Charles J & Margaret Roberts Fund 01-48199

Analysis

Charles J & Margaret Roberts Fund 01-48199 is a registered charity in United States, based in Chicago, IL. It received its IRS tax-exemption ruling in February 1989, 37 years ago. The IRS classifies it as a supporting organisation under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending April 2023, Charles J & Margaret Roberts Fund 01-48199 reported income of $460k and spending of $425k, spending 93% of its income. Across the 5 years on record, from April 2019 to April 2023, income grew from $409k to $460k (+12%), an average of +2.9% a year. The sharpest change came in the year to April 2021, when income rose by 110%. Over the whole period it spent 77% of the income it received.

Among 72,936 United States charities whose main cause is other charitable purposes and that reported income, Charles J & Margaret Roberts Fund 01-48199 sits at the 67th percentile: it is larger than about 67% of them. Against every charity in United States with reported income it ranks in the 69th percentile, and in the 69th percentile within IL. Charities of a similar size with the same main cause include Horace Mann Elementary School PTA ($460k), Big Brothers Big Sisters of Siouxland ($460k) and Philadelphia Society ($459k).

Compensation of current officers, directors and key employees was $39k (9.3% of expenses). At year end it held assets of $8.0m against liabilities of $0, net assets of $8.0m.