Funder DirectoryROBERTS FAMILY FOUNDATION INC
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Private foundation (trust)EIN 271529236Est. 2012-02

ROBERTS FAMILY FOUNDATION INC

ZIONSVILLE, IN 46077

Total Assets

$3.4M

FY 2023

Annual Giving

$202K

FY 2023

Grants Made

6

FY 2023

Avg Grant

$34K

FY 2023

Grant Range

$4K–$50K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$408K

Total Expenses

$242K

Qualifying Distributions

$210K

Distributable Amount

$160K

Min. Investment Return

$166K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

6 grants

Grant sizes from minimum $4K through median $35K to maximum $50K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

3 years

Giving over time from 2020 to 2023. Peak $210K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

18 grants

BOYS AND GIRLS CLUB OF BOONE COUNTY
$163K
3 grants
COMMUNITY FOUNDATION OF BOONE COUNTY
$82K
3 grants
BOONE COUNTY MENTORING PARTNERS
$70K
2 grants
BRIGHTLANE LEARNING
$50K
1 grant
BOONE COUNTRY MENTORING PARTNERS
$50K
1 grant
BUTLER UNIVERSITY COLLEGE OF EDUCATION
$48K
1 grant
SCHOOL ON WHEELS
$45K
1 grant
HABITAT FOR HUMANITY OF BOONE COUNTY
$40K
1 grant

Grant Size Distribution

18 grants

<$10K
5
grants
$10–50K
11
grants
$50–250K
2
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

Indiana
$617K
100% of total

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ROBERTS FAMILY FOUNDATION INC — Grants, Financials & Contact | Grantivo