The Roberts Foundation Founded by William C Roberts Md
The Roberts Foundation Founded by William C Roberts Md is a private foundation based in Charleston, South Carolina. It supports charitable organizations through grants for purposes that include healthcare advancement, medical research, education, historical preservation, and community-based activities.
Key facts about The Roberts Foundation Founded by William C Roberts Md
In short: The Roberts Foundation Founded by William C Roberts Md gave $381K across 28 grants in 2025 (avg $14K), top state South Carolina. Source: 2025 IRS Form 990-PF.
- EIN
- 83-2882886
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $381,226
- Grants made (2025)
- 28
- Average grant
- $13,615
- Median grant
- $5,000
- Total assets
- $11,322,813
- Primary geography
- South Carolina (35% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Full details ↓
Data from IRS Form 990-PF, 2025; updated September 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$11.3M
+6.7% YoY
Annual Giving
$381K
+55.9% YoY
Grant Count
28
-6.7% YoY
Avg Grant Size
$14K
+67.0% YoY
Under IRS private-foundation payout rules, The Roberts Foundation Founded by William C Roberts Md reported a distributable amount of $534K for 2025 — the minimum it must pay out in qualifying distributions.
How The Roberts Foundation Founded by William C Roberts Md gives
- 39% of 2025 grantees were also funded in 2024. Method
- Giving grew 175% from 2022 to 2025. Method
- In 2025 it paid out 97% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The foundation’s 2025 filing describes grant support for healthcare advancement, medical research, education, historical preservation, and community-based nonprofit activities. Its grantees include organizations working in these areas. For example, Do No Harm describes its mission as protecting healthcare from what it calls a “radical, divisive, and discriminatory ideology.” The Atlanta Preservation Center says it works to preserve Atlanta’s historic buildings, neighborhoods, and landscapes through education and advocacy. Roper St. Francis Foundation says its mission is to advance Roper St. Francis Healthcare’s mission of healing through philanthropy.
Other 2025 recipients include Conserving Carolina, whose mission is to protect, restore, and inspire appreciation of the natural world, and the Charleston Library Society, which describes work including educational opportunities, collection preservation, lectures, and cultural programming.
Grantmaking
In 2025, the foundation reported 28 grants totaling $381,226. Grant amounts ranged from $500 to $60,000, with a median of $5,000. The foundation’s filing also states that it awarded approximately 40 grants during the year.
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Geographic Focus
Where this funder awards grants
The 2025 grant dollars were distributed among recipients in several states: 35% went to South Carolina, 30% to Texas, 13% to Illinois, 8% to Virginia, and 6% to Georgia.
Grant Distribution by State
Share of all 28 itemized 2025 grant dollars.
States
Cities
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
117 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Baylor Scott & White Dallas Foundation Dallas, TX | General operating support | $60,000 |
| Thoracic Surgery Foundation Chicago, IL | General operating support | $50,000 |
| Castle Pinckney Historical Preservation Society Charleston, SC | General operating support | $50,000 |
| Michael M Boone Elementary School PTO Dallas, TX | General operating support | $41,500 |
| Friends of Charleston National Parks Charleston, SC | General operating support | $32,000 |
| Do No Harm Glen Allen, VA | General operating support | $30,000 |
| Calhoun Monument Society Charleston, SC | General operating support | $15,000 |
| Northway Christian Day Schools Dallas, TX | General operating support | $12,500 |
| Medical University of South Carolina MUSC Foundation Charleston, SC | General operating support | $10,526 |
| American Battlefield Trust Washington, DC | General operating support | $10,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $11,322,813 | $467,695 | $530,582 | $381,226 |
| 2024 | $10,610,715 | $652,500 | $323,332 | $244,564 |
| 2023 | $9,903,383 | $6,282,076 | $203,808 | $153,500 |
The filing type is Form 990-PF (a private foundation).
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $11,322,813 | $10,610,715 | $9,903,383 |
| Revenue | $467,695 | $652,500 | $6,282,076 |
| Expenses | $530,582 | $323,332 | $203,808 |
| Qualifying Distributions | $518,194 | $308,378 | $199,270 |
| Net Investment Income | $467,695 | $649,254 | $713,047 |
| Distributable Amount | $533,847 | $514,387 | $322,390 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 10, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 16, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 13, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 10, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 1, 2026)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 10, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 16, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 13, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 10, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 1, 2026)
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Charles Stewart Roberts as Chairman of the Board, William C Roberts Jr as President, and Amelia Roberts Knox and Charles Stewart Roberts II as board members.
The Roberts Foundation Founded by William C Roberts Md is led by William C. Roberts Jr., President since 2025 (on filings since 2020); all 4 officers listed in 2025 are compensated.
Officers on the 2025 filing
William C. Roberts Jr.
President
Executive Director → President, 2025
On filings since 2020
5 hrs/week
$20K (2020) → $32K (2025)
Charles Stewart Roberts
Chairman of the Board
Director → Chairman of the Board, 2025
On filings since 2020
5 hrs/week
$2K (2020) → $32K (2025)
Amelia Roberts Knox
Board Member
Dirctor → Director, 2021
Director → Board Member, 2025
On filings since 2020
2 hrs/week
$1K (2020) → $11K (2025)
Charles Stewart Roberts II
Board Member
New on the 2025 filing
2 hrs/week
$5K (2025)
Former officers (1)
- Former: William C. Roberts Sr. (2020–2023) — Director
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
Contact
Mailing address: 10 Halsey St, Charleston, SC 29401
Phone: (770) 656-5585
Website: https://www.therobertsfoundation. org
Frequently asked questions about The Roberts Foundation Founded by William C Roberts Md
How much does The Roberts Foundation Founded by William C Roberts Md give each year?
The Roberts Foundation Founded by William C Roberts Md gave $381K across 28 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $245K across 30 grants.
What is The Roberts Foundation Founded by William C Roberts Md's typical grant size?
The Roberts Foundation Founded by William C Roberts Md's median grant in 2025 was $5,000, and its average grant was $13,615, across 28 grants on its 2025 IRS Form 990-PF.
Where does The Roberts Foundation Founded by William C Roberts Md give grants?
The Roberts Foundation Founded by William C Roberts Md's top state is South Carolina, with 35% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Texas (30%) and Illinois (13%). The most frequent recipient cities were Charleston, SC (10 grants), Dallas, TX (3 grants), Atlanta, GA (2 grants) and Washington, DC (2 grants).
Does The Roberts Foundation Founded by William C Roberts Md give general operating support?
Yes: 100% of The Roberts Foundation Founded by William C Roberts Md's 2025 grants with a stated purpose (28 of 28) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are The Roberts Foundation Founded by William C Roberts Md's largest grantees?
The Roberts Foundation Founded by William C Roberts Md's largest 2025 grantees include Baylor Scott & White Dallas Foundation ($60,000), Thoracic Surgery Foundation ($50,000) and Castle Pinckney Historical Preservation Society ($50,000), according to its 2025 IRS Form 990-PF. Together they received 42% of its itemized 2025 grant dollars.
How large is The Roberts Foundation Founded by William C Roberts Md?
The Roberts Foundation Founded by William C Roberts Md reported $11.3M in total assets on its 2025 IRS Form 990-PF. It paid out $518K in qualifying distributions that year, against a required minimum of $534K (roughly 5% of its investment assets).
What does The Roberts Foundation Founded by William C Roberts Md fund?
The foundation’s 2025 filing describes grant support for healthcare advancement, medical research, education, historical preservation, and community-based nonprofit activities. Its grantees include organizations working in these areas. For example, Do No Harm describes its mission as protecting healthcare from what it calls a “radical, divisive, and discriminatory ideology.” The Atlanta Preservation Center says it works to preserve Atlanta’s historic buildings, neighborhoods, and landscapes thr…
How do I apply for a grant from The Roberts Foundation Founded by William C Roberts Md?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Roberts Foundation Founded by William C Roberts Md's EIN?
The Roberts Foundation Founded by William C Roberts Md's EIN (Employer Identification Number) is 83-2882886. IRS Form 990 filing data is available on this page for 2020–2025.
Does The Roberts Foundation Founded by William C Roberts Md accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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