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THE ROBERTS FOUNDATION

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Public nonprofit record

THE ROBERTS FOUNDATION

EIN 01-0549309 · Private Independent Foundations (T22)

What they do

THE ROBERTS FOUNDATION .

Money

Financial picture

Tax year 2024
Revenue$407,885
Expenses$988,369
Assets$13,331,253
Income$407,885
Grants given$3,478,653
Average grant$75,623
Stocks and bonds$4,264,428
Accounting fees$22,590
Investing fees$8,788

About this charity

Recognized since
January 2005
Location
4640 CASS STREET PO BOX 9059, SAN DIEGO, CA 92169
County
San Diego
In care of
DIANE BAYLESS ROBERTS
Primary officer
DIANE BAYLESS ROBERTS, TRUSTEE

How to reach them

Filing and classification

Latest tax year
2024
Tax period began
January 1, 2024
Return type
990PF
Tax preparer
DELOITTE TAX LLP
NTEE classification
Private Independent Foundations (T22)
IRS tax category
Private Independent Foundations
Grant-giving organization
Yes
More public IRS record details

These are classification codes from the organization’s public nonprofit record.

Subsection
03
Affiliation
3
Classification
1000
Deductibility
1
Foundation
04
Organization
2
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About this report: Information comes from public nonprofit records and may show the latest filing available.

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