ROBERTS FOUNDATION

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Cite this

Plain text ROBERTS FOUNDATION. furp.org, nonprofit organization profile, tax years 2011–2023. https://furp.org/org/roberts-foundation-316299228. Retrieved 2026-11-03.

APA furp.org. (n.d.). ROBERTS FOUNDATION [Nonprofit organization profile; tax years 2011–2023]. Retrieved November 3, 2026, from https://furp.org/org/roberts-foundation-316299228

MLA “ROBERTS FOUNDATION.” furp.org, tax years 2011–2023, https://furp.org/org/roberts-foundation-316299228. Accessed 3 Nov. 2026.

Retrieved 2026-11-03; covers tax years 2011–2023. Data: furp.org, CC BY 4.0.

2023 · Form 990PF · revenue $1.2M · expenses $134K · assets $2.5M

EIN
31-6299228
Address
4414 BRIAR GLEN CIR, MOUNTAIN BRK, AL 35243-1722
NTEE code
-
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (trust)
Ruling date
October 1986 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
Foundation status
Private non-operating foundation
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 5 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

5 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Evan R Roberts Trustee2018-2023 1 $0 reported 1
burnell r roberts (former) trustee, deceased 2/28/232011-2022 1 $0 reported 1
karen r roberts (former) trustee2011-2019 1 $0 reported 1
Mark A Conway (former) trustee - as needed2015-2017 0 $0 reported 1
richard carlile (former) trustee - as needed2011-2014 0 $0 reported 1

People by year

2023 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Evan R Roberts Trustee1 $0-$0 $01
2022 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
burnell r roberts trustee, deceased 2/28/231 $0-$0 $01
Evan R Roberts Trustee1 $0-$0 $01
2021 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
burnell r roberts trustee, deceased 2/28/231 $0-$0 $01
Evan R Roberts Trustee1 $0-$0 $01
2020 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
burnell r roberts trustee1 $0-$0 $01
Evan R Roberts Trustee1 $0-$0 $01
2019 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
burnell r roberts trustee1 $0-$0 $01
karen r roberts trustee1 $0-$0 $01
Evan R Roberts Trustee1 $0-$0 $01
2018 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
burnell r roberts trustee1 $0-$0 $01
karen r roberts trustee1 $0-$0 $01
Evan R Roberts Trustee1 $0-$0 $01
2017 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
burnell r roberts trustee - as needed0 $0-$0 $01
karen r roberts trustee - as needed0 $0-$0 $01
Mark A Conway trustee - as needed0 $0-$0 $01
2016 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
burnell r roberts trustee - as needed0 $0-$0 $01
karen r roberts trustee - as needed0 $0-$0 $01
Mark A Conway trustee - as needed0 $0-$0 $01
2015 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
burnell r roberts trustee - as needed0 $0-$0 $01
karen r roberts trustee - as needed0 $0-$0 $01
Mark A Conway trustee - as needed0 $0-$0 $01
2014 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
burnell r roberts trustee - as needed0 $0-$0 $01
karen r roberts trustee - as needed0 $0-$0 $01
richard carlile trustee - as needed0 $0-$0 $01
2013 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
burnell r roberts trustee - as needed0 $0-$0 $01
karen r roberts trustee - as needed0 $0-$0 $01
richard carlile trustee - as needed0 $0-$0 $01
2012 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
burnell r roberts trustee - as needed0 $0-$0 $01
karen r roberts trustee - as needed0 $0-$0 $01
richard carlile trustee - as needed0 $0-$0 $01
2011 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
burnell r roberts trustee - as needed0 $0-- $01
karen r roberts trustee - as needed0 $0-- $01
richard carlile trustee - as needed0 $0-- $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2023 · 0 grants to organizations · $0 · 1 summary line · $84K

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

2022 · 1 grant to organizations · $84K
2021 · 1 grant to organizations · $55K
2020 · 1 grant to organizations · $43K
2019 · 1 grant to organizations · $54K
2018 · 1 grant to organizations · $58K
2017 · 1 grant to organizations · $62K
2016 · 1 grant to organizations · $114K
2015 · 1 grant to organizations · $56K
2014 · 1 grant to organizations · $150K
2013 · 1 grant to organizations · $100K
2012 · 1 grant to organizations · $74K
2011 · 1 grant to organizations · $72K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2023 · 2 contributors · $1.1M
#ContributorTypeCity, stateTotalNoncashSource
1 Burnell R Roberts Person Birmingham, AL $670,026- Form 990PF Sch. B, 2023 · filing
2 Burnell R Roberts Person Birmingham, AL $400,000- Form 990PF Sch. B, 2023 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2023 · Form 990PF period ending 2024-11-30 · view filing · original 990 ↗
$1,223,368$134,433 $2,486,470$2,486,470 $1,070,026- $0--
2022 · Form 990PF period ending 2023-11-30 · view filing · original 990 ↗
$63,046$122,163 $1,397,535$1,397,535 $0- $0--
2021 · Form 990PF period ending 2022-11-30 · view filing · original 990 ↗
$78,489$100,386 $1,456,652$1,456,652 $0- $0--
2020 · Form 990PF period ending 2021-11-30 · view filing · original 990 ↗
$222,885$84,847 $1,478,549$1,478,549 $0- $0--
2019 · Form 990PF period ending 2020-11-30 · view filing · original 990 ↗
$137,525$85,243 $1,340,420$1,340,420 $0- $0--
2018 · Form 990PF period ending 2019-11-30 · view filing · original 990 ↗
$94,070$94,576 $1,288,138$1,288,138 $0- $0--
2017 · Form 990PF period ending 2018-11-30 · view filing · original 990 ↗
$276,762$101,042 $1,288,644$1,288,644 $0- $0--
2016 · Form 990PF period ending 2017-11-30 · view filing · original 990 ↗
$63,002$146,683 $1,112,924$1,112,924 $0- $0--
2015 · Form 990PF period ending 2016-11-30 · view filing · original 990 ↗
$46,868$88,558 $1,196,605$1,196,605 $0- $0--
2014 · Form 990PF period ending 2015-11-30 · view filing · original 990 ↗
$73,487$186,514 $1,239,222$1,239,222 $0- $0--
2013 · Form 990PF period ending 2014-11-30 · view filing · original 990 ↗
$142,102$140,196 $1,352,247$1,352,247 $0- $0--
2012 · Form 990PF period ending 2013-11-30 · view filing · original 990 ↗
$143,797$112,483 $1,346,408$1,346,408 -- $0--
2011 · Form 990PF period ending 2012-11-30 · view filing · original 990 ↗
$136,918$112,352 $1,317,617$1,317,617 -- ---

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
B H ROBERTS FOUNDATIONUTX80 $1,879,772$984,331 DIRECTOR$100,000 Similar name, revenue within 2x
ROBERT F LANGE FOUNDATIONHINot reported $915,009$503,540 PRESIDENT/DIRECTOR$0 Similar name, revenue within 2x
ROBERT H SPITZ FOUNDATIONPAT22 $1,401,628$1,041,758 TRUSTEE$10,000 Similar name, revenue within 2x
ROBERT R SPRAGUE FOUNDATIONCAT90 $1,609,937$1,240,345 President$0 Similar name, revenue within 2x
R4 FOUNDATIONTXT22 $680,590$1,353,029 PRESIDENT/CEO$180,770 Similar name, revenue within 2x
ROBERT M SINSKEY FOUNDATIONCAT22 $1,501,786$1,736,573 TRUSTEE$0 Similar name, revenue within 2x
ROBERT I GOLDMAN FOUNDATIONNYT22 $2,031,330$646,590 DIRECTOR, PRESIDENT$0 Similar name, revenue within 2x
DR ROBERT A BEHAR FOUNDATIONTXT20 $1,248,422$1,302,819 DIRECTOR, PRESIDENT, TREASURER$0 Similar name, revenue within 2x
ROBERT B MCMILLEN FOUNDATIONAZT22 $1,503,877$415,119 PRESIDENT$135,783 Similar name, revenue within 2x
ROBERT ELLIS SIMON FOUNDATIONCANot reported $626,057$511,347 Trustee$69,967 Similar name, revenue within 2x
ROBERT M GRACE FOUNDATION INCFLT20 $1,858,324$1,415,008 DIRECTOR AND PRESIDENT$0 Similar name, revenue within 2x
L & L FOUNDATIONNYZ99 $1,230,980$494,527 TRUSTEE$0 Similar name, revenue within 2x
RIMON FOUNDATIONCAT22 $1,478,822$2,001,191 PRESIDENT$0 Similar name, revenue within 2x
RVSL FOUNDATIONTXX20 $1,011,195$970,697 President$0 Similar name, revenue within 2x
REED FOUNDATIONCAT20 $1,542,511$346,629 CFO$0 Similar name, revenue within 2x
ASTS FOUNDATIONVAH90 $1,833,630$1,362,525 Executive Director/ CEO$289,831 Similar name, revenue within 2x
RAVE FOUNDATIONWAN99 $2,062,081$1,827,256 VICE CHAIR$0 Similar name, revenue within 2x
BR & R FOUNDATIONLAT22 $716,804$410,463 PRESIDENT$0 Similar name, revenue within 2x
BERG FOUNDATIONNVT22 $2,179,007$296,431 PRESIDENT$0 Similar name, revenue within 2x
RVTY FOUNDATIONMAT20 $671,110$677,693 TRUSTEE$0 Similar name, revenue within 2x
ROBBEN FOUNDATION INCNYT22 $1,291,500$1,291,314 President and Director$0 Similar name, revenue within 2x
ROBERT HAROLD BURTON FOUNDATIONUTNot reported $1,531,877$1,344,800 EXECUTIVE DIRECTOR$190,000 Similar name, revenue within 2x
ROBERT HOAG RAWLINGS FOUNDATIONCONot reported $1,724,241$1,947,210 EXEC. DIRECTOR$93,249 Similar name, revenue within 2x
FDP FOUNDATIONDCT02 $1,213,285$787,803 Executive Director$315,000 Similar name, revenue within 2x
ROSEWOOD FOUNDATIONMONot reported $1,240,334$252,755 TRUSTEE$92,755 Similar name, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
NATIONAL PHILANTHROPIC TR DAF sponsor$33,997,75011 42014–2024 ROUNDGLASS FOUNDATION; ROBERT A TOIGO FOUNDATION; ASTS FOUNDATION; 2L FOUNDATION
SERVICE CREDIT UNION IMPACT FOUNDATION Private foundation$1,867,4145 12020–2025 ROBERT IRVINE FOUNDATION INC
UNIVERSITY IMPACT DAF sponsor$1,350,0002 12023–2024 B H ROBERTS FOUNDATION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$1,050,84833 82016–2024 ROBERT A TOIGO FOUNDATION; ROBERT IRVINE FOUNDATION INC; ASTS FOUNDATION; RAVE FOUNDATION and 4 more
ADRIAN HANAUER FOUNDATION Private foundation$1,047,0506 12017–2024 RAVE FOUNDATION
PI FOUNDATION INC DAF sponsor$1,027,4162 12022–2024 B H ROBERTS FOUNDATION
DONOR ADVISED CHARITABLE GIVING DAF sponsor$943,48224 52014–2024 RAVE FOUNDATION; ROBERT A TOIGO FOUNDATION; ROUNDGLASS FOUNDATION; REX FOUNDATION and 1 more
RONALD W BURKLE FOUNDATION Private foundation$700,0007 12011–2018 ROBERT A TOIGO FOUNDATION
ARDIAN US FOUNDATION INC Private foundation$659,20012 12014–2025 ROBERT A TOIGO FOUNDATION
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$659,19523 62019–2025 ROBERT A TOIGO FOUNDATION; ROUNDGLASS FOUNDATION; RAVE FOUNDATION; ROBERT IRVINE FOUNDATION INC and 2 more
GOLDMAN SACHS CHARITABLE GIFT FUND DAF sponsor$600,00013 22019–2024 ROBERT A TOIGO FOUNDATION; RAVE FOUNDATION
W K KELLOGG FOUNDATION Private foundation$584,50010 12011–2020 ROBERT A TOIGO FOUNDATION
FORGOOD INC DAF sponsor$492,23211 32015–2020 ASTS FOUNDATION; ROBERT IRVINE FOUNDATION INC; REX FOUNDATION
CARSON FAM CHARITABLE TR Private foundation$400,0004 12020–2024 ROBERT A TOIGO FOUNDATION
LENORE HANAUER FOUNDATION Private foundation$370,0005 12020–2024 RAVE FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2023 · Form 990PF · $134,433 spent · pay $0 · grants $84,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $84,500 62.9%
Fees: other professional $42,717 31.8%
Taxes $4,521 3.4%
Interest $2,480 1.8%
Other expenses $215 0.2%
Total$134,433100%

View the filing

2022 · Form 990PF · $122,163 spent · pay $0 · grants $84,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $84,500 69.2%
Fees: other professional $37,463 30.7%
Other expenses $200 0.2%
Total$122,163100%

View the filing

2021 · Form 990PF · $100,386 spent · pay $0 · grants $55,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $55,000 54.8%
Fees: other professional $41,621 41.5%
Taxes $3,500 3.5%
Other expenses $200 0.2%
Interest $65 0.1%
Total$100,386100%

View the filing

2020 · Form 990PF · $84,847 spent · pay $0 · grants $43,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $43,000 50.7%
Other expenses $39,586 46.7%
Interest $2,238 2.6%
Taxes $23 0.0%
Total$84,847100%

View the filing

2019 · Form 990PF · $85,243 spent · pay $0 · grants $53,550 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $53,550 62.8%
Other expenses $31,693 37.2%
Total$85,243100%

View the filing

2018 · Form 990PF · $94,576 spent · pay $0 · grants $58,100 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $58,100 61.4%
Other expenses $31,476 33.3%
Taxes $5,000 5.3%
Total$94,576100%

View the filing

2017 · Form 990PF · $101,042 spent · pay $0 · grants $62,300 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $62,300 61.7%
Other expenses $33,742 33.4%
Taxes $5,000 4.9%
Total$101,042100%

View the filing

2016 · Form 990PF · $146,683 spent · pay $0 · grants $114,250 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $114,250 77.9%
Other expenses $32,433 22.1%
Total$146,683100%

View the filing

2015 · Form 990PF · $88,558 spent · pay $0 · grants $56,250 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $56,250 63.5%
Other expenses $32,297 36.5%
Taxes $11 0.0%
Total$88,558100%

View the filing

2014 · Form 990PF · $186,514 spent · pay $0 · grants $150,265 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $150,265 80.6%
Other expenses $33,227 17.8%
Fees: other professional $3,000 1.6%
Taxes $22 0.0%
Total$186,514100%

View the filing

2013 · Form 990PF · $140,196 spent · pay $0 · grants $100,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $100,500 71.7%
Other expenses $36,372 25.9%
Taxes $3,324 2.4%
Total$140,196100%

View the filing

2012 · Form 990PF · $112,483 spent · pay $0 · grants $74,250 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $74,250 66.0%
Other expenses $34,142 30.4%
Fees: accounting $3,000 2.7%
Taxes $1,091 1.0%
Total$112,483100%

View the filing

2011 · Form 990PF · $112,352 spent · pay $0 · grants $71,549 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $71,549 63.7%
Other expenses $39,746 35.4%
Taxes $1,057 0.9%
Total$112,352100%

View the filing

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