3488
- Website
- www.jprobersonfoundation.org
- Return prepared by
- Croce Sanguinetti & Vander Veen Inc
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3148459 or by the name JOSEPH P ROBERSON FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 94-3148459
- 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
- 1992
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $437,771
- Income (IRS master file)
- $110,100
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $68,548 | $34,624 | $437,771 | XML |
| 990-PF | September 2024 | $36,125 | $33,771 | $403,847 | XML |
| 990-PF | September 2023 | $37,473 | $32,795 | $401,493 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
| 990-PF | September 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 94-3148459).
Questions about JOSEPH P ROBERSON FOUNDATION
- What is the EIN of JOSEPH P ROBERSON FOUNDATION?
- The employer identification number (EIN) of JOSEPH P ROBERSON FOUNDATION is 94-3148459.
- Is JOSEPH P ROBERSON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to JOSEPH P ROBERSON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOSEPH P ROBERSON FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOSEPH P ROBERSON FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOSEPH P ROBERSON FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of JOSEPH P ROBERSON FOUNDATION?
- The 990-PF for the year ended September 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does JOSEPH P ROBERSON FOUNDATION have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $68,548, expenses of $34,624 and total assets of $437,771 at year end.
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