Robert and Dana Emery Family Foundation
The Robert and Dana Emery Family Foundation is a private foundation based in Wilmington, Delaware. It supports organizations through grants, including grants related to scholarships, education, literacy and numeracy, youth enrichment, and breast cancer research.
Key facts about Robert and Dana Emery Family Foundation
In short: Robert and Dana Emery Family Foundation gave $7.2M across 89 grants in 2025 (avg $81K), mostly in California. Source: 2025 IRS Form 990-PF.
- EIN
- 37-6537105
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $7,185,000
- Grants made (2025)
- 89
- Average grant
- $80,730
- Median grant
- $25,000
- Total assets
- $185,539,975
- Primary geography
- California (71% of itemized 2025 grant dollars)
- How to apply
- The filing states that there is no required format and that requests must be written. Full details ↓
- Deadline
- The filing lists June 30.
Data from IRS Form 990-PF, 2025; updated September 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$185.5M
+19.3% YoY
Annual Giving
$7.2M
+26.5% YoY
Grant Count
89
+9.9% YoY
Avg Grant Size
$81K
+15.1% YoY
Under IRS private-foundation payout rules, Robert and Dana Emery Family Foundation reported a distributable amount of $8.1M for 2025 — the minimum it must pay out in qualifying distributions.
How Robert and Dana Emery Family Foundation gives
- 86% of 2025 grantees were also funded in 2024. Method
- Giving grew 42% from 2022 to 2025. Method
- In 2025 it paid out 89% 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 (2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants show support for scholarships and educational activities, children’s literacy and numeracy, youth academics and enrichment, and breast cancer research.
Grantee descriptions illustrate the kinds of organizations it has supported. Imagine Worldwide says it works to empower children to build literacy and numeracy skills. Bay Scholars says it helps promising low-income students in the San Francisco Bay Area access and flourish at college preparatory Catholic high schools. Deer Hill Foundation describes programs involving student scholarships for wilderness expeditions and cross-cultural service projects, partnerships in Native communities in the Four Corners region, and staff education.
Grantmaking
In 2025, the foundation gave $7,185,000 through 89 grants. Grant amounts ranged from $5,000 to $1,300,000, with a median grant of $25,000.
Review Cycle
The filing lists June 30. The June 30, 2026 deadline has passed.
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Geographic Focus
Where this funder awards grants
The foundation’s 2025 grant dollars went primarily to organizations in California (71%) and Massachusetts (19%), followed by Colorado (5%), New York (3%), and Virginia (2%). Its grants included support for organizations in the San Francisco Bay Area as well as recipients in other states.
Grant Distribution by State
Share of 2025 grant dollars across all 89 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $2.8M (2019) to $7.2M (2025). In 2025 it made 89 grants totaling $7.2M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Summer Search ($1.3M). Together the top 10 received $4.9M.
Grant Size Distribution
329 grants across all recorded years
The most common grant size was under $50K: 243 grants of 329 (74%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Summer Search Jamaica Plain, MA | Unrestricted Grant Related to Scholarships | $1,300,000 |
| Stanford University Stanford, CA | Unrestricted Grant Related to Scholarships | $1,000,000 |
| Imagine Worldwide Mill Valley, CA | Unrestricted grant related to support the literacy & numeracy skills of children | $1,000,000 |
| St Ignatius College Prep San Francisco, CA | Unrestricted Grant Related to Scholarships | $400,000 |
| UCSF Foundation San Francisco, CA | Unrestricted Grant Related to Breast Cancer Research | $350,000 |
| Deer Hill Foundation Mancos, CO | Unrestricted Grant Related to Educational Activities | $300,000 |
| Boys Girls Club of San Francisco San Franisco, CA | Unrestricted Grant Related to Youth Academics and Enrichment | $250,000 |
| Breakthrough Collaborative San Francisco, CA | Unrestricted Grant Related to Scholarships | $100,000 |
| Mission Dolores Academy San Francisco, CA | Unrestricted Grant Related to Educational Activities | $100,000 |
| One Love Foundation Huntington Beach, CA | Unrestricted Grant Related to Educational Activities | $100,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $185,539,975 | $24,113,720 | $7,392,091 | $7,185,000 |
| 2024 | $155,552,794 | $20,562,210 | $5,764,886 | $5,680,000 |
| 2023 | $135,716,734 | $14,335,430 | $5,348,562 | $5,250,000 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $185,539,975 | $155,552,794 | $135,716,734 |
| Revenue | $24,113,720 | $20,562,210 | $14,335,430 |
| Expenses | $7,392,091 | $5,764,886 | $5,348,562 |
| Qualifying Distributions | $7,199,600 | $5,694,450 | $5,261,800 |
| Net Investment Income | $13,921,229 | $10,247,760 | $4,323,630 |
| Distributable Amount | $8,082,342 | $7,220,128 | $5,698,435 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS March 27, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists The Rockefeller Trust Company, Robert L Emery Co Rockefllr, and Dana M Emery Co Rockefeller as trustees.
Robert and Dana Emery Family Foundation's 2025 filing lists 3 officers; 1 of 3 officers listed in 2025 is compensated.
Officers on the 2025 filing
The Rockefeller Trust Company
Trustee
On filings since 2019
$40K (2020) → $20K (2025)
Dana M. Emery Co Rockefeller
Trustee
On filings since 2019
No compensation reported
Robert L. Emery Co Rockefller
Trustee
On filings since 2019
No compensation reported
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $20K, to The Rockefeller Trust Company (Trustee).
Contact
Application contact: Robert Dana Emery Family Foundation
Mailing address: 3711 Kennett Pike Suite 220, Wilmington, DE 19807
Phone: (302) 498-6008
Email: emeryfamilyfoundation@gmail.com
Frequently asked questions about Robert and Dana Emery Family Foundation
How much does Robert and Dana Emery Family Foundation give each year?
Robert and Dana Emery Family Foundation gave $7.2M across 89 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $5.7M across 81 grants.
What is Robert and Dana Emery Family Foundation's typical grant size?
Robert and Dana Emery Family Foundation's median grant in 2025 was $25,000, and its average grant was $80,730, across 89 grants on its 2025 IRS Form 990-PF.
Where does Robert and Dana Emery Family Foundation give grants?
Robert and Dana Emery Family Foundation gives mostly in California: 71% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Massachusetts (19%). The most frequent recipient cities were San Francisco, CA (43 grants), New York, NY (6 grants), Oakland, CA (5 grants) and Richmond, CA (3 grants).
Does Robert and Dana Emery Family Foundation give general operating support?
Yes: 99% of Robert and Dana Emery Family Foundation's 2025 grants with a stated purpose (88 of 89) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Robert and Dana Emery Family Foundation's largest grantees?
Robert and Dana Emery Family Foundation's largest 2025 grantees include Summer Search ($1,300,000), Stanford University ($1,000,000) and Imagine Worldwide ($1,000,000), according to its 2025 IRS Form 990-PF. Together they received 46% of its itemized 2025 grant dollars.
How large is Robert and Dana Emery Family Foundation?
Robert and Dana Emery Family Foundation reported $185.5M in total assets on its 2025 IRS Form 990-PF. It paid out $7.2M in qualifying distributions that year, against a required minimum of $8.1M (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 Robert and Dana Emery Family Foundation fund?
No mission statement for the foundation is provided. Its 2025 grants show support for scholarships and educational activities, children’s literacy and numeracy, youth academics and enrichment, and breast cancer research. See mission & focus areas ↑
How do I apply for a grant from Robert and Dana Emery Family Foundation?
The filing states that there is no required format and that requests must be written. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Robert and Dana Emery Family Foundation's EIN?
Robert and Dana Emery Family Foundation's EIN (Employer Identification Number) is 37-6537105. 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. Research dossier generated September 2026.
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