Ro Family Foundation

Private foundation · Grantmaker Medway, MA EIN: 82-0875471

Ro Family Foundation is a private foundation based in Medway, Massachusetts. It supports charitable organizations through grants; its 2025 filing reports 36 grants totaling $215,500.

Ro Family Foundation at a glance

In short: Ro Family Foundation gave $216K across 36 grants in 2025 (avg $6K), mostly in Massachusetts. 17% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$215,500
+23.1% vs 2024
Grants made (2025)
36
+12.5% vs 2024
Average grant
$5,986
+9.5% vs 2024
Median grant
$5,000
Total assets
$5,567,769
+20.2% vs 2024
New grantees (estimate)
17% first-time grantees (6 of 36, 2025)
Primary geography
Massachusetts (86% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).

How to apply to Ro Family Foundation

Accepts unsolicited proposals
No
How to Apply

The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.

Contact

Mailing address: 155 Main Street, Medway, MA 02053
Phone: (508) 533-9800

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Ro Family Foundation funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Green Mountain Horse Association: $25KGreen Mountain HorseAssociation$25KAbortion Rights Fund of Western MA: $15KAbortion Rights Fund ofWestern MA$15KBay State Health: $15KBay State Health$15KCooley Dickinson Hospital: $15KCooley Dickinson Hospital$15KChild Advocacy Center of Hampshire County: $10KChild Advocacy Center ofHampshire County$10KSafe Passage Inc: $10KSafe Passage Inc$10KThe Food Bank of Western Massachusetts: $10KThe Food Bank of WesternMassachusetts$10KTreehouse Foundation: $10KTreehouse Foundation$10KTapestry Health Systems: $8KTapestry Health Systems$8KCommunity Action Pioneer Valley: $8KCommunity Action PioneerValley$8K

The largest 2025 recipient was Green Mountain Horse Association ($25K). Together the top 10 received $126K.

Grant Size Distribution

141 grants across all recorded years

141<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 141 grants of 141 (100%).

Geographic Focus

Where this funder awards grants

In 2025, 86% of grant dollars went to recipients in Massachusetts, 12% to recipients in Vermont, and 2% to recipients in New Jersey.

Grant Distribution by State

3states

Share of 2025 grant dollars across all 36 itemized grants.

Cities

NorthamptonGreenfieldSpringfieldEasthamptonAmherstFlorenceHatfieldLennoxMontclairSouth DeerfieldShelburne FallsConwayWoodstock

Is Ro Family Foundation open to new grantees?

17%

first-time grantees, 2025

In 2025, 6 of 36 grantees (17%) were first-time recipients. First grants averaged $7K; repeat grants $6K. How we count

Medians: $4K first-time, $5K repeat.

  • 83% of 2025 grantees were also funded in 2024. Method
  • Giving grew 58% from 2022 to 2025. Method
  • In 2025 it paid out 79% 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 (2021–2025). 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

$0$100K$200K$300K24 grants2021 24 grants2022 25 grants2023 32 grants2024 36 grants2025

From 2021 to 2025, annual grant giving ranged from $93K (2021) to $216K (2025). In 2025 it made 36 grants totaling $216K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Green Mountain Horse Association Woodstock, VTCharity$25,000
Abortion Rights Fund of Western MA Amherst, MACharity$15,000
Bay State Health Springfield, MACharity$15,000
Cooley Dickinson Hospital Northampton, MACharity$15,000
Child Advocacy Center of Hampshire County Northampton, MACharity$10,000
Safe Passage Inc Northampton, MACharity$10,000
The Food Bank of Western Massachusetts Hatfield, MACharity$10,000
Treehouse Foundation Easthampton, MACharity$10,000
Tapestry Health Systems Florence, MACharity$8,000
Community Action Pioneer Valley Greenfield, MACharity$7,500
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$5,567,769$1,521,877$273,707$215,50036$215,750$1,488,920$273,877
2024$4,632,661$1,508,018$200,026$175,00032$175,250$982,125$215,819
2023$4,164,248$763,797$172,947$140,00025$143,791$263,291$180,736
2022$3,743,616$1,653,502$180,529$136,50024$140,016$628,208$170,791
2021$2,683,603$1,012,170$130,527$92,50024—$742,583$126,600

Under IRS private-foundation payout rules, Ro Family Foundation reported a distributable amount of $274K for 2025 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2025 grantees include organizations working in areas such as health care, domestic violence support, food assistance, economic justice, behavioral health, and public media. For example, Safe Passage describes its mission as supporting survivors of domestic violence and relationship abuse, while Community Action Pioneer Valley says it works to promote economic justice and improve quality of life for people with low incomes.

Grantmaking

In 2025, the foundation reported 36 grants totaling $215,500. Grants ranged from $500 to $25,000, with a median grant of $5,000. Larger awards included $25,000 to Green Mountain Horse Association; $15,000 each to Abortion Rights Fund of Western MA, Bay State Health, and Cooley Dickinson Hospital; and $10,000 each to Child Advocacy Center of Hampshire County, Safe Passage Inc, The Food Bank of Western Massachusetts, and Treehouse Foundation.

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Loraine B Millman, Paul D Carlan, Margaret A Carlan, Sarah Carlan, and Jovan James as trustees. Paul D Carlan is also listed as treasurer and “Secret.” David A Werlich is listed as Administrative & Tax Offic.

Ro Family Foundation's 2025 filing lists 6 officers; none of the 6 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Jovan James

    Trustee

    On filings since 2021

    1 hr/week

    No compensation reported

  • Loraine B Millman

    Trustee

    On filings since 2021

    1 hr/week

    No compensation reported

  • Margaret A Carlan

    Trustee

    On filings since 2021

    1 hr/week

    No compensation reported

  • Paul D Carlan

    Trustee, Treasurer & Secretary

    On filings since 2021

    1 hr/week

    No compensation reported

  • Sarah Carlan

    Trustee

    On filings since 2021

    1 hr/week

    No compensation reported

  • David A Werlich

    Administrative & Tax Officer

    On filings since 2021

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2021–2025. "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 Ro Family Foundation

How much does Ro Family Foundation give each year?

Ro Family Foundation gave $216K across 36 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $175K across 32 grants.

What is Ro Family Foundation's typical grant size?

Ro Family Foundation's median grant in 2025 was $5,000, and its average grant was $5,986, across 36 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Ro Family Foundation that year got $7K on average.

Where does Ro Family Foundation give grants?

Ro Family Foundation gives mostly in Massachusetts: 86% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Vermont (12%). The most frequent recipient cities were Northampton, MA (12 grants), Greenfield, MA (6 grants), Springfield, MA (5 grants) and Amherst, MA (3 grants).

Does Ro Family Foundation give general operating support?

Not in 2025: none of the 36 grants with a stated purpose on Ro Family Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charity" (36 grants).

Who are Ro Family Foundation's largest grantees?

Ro Family Foundation's largest 2025 grantees include Green Mountain Horse Association ($25,000), Abortion Rights Fund of Western MA ($15,000) and Bay State Health ($15,000), according to its 2025 IRS Form 990-PF. Together they received 26% of its itemized 2025 grant dollars.

How large is Ro Family Foundation?

Ro Family Foundation reported $5.6M in total assets on its 2025 IRS Form 990-PF. It paid out $216K in qualifying distributions that year, against a required minimum of $274K (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 Ro Family Foundation fund?

No mission statement for the foundation is provided. Its 2025 grantees include organizations working in areas such as health care, domestic violence support, food assistance, economic justice, behavioral health, and public media. See mission & focus areas ↑

How do I apply for a grant from Ro Family Foundation?

The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Ro Family Foundation's EIN?

Ro Family Foundation's EIN (Employer Identification Number) is 82-0875471. IRS Form 990 filing data is available on this page for 2021–2025.

Does Ro Family 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 September 2026.

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2021–2025

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Cite this profile

Grantable. (2026). Ro Family Foundation funder profile. GrantGraph. Retrieved October 17, 2026, from https://grantable.co/funders/ro-family-foundation-morg_fd5bc56e493d4c538d8f82056f5aec9b

BibTeX
@misc{grantable_820875471_2026,
  author       = {{Grantable}},
  title        = {{Ro Family Foundation funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/ro-family-foundation-morg_fd5bc56e493d4c538d8f82056f5aec9b},
  note         = {Accessed 2026-10-17. 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 Ro Family 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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