Charitable Foundation Inc
EIN 237335854
Possibly inactive.
Last 990-PF filing on record is from 2023
(3 years ago). This foundation may have filed its
final return or ceased operations — verify before investing time in an application.
Total Given 2021–2023
$171K
15 grants · $57K avg/year
based on 3 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$1K
typical micro grants · $1K–$10K
grant size
50%
supporter · 5/10 multi-year
repeat
$22K
Assets (2022)
10
Distinct Recipients
About
THE FOUNDATION DISSOLVED IN 2023 AND TRANSFERRED ITS NET ASSETS TO THE DONORS TRUST, INC.
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Contact Person
ACTON INSTITUTE
Phone
(727) 581-8702
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | N/A | $11K | $0 | N/A |
| 2021 | $14K | $157K | $161K | 5 |
| 2022 | $134K | $22K | $0 | 9 |
| 2023 | $22K | $0 | $35 | 1 |
Grant Size Distribution
Based on 15 grants on record
Minimum
$1K
25th Pctl
$1K
Median
$1K
Average
$11K
75th Pctl
$10K
Maximum
$100K
Geographic Distribution
Officers & Directors
SR
Susan E Roberts
4+ yrs
President
Leadership
RM
Randall J Milhan
2 yrs
Vice President
Leadership
JM
Josephine McClintock
4+ yrs
Sec./Treasurer
Leadership
SR
Susan E Roberts
4+ yrs
President
Leadership
RM
Randall J Milhan
2 yrs
Vice President
Leadership
JM
Josephine McClintock
4+ yrs
Sec./Treasurer
Leadership
OR
Owen J Roberts
2 yrs
President
Leadership
SR
Susan E Roberts
4+ yrs
Vice President
Leadership
JM
Josephine McClintock
4+ yrs
Sec./Treasurer
Leadership
OR
Owen J Roberts
2 yrs
President
Leadership
SR
Susan E Roberts
4+ yrs
Vice President
Leadership
JM
Josephine McClintock
4+ yrs
Sec/Tres
Grants Awarded (15 total)
| Purpose | ||||
|---|---|---|---|---|
| Tufts Medical Center | Boston, MA | $100,000 | TO SUPPORT HEALTH CARE | 2022 |
| Donors Trust Inc | Alexandria, VA | $22,016 | TO SUPPORT CHARITIES & SPONSOR PROGRAMS THAT PROMOTE LIBERTY | 2023 |
| Acton Institute | Grand Rapids, MI | $16,000 | TO SUPPORT RELIGION | 2022 |
| Church of the Ascension | Clearwater, FL | $11,000 | TO SUPPORT RELIGION | 2022 |
| Acton Institute | Grand Rapids, MI | $10,000 | TO SUPPORT RELIGION | 2021 |
| Morton Plant Mease Healthcare Found | Clearwater, FL | $2,000 | TO SUPPORT HEALTH CARE | 2022 |
| Cru | Orlando, FL | $1,500 | TO SUPPORT RELIGION | 2022 |
| Cru | Orlando, FL | $1,400 | TO SUPPORT RELIGION | 2021 |
| Salvation Army | Clearwater, FL | $1,000 | TO SUPPORT RELIGION AND HUMAN NEEDS | 2021 |
| Peale Foundation Inc | Pawling, NY | $1,000 | TO SUPPORT RELIGION | 2021 |
| Billy Graham Evangelistic Associati | Charlotte, NC | $1,000 | TO SUPPORT RELIGION | 2021 |
| Salvation Army | Clearwater, FL | $1,000 | TO SUPPORT RELIGION AND HUMAN NEEDS | 2022 |
| Peale Foundation Inc | Pawling, NY | $1,000 | TO SUPPORT RELIGION | 2022 |
| Billy Graham Evangelistic Associati | Charlotte, NC | $1,000 | TO SUPPORT RELIGION | 2022 |
| Cato Institute | Washington, DC | $1,000 | TO SUPPORT PUBLIC OUTREACH | 2022 |