The Allan B Roby and Frances M Roby Charitable Trust is a private foundation established in 1997 and based in Lyme, New Hampshire. The trust operates as a 501(c)(3) charitable organization with no employees, functioning as a grantmaking foundation that distributes funds to nonprofit organizations across multiple sectors.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$2.0M
-5.4% YoY
Annual Giving
$202K
-69.9% YoY
Grant Count
17
-45.2% YoY
Avg Grant Size
$12K
-45.1% YoY
Under IRS private-foundation payout rules, Allan B Roby & Frances M Roby reported a distributable amount of $154K for 2025 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The trust's primary funding focus areas include:
- General support for nonprofits
- Wildlife conservation
- Land conservation
- Educational support
- Environmental education
- Renewable energy initiatives (solar panels on government buildings)
Grantmaking
The trust made 36 grants in its most recent fiscal year (ending June 2025), with total giving of $202,050.
Grant Range
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How to Apply
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Geographic Focus
Where this funder awards grants
The trust primarily funds organizations in New Hampshire, Vermont, and Massachusetts, with a particular emphasis on local New Hampshire organizations.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of June 2025:
- Total assets: $2,044,949
- Total revenues: $92,520
- Total expenses: $209,621
- Average grant amount: Not specified in available data
- Median grant amount: Not specified in available data
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $2,044,949 | $2,162,050 | $2,638,628 |
| Revenue | $92,520 | $199,989 | $63,430 |
| Expenses | $209,621 | $676,567 | $554,271 |
| Qualifying Distributions | $203,540 | $675,242 | $553,096 |
| Net Investment Income | $91,120 | $198,664 | $60,623 |
| Distributable Amount | $153,552 | $149,647 | $143,596 |
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 2025
Grant Size Distribution
132 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Berea College ($50,000), Lyme School ($25,000), Northeast Wilderness Trust ($25,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ACLU FOUNDATION CONCORD, NH | GENERAL SUPPORT | $15,000 |
| BEREA COLLEGE BEREA, KY | GENERAL SUPPORT | $50,000 |
| CONSERVATION LAW FOUNDATION BOSTON, MA | GENERAL SUPPORT | $10,000 |
| HARVARD LAW SCHOOL CAMBRIDGE, MA | GENERAL SUPPORT | $2,500 |
| LYME CONGREGATIONAL CHURCH LYME, NH | GENERAL SUPPORT | $20,000 |
| LYME HISTORIANS LYME, NH | GENERAL SUPPORT | $50 |
| LYME SCHOOL LYME, NH | GENERAL SUPPORT | $25,000 |
| MASCOMA VALLEY PRESERVATION GRAFTON, NH | GENERAL SUPPORT | $2,500 |
| NANTUCKET LAND COUNCIL NANTUCKET, MA | GENERAL SUPPORT | $5,000 |
| NATURAL RESOURCES DEFENSE COUNCIL NEW YORK, NY | GENERAL SUPPORT | $5,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
David M Roby is listed as a contact person associated with the trust's address at 7 Bliss Lane, Lyme, NH 03768-3809.
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DAVID M ROBY | TRUSTEE | 2 | — |
| BARBARA ROBY | TRUSTEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Allan B Roby & Frances M Roby fund?
The trust's primary funding focus areas include: • General support for nonprofits • Wildlife conservation • Land conservation • Educational support • Environmental education • Renewable energy initiatives (solar panels on government buildings)
How do I apply for a grant from Allan B Roby & Frances M Roby?
**Grant Activity:** The trust made 36 grants in its most recent fiscal year (ending June 2025), with total giving of $202,050. **Grant Sizes:** Typical awards range from $2,500 to $50,000. Recent grants include: • $50,000 to Berea College (General Support) • $25,000 to Northeast Wilderness Trust Corporation (Wildlife Conservation) • $25,000 to Lyme School Partnership Association (General Support) • $2,500 to Friends of the Frost Place (General Support) **Application Process:** The trust does no…
Where does Allan B Roby & Frances M Roby make grants?
The trust primarily funds organizations in New Hampshire, Vermont, and Massachusetts, with a particular emphasis on local New Hampshire organizations.
What size grants does Allan B Roby & Frances M Roby award?
In 2025, Allan B Roby & Frances M Roby awarded 17 grants totaling $202K — an average of about $12K per grant, based on its IRS Form 990 filings.
How much is Allan B Roby & Frances M Roby required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Allan B Roby & Frances M Roby reported a distributable amount of $154K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Allan B Roby & Frances M Roby's EIN?
Allan B Roby & Frances M Roby's EIN (Employer Identification Number) is 02-6106324. IRS Form 990 filing data is available on this page for 2021–2025.
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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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