The John and Charlene Roberts Family
The John and Charlene Roberts Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in STUART, FL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $797K in total assets. In 2025, it awarded 10 grants totaling $42K. Net investment income was $77K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$797K
+4.1% YoY
Annual Giving
$42K
-54.2% YoY
Grant Count
10
-28.6% YoY
Avg Grant Size
$4K
-35.8% YoY
Under IRS private-foundation payout rules, The John and Charlene Roberts Family reported a distributable amount of $38K for 2025 — the minimum it must pay out in qualifying distributions.
About The John and Charlene Roberts Family
Based on IRS filings
The John and Charlene Roberts Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in STUART, FL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $797K in total assets. In 2025, it awarded 10 grants totaling $42K. Net investment income was $77K.
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 | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $796,719 | $765,266 | $765,543 |
| Revenue | $79,329 | $100,032 | $105,730 |
| Expenses | $47,876 | $100,309 | $82,739 |
| Qualifying Distributions | $42,220 | $92,090 | $74,500 |
| Net Investment Income | $77,173 | $86,683 | $105,730 |
| Distributable Amount | $38,295 | $39,875 | $39,044 |
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 2025
Grant Size Distribution
65 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Cleveland Clinic ($10,000), Caron Treatment Center ($10,000), Cobbs Creek Foundation ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| FIRST TEE TC STUART, FL | GENERAL PURPOSES | $2,500 |
| CLEVELAND CLINIC CLEVELAND, OH | GENERAL PURPOSES | $10,000 |
| CARON TREATMENT CENTER DELRAY BEACH, FL | GENERAL PRUPOSES | $10,000 |
| FRIENDS OF VIM CLINIC HILTON HEAD ISLAND, SC | GENERAL PURPOSES | $1,000 |
| SHRINERS HOSPITAL TAMPA, FL | GENERAL PURPOSES | $2,420 |
| DIOCESE OF PALM BEACH PALM BEACH GARDENS, FL | GENERAL PURPOSES | $3,500 |
| SAINT JUDES CHILDREN RESEARCH HOSPI DORAL, FL | GENERAL PURPOSES | $1,000 |
| CAPE REGIONAL MEDICAL CENTER CAPE MAY COURT HOUSE, NJ | GENERAL PURPOSES | $800 |
| BRYN MAWR COLLEGE BRYN MAWR, PA | GENERAL PURPOSES | $1,000 |
| COBBS CREEK FOUNDATION PHILADELPHIA, PA | GENERAL PURPOSES | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CHARLENE K ROBERTS | President | 2 | — |
| JOHN J ROBERTS | Secretary | 1 | — |
| JOHN ROBERTS | Vice President | 2 | — |
| DIANE ROBERTS | Treasurer | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The John and Charlene Roberts Family?
The John and Charlene Roberts Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in STUART, FL. It holds $797K in total assets as of 2025.
How large is The John and Charlene Roberts Family?
As of 2025, The John and Charlene Roberts Family holds $797K in total assets with $79K in annual revenue. It awarded 10 grants totaling $42K in 2025.
Where does The John and Charlene Roberts Family operate?
The John and Charlene Roberts Family has awarded grants in Arizona, District of Columbia, Florida, Missouri, New Jersey, New York, Ohio, Pennsylvania, South Carolina.
What size grants does The John and Charlene Roberts Family award?
In 2025, The John and Charlene Roberts Family awarded 10 grants totaling $42K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is The John and Charlene Roberts Family required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, The John and Charlene Roberts Family reported a distributable amount of $38K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The John and Charlene Roberts Family's EIN?
The John and Charlene Roberts Family's EIN (Employer Identification Number) is 23-3101766. IRS Form 990 filing data is available on this page for 2021–2025.
Explore Open Grants
Browse active grant opportunities in The John and Charlene Roberts Family'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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