Roy H & Natalie C Roberts Fam Foundation
- Assets
- $29.3m
- Revenue
- $3.3m
- Investments
- $28.6m
- Employees
- 0
- Location
- Chicago, IL
- Founding
- 07/1998
- Data as of
- 03/2022
- EIN
- 65-6269008
Organization Overview
Roy H & Natalie C Roberts Fam Foundation is located in Chicago, IL. The organization was established in 1998. 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. Roy H & Natalie C Roberts Fam 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 03/2022, Roy H & Natalie C Roberts Fam Foundation generated $3.3m in total revenue. This organization has experienced exceptional growth, as over the past 5 years, it has increased revenue by an average of 14.0% each year . All expenses for the organization totaled $2.6m during the year ending 03/2022. While expenses have increased by 9.0% per year over the past 5 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.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
John H Roberts President | 13 | $54,080 | |
Anne W Roberts Vice President | 13 | $54,080 | |
Rebecca Roberts Secretary | 13 | $54,080 | |
David Roberts Treasurer | 13 | $54,080 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $1,090,151 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $2,187,408 |
| Capital Gain Net Income | $2,187,408 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $3,277,559 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $216,320 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $16,548 |
| Interest | $0 |
| Taxes | $36,353 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $1,195 |
| Total operating and administrative expenses | $462,708 |
| Contributions, gifts, grants paid | $2,103,500 |
| Total expenses and disbursements | $2,566,208 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $736,784 |
| 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 | $432,066 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $29,320,360 |
| 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 |
|---|---|---|
Ed Uihlein Family Foundation Lake Forest, IL | $7,123,989 | $4,757,675 |
Joseph L & Sarah S Marcum Foundation Chicago, IL | $0 | $6,419,437 |
Kraft Heinz Company Foundation Chicago, IL | $398,764 | $8,002,636 |
State Farm Companies Foundation Bloomington, IL | $9,666,483 | $1,134 |
Bayer Fund St Louis, MO | $65,640,119 | $9,167,249 |
Marie C & Joseph C Wilson Foundation Chicago, IL | $0 | $53,412 |
Humana Foundation Inc Louisville, KY | $467,311,073 | $9,744,567 |
Alphawood Foundation Chicago, IL | $96,386,448 | $15,256,055 |
Steans Family Foundation Chicago, IL | $0 | $20,140,801 |
Reiman Foundation Inc Pewaukee, WI | $64,480,239 | $12,529,672 |
Roger And Susan Stone Family Foundation Northbrook, IL | $23,476,805 | $8,385,528 |
Galashiels Fund Ltd Northbrook, IL | $154,593,436 | $48,314,988 |