//
Work at this foundation?
Claim this profile to manage it and see interest from grant seekers.
Roberts Fam Charitable Foundation is a private trust based in NEW YORK, NY. The foundation received its IRS ruling in 2008. The principal officer is Brown Brothers Harriman. It holds total assets of $2.4M. Annual income is reported at $927K. Total assets have grown from $1.8M in 2011 to $2.3M in 2023. The foundation is governed by 1 officer or trustee. 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 2016 to 2023. The foundation primarily funds organizations in North Carolina, California and Virginia. According to available records, Roberts Fam Charitable Foundation has made 11 grants totaling $546K, with a median grant of $42K. Annual giving has grown from $126K in 2020 to $300K in 2022. Individual grants have ranged from $21K to $100K, with an average award of $50K. The foundation has supported 6 unique organizations. Grants have been distributed to organizations in North Carolina and California and Virginia. Contributions to this foundation are tax-deductible.
Smallest Grant
$21K
Median Grant
$32K
Average Grant
$32K
Largest Grant
$42K
Based on 4 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 Fam Charitable Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 11 grants. Its grantmaking reaches organizations primarily in NC, CA, VA.
Roberts Fam Charitable Foundation has distributed a total of $546K across 11 grants. The median grant size is $42K, with an average of $50K. Individual grants have ranged from $21K to $100K.
Roberts Fam Charitable Foundation typically selects its grantees rather than accepting unsolicited proposals.
Roberts Fam Charitable Foundation is headquartered in NEW YORK, NY. While based in NY, the foundation distributes grants to organizations across 3 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Brown Brothers Harriman Tr Co Na | TRUSTEE | $13K | $0 | $13K |
Total Giving
$148K
Total Assets
$2.3M
Fair Market Value
$3M
Net Worth
$2.3M
Grants Paid
$126K
Contributions
N/A
Net Investment Income
$111K
Distribution Amount
$142K
Total: $2M
Total Grants
11
Total Giving
$546K
Average Grant
$50K
Median Grant
$42K
Unique Recipients
6
Most Common Grant
$40K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Mooresville AreaGENERAL PURPOSE | Mooresville, NC | $21K | 2020 |
| Mooresville Christian MissionGENERAL SUPPORT | Mooresville, NC | $100K | 2022 |
| Gary Sinise FoundationGENERAL SUPPORT | Woodland Hills, CA | $50K | 2022 |
| Shelter House IncGENERAL SUPPORT | Reston, VA | $40K | 2021 |
| Homestretch IncGENERAL PURPOSE | Falls Church, VA | $42K | 2020 |
| FeedncGENERAL PURPOSE | Mooresville, NC | $21K | 2020 |