Adelard & Valeda Roy Foundation
Adelard & Valeda Roy Foundation is a private foundation based in Boston, Massachusetts. Its 2025 grants supported organizations in Massachusetts and other New England states, including land conservation groups, environmental organizations, a home health and hospice provider, and an educational program.
Adelard & Valeda Roy Foundation at a glance
In short: Adelard & Valeda Roy Foundation gave $715K across 143 grants in 2025 (avg $5K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $714,900
- +15.4% vs 2024
- Grants made (2025)
- 143
- +14.4% vs 2024
- Average grant
- $4,999
- +0.9% vs 2024
- Median grant
- $5,000
- Total assets
- $4,942,824
- +9.9% vs 2024
- Primary geography
- Massachusetts (63% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to Adelard & Valeda Roy Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The filing says the foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests. It lists no specific form, says 501(c)(3) status should be documented, and reports no restrictions on awards. The filing names Rev. Nancy S. Smith as the contact.
- Review Cycle
- The filing lists September 30 annually. The September 30, 2026 deadline has passed.
- Deadline
- The filing lists September 30 annually.
- Contact
Application contact: Rev Nancy S Smith
Mailing address: PO Box 1110, Sanbornville, NH 03872
Phone: (617) 227-7940
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Open Grants
1 open opportunity from Adelard & Valeda Roy Foundation
Who Adelard & Valeda Roy Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Home Health & Hospice Care ($10K). Together the top 10 received $92K.
Organizations only. It also paid 2 grants to individuals ($11,000), which are not listed by name.
Grant Size Distribution
628 grants across all recorded years
The most common grant size was under $50K: 628 grants of 628 (100%).
Geographic Focus
Where this funder awards grants
The filing reports that 2025 grant dollars went primarily to organizations in Massachusetts (63%), followed by New Hampshire (14%), Vermont (14%), and Maine (8%). Minnesota accounted for 0%.
Grant Distribution by State
Share of 2025 grant dollars across all 143 itemized grants.
States
Cities
How Adelard & Valeda Roy Foundation gives
- 67% of 2025 grantees were also funded in 2024. Method
- Giving grew 40% from 2022 to 2025. Method
- In 2025 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $71K (2020) to $715K (2025). In 2025 it made 143 grants totaling $715K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Home Health & Hospice Care Merrimack, NH | General Operating Support | $10,000 |
| Piscataquog Land Conservancy New Boston, NH | General Operating Support | $10,000 |
| Society for the Protection of New Hampshire Forests Concord, NH | Morrill Dairy Farm Conservation Easement | $10,000 |
| Southeast Land Trust of New Hampshire Epping, NH | General Operating Support | $10,000 |
| Vermont Land Trust Inc Montpelier, VT | General Operating Support | $10,000 |
| Acton Wakefield Watersheds Alliance Inc Union, NH | General Operating Support | $9,000 |
| Natural Resources Council Inc Augusta, ME | General Operating Support | $9,000 |
| Trust for Public Land Montpelier, VT | Northern Ne Chapter Conservation Programs | $9,000 |
| Audubon Vermont Huntington, VT | Youth Conservation Leadership Program | $7,500 |
| Blessed Stephen Bellesini OSA Lawrence, MA | After School & Evening Study Program | $7,500 |
Ready to take the next step with Adelard & Valeda Roy Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $4,942,824 | $1,275,541 | $829,950 | $714,900 | 143 | $761,551 | $1,225,670 | $794,158 |
| 2024 | $4,497,233 | $843,681 | $712,561 | $619,500 | 125 | $662,090 | $797,730 | $757,892 |
| 2023 | $4,366,113 | $362,685 | $671,641 | $602,000 | 155 | $633,863 | $328,032 | $650,464 |
| 2022 | $4,674,134 | $363,244 | $584,606 | $509,900 | 111 | $542,063 | $328,449 | $633,006 |
| 2021 | $4,897,295 | $480,400 | $503,377 | $435,500 | 94 | $455,307 | $433,705 | $611,382 |
| 2020 | $4,920,270 | $336,542 | $138,057 | $71,000 | 19 | — | $308,986 | $523,590 |
Under IRS private-foundation payout rules, Adelard & Valeda Roy Foundation reported a distributable amount of $794K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
The available information does not state a mission for the foundation. Its 2025 grants show support for land conservation and environmental work, environmental education, hospice and home health care, and education for young people.
Grantees describe their own work in a range of ways. Vermont Land Trust says it helps people protect, care for, and connect to Vermont’s farms, forests, natural areas, and community spaces. The Society for the Protection of New Hampshire Forests says it works to protect important landscapes and promote wise use of natural resources. Piscataquog Land Conservancy describes its purpose as conserving the natural and scenic environment of southern New Hampshire watershed communities. Home Health and Hospice Care says it provides patient-centered services intended to enhance individual independence and quality of life.
Grantmaking
In filing year 2025, the foundation reported 143 grants totaling $714,900. Grants ranged from $1,500 to $10,000, with a median of $5,000.
Among the largest reported grants were $10,000 each to Vermont Land Trust, Society for the Protection of New Hampshire Forests, Piscataquog Land Conservancy, Southeast Land Trust of New Hampshire, and Home Health & Hospice Care. Other grants included $9,000 to Natural Resources Council of Maine and $7,500 to Vermont Natural Resources Council and Blessed Stephen Bellesini OSA.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Rev. Dr. Nancy S. Smith, Elizabeth M. Fisher, and Michael J. Puzo as trustees.
Adelard & Valeda Roy Foundation's 2025 filing lists 3 officers; all 3 officers listed in 2025 are compensated.
Officers on the 2025 filing
Elizabeth M. Fisher
Trustee
On filings since 2020
1 hr/week
$8K (2020) → $8K (2025)
Michael J. Puzo
Trustee
On filings since 2020
2.5 hrs/week
$15K (2020) → $23K (2025)
Nancy S. Smith
Trustee
On filings since 2020
2.5 hrs/week
$15K (2020) → $23K (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $23K, to Michael J Puzo (Trustee). 3 officers or directors reported compensation on that filing.
Frequently asked questions about Adelard & Valeda Roy Foundation
How much does Adelard & Valeda Roy Foundation give each year?
Adelard & Valeda Roy Foundation gave $715K across 143 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $620K across 125 grants.
What is Adelard & Valeda Roy Foundation's typical grant size?
Adelard & Valeda Roy Foundation's median grant in 2025 was $5,000, and its average grant was $4,999, across 143 grants on its 2025 IRS Form 990-PF.
Where does Adelard & Valeda Roy Foundation give grants?
Adelard & Valeda Roy Foundation gives mostly in Massachusetts: 63% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were New Hampshire (14%) and Vermont (14%). The most frequent recipient cities were Boston, MA (28 grants), Somerville, MA (7 grants), Cambridge, MA (6 grants) and Lynn, MA (5 grants).
Does Adelard & Valeda Roy Foundation give general operating support?
Yes: 38% of Adelard & Valeda Roy Foundation's 2025 grants with a stated purpose (55 of 143) were for general or operating support, per its 2025 IRS Form 990-PF. Recurring purposes include "Food Access Program" (3 grants).
Who are Adelard & Valeda Roy Foundation's largest grantees?
Adelard & Valeda Roy Foundation's largest 2025 grantees include Home Health & Hospice Care ($10,000), Piscataquog Land Conservancy ($10,000) and Society for the Protection of New Hampshire Forests ($10,000), according to its 2025 IRS Form 990-PF. It also paid 2 grants to individuals ($11,000), which are not listed by name. Together they received 4% of its itemized 2025 grant dollars.
How large is Adelard & Valeda Roy Foundation?
Adelard & Valeda Roy Foundation reported $4.9M in total assets on its 2025 IRS Form 990-PF. It paid out $762K in qualifying distributions that year, against a required minimum of $794K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Adelard & Valeda Roy Foundation fund?
The available information does not state a mission for the foundation. Its 2025 grants show support for land conservation and environmental work, environmental education, hospice and home health care, and education for young people. See mission & focus areas ↑
How do I apply for a grant from Adelard & Valeda Roy Foundation?
The filing says the foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Adelard & Valeda Roy Foundation's EIN?
Adelard & Valeda Roy Foundation's EIN (Employer Identification Number) is 04-6652923. IRS Form 990 filing data is available on this page for 2020–2025.
Does Adelard & Valeda Roy Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 5, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 8, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 15, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
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Cite this profile
Grantable. (2026). Adelard & Valeda Roy Foundation funder profile. GrantGraph. Retrieved October 11, 2026, from https://grantable.co/funders/adelard-and-valeda-roy-foundation-morg_d8574e8d828e4adbab414c3ce4880e80
BibTeX
@misc{grantable_046652923_2026,
author = {{Grantable}},
title = {{Adelard \& Valeda Roy Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/adelard-and-valeda-roy-foundation-morg_d8574e8d828e4adbab414c3ce4880e80},
note = {Accessed 2026-10-11. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Adelard & Valeda Roy Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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