Funder DirectoryTHE JOHN AND CHARLENE ROBERTS FAMILY
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Private foundation (trust)EIN 233101766Est. 2002-11

THE JOHN AND CHARLENE ROBERTS FAMILY

STUART, FL 34997

Total Assets

$850K

FY 2024

Annual Giving

$42K

FY 2024

Grants Made

10

FY 2024

Avg Grant

$4K

FY 2024

Grant Range

$800–$10K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2024 filing

Total Revenue

$79K

Total Expenses

$48K

Qualifying Distributions

$42K

Distributable Amount

$38K

Min. Investment Return

$39K

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

10 grants

Grant sizes from minimum $800 through median $2K to maximum $10K, 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

4 years

Giving over time from 2020 to 2024. Peak $92K in 2023. Hover bars for details.

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

Top Recipients

56 grants

CLEVELAND CLINIC
$40K
2 grants
UNITED WAY OF MARTIN COUNTY
$30K
1 grant
HOLY CHILD SCHOOL AT ROSEMONT
$26K
2 grants
MARY'S SHELTER OF THE TREASURE COAST
$25K
1 grant
HOLY CHILD SCHOOL - ROSEMONT PA
$21K
3 grants
CARON TREATMENT CENTER
$20K
2 grants
CARON FOUNDATION
$20K
2 grants
COBBS CREEK FOUNDATION
$10K
1 grant

Grant Size Distribution

56 grants

<$10K
52
grants
$10–50K
4
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

9 states

Florida
$127K
46% of total
Pennsylvania
$74K
27% of total
Ohio
$40K
15% of total
New York
$25K
9% of total
South Carolina
$3K
1% of total
New Jersey
$2K
1% of total
District of Columbia
$1K
0% of total
Arizona
$1K
0% of total
Missouri
$500
0% of total

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THE JOHN AND CHARLENE ROBERTS FAMILY — Grants, Financials & Contact | Grantivo