Nonprofit · EIN 83-0629821
DSJK ROBERTS FOUNDATION INC
Tax-exempt · CARMEL, IN 46033
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $168,699 | $626,771 | -$458,072 | $700,167 | $5,000 | $695,167 |
| December 31, 2023 | 990-PF | $120,228 | $199,125 | -$78,897 | $1,317,698 | $0 | $1,317,698 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $12,000
- Dividends
- $29,967
- Net gain from sales of assets
- $126,732
Expenses
- Grants and similar amounts paid
- $602,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $602,500
- Excise tax on investment income
- $1,841
Balance sheet and other
- Total assets, start of year
- $1,317,698
- Total assets, end of year
- $700,167
- Total liabilities, end of year
- $5,000
- Net assets, end of year
- $695,167
- Fair market value of assets
- $1,686,300
- Qualifying distributions
- $602,500
- Net investment income
- $156,699
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| David A Roberts 15140 Hampworth Drive, Carmel, IN 46033 | President | 2 | $0 |
| Susan T Roberts 15140 Hampworth Drive, Carmel, IN 46033 | Vice President | 2 | $0 |
| Jeffrey D Roberts 15140 Hampworth Drive, Carmel, IN 46033 | Vice President/Treasurer | 1 | $0 |
| Karen Winner 15140 Hampworth Drive, Carmel, IN 46033 | Vice President/Secretary | 1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| David A Roberts 15140 Hampworth Drive, Carmel, IN 46033 | President | 0 | $0 |
| Susan T Roberts 15140 Hampworth Drive, Carmel, IN 46033 | Vice President | 0 | $0 |
| Jeffrey D Roberts 15140 Hampworth Drive, Carmel, IN 46033 | Vice President/Treasurer | 0 | $0 |
| Karen Winner 15140 Hampworth Drive, Carmel, IN 46033 | Vice President/Secretary | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 15140 HAMPWORTH DR, CARMEL, IN 46033-8188
- In care of
- % DAVID ROBERTS
- Signed the 990-PF
- David A Roberts, President
- Phone
- (704) 338-5324
- Return prepared by
- MAYNARD NEXSEN PC
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 83-0629821
- 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
- 2019
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $700,167
- Income (IRS master file)
- $787,393
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $168,699 | $626,771 | $700,167 | XML |
| 990-PF | December 2023 | $120,228 | $199,125 | $1,317,698 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 83-0629821).
Questions about DSJK ROBERTS FOUNDATION INC
- What is the EIN of DSJK ROBERTS FOUNDATION INC?
- The employer identification number (EIN) of DSJK ROBERTS FOUNDATION INC is 83-0629821.
- Is DSJK ROBERTS FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to DSJK ROBERTS FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DSJK ROBERTS FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DSJK ROBERTS 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 DSJK ROBERTS 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 DSJK ROBERTS 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 DSJK ROBERTS FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $168,699, expenses of $626,771 and total assets of $700,167 at year end.
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