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Roberts Charitable Foundation Trust 2003 is a private corporation based in WESTERLY, RI. The foundation received its IRS ruling in 2005. The principal officer is % Morgan Stanley Private Bank Na. It holds total assets of $23.8M. Annual income is reported at $10.5M. The foundation operates in the area of philanthropy & grantmaking. According to available records, Roberts Charitable Foundation Trust 2003 has made 23 grants totaling $2M, with a median grant of $50K. Annual giving has decreased from $1.2M in 2022 to $894K in 2023. Individual grants have ranged from $3K to $300K, with an average award of $89K. The foundation has supported 15 unique organizations. Grant recipients are concentrated in Rhode Island. Contributions to this foundation are tax-deductible.
Roberts Charitable Foundation Trust 2003 primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 23 grants. Its grantmaking reaches organizations primarily in RI.
Roberts Charitable Foundation Trust 2003 has distributed a total of $2M across 23 grants. The median grant size is $50K, with an average of $89K. Individual grants have ranged from $3K to $300K.
Roberts Charitable Foundation Trust 2003 typically selects its grantees rather than accepting unsolicited proposals.
Roberts Charitable Foundation Trust 2003 is headquartered in WESTERLY, RI.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Carl A Contiguglia | Trustee | $0 | $0 | $0 |
| Grant G Simmons Iii | Trustee | $0 | $0 | $0 |
| Robert C Murray | Trustee | $0 | $0 | $0 |
Total Giving
$1.1M
Total Assets
$22.4M
Fair Market Value
$22.4M
Net Worth
$22.4M
Grants Paid
$894K
Contributions
$0
Net Investment Income
$672K
Distribution Amount
$1M
Total Grants
23
Total Giving
$2M
Average Grant
$89K
Median Grant
$50K
Unique Recipients
15
Most Common Grant
$50K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| The Watch Hill ConservancyEducation/Research | Westerly, RI | $274K | 2023 |
| The United TheatrePrograms | Westerly, RI | $155K | 2023 |
| Watch Hill Fire DepartmentCapital Project | Westerly, RI | $100K | 2023 |
| One Bay Street Center IncCapital Project | Westerly, RI | $67K | 2023 |
| Ocean Community YmcaCapital Project, Scholarships | Westerly, RI | $58K | 2023 |
| 2018 | 990PF | View |
| 2017 | 990PF | View |
| 2016 | 990PF | View |
| 2015 | 990PF | View |
| The Watch Hill ChapelCapital Project | Westerly, RI | $50K | 2023 |
| Westerly Hospital FoundationCapital Project | Westerly, RI | $50K | 2023 |
| Westerly Education CenterCapital Project | Westerly, RI | $50K | 2023 |
| Chorus Of WesterlyPrograms | Westerly, RI | $40K | 2023 |
| The Colonial TheatreInternships | Westerly, RI | $20K | 2023 |
| Literacy Volunteers Of Washington CountyPrograms | Westerly, RI | $15K | 2023 |
| Watch Hill Lighthouse Keepers AssociationCapital Project | Westerly, RI | $10K | 2023 |
| Stand Up For AnimalsShelter Operations | Westerly, RI | $5K | 2023 |
| Town Of Westerly Police DepartmentPolice Dog | Westerly, RI | $15K | 2022 |
| Lanphear Livery Theatrical GroupChildren's Theatre | Westerly, RI | $6K | 2022 |
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