Adelard & Valeda Roy Foundation
The Adelard A. and Valeda Lea Roy Foundation is a private foundation based in Boston, Massachusetts, established in 1990. The foundation makes grants in support of educational, cultural, environmental, and social service organizations, primarily in New England and occasionally in the southwestern United States.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.5M
+3.0% YoY
Annual Giving
$620K
+2.9% YoY
Grant Count
125
-19.4% YoY
Avg Grant Size
$5K
+27.6% YoY
Under IRS private-foundation payout rules, Adelard & Valeda Roy Foundation reported a distributable amount of $758K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The AV Roy Foundation makes grants in support of educational, cultural, environmental, and social service organizations. The foundation has historically supported a broad range of organizations working in the following areas:
- Arts and culture
- Churches
- Education
- Environmental education
- Food access
- Health
- Land trusts
- Museums
- Social services
Current Funding Priorities (2025)
The foundation has identified specific populations and issue areas for priority consideration:
Priority Populations:
- Immigrants and refugees
- Indigenous communities
- Youth from low-income backgrounds
- The elderly
Priority Issue and Program Areas:
- Environment: Land conservation (particularly projects close to completion and those resulting in easements held by accredited land trusts), environmental education, and climate change initiatives
- Elderly: Initiatives related to dignity and independence, health, arts, and recreation
- Health: Hospice and home health care
- Health and Welfare: Food security, housing, and basic human needs
- Arts and Culture: Arts access and education for priority populations, and historic preservation
- Education: Priority given to schools serving youth from low-income backgrounds, especially independent and religious schools; general youth development programs must work primarily with immigrants and refugees
Grantmaking
Review Cycle
September 30
How to Apply
**
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Geographic Focus
Where this funder awards grants
The foundation prioritizes funding in the following regions:
- Primary Focus: Greater Boston, with priority to regions within Route 128
- Secondary Focus: Underserved rural and urban communities in Vermont, New Hampshire, and Maine
- Excluded Areas: The foundation does not fund organizations or programs in Central or Western Massachusetts or on Cape Cod
- Occasional Support: Southwestern United States
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
- Total Assets: $4,497,233
- Total Annual Giving: $619,500
- IRS Status: 501(c)(3) private foundation
- EIN: 04-6652923
- Most Recent Tax Filing: 2023-2024
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,497,233 | $4,366,113 | $4,674,134 |
| Revenue | $843,681 | $362,685 | $363,244 |
| Expenses | $712,561 | $671,641 | $584,606 |
| Qualifying Distributions | $662,090 | $633,863 | $542,063 |
| Net Investment Income | $797,730 | $328,032 | $328,449 |
| Distributable Amount | $757,892 | $650,464 | $633,006 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
219 grants across all recorded years
Open Grants
1 open opportunity from Adelard & Valeda Roy Foundation
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Catching the Dream ($10,000), Blessed Stephen Bellesini Osa ($7,500), Chocorua Lake Conservancy ($7,500).
| Recipient | Purpose | Amount |
|---|---|---|
| ANEW PLACE INC BURLINGTON, VT | GENERAL OPERATING SUPPORT | $5,000 |
| APPALACHIAN MOUNTAIN CLUB CHARLESTOWN, MA | TEEN SUMMER EMPLOYMENT OPPORTUNITIES | $5,000 |
| AROUND HEAR INC SOMERVILLE, MA | GENERAL OPERATING SUPPORT | $5,000 |
| ARTS COUNCIL OF TAMWORTH TAMWORTH, NH | ARTIST IN RESIDENCY PROGRAM | $5,000 |
| ARTS FOR LEARNING MASSACHUSETTS INC BOSTON, MA | EXPANDED ARTS ACCESS RESIDENCIES | $5,000 |
| ARTS IN REACH PORTSMOUTH, NH | CORE PROGRAMS | $5,000 |
| ASPIRE LIVING & LEARNING INC BARRE, VT | OPERATING SUPPORT | $5,000 |
| BALLET THEATRE OF BOSTON INC CAMBRIDGE, MA | ARTS EDUCATION PROGRAMMING | $5,000 |
| BEVERLY BOOTSTRAPS COMMUNITY SERVICES BEVERLY, MA | FOOD ASSISTANCE PROGRAM | $5,000 |
| BIGELOW LABORATORY FOR OCEAN SCIENCES E BOOTHBAY, ME | 2025 BLOOM PROGRAMS | $5,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
- Rev. Dr. Nancy Spencer-Smith – Trustee
- Elizabeth M. Fisher – Trustee
- Michael J. Puzo – Trustee
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| REV DR NANCY S SMITH | TRUSTEE | 2.5 | $18,750 |
| ELIZABETH M FISHER | TRUSTEE | 1 | $9,375 |
| MICHAEL J PUZO | TRUSTEE | 2.5 | $11,250 |
Recent News & Activity
Recent developments and announcements
In January 2024, the Adelard A. and Valeda Lea Roy Foundation awarded a grant to Open Table, a MetroWest charity dedicated to fighting hunger and building healthy communities. The funds supported the expansion of Open Table's home delivery program, which addresses transportation and mobility barriers that hinder individuals experiencing food insecurity from accessing essential food resources. During a pilot program in Hudson, the organization reached approximately 180% more households when home delivery was added as an option for clients.
Valeda Light Delivery System Receives 2019 Medical Design Excellence AwardFrequently Asked Questions
What does Adelard & Valeda Roy Foundation fund?
The AV Roy Foundation makes grants in support of educational, cultural, environmental, and social service organizations. The foundation has historically supported a broad range of organizations working in the following areas: • Arts and culture • Churches • Education • Environmental education • Food access • Health • Land trusts • Museums • Social services The foundation has identified specific populations and issue areas for priority consideration: **Priority Populations:** • Immigrants and re…
How do I apply for a grant from Adelard & Valeda Roy Foundation?
**Grant Amounts:** Typical awards range from $1,000 to $13,000, with a median grant amount of $4,000. **Annual Giving:** Total giving of $619,500 (based on most recent filing). **Grant History:** The foundation has made approximately 155 grants. **Application Process:** • The foundation operates on a preselected basis and does not accept unsolicited applications for funds • Applicants must document 501(c)(3) status • Annual deadline: September 30 • Applications should be submitted through the f…
Where does Adelard & Valeda Roy Foundation make grants?
The foundation prioritizes funding in the following regions: • **Primary Focus:** Greater Boston, with priority to regions within Route 128 • **Secondary Focus:** Underserved rural and urban communities in Vermont, New Hampshire, and Maine • **Excluded Areas:** The foundation does not fund organizations or programs in Central or Western Massachusetts or on Cape Cod • **Occasional Support:** Southwestern United States
What size grants does Adelard & Valeda Roy Foundation award?
In 2024, Adelard & Valeda Roy Foundation awarded 125 grants totaling $620K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is Adelard & Valeda Roy Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Adelard & Valeda Roy Foundation reported a distributable amount of $758K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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