Nonprofit · EIN 06-1286111
DANIEL K ROBERTS AND BETTY ROBERTS FAMILY FOUNDATION INC
Tax-exempt · STAMFORD, CT 06903
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $70,289 | $67,983 | $2,306 | $1,008,448 | $0 | $1,008,448 |
| October 31, 2024 | 990-PF | $58,792 | $78,070 | -$19,278 | $1,006,142 | $0 | $1,006,142 |
| October 31, 2023 | 990-PF | $51,992 | $70,384 | -$18,392 | $1,025,420 | $0 | $1,025,420 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Dividends
- $33,982
- Interest
- $337
- Net gain from sales of assets
- $35,970
Expenses
- Grants and similar amounts paid
- $53,946
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $57,121
- Excise tax on investment income
- $829
Balance sheet and other
- Total assets, start of year
- $1,006,142
- Total assets, end of year
- $1,008,448
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,008,448
- Fair market value of assets
- $1,221,618
- Qualifying distributions
- $57,121
- Net investment income
- $70,289
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JERI R APPEL 115 CROSS COUNTRY TRAIL, STAMFORD, CT 06903 | PRESIDENT/DIRECTOR | 1 | $0 |
| ERIC S ROBERTS 9607 TIMBERHAWK CIRCLE 21, HIGHLANDS RANCH, CO 80126 | DIRECTOR | 0 | $0 |
990-PF for the year ended October 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JERI R APPEL 115 CROSS COUNTRY TRAIL, STAMFORD, CT 06903 | PRESIDENT/DIRECTOR | 1 | $0 |
| ERIC S ROBERTS 9607 TIMBERHAWK CIRCLE 21, HIGHLANDS RANCH, CO 80126 | DIRECTOR | 0 | $0 |
990-PF for the year ended October 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BETTY ROBERTS 115 CROSS COUNTRY TRAIL, STAMFORD, CT 06903 | PRES./DIR. | 1 | $0 |
| JERI R APPEL 115 CROSS COUNTRY TRAIL, STAMFORD, CT 06903 | SEC./DIR. | 1 | $0 |
| ERIC S ROBERTS 9607 TIMBERHAWK CIRCLE 21, HIGHLANDS RANCH, CO 80126 | DIR. | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 115 CROSS COUNTRY TRL, STAMFORD, CT 06903-3340
- In care of
- % JERI ROBERTS APPEL
- Signed the 990-PF
- JERI ROBERTS APPEL, PRESIDENT
- Phone
- (203) 322-3212
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | October 31, 2026 | March 15, 2027 | Not due yet |
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
IRS record
- EIN
- 06-1286111
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1990
- Accounting year ends
- October
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,008,448
- Income (IRS master file)
- $278,761
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $70,289 | $67,983 | $1,008,448 | XML |
| 990-PF | October 2024 | $58,792 | $78,070 | $1,006,142 | XML |
| 990-PF | October 2023 | $51,992 | $70,384 | $1,025,420 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | IRS |
| 990-PF | October 2020 | – | – | – | IRS |
| 990-PF | October 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 06-1286111).
Questions about DANIEL K ROBERTS AND BETTY ROBERTS FAMILY FOUNDATION INC
- What is the EIN of DANIEL K ROBERTS AND BETTY ROBERTS FAMILY FOUNDATION INC?
- The employer identification number (EIN) of DANIEL K ROBERTS AND BETTY ROBERTS FAMILY FOUNDATION INC is 06-1286111.
- Is DANIEL K ROBERTS AND BETTY ROBERTS FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to DANIEL K ROBERTS AND BETTY ROBERTS FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DANIEL K ROBERTS AND BETTY ROBERTS FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DANIEL K ROBERTS AND BETTY ROBERTS FAMILY FOUNDATION INC due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DANIEL K ROBERTS AND BETTY ROBERTS FAMILY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of DANIEL K ROBERTS AND BETTY ROBERTS FAMILY FOUNDATION INC?
- The 990-PF for the year ended October 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does DANIEL K ROBERTS AND BETTY ROBERTS FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $70,289, expenses of $67,983 and total assets of $1,008,448 at year end.
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