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Private foundation (trust)EIN 043522054Est. 2001-04

ROBERTS FAMILY FOUNDATION

BOSTON, MA 02116

Total Assets

$53.9M

FY 2023

Annual Giving

$2.9M

FY 2023

Grants Made

7

FY 2023

Avg Grant

$420K

FY 2023

Grant Range

$500–$1.5M

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$4.7M

Total Expenses

$4.2M

Qualifying Distributions

$2.9M

Distributable Amount

$2.0M

Min. Investment Return

$2.0M

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

7 grants

Grant sizes from minimum $500 through median $1K to maximum $1.5M, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

3 years

Giving over time from 2020 to 2023. Peak $2.9M in 2023. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

19 grants

HARVARD BUSINESS SCHOOL
$4.2M
3 grants
PRINCETON
$2.7M
3 grants
NOBLE AND GREENOUGH SCHOOL
$61K
3 grants
ESPLANADE ASSOCIATION
$6K
1 grant
PAN-MASS CHALLENGE
$2K
2 grants
ST JOHN THE EVANGELIST PARISH
$1K
1 grant
BRIGHAM AND WOMEN'S HOSPITAL
$523
1 grant
ST EDWARDS CATHOLIC CHURCH
$520
1 grant

Grant Size Distribution

19 grants

<$10K
12
grants
$10–50K
1
grants
$50–250K
1
grants
$250K–1M
1
grants
$1–5M
4
grants
$5M+

Geographic Focus

3 states

Massachusetts
$4.3M
61% of total
New Jersey
$2.7M
39% of total
Florida
$520
0% of total

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ROBERTS FAMILY FOUNDATION — Grants, Financials & Contact | Grantivo