Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 20-3995483

T V ROBERTS FAMILY FOUNDATION INC

Tax-exempt · PLYMOUTH, WI 53073

Financials

$750K$6K2021$75$19K2023$81$33K2024
Revenue Expenses · by fiscal year end
Financials of T V ROBERTS FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$81$33,008-$32,927$726,585$0$726,585
December 31, 2023990-PF$75$18,990-$18,915$759,512$0$759,512
December 31, 2021990-PF$750,005$5,683$744,322$800,734$0$800,734
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Interest
$81

Expenses

Grants and similar amounts paid
$32,600
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$32,804

Balance sheet and other

Total assets, start of year
$759,512
Total assets, end of year
$726,585
Total liabilities, end of year
$0
Net assets, end of year
$726,585
Fair market value of assets
$726,585
Qualifying distributions
$32,804
Net investment income
$81

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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
DIANA E ROBERTS
W7061 WILDBERRY HILL RD, PLYMOUTH, WI 53073
PRESIDENT0.25$0
MARTIN ROBERTS
W7061 WILDBERRY HILL RD, PLYMOUTH, WI 53073
VICE PRESIDENT0.25$0
TECWYN ROBERTS
W7061 WILDBERRY HILL RD, PLYMOUTH, WI 53073
TREASURER0.25$0
MEGAN ROBERTS - EBERLE
W7061 WILDBERRY HILL RD, PLYMOUTH, WI 53073
SECRETARY0.25$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
DIANA E ROBERTS
W7061 WILDBERRY HILL RD, PLYMOUTH, WI 53073
PRESIDENT0.25$0
MARTIN ROBERTS
W7061 WILDBERRY HILL RD, PLYMOUTH, WI 53073
VICE PRESIDENT0.25$0
TECWYN ROBERTS
W7061 WILDBERRY HILL RD, PLYMOUTH, WI 53073
TREASURER0.25$0
MEGAN ROBERTS - EBERLE
W7061 WILDBERRY HILL RD, PLYMOUTH, WI 53073
SECRETARY0.25$0
990-PF for the year ended December 31, 2021: 1 people
NameTitleHours / weekCompensation
DIANA E ROBERTS
1800 SUNSET DRIVE, PLYMOUTH, WI 53073
DIRECTOR0.25$0

Address and contacts

Address (IRS master file)
W7061 WILDBERRY HILL RD, PLYMOUTH, WI 53073-3751
In care of
% KAREN NYTES
Signed the 990-PF
DIANA E ROBERTS, PRESIDENT
Phone
(920) 893-0018
Return prepared by
CLIFTONLARSONALLEN LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
20-3995483
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
2007
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$726,585
Income (IRS master file)
$81

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$81$33,008$726,585XML
990-PFDecember 2023$75$18,990$759,512XML
990-PFDecember 2022$77$22,384$778,427IRS
990-PFDecember 2021$750,005$5,683$800,734XML
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––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 20-3995483).

Questions about T V ROBERTS FAMILY FOUNDATION INC

What is the EIN of T V ROBERTS FAMILY FOUNDATION INC?
The employer identification number (EIN) of T V ROBERTS FAMILY FOUNDATION INC is 20-3995483.
Is T V ROBERTS FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
Are donations to T V ROBERTS FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does T V ROBERTS FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of T V ROBERTS FAMILY FOUNDATION INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did T V 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 December 2024.
Who are the officers and directors of T V ROBERTS FAMILY FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does T V ROBERTS FAMILY FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $81, expenses of $33,008 and total assets of $726,585 at year end.

Other nonprofits in PLYMOUTH

All nonprofits in PLYMOUTH · Wisconsin · Philanthropy, voluntarism and grantmaking foundations