Ro Family Foundation
Ro Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Medway, MA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $5.6M in total assets. In 2025, it awarded 36 grants totaling $216K. Net investment income was $1.5M.
Key facts about Ro Family Foundation
- EIN
- 82-0875471
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $215,500
- Grants made (2025)
- 36
- Average grant
- $5,986
- Median grant
- $5,000
- New grantees (estimate)
- 17% first-time grantees (6 of 36, 2025)
- Total assets
- $5,567,769
- Primary geography
- Massachusetts (86% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Ro Family Foundation funds
By grant dollars, the top recipient states for Ro Family Foundation's 36 itemized 2025 grants were Massachusetts (86%) and 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). None of its 36 grants with a stated purpose were described as general or operating support. Recurring purposes include "Charity" (36 grants).
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 IRS Form 990-PF grant lists (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Ro Family Foundation
- How to evaluate Ro Family Foundation as a funder
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Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$5.6M
+20.2% YoY
Annual Giving
$216K
+23.1% YoY
Grant Count
36
+12.5% YoY
Avg Grant Size
$6K
+9.5% YoY
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.
About Ro Family Foundation
Based on IRS filings
Ro Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Medway, MA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $5.6M in total assets. In 2025, it awarded 36 grants totaling $216K. Net investment income was $1.5M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 36 itemized 2025 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $5,567,769 | $4,632,661 | $4,164,248 |
| Revenue | $1,521,877 | $1,508,018 | $763,797 |
| Expenses | $273,707 | $200,026 | $172,947 |
| Qualifying Distributions | $215,750 | $175,250 | $143,791 |
| Net Investment Income | $1,488,920 | $982,125 | $263,291 |
| Distributable Amount | $273,877 | $215,819 | $180,736 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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
141 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest recipients include Green Mountain Horse Association ($25,000), Abortion Rights Fund of Western MA ($15,000), Bay State Health ($15,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Green Mountain Horse Association Woodstock, VT | Charity | $25,000 |
| Abortion Rights Fund of Western MA Amherst, MA | Charity | $15,000 |
| Bay State Health Springfield, MA | Charity | $15,000 |
| Cooley Dickinson Hospital Northampton, MA | Charity | $15,000 |
| Child Advocacy Center of Hampshire County Northampton, MA | Charity | $10,000 |
| Safe Passage Inc Northampton, MA | Charity | $10,000 |
| The Food Bank of Western Massachusetts Hatfield, MA | Charity | $10,000 |
| Treehouse Foundation Easthampton, MA | Charity | $10,000 |
| Tapestry Health Systems Florence, MA | Charity | $8,000 |
| Community Action Pioneer Valley Greenfield, MA | Charity | $7,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2025 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Loraine B Millman | Trustee | 1 | — |
| Paul D Carlan | Trustee, Treasurer, Secret | 1 | — |
| Margaret A Carlan | Trustee | 1 | — |
| David A Werlich | Administrative & Tax Offic | 1 | — |
| Sarah Carlan | Trustee | 1 | — |
| Jovan James | Trustee | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Ro Family Foundation?
Ro Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Medway, MA. It holds $5.6M in total assets as of 2025.
How large is Ro Family Foundation?
As of 2025, Ro Family Foundation holds $5.6M in total assets with $1.5M in annual revenue. It awarded 36 grants totaling $216K in 2025.
Where does Ro Family Foundation operate?
Ro Family Foundation has awarded grants in Massachusetts, New Jersey, Vermont.
What size grants does Ro Family Foundation award?
In 2025, Ro Family Foundation awarded 36 grants totaling $216K — an average of about $6K per grant, based on its IRS Form 990 filings.
How much is Ro Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Ro Family Foundation reported a distributable amount of $274K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.