Roehrig Family Foundation

EIN 912172379 Private Foundation

Lake Success, NY 11042 |(805) 898-3775

Total Given 2016–2018
$249K
33 grants · $83K avg/year
based on 3 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$5K
typical small grants · $2K–$10K
grant size
33%
supporter · 7/21 multi-year
repeat
$10K
Assets (2018)
21
Distinct Recipients

About

As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets.The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions:During the taxable year ending November 30, 2018, the Foundation made distributions from assets from sources other than current income.Collectively, the distributions in excess of current income totaled $62,000. This amount represents over 25% of the Foundation's net assets of $77,584 (as measured by fair market value) at the beginning of the Foundation's taxable year ending November 30, 2018. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution.The Foundation made distributions of cash to the grantees listed in the attachment to Part XV, Line 3a; each such grant was made solely for the charitable purpose specified therein.

Focus Areas

Education Youth Development

Application Information

Accepts Unsolicited Proposals No. Preselected Only
Phone (805) 898-3775

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2016 $123K $109K $11K 12
2017 $64K $78K $34K 11
2018 $62K $10K $9K 10

Grant Size Distribution

Based on 33 grants on record

Minimum
$800
25th Pctl
$2K
Median
$5K
Average
$8K
75th Pctl
$10K
Maximum
$25K

Geographic Distribution


Texas Counties Served

3.0% of US grants · Rank #3 of 4 states $5K across 1 grant 1 of 254 counties

Top 1 counties

  1. 1 Dallas 1 grant · $5K

Officers & Directors

Grants Awarded (33 total)

Purpose
Braille Institute of America Inc Los Angeles, CA $25,000 General & Unrestricted 2016
Organic Soup Kitchen Santa Barbara, CA $25,000 General & Unrestricted 2016
Girls Incorporated of Greater Santa Barbara Santa Barbara, CA $21,000 Board Campaign 2018: Unrestricted Board Gift and 2018 Scholarship Event: Game Changer Sponsorship Fund 2018
Alzheimers Disease and Related Disorders Associati Chicago, IL $20,000 General & Unrestricted 2016
Alzheimers Disease and Related Disorders Associati Chicago, IL $20,000 to fund research through WARI (Women's Alzheimer's Research Initiative) 2017
Anti-Defamation League New York, NY $10,000 Santa Barbara Division 2016
Council on Alcoholism & Drug Abuse Santa Barbara, CA $10,000 Fighting Back Mentor Program 2016
Santa Barbara Rape Crisis Center Santa Barbara, CA $10,000 General & Unrestricted 2016
Girls Incorporated of Greater Santa Barbara Santa Barbara, CA $10,000 General & Unrestricted 2017
Santa Barbara Rape Crisis Center Santa Barbara, CA $10,000 General & Unrestricted 2017
Organic Soup Kitchen Santa Barbara, CA $10,000 General & Unrestricted 2018
Jewish Federation of Greater Santa Barbara Santa Barbara, CA $5,000 General & Unrestricted 2016
Planned Parenthood California Central Coast Santa Barbara, CA $5,000 Charitable Event 2016
The Chrysalis Center Los Angeles, CA $5,000 General & Unrestricted 2016
American Heart Association Inc Dallas, TX $5,000 General & Unrestricted 2017
Organic Soup Kitchen Santa Barbara, CA $5,000 General & Unrestricted 2017
Santa Barbara Education Foundation Santa Barbara, CA $5,000 What is LOVE Project 2017
Alzheimers Disease and Related Disorders Associati Chicago, IL $5,000 General & Unrestricted 2018
Girls Incorporated of Greater Santa Barbara Santa Barbara, CA $5,000 General & Unrestricted 2018
Santa Barbara Channelkeeper Santa Barbara, CA $5,000 Educational Programs 2018
The Chrysalis Center Los Angeles, CA $5,000 General & Unrestricted 2018
United Way of Santa Barbara County Inc Santa Barbara, CA $5,000 General & Unrestricted 2018
Santa Barbara International Film Festival Inc Santa Barbara, CA $3,400 Charitable Event 2016
Band of Brothers Foundation Corona Del Mar, CA $2,500 General & Unrestricted 2016
Santa Barbara Foundation Santa Barbara, CA $2,500 Women's Fund of Santa Barbara - The Las Missionistas group 2016

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