T V Roberts Family Foundation Inc
- Assets
- $759.5k
- Revenue
- $75.0
- Investments
- $0.0
- Employees
- 0
- Location
- Plymouth, WI
- Founding
- 03/2007
- Data as of
- 12/2023
- EIN
- 20-3995483
Organization Overview
T V Roberts Family Foundation Inc is located in Plymouth, WI. The organization was established in 2007. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. T V Roberts Family Foundation Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, T V Roberts Family Foundation Inc generated $75.0 in total revenue. This represents a relatively dramatic decline in revenue. Over the past 8 years, the organization has seen revenues fall by an average of (15.1%) each year. All expenses for the organization totaled $19.0k during the year ending 12/2023. As we would expect to see with falling revenues, expenses have declined by (21.8%) per year over the past 8 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, T V Roberts Family Foundation Inc has awarded 27 individual grants totaling $260,440. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Diana E Roberts President | 0.25 | $0 | |
Martin Roberts Vice President | 0.25 | $0 | |
Tecwyn Roberts Treasurer | 0.25 | $0 | |
Megan Roberts - Eberle Secretary | 0.25 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $75 |
| Dividends & Interest | $0 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $75 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $0 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $508 |
| Total operating and administrative expenses | $5,436 |
| Contributions, gifts, grants paid | $13,554 |
| Total expenses and disbursements | $18,990 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $21,685 |
| Savings and temporary cash investments | $737,827 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $759,512 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, T V Roberts Family Foundation Inc has awarded $13,554 in support to 7 organizations.
| Grant Recipient | Amount |
|---|---|
BIG BROTHERS BIG SISTERS PURPOSE: GENERAL OPERATIONS | $444 |
COMPASSION INTERNATIONAL PURPOSE: GENERAL OPERATIONS | $110 |
EBENEZER UNITED CHURCH OF CHRIST PURPOSE: RELIGIOUS SERVICES | $3,500 |
FAMILY SHARING OF OZAUKEE COUNTY PURPOSE: GENERAL OPERATIONS | $5,000 |
OZAUKEE FOOD ALLIANCE PURPOSE: GENERAL OPERATIONS | $2,500 |
PMP PALS NETWORK PURPOSE: GENERAL OPERATIONS | $1,000 |