Roberts Family Foundation Inc
ZIONSVILLE, IN EIN: 27-1529236
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$2.6M
-5.2% YoY
Annual Giving
$190K
-5.8% YoY
Grant Count
8
+33.3% YoY
Avg Grant Size
$24K
-29.4% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,634,296 | $2,779,498 | $2,610,550 |
| Revenue | $80,076 | $408,452 | $37,902 |
| Expenses | $225,278 | $241,963 | $254,387 |
| Qualifying Distributions | $192,050 | $209,650 | $217,850 |
| Net Investment Income | $68,275 | $377,091 | $75,482 |
| Distributable Amount | $176,353 | $160,276 | $171,612 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
Grant Size Distribution
32 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Roberts Family Foundation Inc fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOHN T ROBERTS | DIRECTOR, PRESIDENT | 5 | — |
| ROBIN R ROBERTS | DIRECTOR, VICE PRESIDENT | 1 | — |
| ALAN MCLAUGHLIN | DIRECTOR | 1 | — |
| ALLISON DEJONG | DIRECTOR | 1 | — |
| KELSIE ROBERTS | DIRECTOR | 1 | — |
| CHARLES ROBERTS | DIRECTOR | 1 | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Indiana $997K (98%)
Colorado $20K (2%)
Cities
CarmelEvergreenIndianapolisIndianpolisLebanonZionsville
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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