Joseph & Florence Roblee Foundation 24657-00-9
- Assets
- $15.0m
- Revenue
- $1.9m
- Investments
- $13.6m
- Employees
- 0
- Location
- Dallas, TX
- Founding
- 12/1971
- Data as of
- 12/2021
- EIN
- 43-6109579
Organization Overview
Joseph & Florence Roblee Foundation 24657-00-9 is located in Dallas, TX. The organization was established in 1971. 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. Joseph & Florence Roblee Foundation 24657-00-9 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 12/2021, Joseph & Florence Roblee Foundation 24657-00-9 generated $1.9m in total revenue. This organization has experienced exceptional growth, as over the past 4 years, it has increased revenue by an average of 15.5% each year . All expenses for the organization totaled $1.5m during the year ending 12/2021. While expenses have increased by 11.0% per year over the past 4 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
THE SOLE CHARITABLE ACTIVITY OF THIS ORGANIZATION IS THE MAKING OF CONTRIBUTIONS AND GRANTS TO QUALIFIED CHARITABLE ORGANIZATIONS. NO DIRECT CHARITABLE ACTIVITIES ARE CONDUCTED
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Bank Of America N A Co-Trustee | 1 | $90,581 | |
Carol Robins Von Arx Co-Trustee | 1 | $22,649 | |
David W Duhme Co-Trustee | 1 | $22,649 | |
Robyn Ann Von Arx Brd. Memb. | 0 | $0 | |
Sally Welker Mcadam President | 0 | $0 | |
Jeremy Ware Brd. Memb. | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $416,908 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $1,509,133 |
| Capital Gain Net Income | $1,509,133 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $114 |
| Total Revenue | $1,926,155 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $135,879 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $33,890 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $4,487 |
| Printing and publications | $0 |
| Other expenses | $12,702 |
| Total operating and administrative expenses | $320,809 |
| Contributions, gifts, grants paid | $1,185,038 |
| Total expenses and disbursements | $1,505,847 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $537,898 |
| 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 | $879,757 |
| Investments—mortgage loans | $0 |
| Investments—other | $167,017 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $14,986,309 |
| 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 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Penner Family Foundation Bentonville, AR | $146,107,822 | $15,983,833 |
Scharbauer Foundation Inc Midland, TX | $271,051,602 | $69,061,413 |
Wildcat Foundation Fort Worth, TX | $836,895 | $18,132,970 |
A Earl & Frances E Ziegler Foundation Norman, OK | $1,886,858 | $25,634,422 |
Eugene Mcdermott Foundation Dallas, TX | $220,528,387 | $97,884,779 |
Henderson-Wessendorff Foundation Richmond, TX | $228,160,288 | $17,605,762 |
Walter E Heller Foundation Dallas, TX | $0 | $637,126 |
Carl & Marilynn Thoma Foundation Dallas, TX | $0 | $929,287 |
Beloved In Christ Foundation Austin, TX | $172,986,617 | $3,113,726 |
The Kathryn H Craig Stephen Dudley Heard And Lillie D Heard Memorial Dallas, TX | $1,384 | -$449,918 |
Carroll Petrie Foundation Santa Fe, NM | $306,631,944 | $55,176,464 |
Hamill Foundation Houston, TX | $203,029,849 | $39,782,936 |