Roaring Fork Foundation

Private foundation · Grantmaker Concord, MA EIN: 20-6986599

Roaring Fork Foundation is a private foundation, based in Concord, MA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $110K in total assets. In 2025, it awarded 1 grant totaling $9K. Net investment income was $81.

Roaring Fork Foundation at a glance

In short: Roaring Fork Foundation gave $9K across 1 grant in 2025 (avg $9K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$9,000
+260.0% vs 2024
Grants made (2025)
1
+0.0% vs 2024
Average grant
$9,000
+260.0% vs 2024
Median grant
$9,000
Total assets
$110,483
+4.3% vs 2024
Primary geography
Massachusetts (100% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated September 2026.

Who Roaring Fork Foundation funds

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Cranberry Cup Charitable Association Inc: $9KCranberry Cup CharitableAssociation Inc$9K

The largest 2025 recipient was Cranberry Cup Charitable Association Inc ($9K).

Grant Size Distribution

5 grants across all recorded years

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

The most common grant size was under $50K: 5 grants of 5 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

Cities

ConcordNantucketBostonDorchester

How Roaring Fork Foundation gives

  • Giving grew 80% from 2022 to 2025. Method
  • In 2025 it paid out 342% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$2.5K$5K$7.5K$10K1 grant2019 1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2019 to 2025, annual grant giving ranged from $250 (2020) to $9K (2025). In 2025 it made 1 grant totaling $9K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Cranberry Cup Charitable Association Inc Concord, MATo Support Charitable Purpose of Organization$9,000
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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$110,483$22,584$18,016$9,0001$18,016$81$5,261
2024$105,915$21,525$11,500$2,5001$11,500$10$4,846
2023$95,890$20,580$11,000$2,0001$11,000$9$4,345
2022$86,310$19,795$14,000$5,0001$14,000$23$3,830
2021$80,515$18,777$15,015$6,0001$15,015$8$4,053
2020$76,753$17,951$9,264$2501—$7$3,517
2019$68,066$17,160$13,000$4,0001—$5$2,776

Under IRS private-foundation payout rules, Roaring Fork Foundation reported a distributable amount of $5K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Roaring Fork Foundation is led by Catherine Bird, Trustee on every filing since 2022 — the only officer listed, and uncompensated.

Officers on the 2025 filing

  • Catherine Bird

    Trustee

    On filings since 2022

    0.1 hrs/week

    No compensation reported

Former officers (1)
  • Former: Rebecca H. Dent (2019–2021) — Trustee

Data from IRS Form 990 filings, 2019–2025. "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 Roaring Fork Foundation

How much does Roaring Fork Foundation give each year?

Roaring Fork Foundation gave $9K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $3K across 1 grant.

How large is Roaring Fork Foundation?

Roaring Fork Foundation reported $110K in total assets on its 2025 IRS Form 990-PF. It paid out $18K in qualifying distributions that year, against a required minimum of $5K (roughly 5% of its investment assets).

Where does Roaring Fork Foundation operate?

Roaring Fork Foundation has awarded grants in Massachusetts.

What is Roaring Fork Foundation's EIN?

Roaring Fork Foundation's EIN (Employer Identification Number) is 20-6986599. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Data update history

(8)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS February 10, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS February 16, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 25, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS February 21, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS March 2, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS March 6, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS March 2, 2026)
  8. IRS filings on file for fiscal years 2019–2025

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Roaring Fork 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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