Roberts Family Foundation Inc in Zionsville, Indiana (IN)

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Roberts Family Foundation Inc
Employer Identification Number (EIN)271529236
Name of OrganizationRoberts Family Foundation Inc
In Care of NameJohn T Roberts
Address90 E Cedar St, Zionsville, IN 46077-1501
SubsectionCharitable Organization
Ruling Date02/2012
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2011
Assets$1,000,000 to $4,999,999
Income$25,000 to $99,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$3,445,045
Amount of Income$73,590
Form 990 Revenue Amount$1,284,861
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations

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Amount of income in 2011: $73,590 (it was $35,803 in 2010)
Roberts Family Foundation Inc: 

Other organizations performing similar types of work: 


Assets in 2011: $3,445,045 (it was $2,323,342 in 2010)
Roberts Family Foundation Inc: 

Other organizations performing similar types of work: 


Financial snapshot ($)

Revenue for 2011

Expenses for 2011

Assets for 2011

Analysis of Revenue and Expenses (for 2011)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$1,284,861$1,284,861$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$581
Dividends and interest from securities$73,009
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Total expenses and disbursements$162,475$22,578$0$95,000
Compensation of officers, directors, trustees, etc.$0
Total operating and administrative expenses$67,475$0$0
Contributions, gifts, grants paid$95,000
Excess of revenue over expenses and disbursements$1,122,386
Net investment income$1,262,283
Adjusted net income$0
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$3,445,045$3,334,441
Cash - non-interest-bearing$4,503
Investments-U.S. and state government obligations$0
Investments-corporate stock$3,194,470
Investments-corporate bonds$0
Investments-mortgage loans$0
Total liabilities$0
Total liabilities and net assets/fund balances$3,445,045
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$1,211,271
Net capital loss$0
Excise Tax Based on Investment Income (for 2011)
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)No
Tax based on investment income$12,622
Total credits and payments$14,714
2011 estimated tax payments and 2010 overpayment credited to 2011$14,714
Exempt foreign organizations-tax withheld at source$0
Tax paid with application for extension of time to file (Form 8868)$0
Backup withholding erroneously withheld$0
Any penalty for underpayment of estimated tax$0
Amount to be credited to 2012 estimated tax$2,092
Statements Regarding Activities (for 2011)
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?No
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2011 or the taxable year beginning in 2011?No
Statements Regarding Activities for Which Form 4720 May Be Required (for 2011)
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?No
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?No
Agree to pay money or property to a government official?No
At the end of tax year 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011?No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?No
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?No
Provide a grant to an individual for travel, study, or other similar purposes?No
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?No
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?No
Minimum Investment Return (for 2011)
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$3,271,342
Net value of noncharitable-use assets$3,222,260
Minimum investment return$161,113
Distributable Amount (for 2011)
Distributable amount$148,491
Undistributed Income (for 2011)
Distributable amount for 2011$148,491
Undistributed income for 2011. This amount must be distributed in 2012$144,091
Private Operating Foundations (for 2011)
The lesser of the adjusted net income or the minimum investment return$0$0$0$0$0
Qualifying distributions made directly for active conduct of exempt activities$0$0$0$0$0
Value of all assets$0$0$0$0$0
Value of assets qualifying under section 4942(j)(3)(B)(i)$0$0$0$0$0
2/3 of minimum investment return$0$0$0$0$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)$0$0$0$0$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)$0$0$0$0$0
Gross investment income$0$0$0$0$0
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Franciscan Alliance Foundation Inc1515 W Dragoon Trl, Mishawaka, IN 46544-4710IN1995-09$3,150,936
2Kloepfer Family Foundation Inc255 Lawnwood Dr, Greenwood, IN 46142-3814IN2011-06$2,544,543
3Wyn And Carol Laidig Foundation Inc14450 Madison Rd, Mishawaka, IN 46544-9103IN2007-01$2,157,950
4Rick L And Vicki L James Foundation Inc1401 S Grandstaff Dr, Auburn, IN 46706-2664IN2011-07$2,107,849
5Baranay Family Foundation Inc5342 W Vermont St, Indianapolis, IN 46224-8841IN2010-04$1,441,826
6Wej Foundation Inc, Jackson Wessley E6900 Gray Rd, Indianapolis, IN 46237-3209IN2001-02$1,425,723
7Scheumann Foundation IncPO BOX 811, Lafayette, IN 47902-0811IN2002-12$1,397,515
8Forest Fund Inc36 S Penn St Ste 200, Indianapolis, IN 46204-3627IN2010-04$1,198,479
9The Palmer Family Foundation, Palmer Donald L Ttee33 Twinshore Ct, Carmel, IN 46033-3642IN2000-09$1,182,165
10The@hamer D And Phyllis C Shafer Foundation Charitable Trust, Shafer Hamer & Phyllis & Etal TteePO BOX 548, Muncie, IN 47308-0548IN1997-05$1,151,789
11The Robert And Helen Haddad Foundation Inc3460 Commerce Dr, Columbus, IN 47201-2204IN2002-12$1,151,049
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13Robert L And Mary J Bartlett Foundation327 Western Hills Dr, Mount Vernon, IN 47620-9489IN2011-06$613,391
14Globe Foundation Limited, Globe Foundation3392 Eden Hollow Pl, Carmel, IN 46033-3033IN2011-10$579,500
15The@frederick W And Jolene Edmunds Rockwood Family Foundation, Rockwood Frederick Ttee116 Callery Pear Dr, Batesville, IN 47006-9256IN2003-03$576,144
16H Wayne Ferguson Family Foundation1291 Heidi Haven Dr, Lawrenceburg, IN 47025-9033IN2001-11$519,845
17Robet Foundation Inc4045 Edison Lakes Pkwy Ste 100, Mishawaka, IN 46545-3421IN2008-05$515,006
18Mother Bear Charitable Foundation Inc211 E Jennings St, Newburgh, IN 47630-1434IN2013-02$500,850
19Shoup Family Foundation Inc, Shoup John J TteePO BOX 14, Middlebury, IN 46540-0014IN1999-12$481,542
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Number of organizations performing similar types of work
District of Columbia99
North Carolina473
North Dakota13
New Hampshire63
New Jersey816
New Mexico71
New York2,349
Rhode Island165
South Carolina127
South Dakota31
West Virginia44
Total19,416 is not associated with, endorsed by, or sponsored by Roberts Family Foundation Inc and has no official or unofficial affiliation with Roberts Family Foundation Inc