The Aileen K And Brian L Roberts Foundation
- Assets
- $22.6m
- Revenue
- $9.8m
- Investments
- $20.4m
- Employees
- 0
- Location
- Philadelphia, PA
- Founding
- 03/1995
- Data as of
- 12/2022
- EIN
- 23-2787654
Organization Overview
The Aileen K And Brian L Roberts Foundation is located in Philadelphia, PA. The organization was established in 1995. According to its NTEE Classification (T22) the organization is classified as: Private Independent 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. Aileen K And Brian L Roberts Foundation 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 12/2022, Aileen K And Brian L Roberts Foundation generated $9.8m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 4 years, the organization has seen revenues fall by an average of (9.1%) each year. All expenses for the organization totaled $6.8m during the year ending 12/2022. As we would expect to see with falling revenues, expenses have declined by (15.1%) per year over the past 4 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Aileen K And Brian L Roberts Foundation has awarded 105 individual grants totaling $23,401,150. 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 |
|---|---|---|---|
Aileen K Roberts President | 1 | $0 | |
Brian L Roberts Vice President | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $7,432,533 |
| Interest on Savings | $0 |
| Dividends & Interest | $2,290,351 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$37,962 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $83,849 |
| Total Revenue | $9,768,771 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $25,000 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $150 |
| Total operating and administrative expenses | $64,527 |
| Contributions, gifts, grants paid | $6,724,927 |
| Total expenses and disbursements | $6,789,454 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $1,153,596 |
| 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 | $10,899,953 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $1,065,000 |
| Total assets | $22,594,143 |
| 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, The Aileen K And Brian L Roberts Foundation has awarded $6,724,927 in support to 30 organizations.
| Grant Recipient | Amount |
|---|---|
CARE PURPOSE: TO HELP FUND THE ORGANIZATIONS' OPERATIONAL BUDGETS | $5,250 |
CHESTNUT HILL GARDEN DISTRICT FUND PURPOSE: TO HELP FUND THE ORGANIZATIONS' OPERATIONAL BUDGETS | $300 |
CHILDREN'S HOSPITAL OF PHILADELPHIA PURPOSE: TO HELP FUND THE ORGANIZATIONS' OPERATIONAL BUDGETS | $2,518,172 |
EVERYTOWN FOR GUN SAFETY SUPPORT FUND PURPOSE: TO HELP FUND THE ORGANIZATIONS' OPERATIONAL BUDGETS | $1,000,000 |
DIRECT RELIEF PURPOSE: TO HELP FUND THE ORGANIZATIONS' OPERATIONAL BUDGETS | $10,235 |
FACE TO FACE PURPOSE: TO HELP FUND THE ORGANIZATIONS' OPERATIONAL BUDGETS | $1,040 |