The Roux Family Foundation
The Roux Family Foundation is a private foundation based in Needham, Massachusetts. Its 2025 filing reports grants to charitable organizations supporting education, environmental conservation, healthcare, social justice, hunger relief, and community development.
Key facts about The Roux Family Foundation
In short: The Roux Family Foundation gave $3.2M across 12 grants in 2025 (avg $265K), mostly in Massachusetts. 25% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 81-4702037
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $3,182,500
- Grants made (2025)
- 12
- Average grant
- $265,208
- Median grant
- $37,500
- New grantees (estimate)
- 25% first-time grantees (3 of 12, 2025)
- Total assets
- $4,959,561
- Primary geography
- Massachusetts (69% 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. New grantees are estimated by matching recipient names across years (methodology). 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
$5.0M
-27.5% YoY
Annual Giving
$3.2M
-79.9% YoY
Grant Count
12
-45.5% YoY
Avg Grant Size
$265K
-63.1% YoY
Under IRS private-foundation payout rules, The Roux Family Foundation reported a distributable amount of $435K for 2025 — the minimum it must pay out in qualifying distributions.
Is The Roux Family Foundation open to new grantees?
25%
first-time grantees, 2025
In 2025, 3 of 12 grantees (25%) were first-time recipients. First grants averaged $218K; repeat grants $281K. How we count
Medians: $3K first-time, $50K repeat.
- 67% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−17%). Method
- In 2025 it paid out 732% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). 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
No mission statement is provided. The foundation’s 2025 grants include support for education, environmental conservation, healthcare, social justice, hunger relief, horticulture, research, and community development.
Among organizations it supported in 2024, A Place to Start describes its mission as helping develop care plans for living with dementia. Full Plates Full Potential says it works to end childhood hunger by helping schools and nonprofits maximize participation in federal child nutrition programs. Coastal Maine Botanical Gardens describes its mission as inspiring connections between people and nature and promoting plant conservation through horticulture, education, and plant science. These are the grantees’ stated missions.
Grantmaking
In 2025, the foundation reported 12 grants totaling $3,182,500. Grant amounts ranged from $2,500 to $2,100,000, with a median of $37,500. The largest grant was $2,100,000 to Northeastern University for education, followed by $650,000 to Harpswell Heritage Land Trust for environmental conservation. Other grants included $125,000 to The Station Foundation for healthcare, $100,000 to the Boston Celtics Shamrock Foundation for social justice, and $70,000 to Bowdoin College for education.
Review Cycle
, and award restrictions are listed as N/A.
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Geographic Focus
Where this funder awards grants
In 2025, 69% of grant dollars went to recipients in Massachusetts and 26% to recipients in Maine. Smaller shares went to Montana (4%), Florida (0%), and New York (0%), with percentages as reported. The largest 2025 grants included recipients in Massachusetts, Maine, and Montana.
Grant Distribution by State
Share of all 12 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $1.7M (2020) to $15.8M (2024). In 2025 it made 12 grants totaling $3.2M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Northeastern University ($2.1M). Together the top 10 received $3.2M.
Grant Size Distribution
98 grants across all recorded years
The most common grant size was under $50K: 60 grants of 98 (61%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Northeastern University Boston, MA | General Charitable Contribution for Education | $2,100,000 |
| Harpswell Heritage Land Trust Harpswell, ME | General Charitable Contribution for Environmental Conservation | $650,000 |
| The Station Foundation Bozeman, MT | General Charitable Contribution for Healthcare | $125,000 |
| Boston Celtics Shamrock Foundation Boston, MA | General Charitable Contribution for Social Justice | $100,000 |
| Bowdoin College Brunswick, ME | General Charitable Contribution for Education | $70,000 |
| A Place to Start Kennebunk, ME | General Charitable Contribution for Healthcare | $50,000 |
| Full Plates Full Potential Brunswick, ME | General Chartable Contribution for Hunger | $25,000 |
| Coastal Maine Botanical Gardens Boothbay, ME | General Grant to Support Horticulture, Education and Research. | $25,000 |
| Focus Maine Augusta, ME | General Charitable Contribution for Community Development | $22,500 |
| Gasparilla Island Conservation Boca Grande, FL | General Charitable Contribution for Environmental Conservation | $10,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grant total | Grant count |
|---|---|---|---|---|---|
| 2025 | $4,959,561 | $1,589,276 | $3,470,484 | $3,182,500 | 12 |
| 2024 | $6,840,294 | $7,707,583 | $15,969,277 | $15,795,000 | 22 |
| 2023 | $14,027,711 | $5,698,068 | $13,028,694 | $12,792,000 | 14 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $4,959,561 | $6,840,294 | $14,027,711 |
| Revenue | $1,589,276 | $7,707,583 | $5,698,068 |
| Expenses | $3,470,484 | $15,969,277 | $13,028,694 |
| Qualifying Distributions | $3,182,500 | $15,795,000 | $12,792,000 |
| Net Investment Income | $1,421,186 | $7,588,306 | $5,543,209 |
| Distributable Amount | $434,787 | $751,054 | $1,386,692 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists David Roux as president and treasurer and Barbara Roux as vice-president and secretary.
The Roux Family Foundation is led by David Roux, President & Treasurer on every filing since 2020; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
David Roux
President & Treasurer
On filings since 2020
1 hr/week
No compensation reported
Barbara Roux
Vice President & Secretary
On filings since 2020
1 hr/week
No compensation reported
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.
Contact
Application contact: David And Barbara Roux
Mailing address: C/O Focus Partners Wealth 140, Kendrick St B300, Needham, MA 02494
Phone: (781) 239-1188
Frequently asked questions about The Roux Family Foundation
How much does The Roux Family Foundation give each year?
The Roux Family Foundation gave $3.2M across 12 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $15.8M across 22 grants.
What is The Roux Family Foundation's typical grant size?
The Roux Family Foundation's median grant in 2025 was $37,500, and its average grant was $265,208, across 12 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Roux Family Foundation that year got $218K on average.
Where does The Roux Family Foundation give grants?
The Roux Family Foundation gives mostly in Massachusetts: 69% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Maine (26%). The most frequent recipient cities were Boston, MA (2 grants) and Brunswick, ME (2 grants).
Does The Roux Family Foundation give general operating support?
Yes: 100% of The Roux Family Foundation's 2025 grants with a stated purpose (12 of 12) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are The Roux Family Foundation's largest grantees?
The Roux Family Foundation's largest 2025 grantees include Northeastern University ($2,100,000), Harpswell Heritage Land Trust ($650,000) and The Station Foundation ($125,000), according to its 2025 IRS Form 990-PF. Together they received 90% of its itemized 2025 grant dollars.
How large is The Roux Family Foundation?
The Roux Family Foundation reported $5.0M in total assets on its 2025 IRS Form 990-PF. It paid out $3.2M in qualifying distributions that year, against a required minimum of $435K (roughly 5% of its investment assets).
What does The Roux Family Foundation fund?
No mission statement is provided. The foundation’s 2025 grants include support for education, environmental conservation, healthcare, social justice, hunger relief, horticulture, research, and community development. See mission & focus areas ↑
How do I apply for a grant from The Roux Family Foundation?
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 Roux Family Foundation's EIN?
The Roux Family Foundation's EIN (Employer Identification Number) is 81-4702037. IRS Form 990 filing data is available on this page for 2020–2025.
Does The Roux Family Foundation 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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