Roberts Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $53.9M in total assets. In 2024, it awarded 12 grants totaling $2.5M. Net investment income was $1.9M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$53.9M
+4.8% YoY
Annual Giving
$2.5M
-14.4% YoY
Grant Count
12
+71.4% YoY
Avg Grant Size
$210K
-50.1% YoY
Under IRS private-foundation payout rules, Roberts Family Foundation reported a distributable amount of $2.7M for 2024 — the minimum it must pay out in qualifying distributions.
About Roberts Family Foundation
Based on IRS filings
Roberts Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $53.9M in total assets. In 2024, it awarded 12 grants totaling $2.5M. Net investment income was $1.9M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $53,901,133 | $51,415,245 | $51,053,812 |
| Revenue | $5,414,921 | $4,664,899 | $2,605,349 |
| Expenses | $3,700,209 | $4,230,269 | $2,565,835 |
| Qualifying Distributions | $2,516,336 | $2,940,052 | $2,252,675 |
| Net Investment Income | $1,878,528 | $1,243,057 | $2,317,197 |
| Distributable Amount | $2,728,494 | $1,990,692 | $2,313,724 |
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 2024
Grant Size Distribution
41 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Harvard Business School ($1,347,534), Harvard Business School ($758,940), Harvard Business School ($219,712).
| Recipient | Purpose | Amount |
|---|---|---|
| FLOW THRU CHARITABLE CONTRIBUTIONS - POINT OLEMA PSHIPS BOSTON, MA | UNRESTRICTED | $262 |
| GARY SINISE FOUNDATION NASHVILLE, TN | UNRESTRICTED | $1,040 |
| HARVARD BUSINESS SCHOOL CAMBRIDGE, MA | HBS ROBERTS FAMILY UNDERGRADUATE TECHNOLOGY INNOVATION FELLOWSHIP FUND | $219,712 |
| HARVARD BUSINESS SCHOOL CAMBRIDGE, MA | HBS ROBERTS FAMILY UNDERGRADUATE TECHNOLOGY INNOVATION FELLOWSHIP FUND | $758,940 |
| HARVARD BUSINESS SCHOOL CAMBRIDGE, MA | HBS ROBERTS FAMILY UNDERGRADUATE TECHNOLOGY INNOVATION FELLOWSHIP FUND | $1,347,534 |
| HARVARD BUSINESS SCHOOL CAMBRIDGE, MA | HBS ROBERTS FAMILY UNDERGRADUATE TECHNOLOGY INNOVATION FELLOWSHIP FUND | $167,625 |
| PAN-MASS CHALLENGE NEEDHAM, MA | UNRESTRICTED | $8,080 |
| PRINCETON PRINCETON, NJ | UNRESTRICTED | $1,000 |
| REVOLUTIONARY SPACES BOSTON, MA | UNRESTRICTED | $10,000 |
| ST ANDREWS BY THE SEA HYANNIS PORT, MA | UNRESTRICTED | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ROBERT G BANNISH | TRUSTEE | 1 | $15,000 |
| KRISTEN ROBERTS | TRUSTEE | — | — |
| THOMAS S ROBERTS | TRUSTEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Roberts Family Foundation?
Roberts Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOSTON, MA. It holds $53.9M in total assets as of 2024.
How large is Roberts Family Foundation?
As of 2024, Roberts Family Foundation holds $53.9M in total assets with $5.4M in annual revenue. It awarded 12 grants totaling $2.5M in 2024.
Where does Roberts Family Foundation operate?
Roberts Family Foundation has awarded grants in District of Columbia, Florida, Massachusetts, New Hampshire, New Jersey, New York, Tennessee.
What size grants does Roberts Family Foundation award?
In 2024, Roberts Family Foundation awarded 12 grants totaling $2.5M — an average of about $210K per grant, based on its IRS Form 990 filings.
How much is Roberts Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Roberts Family Foundation reported a distributable amount of $2.7M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Roberts Family Foundation's EIN?
Roberts Family Foundation's EIN (Employer Identification Number) is 04-3522054. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Roberts Family Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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