The John and Charlene Roberts Family
The John and Charlene Roberts Family is a private foundation based in Stuart, Florida. Its 2025 filing reports 10 grants totaling $42,220 to charitable organizations.
The John and Charlene Roberts Family at a glance
In short: The John and Charlene Roberts Family gave $42K across 10 grants in 2025 (avg $4K), top state Florida. 20% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $42,220
- -54.2% vs 2024
- Grants made (2025)
- 10
- -28.6% vs 2024
- Average grant
- $4,222
- -35.8% vs 2024
- Median grant
- $2,460
- Total assets
- $796,719
- +4.1% vs 2024
- New grantees (estimate)
- 20% first-time grantees (2 of 10, 2025; small sample)
- Primary geography
- Florida (46% 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 The John and Charlene Roberts Family
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 1933 Se Talbot Place, Stuart, FL 34997
Phone: (646) 387-1089
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The John and Charlene Roberts Family funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Cleveland Clinic ($10K). Together the top 10 received $42K.
Grant Size Distribution
65 grants across all recorded years
The most common grant size was under $50K: 65 grants of 65 (100%).
Geographic Focus
Where this funder awards grants
In 2025, grant dollars went to recipients in Florida (46%), Pennsylvania (26%), Ohio (24%), South Carolina (2%), and New Jersey (2%).
Grant Distribution by State
Share of 2025 grant dollars across all 10 itemized grants.
Cities
Is The John and Charlene Roberts Family open to new grantees?
20%
first-time grantees, 2025
In 2025, 2 of 10 grantees (20%) 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 $6K; repeat grants $4K. How we count
Medians: $6K first-time, $2K repeat.
- 80% of 2025 grantees were also funded in 2024. Method
- Giving fell 30% from 2022 to 2025. Method
- In 2025 it paid out 110% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). 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 2021 to 2025, annual grant giving ranged from $42K (2025) to $92K (2024). In 2025 it made 10 grants totaling $42K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Cleveland Clinic Cleveland, OH | General Purposes | $10,000 |
| Caron Treatment Center Delray Beach, FL | General Pruposes | $10,000 |
| Cobbs Creek Foundation Philadelphia, PA | General Purposes | $10,000 |
| Diocese of Palm Beach Palm Beach Gardens, FL | General Purposes | $3,500 |
| First Tee TC Stuart, FL | General Purposes | $2,500 |
| Shriners Hospital Tampa, FL | General Purposes | $2,420 |
| Friends of Vim Clinic Hilton Head Island, SC | General Purposes | $1,000 |
| Saint Judes Children Research Hospi Doral, FL | General Purposes | $1,000 |
| Bryn Mawr College Bryn Mawr, PA | General Purposes | $1,000 |
| Cape Regional Medical Center Cape May Court House, NJ | General Purposes | $800 |
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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 | $796,719 | $79,329 | $47,876 | $42,220 | 10 | $42,220 | $77,173 | $38,295 |
| 2024 | $765,266 | $100,032 | $100,309 | $92,090 | 14 | $92,090 | $86,683 | $39,875 |
| 2023 | $765,543 | $105,730 | $82,739 | $74,500 | 16 | $74,500 | $105,730 | $39,044 |
| 2022 | $742,552 | $259,004 | $65,310 | $60,640 | 9 | $60,640 | $38,305 | $36,360 |
| 2021 | $548,858 | $155,174 | $73,410 | $63,750 | 16 | — | $25,934 | $26,597 |
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.
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 included support for Cleveland Clinic, Caron Treatment Center, Cobbs Creek Foundation, Diocese of Palm Beach, First Tee TC, Shriners Hospital, Friends of VIM Clinic, Saint Jude’s Children Research Hospital, Bryn Mawr College, and Cape Regional Medical Center.
Cape Regional Medical Center describes its mission as promoting and raising funds for Cape Regional Medical Center and its patients.
Grantmaking
In 2025, the foundation gave $42,220 through 10 grants. Grant amounts ranged from $800 to $10,000, with a median grant of $2,460. The largest grants were $10,000 each to Cleveland Clinic, Caron Treatment Center, and Cobbs Creek Foundation, all for general purposes. Other grants included $3,500 to the Diocese of Palm Beach and $2,500 to First Tee TC.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Charlene K. Roberts as President, John J. Roberts as Secretary, John Roberts as Vice President, and Diane Roberts as Treasurer.
The John and Charlene Roberts Family is led by Charlene K. Roberts, President on every filing since 2021; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Charlene K. Roberts
President
On filings since 2021
2 hrs/week
No compensation reported
Diane Roberts
Treasurer
On filings since 2021
1 hr/week
No compensation reported
John J. Roberts
Secretary & Vice President
On filings since 2021
2 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2021–2025. "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 The John and Charlene Roberts Family
How much does The John and Charlene Roberts Family give each year?
The John and Charlene Roberts Family gave $42K across 10 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $92K across 14 grants.
What is The John and Charlene Roberts Family's typical grant size?
The John and Charlene Roberts Family's median grant in 2025 was $2,460, and its average grant was $4,222, across 10 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The John and Charlene Roberts Family that year got $6K on average.
Where does The John and Charlene Roberts Family give grants?
The John and Charlene Roberts Family's top state is Florida, with 46% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Pennsylvania (26%) and Ohio (24%).
Does The John and Charlene Roberts Family give general operating support?
Yes: 100% of The John and Charlene Roberts 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 The John and Charlene Roberts Family's largest grantees?
The John and Charlene Roberts Family's largest 2025 grantees include Cleveland Clinic ($10,000), Caron Treatment Center ($10,000) and Cobbs Creek Foundation ($10,000), according to its 2025 IRS Form 990-PF. Together they received 71% of its itemized 2025 grant dollars.
How large is The John and Charlene Roberts Family?
The John and Charlene Roberts Family reported $797K in total assets on its 2025 IRS Form 990-PF. It paid out $42K in qualifying distributions that year, against a required minimum of $38K (roughly 5% of its investment assets).
What does The John and Charlene Roberts Family fund?
No mission statement for the foundation is provided. See mission & focus areas ↑
How do I apply for a grant from The John and Charlene Roberts Family?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Does The John and Charlene Roberts 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
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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Figures come from The John and Charlene Roberts 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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