Roy H & Natalie C Roberts Fam Foundation
- Assets
- $31.0m
- Revenue
- $2.4m
- Investments
- $29.7m
- Employees
- 0
- Location
- Chicago, IL
- Founding
- 07/1998
- Data as of
- 12/2023
- 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 12/2023, Roy H & Natalie C Roberts Fam Foundation generated $2.4m in total revenue. This represents relatively stable growth, over the past 5 years the organization has increased revenue by an average of 8.7% each year. All expenses for the organization totaled $2.7m during the year ending 12/2023. While expenses have increased by 3.3% 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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
John H Roberts President | 13 | $45,540 | |
Anne W Roberts Vice President | 13 | $45,540 | |
Rebecca Roberts Secretary | 13 | $45,540 | |
David Roberts Treasurer | 13 | $45,540 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $815,008 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $1,587,705 |
| Capital Gain Net Income | $1,587,705 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $2,402,713 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $182,160 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $13,935 |
| Interest | $0 |
| Taxes | $21,235 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $1,380 |
| Printing and publications | $0 |
| Other expenses | $1,235 |
| Total operating and administrative expenses | $385,586 |
| Contributions, gifts, grants paid | $2,287,500 |
| Total expenses and disbursements | $2,673,086 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $1,315,130 |
| 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 | $31,002,872 |
| 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 |