Private foundation (trust)EIN 237011541Est. 1969-04

THE ROE FOUNDATION

GREENVILLE, SC 29601

Total Assets

$8.0M

FY 2023

Annual Giving

$6.4M

FY 2023

Grants Made

11

FY 2023

Avg Grant

$586K

FY 2023

Grant Range

$2K–$4.2M

Typical

Deadlines

Applications

Financial Snapshot

2023 filing

Total Revenue

$45K

Total Expenses

$6.6M

Qualifying Distributions

$6.5M

Distributable Amount

$489K

Min. Investment Return

$493K

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

11 grants

Grant sizes from minimum $2K through median $25K to maximum $4.2M, 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 $6.4M in 2023. Hover bars for details.

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

Top Recipients

118 grants

STATE POLICY NETWORK
$12.1M
4 grants
FIDELITY CHARITABLE GIFT FUND
$2.2M
3 grants
THE HERITAGE FOUNDATION
$2.0M
4 grants
SC POLICY COUNCIL
$730K
3 grants
MIRACLE HILL MINISTRIES
$133K
2 grants
ST PAUL ANGLICAN CHURCH
$100K
1 grant
JAMES MADISON INSTITUTE
$75K
2 grants
INTERCOLLEGIATE STUDIES INSTITUTE
$60K
2 grants

Grant Size Distribution

118 grants

<$10K
36
grants
$10–50K
66
grants
$50–250K
6
grants
$250K–1M
7
grants
$1–5M
3
grants
$5M+

Geographic Focus

48 states

Virginia
$12.1M
64% of total
District of Columbia
$2.1M
11% of total
Ohio
$1.8M
9% of total
South Carolina
$1.1M
6% of total
Massachusetts
$475K
2% of total
Florida
$105K
1% of total
Delaware
$85K
0% of total
Wisconsin
$65K
0% of total
Michigan
$65K
0% of total
Georgia
$58K
0% of total

+38 more states

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THE ROE FOUNDATION — Grants, Financials & Contact | Grantivo