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The Roberts Foundation

Details

Name: The Roberts Foundation
Jurisdiction: Alabama
Legal type: Domestic Non-Profit Corporation
Status: Exists
Date of registration: 13 Dec 1999 (25 years ago)
Entity Number: 000-552-442
Register Number: 000552442
ZIP code: 35243
County: Jefferson
Place of Formation: Jefferson County
Principal Address: BIRMINGHAM, AL
Registered Office Street Address: 4233 CALDWELL MILL RDBIRMINGHAM, AL 35243

Activities RELIGIOUS/EDUCATIONAL PURPOSES

Agent

Name Role
ROBERTS, DANIEL J Agent

Incorporator

Name Role
MATTHEWS, WARREN C Incorporator

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
31-6299228 Trust Unconditional Exemption 4414 BRIAR GLEN CIR, MOUNTAIN BRK, AL, 35243-1722 1986-10
In Care of Name % EVAN ROBERTS
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Private non-operating foundation
Tax Period 2023-11
Asset 1,000,000 to 4,999,999
Income 1,000,000 to 4,999,999
Filing Requirement 990 - Not required to file (all other)
PF Filing Requirement 990-PF return
Accounting Period Nov
Asset Amount 1397535
Income Amount 2365021
Form 990 Revenue Amount -
National Taxonomy of Exempt Entities -
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A private foundation. Deductibility Limitation: 30% (generally)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name ROBERTS FOUNDATION
EIN 31-6299228
Tax Period 202211
Filing Type E
Return Type 990PF
File View File
Organization Name ROBERTS FOUNDATION
EIN 31-6299228
Tax Period 202111
Filing Type E
Return Type 990PF
File View File
Organization Name ROBERTS FOUNDATION
EIN 31-6299228
Tax Period 201911
Filing Type E
Return Type 990PR
File View File
Organization Name ROBERTS FOUNDATION
EIN 31-6299228
Tax Period 201811
Filing Type E
Return Type 990PF
File View File
Organization Name ROBERTS FOUNDATION
EIN 31-6299228
Tax Period 201711
Filing Type E
Return Type 990PF
File View File
Organization Name ROBERTS FOUNDATION
EIN 31-6299228
Tax Period 201611
Filing Type E
Return Type 990PF
File View File

Date of last update: 14 Aug 2024

Sources: Alabama Secretary of State