//
Work at this foundation?
Claim this profile to manage it and see interest from grant seekers.
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. Total assets have grown from $19.2M in 2011 to $23.8M in 2024. The foundation is governed by 3 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2015 to 2024. Grantmaking is concentrated in Rhode Island. 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.
Smallest Grant
$6K
Median Grant
$50K
Average Grant
$107K
Largest Grant
$400K
Based on 9 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
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 | N/A |
| Grant G Simmons Iii | Trustee | $0 | $0 | N/A |
| Robert C Murray | Trustee | $0 | $0 | N/A |
Total Giving
N/A
Total Assets
$23.8M
Fair Market Value
N/A
Net Worth
$23.8M
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
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 |
| The Watch Hill ChapelCapital Project | Westerly, RI | $50K | 2023 |
| Westerly Education CenterCapital Project | Westerly, RI | $50K | 2023 |
| Westerly Hospital FoundationCapital 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 |
NORTH KINGSTOWN, RI
PROVIDENCE, RI
PROVIDENCE, RI