Funder DirectoryTHE ROBERTS FOUNDATION FOUNDED BY
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Private foundation (trust)EIN 832882886Est. 2019-07

THE ROBERTS FOUNDATION FOUNDED BY

CHARLESTON, SC 29401

Accepts unsolicited proposals

Total Assets

$9.9M

FY 2023

Annual Giving

$154K

FY 2023

Grants Made

24

FY 2023

Avg Grant

$6K

FY 2023

Grant Range

$250–$50K

Typical

Deadlines

Open / rolling

Applications

Focus Areas

PhilanthropyVoluntarism & Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$6.3M

Total Expenses

$204K

Qualifying Distributions

$199K

Distributable Amount

$322K

Min. Investment Return

$332K

Undistributed Income

$308K

Payout rate 62%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.62%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

24 grants

Grant sizes from minimum $250 through median $4K to maximum $50K, 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 2023. Peak $154K in 2023. Hover bars for details.

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

Top Recipients

65 grants

THORACIC SURGERY FOUNDATION
$100K
2 grants
AMERICAN HEART ASSOCIATION
$40K
3 grants
BOONE ELEMENTARY PTA
$35K
3 grants
NORTHWAY CHRISTIAN
$23K
2 grants
ATLANTA PRESERVATION CENTER
$17K
4 grants
BAYLOR SCOTT & WHITE FOUNDATION
$15K
1 grant
GEN BARTON & STOVALL HISTORY
$11K
4 grants
MH MITCHELL FOUNDATION
$11K
3 grants

Grant Size Distribution

65 grants

<$10K
59
grants
$10–50K
6
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

11 states

Texas
$141K
36% of total
Illinois
$100K
26% of total
Georgia
$56K
14% of total
South Carolina
$55K
14% of total
District of Columbia
$17K
4% of total
Virginia
$10K
3% of total
Washington
$7K
2% of total
North Carolina
$3K
1% of total
Alabama
$2K
1% of total
Massachusetts
$1K
0% of total

+1 more states

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THE ROBERTS FOUNDATION FOUNDED BY — Grants, Financials & Contact | Grantivo