Roberta Schaefer Family
Roberta Schaefer Family is a private foundation based in Glen Cove, New York. Its 2025 filing reports 10 grants totaling $385,350, each listed for general operations.
Roberta Schaefer Family at a glance
In short: Roberta Schaefer Family gave $385K across 10 grants in 2025 (avg $39K), mostly in New York. 40% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $385,350
- -5.2% vs 2024
- Grants made (2025)
- 10
- -16.7% vs 2024
- Average grant
- $38,535
- +13.7% vs 2024
- Median grant
- $17,500
- Total assets
- $7,273,510
- +4.7% vs 2024
- New grantees (estimate)
- 40% first-time grantees (4 of 10, 2025; small sample)
- Primary geography
- New York (72% 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 Roberta Schaefer Family
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations.
- Contact
Mailing address: 19 Soundside Lane, Glen Cove, NY 11542
Phone: (561) 394-5100
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Roberta Schaefer Family funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Northwell Health Foundation ($121K). Together the top 10 received $385K.
Grant Size Distribution
47 grants across all recorded years
The most common grant size was under $50K: 27 grants of 47 (57%).
Geographic Focus
Where this funder awards grants
In 2025, 72% of grant dollars went to recipients in New York, 27% to recipients in Florida, and 1% to recipients in Connecticut.
Grant Distribution by State
Share of 2025 grant dollars across all 10 itemized grants.
Cities
Is Roberta Schaefer Family open to new grantees?
40%
first-time grantees, 2025
In 2025, 4 of 10 grantees (40%) were first-time recipients. With only 10 grantees, that is a small sample: one grantee more or less moves the share by about 10 points. First grants averaged $27K; repeat grants $46K. How we count
Medians: $14K first-time, $23K repeat.
- 50% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+6%). Method
- In 2025 it paid out 84% 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 (2020–2025). 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
From 2020 to 2025, annual grant giving ranged from $364K (2022) to $452K (2023). In 2025 it made 10 grants totaling $385K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Northwell Health Foundation New Hyde Park, NY | General Operations | $120,750 |
| Diabetes Research Institute Foundation Inc Hollywood, FL | General Operations | $105,000 |
| Long Island Jewish Medical Center Co Northwell Health Inc Westbury, NY | General Operations | $80,000 |
| Congregation Tifereth Israel Glen Cove, NY | General Operations | $35,000 |
| North Shore Village Theatre Inc Glen Cove, NY | General Operations | $25,000 |
| North Shore Synagogue Syosset, NY | General Operations | $10,000 |
| Morgan Park Summer Musical Festival Inc Glen Cove, NY | General Operations | $5,000 |
| Multiple Myeloma Research Foundation Inc Norwalk, CT | General Operations | $3,000 |
| Association of Community Employment Programs for the Homeless Inc Long Island City, NY | General Operations | $1,000 |
| Sid Jacobson Jewish Community Center Inc Greenvale, NY | General Operations | $600 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $7,273,510 | $782,211 | $474,343 | $385,350 | 10 | $385,350 | $711,239 | $456,272 |
| 2024 | $6,945,759 | $670,280 | $483,493 | $406,600 | 12 | $406,600 | $602,138 | $398,858 |
| 2023 | $6,761,983 | $265,036 | $526,527 | $452,300 | 11 | $452,300 | $202,515 | $382,748 |
| 2022 | $7,011,443 | $695,482 | $444,326 | $364,000 | 7 | $364,000 | $632,815 | $452,850 |
| 2021 | $6,784,007 | $933,790 | $496,472 | $430,000 | 7 | — | $872,057 | $416,661 |
| 2020 | $6,368,660 | $-34,757 | $480,320 | $401,000 | 7 | — | $150,611 | $387,764 |
Under IRS private-foundation payout rules, Roberta Schaefer Family reported a distributable amount of $456K 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 grants went to organizations in health care and medical research, religious and community life, the arts, and services for people experiencing homelessness.
Among its grantees, Northwell Health Foundation describes its work as linking philanthropic support to help underserved and uninsured people, advance medical technology and research, and support Northwell Health facilities and programs. Diabetes Research Institute Foundation says its mission is to fund the Diabetes Research Institute’s work to cure diabetes. Morgan Park Summer Musical Festival says it provides free outdoor concerts in July and August. Sid Jacobson Jewish Community Center describes its programming as based on Jewish values, traditions, heritage, education, and culture, and says it is committed to enriching the lives of individuals and families in its community.
Grantmaking
In 2025, the foundation gave $385,350 through 10 grants. Grants ranged from $600 to $120,750, with a median grant of $17,500. The largest grants were $120,750 to Northwell Health Foundation, $105,000 to Diabetes Research Institute Foundation, and $80,000 to Long Island Jewish Medical Center Co Northwell Health Inc. Other notable grants included $35,000 to Congregation Tifereth Israel and $25,000 to North Shore Village Theatre Inc. All 10 grants were listed for general operations.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Roberta Waller as director and president; Bruce Waller as director, vice president, and secretary; and Scott L Goldberger, Leonard Gleicher, Martin Gersten, and Charles Parisi as directors.
Roberta Schaefer Family is led by Roberta Waller, Director & President on every filing since 2020; none of the 6 officers listed in 2025 report compensation.
Officers on the 2025 filing
Roberta Waller
Director & President
On filings since 2020
0.1 hrs/week
No compensation reported
Bruce Waller
Director, Vice President & Secretary
On filings since 2020
0.1 hrs/week
No compensation reported
Charles Parisi
Director
On filings since 2020
0.1 hrs/week
No compensation reported
Leonard Gleicher
Director
On filings since 2020
0.1 hrs/week
No compensation reported
Martin Gersten
Director
On filings since 2020
0.1 hrs/week
No compensation reported
Scott L. Goldberger
Director
On filings since 2020
0.1 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "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 Roberta Schaefer Family
How much does Roberta Schaefer Family give each year?
Roberta Schaefer Family gave $385K across 10 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $407K across 12 grants.
What is Roberta Schaefer Family's typical grant size?
Roberta Schaefer Family's median grant in 2025 was $17,500, and its average grant was $38,535, across 10 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Roberta Schaefer Family that year got $27K on average.
Where does Roberta Schaefer Family give grants?
Roberta Schaefer Family gives mostly in New York: 72% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Florida (27%). The most frequent recipient cities were Glen Cove, NY (3 grants).
Does Roberta Schaefer Family give general operating support?
Yes: 100% of Roberta Schaefer Family's 2025 grants with a stated purpose (10 of 10) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Roberta Schaefer Family's largest grantees?
Roberta Schaefer Family's largest 2025 grantees include Northwell Health Foundation ($120,750), Diabetes Research Institute Foundation Inc ($105,000) and Long Island Jewish Medical Center Co Northwell Health Inc ($80,000), according to its 2025 IRS Form 990-PF. Together they received 79% of its itemized 2025 grant dollars.
How large is Roberta Schaefer Family?
Roberta Schaefer Family reported $7.3M in total assets on its 2025 IRS Form 990-PF. It paid out $385K in qualifying distributions that year, against a required minimum of $456K (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 Roberta Schaefer Family fund?
No mission statement for the foundation is provided. Its 2025 grants went to organizations in health care and medical research, religious and community life, the arts, and services for people experiencing homelessness. See mission & focus areas ↑
How do I apply for a grant from Roberta Schaefer Family?
The foundation states that it does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Roberta Schaefer Family's EIN?
Roberta Schaefer Family's EIN (Employer Identification Number) is 45-2036152. IRS Form 990 filing data is available on this page for 2020–2025.
Does Roberta Schaefer Family 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
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 17, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 15, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 5, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 7, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 24, 2026)
- IRS filings on file for fiscal years 2020–2025
Live grants for the work Roberta Schaefer Family funds
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Cite this profile
Grantable. (2026). Roberta Schaefer Family funder profile. GrantGraph. Retrieved October 17, 2026, from https://grantable.co/funders/roberta-schaefer-family-morg_8e3f7f07d71c41f6b98ad64c884216b8
BibTeX
@misc{grantable_452036152_2026,
author = {{Grantable}},
title = {{Roberta Schaefer Family funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/roberta-schaefer-family-morg_8e3f7f07d71c41f6b98ad64c884216b8},
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 Roberta Schaefer Family'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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