Roberts Family Foundation
EIN 043522054
Possibly inactive.
Last 990-PF filing on record is from 2023
(3 years ago). Verify before investing time in an application.
Total Given 2016–2023
$13.6M
73 grants · $1.7M avg/year
based on 8 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$10K
typical small grants · $1K–$77K
grant size
32%
supporter · 15/47 multi-year
repeat
$53.9M
Assets (2023)
47
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(617) 933-3620
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $612K | $29.6M | $11.7M | 11 |
| 2017 | $1.6M | $40.0M | $11.3M | 18 |
| 2018 | $2.0M | $41.8M | $4.7M | 15 |
| 2019 | N/A | $42.1M | $357K | N/A |
| 2020 | $1.8M | $47.9M | $2.9M | 4 |
| 2021 | $2.5M | $58.1M | $12.7M | 10 |
| 2022 | $2.3M | $49.6M | $2.6M | 8 |
| 2023 | $2.9M | $53.9M | $4.7M | 7 |
Grant Size Distribution
Based on 73 grants on record
Minimum
$21
25th Pctl
$1K
Median
$10K
Average
$186K
75th Pctl
$77K
Maximum
$1.9M
Geographic Distribution
Officers & Directors
Grants Awarded (73 total)
| Purpose | ||||
|---|---|---|---|---|
| Harvard Business School | Cambridge, MA | $1,900,000 | UNRESTRICTED | 2021 |
| Harvard Business School | Cambridge, MA | $1,500,960 | HBS ROBERTS FAMILY UNDERGRADUATE TECHNOLOGY INNOVATION FELLOWSHIP FUND | 2023 |
| Harvard Business School | Cambridge, MA | $1,500,000 | UNRESTRICTED | 2020 |
| Princeton | Princeton, NJ | $1,430,302 | UNRESTRICTED | 2023 |
| Harvard Business School | Cambridge, MA | $1,200,000 | HBS ROBERTS FAMILY UNDERGRADUATE TECHNOLOGY INNOVATION FELLOWSHIP FUND | 2022 |
| Princeton | Princeton, NJ | $1,000,000 | UNRESTRICTED | 2022 |
| The Fessenden School | West Newton, MA | $900,000 | UNRESTRICTED | 2018 |
| Harvard Business School | Cambridge, MA | $700,000 | UNRESTRICTED | 2018 |
| Harvard Business School | Cambridge, MA | $550,000 | UNRESTRICTED | 2017 |
| Princeton | Nassau Hall, NJ | $500,000 | UNRESTRICTED | 2021 |
| The Fessenden School | West Newton, MA | $400,000 | UNRESTRICTED | 2017 |
| Noble and Greenough School | Dedham, MA | $275,000 | UNRESTRICTED | 2016 |
| Princeton Annual Giving | Princeton, NJ | $260,000 | UNRESTRICTED | 2017 |
| Princeton | Princeton, NJ | $250,000 | UNRESTRICTED | 2020 |
| The Fessenden School | West Newton, MA | $200,000 | UNRESTRICTED | 2016 |
| Dartmouth College | Hanover, NH | $100,000 | UNRESTRICTED | 2018 |
| Boston Children'S Hospital | Boston, MA | $100,000 | UNRESTRICTED | 2016 |
| Boston College | Chestnut Hill, MA | $100,000 | UNRESTRICTED | 2017 |
| Boston Children'S Hospital | Boston, MA | $77,000 | UNRESTRICTED | 2017 |
| Boston Children'S Hospital | Boston, MA | $76,000 | UNRESTRICTED | 2018 |
| Hillwood Estate Museum & Garden | Washington, DC | $50,000 | UNRESTRICTED | 2018 |
| Noble and Greenough School | Dedham, MA | $50,000 | THE DEB HARRISON SCHOLARSHIP FUND | 2022 |
| Steppingstone Foundation | Boston, MA | $50,000 | UNRESTRICTED | 2017 |
| American Enterprise Institute | Washington, DC | $29,000 | UNRESTRICTED | 2017 |
| Alliance to Protect Nantucket Sound | Hyannis, MA | $25,000 | UNRESTRICTED | 2018 |