The Roche Family Foundation is a private independent foundation established in May 2007 and based in Baltimore, Maryland. The foundation operates as a 501(c)(3) tax-exempt organization (EIN: 06-1801624) with a focus on philanthropic grantmaking to preselected charitable organizations.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$45.2M
+2.2% YoY
Annual Giving
$530K
-65.1% YoY
Grant Count
7
-50.0% YoY
Avg Grant Size
$76K
-30.3% YoY
Under IRS private-foundation payout rules, The Roche Family Foundation reported a distributable amount of $2.4M for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation has not publicly provided a formal mission statement. Based on recent grantmaking patterns, the foundation supports:
- Education
- Arts and cultural institutions
- Human services
- Unrestricted support to allow organizations maximum flexibility
Grantmaking
The foundation operates on an invitation-only basis with no public application process. All grants are awarded at the discretion of the trustees to preselected organizations.
Grant Range
$25,000 to $230,000
How to Apply
**
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Geographic Focus
Where this funder awards grants
The foundation primarily supports organizations in Maryland, with select grants to educational institutions nationally.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
As of December 2023:
- Total assets: $44,245,862
- Total revenues: $11,416,640
- Total expenses: $1,896,099
- Total liabilities: $0
- Number of employees: 0
Revenue Sources: The foundation's portfolio generates income primarily through:
- Dividends: 86%
- Asset sales: 14%
Recent Financial Trends (2023 vs. 2022):
- Total grants and contributions: $5,180,500 (down 54.2% from $11,302,100)
- Investment income and dividends: $1,422,999 (up 40.4% from $1,013,211)
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $45,227,513 | $44,245,862 | $39,892,413 |
| Revenue | $1,774,753 | $11,416,640 | $32,572,014 |
| Expenses | $789,865 | $1,896,099 | $6,686,113 |
| Qualifying Distributions | $530,000 | $1,520,000 | $6,256,654 |
| Net Investment Income | $1,553,085 | $6,000,506 | $21,132,368 |
| Distributable Amount | $2,423,338 | $1,989,530 | $1,371,221 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
Grant Size Distribution
58 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Bowdoin College ($230,000), Everyman Theatre Inc ($100,000), The Nightingale-bamford School ($100,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BOWDOIN COLLEGE BRUNSWICK, ME | UNRESTRICTED | $230,000 |
| EVERYMAN THEATRE INC BALTIMORE, MD | UNRESTRICTED | $100,000 |
| THE NIGHTINGALE-BAMFORD SCHOOL NEW YORK, NY | UNRESTRICTED | $100,000 |
| HARVARD LAW SCHOOL BOSTON, MA | UNRESTRICTED | $25,000 |
| UNC - INSTITUTE FOR THE ARTS AND HUMANITIES CHAPEL HILL, NC | UNRESTRICTED | $25,000 |
| FIRST TEE - GREATER BALTIMORE HUNT VALLEY, MD | UNRESTRICTED | $25,000 |
| UNITED WAY OF CENTRAL MARYLAND BALTIMORE, MD | UNRESTRICTED | $25,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
Governance: The foundation is governed by three family trustees who each dedicate approximately one hour per week to foundation activities.
Key Personnel:
- George A Roche: Trustee
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| GEORGE A ROCHE | TRUSTEE | 1 | — |
| KATHRYN ROCHE HOPE | TRUSTEE | 1 | — |
| MARIANNE SCHMITT HELLAUER | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does The Roche Family Foundation fund?
The foundation has not publicly provided a formal mission statement. Based on recent grantmaking patterns, the foundation supports: • Education • Arts and cultural institutions • Human services • Unrestricted support to allow organizations maximum flexibility
How do I apply for a grant from The Roche Family Foundation?
**Grant Activity:** • The foundation awarded 9 grants in 2023 and 7 grants in 2024 • Grant range: $25,000 to $230,000 • Median grant size: $25,000 • Total annual giving: approximately $530,000 to $1,520,000 **Application Process:** The foundation operates on an invitation-only basis with no public application process. All grants are awarded at the discretion of the trustees to preselected organizations. **Recent Grants (2023):** • Bowdoin College: $230,000 (Unrestricted) • Upsurge Baltimore Com…
Where does The Roche Family Foundation make grants?
The foundation primarily supports organizations in Maryland, with select grants to educational institutions nationally.
What size grants does The Roche Family Foundation award?
In 2024, The Roche Family Foundation awarded 7 grants totaling $530K — an average of about $76K per grant, based on its IRS Form 990 filings.
How much is The Roche Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Roche Family Foundation reported a distributable amount of $2.4M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Roche Family Foundation's EIN?
The Roche Family Foundation's EIN (Employer Identification Number) is 06-1801624. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Roche Family Foundation's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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