Roaring Brook Family Foundation logo

Roaring Brook Family Foundation

LENOX, MA EIN: 47-4303914 Website

Roaring Brook Family Foundation is an independent private foundation based in Lenox, Massachusetts. Also known as The Whitehead Foundation, it is supported by the John C. Whitehead Estate and was established in 2015. The foundation is named after Roaring Brook on the western slope of Mt. Greylock in the Berkshires, reflecting its commitment to being "brave in the face of climate breakdown and other challenges" while recognizing itself as "just one tributary among countless others, flowing towards a more viable future."

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$48.9M

+12.1% YoY

Annual Giving

$2.2M

+2.7% YoY

Grant Count

62

-1.6% YoY

Avg Grant Size

$36K

+4.4% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation supports mission-driven nonprofits working within four interwoven areas of focus:

  • Rivers, Coasts & Oceans
  • Resilient Communities
  • Youth Leadership & Education
  • Healthy Foodsheds

The foundation seeks organizations with clear and concise mission statements; creative, experienced, and stable leadership; sound strategic plans; substantive evidence of program impacts; demonstrated capacity to collaborate across all boundaries; high standards of governance; strong balance sheets with diverse revenue streams; and informative periodic updates including annual reports.

Grantmaking

The foundation does not accept unsolicited proposals. Grants are by invitation only, though the foundation welcomes dialogue and potential collaboration regarding areas of shared concern.

Grant Range

$25,000

How to Apply

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Geographic Focus

Where this funder awards grants

Though based in the Berkshires of Massachusetts, the foundation supports projects across a wide geographic range, including areas from as far north as Rockland, Maine; as far south as the South Carolina lowlands; and as far west as Albuquerque, New Mexico. The foundation engages with issues and areas of the country wherein it has direct experience.

Grant Distribution by State

19states
+11 more states

Cities

AcraAlexandriaAmagansettBeaufortBostonBoulderBrooklynBryn MawrCambridgeCamdenCashiersCharlestonChicagoCornwall BridgeEast BoothbayGloucesterGreat BarringtonGreenfield CenterGreenlawnHamden

Financial History

Multi-year comparison from IRS filings

As of Fiscal Year Ending June 2025:

  • Total assets: $48,938,848
  • Total revenues: $7,970,915
  • Total expenses: $2,607,746
  • Investment income and dividends: $1,142,603

As of Fiscal Year Ending June 2024:

  • Total assets: $43,646,806
  • Total revenues: $3,370,934
  • Total expenses: $2,490,952
  • Investment income and dividends: $733,247

The foundation works to align investment assets with programmatic values and objectives.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$4M$7M$11M$14M20212022202320242025
Metric202520242023
Total Assets$48,938,848$43,646,806$42,848,265
Revenue$7,970,915$3,370,934$1,175,473
Expenses$2,607,746$2,490,952$1,794,715
Qualifying Distributions$2,264,389$2,224,773$1,601,348
Net Investment Income$8,089,586$3,365,405$1,465,372
Distributable Amount$2,241,111$2,092,681$1,960,811

Giving Over Time

Total grant dollars and number of grants per year

$0$561K$1M$2M$2M64 grants202166 grants202265 grants202363 grants202462 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

SHELBURNE FARMS$125KGREENAGERS$125KCOASTAL CONSERVATION LEA…$100KOCEAN CONSERVANCY$100KROOTS RISING$100KTRUSTEES OF RESERVATIONS$100KEARTH JUSTICE$100KBERKSHIRE AGRICULTURAL V…$100KCHARLES RIVER CONSERVANCY$100KROOTS RISING$75K

Grant Size Distribution

250 grants across all recorded years

179<$50K47$50–100K22$100–250K$250–500K2$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Leadership team and compensation from IRS filings

  • J. Gregory Whitehead – President, Director (10 hours/week)
  • Timothy P. Maloney – Treasurer, Director (5 hours/week)
  • Susan Ginsburg – Vice President, Director (1 hour/week)
  • Lillian Lennox Whitehead – Secretary, Director (1 hour/week)

The foundation operates with limited staffing and no paid employees.

Compensation Overview

From 2025 IRS filing

From 2025 filing

NameTitleHoursCompensation
J GREGORY WHITEHEADPRESIDENT, DIRECTOR10
TIMOTHY P MALONEYTREASURER, DIRECTOR5
SUSAN GINSBURGVICE PRESIDENT, DIRECTOR1
LILLIAN LENNOX WHITEHEADSECRETARY, DIRECTOR1

Contact Information

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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