The Roberts Foundation Founded by
The Roberts Foundation Founded by is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Charleston, SC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $10.6M in total assets. In 2024, it awarded 30 grants totaling $245K. Net investment income was $649K.
Key facts about The Roberts Foundation Founded by
- EIN
- 83-2882886
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $244,564
- Grants made (2024)
- 30
- Average grant
- $8,152
- Median grant
- $5,000
- Total assets
- $10,610,715
- Primary geography
- Texas (35% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated April 2026.
Who The Roberts Foundation Founded by funds
By grant dollars, the top recipient states for The Roberts Foundation Founded by's 30 itemized 2024 grants were Texas (35%), South Carolina (23%) and Illinois (20%). The most frequent recipient cities were Charleston, SC (11 grants), Dallas, TX (4 grants), Atlanta, GA (3 grants) and Washington, DC (2 grants). None of its 30 grants with a stated purpose were described as general or operating support. Recurring purposes include "Grant to Support on-Going Operations" (18 grants) and "Grant to Support Ongoing Operations" (7 grants).
How The Roberts Foundation Founded by gives
- 67% of 2024 grantees were also funded in 2023. Method
- Giving grew 202% from 2021 to 2024. Method
- In 2024 it paid out 60% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized IRS Form 990-PF grant lists (2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with The Roberts Foundation Founded by
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$10.6M
+7.1% YoY
Annual Giving
$245K
+59.3% YoY
Grant Count
30
+25.0% YoY
Avg Grant Size
$8K
+27.5% YoY
Under IRS private-foundation payout rules, The Roberts Foundation Founded by reported a distributable amount of $514K for 2024 — the minimum it must pay out in qualifying distributions.
About The Roberts Foundation Founded by
Based on IRS filings
The Roberts Foundation Founded by is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Charleston, SC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $10.6M in total assets. In 2024, it awarded 30 grants totaling $245K. Net investment income was $649K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 30 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $10,610,715 | $9,903,383 | $3,871,680 |
| Revenue | $652,500 | $6,282,076 | $259,106 |
| Expenses | $323,332 | $203,808 | $186,507 |
| Qualifying Distributions | $308,378 | $199,270 | $182,785 |
| Net Investment Income | $649,254 | $713,047 | $57,351 |
| Distributable Amount | $514,387 | $322,390 | $184,794 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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
95 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Baylor Scott White Foundation ($50,000), Thoracic Surgery Foundation ($50,000), Boone Elementary PTA ($25,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BAYLOR SCOTT WHITE FOUNDATION Dallas, TX | GRANT TO SUPPORTON-GOING OPERATIONS | $50,000 |
| THORACIC SURGERY FOUNDATION Chicago, IL | GRANT TO SUPPORT ON-GOING OEPRATIONS | $50,000 |
| BOONE ELEMENTARY PTA Dallas, TX | GRANT TO SUPPORT ON-GOING OPERATIONS | $25,000 |
| DO NO HARM ORG Glen Allen, VA | GRANT TO SUPPORT ON-GOING OPERATIONS | $15,000 |
| FRIENDS OF CHARLESTON NATIONA PARKS Charleston, SC | GRANT TO SUPPORT ON-GOING OPERATIONS | $12,500 |
| CHARLESTON LIBARY SOCIETY Charleston, SC | GRANT TO SUPPORT ON-GOING OPERATIONS | $12,000 |
| AMERICAN BATTLEFIELD TRUST Washington, DC | GRANT TO SUPPORT ON-GOING OPERATIONS | $5,000 |
| ATLANTA PRESERVATION CENTER Atlanta, GA | GRANT TO SUPPORT ON-GOING OPERATIONS | $5,000 |
| CASTLE PINCKNEY HISTORICAL SOCIETY Charleston, SC | GRANT TO SUPPORT ON-GOING OEPRATIONS | $5,000 |
| COMPUTERS WITH A CAUSE Charleston, SC | GRANT TO SUPPORT ON-GOING OPERATIOS | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Charles Stewart Roberts | Director | 5 | — |
| William C Roberts Jr | Exec. Direct | 5 | $22,000 |
| Amelia Roberts Knox | Director | 2 | $11,000 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Roberts Foundation Founded by?
The Roberts Foundation Founded by is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Charleston, SC. It holds $10.6M in total assets as of 2024.
How large is The Roberts Foundation Founded by?
As of 2024, The Roberts Foundation Founded by holds $10.6M in total assets with $653K in annual revenue. It awarded 30 grants totaling $245K in 2024.
Where does The Roberts Foundation Founded by operate?
The Roberts Foundation Founded by has awarded grants in Alabama, California, District of Columbia, Georgia, Illinois, Massachusetts, North Carolina, New York, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington.
What size grants does The Roberts Foundation Founded by award?
In 2024, The Roberts Foundation Founded by awarded 30 grants totaling $245K — an average of about $8K per grant, based on its IRS Form 990 filings.
How much is The Roberts Foundation Founded by required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Roberts Foundation Founded by reported a distributable amount of $514K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Roberts Foundation Founded by's EIN?
The Roberts Foundation Founded by's EIN (Employer Identification Number) is 83-2882886. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.