Roberts Family Foundation Inc

Nonprofit profile at a glance

EIN
271529236
IRS 990-PF coverage
2020–2025
Forms available
Form 990-PF 2025
Location
Zionsville, IN, USA
Phone
3176272033
Rating
88
Verdict
STRONG
Rating confidence
Standard
Sector
Private Independent Foundations

Reported finances

Revenue
$69,090
Expenses
$256,104

Source: IRS Form 990-PF. Selected filing: tax year 2025. Amounts in USD.

Overview

Mission

Private Independent Foundations

What it reported funding in 2025

The foundation reported 9 grants totaling $200,000. The stated grant purposes included donation of $10,000 for the funding for the use of their general fund whose purpose is to create and support one-to-one mentoring friendships that help them pursue their dreams. by building up a support system with parents, mentors and community partners, young people feel empowered to achieve their biggest possible futures., mentoring youth in boone county matching volunteers with individual children 9-12, middle school youth along with the youth assistance program (yap) which serves as early intervention for youths 3-17 facing challenging life circumstances. the roberts family foundation made a gift of $15,000 to the yap for 2025., and the boys and girls club of boone county is committed to enabling all young people, especially those who need it most, to reach their full potential as productive, caring, responsible citizens. the roberts family foundation awarded the club $30,000 for program staffing., plus 6 other reported purposes.

Operating model

Revenue model
Investment-supported. 100% of the foundation's positive operating resources came from recurring investment income.
Distribution model
Grant intermediary. The foundation distributed 93% of its reported charitable disbursements as grants.
  • Includes asset-sale income: Asset-sale income is shown separately from recurring resources when classifying the revenue model.

The verdict

STRONG - A large share of available resources goes to charitable grants and the filed numbers largely add up. Assets provide a limited cushion relative to annual grants.

Rating breakdown

  • Grant Deployment: 100
  • Cost Efficiency: 78
  • Transparency: 100
  • Compliance: 100
  • Endowment Health: 26

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: 100%; rating input score 100; 71st percentile among comparable filings

Cost Efficiency

  • Grant expense ratio: 78.1%; rating input score 78; 38th percentile among comparable filings

Transparency

  • Grant recipient disclosure: Yes; rating input score 100

Compliance

  • Part VII-B activity disclosures: 19 of 19 controls in place; rating input score 100
    • Property sale or exchange with a disqualified person: Pass
    • Borrowing from or lending to a disqualified person: Pass
    • Goods, services, or facilities involving a disqualified person: Pass
    • Compensation paid to a disqualified person: Pass
    • Assets transferred to a disqualified person: Pass
    • Payment to a government official: Pass
    • Uncorrected prior self-dealing: Pass
    • Prior-year undistributed income: Pass
    • Excess business holdings: Pass
    • Investments that may jeopardize charitable purposes: Pass
    • Uncorrected prior-year jeopardizing investments: Pass
    • Attempt to influence legislation: Pass
    • Attempt to influence an election: Pass
    • Grants to individuals: Pass
    • Grants to organizations: Pass
    • Spending for a noncharitable purpose: Pass
    • Funds received for a personal-benefit contract: Pass
    • Premiums paid on a personal-benefit contract: Pass
    • Prohibited tax-shelter transaction: Pass
  • Filing consistency checks: 9; rating input score 100

Endowment Health

  • Endowment-health comparison: 12.24; rating input score 26; 26th percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Grants: 100% of grant recipient detail disclosed
  • Payout: At least 100% grant deployment rate
  • Trustees: Filed trustees detail
  • Self-dealing: 100% of reviewed questions answered “No”
  • Investments: 26th percentile for endowment coverage
  • Consistency: 9 of 9 current checks pass
  • Filing history: 5 filing years from 2020 to 2025
  • Contacts: How to reach this organization
  • Money network: 9 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Endowment Health: Endowment-health comparison scored 26/100.