ROBERTS FAMILY FOUNDATION

Cite this

Plain text ROBERTS FAMILY FOUNDATION. furp.org, nonprofit organization profile, tax years 2020–2025. https://furp.org/org/roberts-family-foundation-367186052. Retrieved 2026-10-28.

APA furp.org. (n.d.). ROBERTS FAMILY FOUNDATION [Nonprofit organization profile; tax years 2020–2025]. Retrieved October 28, 2026, from https://furp.org/org/roberts-family-foundation-367186052

MLA “ROBERTS FAMILY FOUNDATION.” furp.org, tax years 2020–2025, https://furp.org/org/roberts-family-foundation-367186052. Accessed 28 Oct. 2026.

Retrieved 2026-10-28; covers tax years 2020–2025. Data: furp.org, CC BY 4.0.

2025 · Form 990PF · revenue $518K · expenses $304K · assets $4.3M

EIN
36-7186052
Address
PO BOX 653067, DALLAS, TX 75265-3067
NTEE code
T20Z
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (trust)
Ruling date
September 1998 (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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Bank Of America Institution TRUSTEE2020-2025 $55,549$287,309 4369

Officers and directors, no compensation reported

2 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
Juli Blunt Distribution Committee Member2020-2025 2 $0 reported 1
John H Roberts (former) Distribution Committee Member2020-2023 2 $0 reported 1

People by year

2025 · 2 people listed · 1 paid, $56K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BANK OF AMERICA Institution TRUSTEE1 $55,549-- $55,5494369
Juli Blunt Distribution Committee Member2 $0-- $01
2024 · 2 people listed · 1 paid, $52K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BANK OF AMERICA Institution TRUSTEE1 $52,221-- $52,2214369
Juli Blunt Distribution Committee Member2 $0-- $01
2023 · 3 people listed · 1 paid, $46K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BANK OF AMERICA Institution TRUSTEE1 $46,093-- $46,0934369
John H Roberts Distribution Committee Member2 $0-- $01
Juli Blunt Distribution Committee Member2 $0-- $01
2022 · 3 people listed · 1 paid, $43K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BANK OF AMERICA Institution TRUSTEE1 $42,981-- $42,9814369
John H Roberts Distribution Committee Member2 $0-- $01
Juli Blunt Distribution Committee Member2 $0-- $01
2021 · 3 people listed · 1 paid, $48K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BANK OF AMERICA Institution TRUSTEE1 $48,038-- $48,0384369
John H Roberts Distribution Committee Member2 $0-- $01
Juli Blunt Distribution Committee Member2 $0-- $01
2020 · 3 people listed · 1 paid, $42K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BANK OF AMERICA N A Institution TRUSTEE1 $42,427-- $42,4274369
John H Roberts Distribution Committee Member2 $0-- $01
Juli Blunt Distribution Committee Member2 $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.

2025 · 0 grants to organizations · $0 · 1 summary line · $236K

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.

2024 · 0 grants to organizations · $0 · 1 summary line · $214K

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.

2023 · 0 grants to organizations · $0 · 1 summary line · $206K

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 · 0 grants to organizations · $0 · 1 summary line · $238K

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.

2021 · 0 grants to organizations · $0 · 1 summary line · $208K

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.

2020 · 0 grants to organizations · $0 · 1 summary line · $180K

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.

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

Who gave

No contributors are listed on Schedule B in the e-filed returns we have for this organization.

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
2025 · Form 990PF period ending 2026-04-30 · view filing · original 990 ↗
$518,321$303,732 $4,297,795$4,297,795 -- $55,549--
2024 · Form 990PF period ending 2025-04-30 · view filing · original 990 ↗
$414,230$289,006 $4,083,163$4,083,163 -- $52,221--
2023 · Form 990PF period ending 2024-04-30 · view filing · original 990 ↗
$384,494$260,900 $3,958,620$3,958,620 -- $46,093--
2022 · Form 990PF period ending 2023-04-30 · view filing · original 990 ↗
$170,456$310,624 $3,835,023$3,835,023 -- $42,981--
2021 · Form 990PF period ending 2022-04-30 · view filing · original 990 ↗
$565,540$268,137 $3,963,845$3,963,845 -- $48,038--
2020 · Form 990PF period ending 2021-04-30 · view filing · original 990 ↗
$378,192$228,665 $3,669,676$3,669,676 -- $42,427--

Funders of this organization

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

Similar organizations

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
AMINI FAMILY FOUNDATIONTXT20 $512,816$680,309 DIRECTOR AND TREASURER$0 Same NTEE code T20, revenue within 2x, same state, similar name
KLINE FAMILY FOUNDATIONTXT20 $518,603$295,568 President/Direc$0 Same NTEE code T20, revenue within 2x, same state, similar name
JEDEL FAMILY FOUNDATIONTXT20 $508,086$950,500 President$80,000 Same NTEE code T20, revenue within 2x, same state, similar name
NAVIAS FAMILY FOUNDATIONTXT20 $510,596$435,947 DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state, similar name
FRIEDEL FAMILY FOUNDATIONTXT20 $533,621$420,210 Vice President$10,200 Same NTEE code T20, revenue within 2x, same state, similar name
ELLARD FAMILY FOUNDATIONTXT20 $496,778$101,617 PRESIDENT, TREASURER, DIRE$0 Same NTEE code T20, revenue within 2x, same state, similar name
SICKEL FAMILY FOUNDATIONTXT20 $496,545$221,368 CHAIRMAN OF THE BOARD AND$0 Same NTEE code T20, revenue within 2x, same state, similar name
BERGSTROM FAMILY FOUNDATIONTXT20 $484,989$436,558 PRESIDENT/CHAIRMAN$0 Same NTEE code T20, revenue within 2x, same state, similar name
HARRELL FAMILY FOUNDATIONTXT20 $492,053$416,341 VICE PRES/DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state, similar name
WHITENER FAMILY FOUNDATIONTXT20 $550,778$640,335 OFFICER$0 Same NTEE code T20, revenue within 2x, same state, similar name
TA HALL JR FAMILY FOUNDATIONTXT20 $503,091$403,437 PRESIDENTTRUSTEE$0 Same NTEE code T20, revenue within 2x, same state, similar name
KHIMJI FAMILY FOUNDATION INCTXT20 $545,846$1,127,036 DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state, similar name
STERLING FAMILY FOUNDATION TRTXT20 $495,051$411,210 TRUSTEE$11,716 Same NTEE code T20, revenue within 2x, same state, similar name
RUSH FOUNDATIONTXT20 $499,605$33,603 DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state, similar name
WILLE FAM FOUNDATIONTXT20 $542,987$863,680 TRUSTEE$45,639 Same NTEE code T20, revenue within 2x, same state, similar name
SSA FOUNDATIONTXT20 $530,379$398,382 DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
DUTA FOUNDATIONTXT20 $500,630$600 DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
HMSG FOUNDATIONTXT20 $550,716$0 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
HUFFMAN FAMILY PHILANTHROPIC FOUNDATIONTXT20 $522,462$48,734 DIRECTOR, PRESIDENT, TREASURER$0 Same NTEE code T20, revenue within 2x, same state
DENKER FOUNDATIONTXT20 $536,607$87,287 Trustee$9,112 Same NTEE code T20, revenue within 2x, same state
THE JIM AND LYNN MORONEY FAMILY FOUNDATIONTXT20 $498,931$293,926 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
KENGENA FOUNDATIONTXT20 $527,523$506,074 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
CALPINE FOUNDATIONTXT20 $536,810$441,651 DIRECTOR & VICE PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
MERRICK FOUNDATIONTXT20 $495,000$515,229 PRESIDENT/TREASURER/DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
BADDERS FOUNDATIONTXT20 $544,796$682,094 Director$0 Same NTEE code T20, revenue within 2x, same state

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 SOCIETY FOR HEBREW DAY SCHOOLS DAF sponsor$650,0002 12018–2019 WOLF FAMILY FOUNDATION
ED FOUNDATION Private foundation$565,00013 12013–2025 GAZELLE FOUNDATION
ALICE KLEBERG REYNOLDS MEYER FDN TR Private foundation$385,00014 12012–2025 GAZELLE FOUNDATION
QUINCY AND ESTINE LEE CHARITABLE FOUNDATION Private foundation$300,0002 12020–2022 GAZELLE FOUNDATION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$177,5797 12017–2024 GAZELLE FOUNDATION
AUSTIN COMMUNITY FOUNDATION DAF sponsor$164,67610 12012–2024 GAZELLE FOUNDATION
VANGUARD CHARITABLE ENDOWMENT PROGRAM DAF sponsor$146,5005 12020–2024 GAZELLE FOUNDATION
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$102,8008 22019–2025 GAZELLE FOUNDATION; CASA DE ESPERANZA DE LOS NINOS FOUNDATION
JOHN S DUNN FOUNDATION Private foundation$90,0002 12021–2022 CASA DE ESPERANZA DE LOS NINOS FOUNDATION
CLAYTON FUND INC TEXAS COMMERCE BANK Private foundation$85,0004 12019–2022 CASA DE ESPERANZA DE LOS NINOS FOUNDATION
FIFTH THIRD CHARITABLE GIFT FUND DAF sponsor$84,0002 12021–2024 GAZELLE FOUNDATION
NATIONAL CHRISTIAN CHARITABLE FOUNDATION DAF sponsor$67,0007 12018–2024 GAZELLE FOUNDATION
DONOR ADVISED CHARITABLE GIVING DAF sponsor$51,0002 12023–2024 GAZELLE FOUNDATION
HERMANNS FAMILY FOUNDATION INC Private foundation$50,0001 12024–2024 GAZELLE FOUNDATION
COMMUNITY FOUNDATION OF NORTH TEXAS DAF sponsor$50,0008 12012–2020 HURST-EULESS-BEDFORD ISD EDUCATION 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.

2025 · Form 990PF · $303,732 spent · pay $55,549 · grants $236,200 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $236,200 77.8%
Pay: officers, directors, trustees $55,549 18.3%
Other expenses $7,939 2.6%
Taxes $3,003 1.0%
Fees: accounting $1,041 0.3%
Total$303,732100%

View the filing

2024 · Form 990PF · $289,006 spent · pay $52,221 · grants $214,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $214,500 74.2%
Pay: officers, directors, trustees $52,221 18.1%
Taxes $14,120 4.9%
Fees: other professional $7,109 2.5%
Fees: accounting $1,041 0.4%
Other expenses $15 0.0%
Total$289,006100%

View the filing

2023 · Form 990PF · $260,900 spent · pay $46,093 · grants $206,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $206,500 79.1%
Pay: officers, directors, trustees $46,093 17.7%
Fees: other professional $5,948 2.3%
Taxes $1,303 0.5%
Fees: accounting $1,041 0.4%
Other expenses $15 0.0%
Total$260,900100%

View the filing

2022 · Form 990PF · $310,624 spent · pay $42,981 · grants $238,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $238,000 76.6%
Pay: officers, directors, trustees $42,981 13.8%
Taxes $23,277 7.5%
Fees: other professional $5,220 1.7%
Fees: accounting $1,131 0.4%
Other expenses $15 0.0%
Total$310,624100%

View the filing

2021 · Form 990PF · $268,137 spent · pay $48,038 · grants $208,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $208,000 77.6%
Pay: officers, directors, trustees $48,038 17.9%
Fees: other professional $6,168 2.3%
Taxes $4,875 1.8%
Fees: accounting $1,041 0.4%
Other expenses $15 0.0%
Total$268,137100%

View the filing

2020 · Form 990PF · $228,665 spent · pay $42,427 · grants $179,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $179,500 78.5%
Pay: officers, directors, trustees $42,427 18.6%
Fees: other professional $4,968 2.2%
Fees: accounting $1,041 0.5%
Taxes $614 0.3%
Other expenses $115 0.1%
Total$228,665100%

View the filing

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