AM Roberts Charitable Foundation
AM Roberts Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WESTERLY, RI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $23.8M in total assets. In 2024, it awarded 12 grants totaling $1.0M. Net investment income was $1.2M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$23.8M
+6.1% YoY
Annual Giving
$1.0M
+17.2% YoY
Grant Count
12
-7.7% YoY
Avg Grant Size
$87K
+26.9% YoY
Under IRS private-foundation payout rules, AM Roberts Charitable Foundation reported a distributable amount of $1.1M for 2024 — the minimum it must pay out in qualifying distributions.
About AM Roberts Charitable Foundation
Based on IRS filings
AM Roberts Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WESTERLY, RI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $23.8M in total assets. In 2024, it awarded 12 grants totaling $1.0M. Net investment income was $1.2M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $23,773,586 | $22,401,763 | $20,363,165 |
| Revenue | $1,309,760 | $782,879 | $964,917 |
| Expenses | $1,279,388 | $1,101,698 | $1,373,674 |
| Qualifying Distributions | $1,155,380 | $991,181 | $1,258,450 |
| Net Investment Income | $1,185,752 | $672,362 | $849,693 |
| Distributable Amount | $1,120,586 | $1,030,557 | $1,103,300 |
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
53 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include The Watch Hill Conservancy ($316,298), Watch Hill Lighthouse Keepers Association ($217,000), The United Theatre ($200,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Chorus of Westerly Westerly, RI | Programs | $20,000 |
| East Beach Association Westerly, RI | Capital Project | $5,000 |
| Literacy Volunteers of Washington County Westerly, RI | Programs | $12,500 |
| Ocean Community YMCA Westerly, RI | Capital Project, Scholarships | $62,300 |
| Orlando R Smith Trust Babcock-Smith House Westerly, RI | Capital Project | $10,000 |
| The Colonial Theatre Westerly, RI | Internships | $15,000 |
| The United Theatre Westerly, RI | Programs | $200,000 |
| The Watch Hill Chapel Westerly, RI | Capital Project | $77,000 |
| The Watch Hill Conservancy Westerly, RI | Education/Research | $316,298 |
| Watch Hill Lighthouse Keepers Association Westerly, RI | Capital Project | $217,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Grant G Simmons III | Trustee | 3 | — |
| Robert C Murray | Trustee | 3 | — |
| Carl A Contiguglia | Trustee | 3 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is AM Roberts Charitable Foundation?
AM Roberts Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WESTERLY, RI. It holds $23.8M in total assets as of 2024.
How large is AM Roberts Charitable Foundation?
As of 2024, AM Roberts Charitable Foundation holds $23.8M in total assets with $1.3M in annual revenue. It awarded 12 grants totaling $1.0M in 2024.
Where does AM Roberts Charitable Foundation operate?
AM Roberts Charitable Foundation has awarded grants in Rhode Island.
What size grants does AM Roberts Charitable Foundation award?
In 2024, AM Roberts Charitable Foundation awarded 12 grants totaling $1.0M — an average of about $87K per grant, based on its IRS Form 990 filings.
How much is AM Roberts Charitable Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, AM Roberts Charitable Foundation reported a distributable amount of $1.1M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is AM Roberts Charitable Foundation's EIN?
AM Roberts Charitable Foundation's EIN (Employer Identification Number) is 22-6948512. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in AM Roberts Charitable Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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