The Craig Flori and Alex Roberts

Private foundation · Grantmaker Sarasota, FL EIN: 65-0402203

The Craig Flori and Alex Roberts is a private foundation, based in Sarasota, FL. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $705K in total assets. In 2026, it awarded 2 grants totaling $60K. Net investment income was $26K.

The Craig Flori and Alex Roberts at a glance

In short: The Craig Flori and Alex Roberts gave $60K across 2 grants in 2026 (avg $30K), mostly in Pennsylvania. Source: 2026 IRS Form 990-PF.

Annual giving (2026)
$60,000
+20.0% vs 2025
Grants made (2026)
2
+100.0% vs 2025
Average grant
$30,000
-40.0% vs 2025
Median grant
$30,000
Total assets
$704,840
-5.0% vs 2025
Primary geography
Pennsylvania (100% of itemized 2026 grant dollars)
Latest 990 filing
Form 990-PF, 2026 View filing

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

Who The Craig Flori and Alex Roberts funds

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2026

American Jewish Committee: $50KAmerican Jewish Committee$50KChildren's Tumor Foundation: $10KChildren's Tumor Foundation$10K

The largest 2026 recipient was American Jewish Committee ($50K). Together the top 2 received $60K.

Grant Size Distribution

11 grants across all recorded years

9<$50K2$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 9 grants of 11 (82%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Share of 2026 grant dollars across all 2 itemized grants.

Cities

PhiladelphiaNew YorkLong BranchBlairstownPonte Vedra BeachRichmond

How The Craig Flori and Alex Roberts gives

  • In 2026 it paid out 116% 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$20K$40K$60K$80K3 grants2021 4 grants2022 0 grants2023 4 grants2024 1 grant2025 2 grants2026

From 2021 to 2026, annual grant giving ranged from $26K (2021) to $61K (2022). In 2026 it made 2 grants totaling $60K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
American Jewish Committee Philadelphia, PAGeneral$50,000
Children's Tumor Foundation Philadelphia, PAGeneral$10,000
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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
2026$704,840$37,492$74,214$60,0002$63,161$25,988$54,679
2025$741,562$18,667$63,226$50,0001$53,011$8,903$47,147
2024$786,121$130,513$37,558$30,0004$32,791$125,746$39,191
2023$693,166$21,447$6,474——$2,641$17,614$37,551
2022$678,193$33,556$67,969$61,2504$63,782$29,305$42,519
2021$712,606$-2,248$31,940$26,0003—$13,419$35,355

Under IRS private-foundation payout rules, The Craig Flori and Alex Roberts reported a distributable amount of $55K for 2026 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

The Craig Flori and Alex Roberts is led by Douglas Roberts, President on every filing since 2021; none of the 3 officers listed in 2026 report compensation.

Officers on the 2026 filing

  • Douglas Roberts

    President

    On filings since 2021

    2 hrs/week

    No compensation reported

  • Bruce Roberts

    Secretary

    On filings since 2021

    2 hrs/week

    No compensation reported

  • Joy Saleh Roberts

    Treasurer

    On filings since 2021

    2 hrs/week

    No compensation reported

Former officers (1)
  • Former: Florence Roberts (2021) — President & Treasurer · Filing note: Deceased 11-22-20

Data from IRS Form 990 filings, 2021–2026. "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 The Craig Flori and Alex Roberts

How much does The Craig Flori and Alex Roberts give each year?

The Craig Flori and Alex Roberts gave $60K across 2 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $50K across 1 grant.

How large is The Craig Flori and Alex Roberts?

The Craig Flori and Alex Roberts reported $705K in total assets on its 2026 IRS Form 990-PF. It paid out $63K in qualifying distributions that year, against a required minimum of $55K (roughly 5% of its investment assets).

Where does The Craig Flori and Alex Roberts operate?

The Craig Flori and Alex Roberts has awarded grants in Florida, New Jersey, New York, Pennsylvania, Virginia.

What is The Craig Flori and Alex Roberts's EIN?

The Craig Flori and Alex Roberts's EIN (Employer Identification Number) is 65-0402203. IRS Form 990 filing data is available on this page for 2021–2026.

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

Data update history

(2)

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2026 (received by the IRS August 10, 2026)
  2. IRS filings on file for fiscal years 2021–2025

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

Figures come from The Craig Flori and Alex Roberts'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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