Family Roi Incorporated
Family Roi Incorporated is a private foundation focused on Human Services, based in Scotts Valley, CA. IRS filing data is available from 2019 through 2023.
Family Roi Incorporated at a glance
- Revenue (2023)
- $-1,245
- Expenses (2023)
- $980
- -0.2% vs 2022
- Latest 990 filing
- Form 990-PF, 2023 View filing
Data from IRS Form 990-PF, 2023; updated October 2026.
Ready to take the next step with Family Roi Incorporated?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Qualifying Distributions |
|---|---|---|---|---|
| 2023 | — | $-1,245 | $980 | — |
| 2022 | $1,990 | — | $982 | $22 |
| 2021 | $2,972 | — | $1,658 | — |
| 2020 | $4,650 | — | $3,288 | — |
| 2019 | $8,130 | — | $3,066 | — |
Leadership & Key People
Officers and directors from IRS filings
Family Roi Incorporated is led by Barbara Fagan-Smith, President on every filing since 2019; none of the 3 officers listed in 2023 report compensation.
Officers on the 2023 filing
Barbara Fagan-Smith
President
On filings since 2019
No compensation reported
Leslie Gee
Director
On filings since 2019
No compensation reported
Moira Fagan-Simpson
Director
On filings since 2019
No compensation reported
Former officers (1)
- Former: Tricia Deeter (2019–2020) — CFO & Secretary
Data from IRS Form 990 filings, 2019–2023. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Family Roi Incorporated
What is Family Roi Incorporated?
Family Roi Incorporated is a private foundation focused on Human Services, based in Scotts Valley, CA.
What is Family Roi Incorporated's EIN?
Family Roi Incorporated's EIN (Employer Identification Number) is 32-0036279. IRS Form 990 filing data is available on this page for 2019–2023.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS February 11, 2020)
- IRS filings on file for fiscal years 2019–2023
Explore Open Grants
Browse active grant opportunities in Family Roi Incorporated's focus areas in our free grants database
Similar Funders
Similar funders in California
Silicon Valley Community Foundation
Mountain View, CA
Silicon Valley Community Foundation funds work in areas such as housing, economic security, education, health, the environment, arts and culture, and civic engagement, with Community Action Grants supporting local, community-led organizations in San Mateo and Santa Clara counties. Its 2024 grants had a median of $51,716, though amounts varied widely; applications depend on the program, and SVCF states that it does not accept unsolicited proposals for advised funds.
Assets
$12.3B
Grants
3,576
Total Given
$3.2B
California Community Foundation
Los Angeles, CA
The California Community Foundation supports nonprofits through discretionary and donor-directed grants, with discretionary priorities including education, health, housing and immigration, alongside other areas such as arts, civic engagement and economic opportunity. Its 2025 grants had a median of $50,000, and its work is focused on Los Angeles County; prospective discretionary applicants are asked to contact the relevant program officer before submitting a letter of intent.
Assets
$2.3B
Grants
2,174
Total Given
$326.6M
The William & Flora Hewlett Foundation
Menlo Park, CA
The William & Flora Hewlett Foundation funds education, climate and conservation, the arts, democracy, gender equity, racial justice, and efforts to strengthen nonprofits and philanthropy, with work spanning the San Francisco Bay Area, the U.S. West, and locations including East and West Africa and Mexico. Its 2024 grants had a median award of $150,000, though amounts varied widely. It generally does not accept unsolicited requests, but sometimes invites proposals through open processes.
Assets
$14.2B
Grants
2,001
Total Given
$625.0M
Marin Community Foundation
Novato, CA
Marin Community Foundation funds work in affordable housing and homelessness, community resilience and power, as well as social services, education, arts and conservation, with a focus on marginalized Marin County residents and some broader U.S. and international grantmaking. Its 2025 grants had a median of $25,000, though amounts varied widely. The profile does not state whether it accepts unsolicited requests.
Assets
$1.3B
Grants
1,573
Total Given
$186.1M
Direct Relief
Santa Barbara, CA
Direct Relief supports healthcare providers serving people affected by poverty or emergencies, including community health centers, clinics, and grassroots organizations, with medicines, supplies, and funding for health access and equity. In 2025, its grants had a median award of about $65,000, and its work spans all 50 U.S. states and countries around the world; the profile does not state whether it accepts unsolicited requests.
Assets
$1.3B
Grants
1,367
Total Given
$337.4M
Conrad N Hilton Foundation
Westlake Village, CA
The Conrad N. Hilton Foundation funds nonprofits working to improve lives and alleviate poverty, with initiatives including early childhood development, homelessness, refugees, safe water, and support for foster and opportunity youth. Its work is global, and its 2024 grants had a median award of $76,000. It generally does not accept unsolicited requests, except through its Good Neighbor Program for eligible local nonprofits and Title 1 schools.
Assets
$7.4B
Grants
1,339
Total Given
$287.7M
More similar funders
More Funders in California
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Family Roi Incorporated'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.
Family Roi Incorporated down — hundreds of funders to go?