FundersSouth Carolina

The Roberts Foundation Founded By

Charleston, SC · EIN 83-2882886. Reported 89 grants totalling $617,564 to 49 organizations across tax years 2021-2024. This foundation did not tell the IRS it funds only preselected organizations.

Yesaccepts unsolicited requests
$4,000median grant
$617,564granted, 2021-2024
49organizations funded
60%of grantees funded again the next year
$10.6Massets, latest filing

Does this foundation accept applications?

Yes -- on its own tax return. Form 990-PF asks every private foundation whether it makes grants only to organizations it selects itself. Of the 91,758 foundations in our data that made a grant and answered, 78% said yes -- and applying to those is wasted effort. The Roberts Foundation Founded By did not check that box on its most recent filing, which puts it in the minority that is at least open to being approached.

This is the foundation's own statement to the IRS, not our judgement, and it says nothing about whether they have a form, a deadline, or an appetite for new grantees. Treat it as the reason this foundation is worth your research time, not as an invitation. Many small foundations of this kind have no website and no application process -- a letter of inquiry is the normal first step.

How big are its grants?

The median grant is $4,000. Half of everything it gave fell between $2,000 and $5,000; the smallest was $250 and the largest $50,000. If you are asking for materially more than the top of that range, you are asking the wrong foundation.

Under $1,000
5 grants
$1,000 - $5,000
42 grants
$5,000 - $10,000
23 grants
$10,000 - $25,000
13 grants
$25,000 - $50,000
2 grants
$50,000 - $100,000
4 grants

Every organization it funded

This is the complete list from its filings, largest first. Years funded is the number of separate tax years in which the organization received money -- more than one means a real relationship rather than a one-off.

OrganizationLocationTotal receivedGrantsYears fundedLast
Thoracic Surgery FoundationChicago, IL$150,000332024
Baylor Scott White FoundationDallas, TX$75,000332024
Boone Elementary PTADallas, TX$60,000442024
American Heart AssociationDallas, TX$35,000222022
Do No Harm OrgGlen Allen, VA$25,000222024
Northway ChristianDallas, TX$22,500222023
Atlanta Preservation CenterAtlanta, GA$17,000442024
Mh Mitchell FoundationAtlanta, GA$16,000442024
Charleston Libary SocietyCharleston, SC$15,500332024
American Battlefield TrustWashington, DC$15,000332024
Friends of Charleston Nationa ParksCharleston, SC$12,500112024
Castle Pinckney Historical SocietyCharleston, SC$11,500332024
Bell Research CenterAlpharetta, GA$10,000112021
Mercer Univerisity PressMacon, GA$10,000112021
Southern Methodist UniversityDallas, TX$10,000112021
Fort Sumter Civil War Roundtable C/0 Dr Kyle SinisiCharleston, SC$8,000222024
Oxford Historical Cemetery FoundatiCovington, GA$8,000332023
Philanthropy RoundtableWashington, DC$7,564442024
Fort Sumter Historical TrustCharleston, SC$7,500222022
Computers With a Cause Dr Bobby & Julies Baker FoundationsCharleston, SC$7,000222024
Roper St Francis FoundationCharleston, SC$6,500222024
Preservation Society of CharlestonCharleston, SC$6,000332024
Emory University Medical School Advancement & Alumni EngagementAtlanta, GA$5,000112024
Friends of Charleston Natioa ParksCharleston, SC$5,000112023
Medical Univ of South Carolina Dept of SurgeryCharleston, SC$5,000112021
Medical Univ of South Carolina FoundationCharleston, SC$5,000112024
Medical Univerity of South Carolina Musc FoundationCharleston, SC$5,000112023
Northway Christian Day SchoolsDallas, TX$5,000112024
Phi Delta Theta House FoundationDallas, TX$5,000112024
Texas Tree FoundationDallas, TX$5,000112022
Tyler G FoundationNew York, NY$5,000112024
Fort Sumter Civil War RoundtableCharleston, SC$4,500222022
Gen Barton & Stovall History & Heritage AssocCharleston, SC$4,250222023
Concerving CarolinaHendersonville, NC$4,000222024
General Bartonstoval & Heritage AssocCharleston, SC$3,000112024
Oxford Historical Cemetery Foundati onOxford, GA$3,000112024
John Ritter Foundation for Aortic HealthLos Angeles, CA$2,500112024
Pan Mass Challenge Dana-Farber Cancer InstitiuteNeeddham, MA$2,500222024
Abbeville InstituteAuburn, AL$2,000112022
Gen Barton & Stovall History & Heritage AssocPort Orchard, WA$2,000112021
South Carolina Historical SocietyCharleston, SC$2,000222024
Museum at Market HallCharleston, SC$1,500222024
American Institute of Economic ReseGreat Barrington, MA$1,250222024
Baker Computer FoundationCharleston, SC$1,000112022
Friends of the Ecusta TrailBrevard, NC$1,000112022
National Civil Architecture SocietWashington, DC$1,000112022
Battle of Nashviille TrustNashville, TN$500112021
Center for Civil War PhotographyHanover, PA$500112024
National Ms SocietyWashinton, DC$500112024

25 of 49 (51%) received money in more than one year over the 4 years we hold.

Measured the way we measure every foundation -- what share of one year's grantees are funded again the next -- this one retains 60%, across 3 year-to-year transitions. The median foundation retains about 67%, so this one is about typical. A high number means its list is close to settled and a newcomer has to displace someone; a low one means it is still moving money around, which is where an opening is.

What the money was for

Taken verbatim from the purpose field of its filings. This is the closest thing to a statement of what this foundation cares about, in its own words.

What kind of organizations it funds

By the recipient's own IRS classification, for the 20 grants where we could identify the organization. These are assigned categories, not our guesses.

Philanthropy & Grantmaking
5 grants
Environment
3 grants
Arts & Culture
3 grants
Diseases & Disorders
3 grants
Public Safety & Disaster Relief
2 grants
Health Care
2 grants
Recreation & Sports
1 grant
Education
1 grant

Giving by year

Tax yearGrantsTotalMedian grant
202115$81,000$5,000
202220$138,500$3,000
202324$153,500$3,500
202430$244,564$5,000

Tax years, not calendar years, and the most recent year is usually incomplete -- filings arrive about a year late, so a low final year means late paperwork rather than a foundation winding down.

Where its money goes

Foundations concentrate geographically far more than their mission statements suggest. 35% of this one's giving went to organizations in Texas. If you are outside its footprint, that matters more than how well your programme fits.

Texas
$218K
Illinois
$150K
South Carolina
$111K
Georgia
$69K
Virginia
$25K
District of Columbia
$24K
North Carolina
$5K
New York
$5K

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Funders that support the same organizations

These funders gave to organizations this one also funded -- some private foundations, some community foundations and other grantmaking charities. Shared grantees are the strongest available signal that two funders have overlapping priorities, and a funder already backing your peers is a far warmer prospect than one that merely lists your cause.

Fidelity Investments Charitable Gift Fund7 shared recipientsDonor Advised Charitable Giving Inc7 shared recipientsVanguard Charitable Endowment Program5 shared recipientsNatl Christian Charitable Fdn Inc4 shared recipientsNational Philanthropic Trust3 shared recipientsCoastal Community Foundation of South3 shared recipients

How to approach this foundation

  1. Check you are its size. The median grant is $4,000. Asking for ten times that is the most common way small organizations waste a submission.
  2. Check you are in its geography. Its giving is concentrated in Texas.
  3. Read the recipient list above for organizations like yours. If nothing on it resembles your work, that is a real answer, and a cheap one to get.
  4. Look up the current filing before writing. The 990-PF names the foundation's officers and, where one exists, its application procedure. We link it below.

Related guides

Foundations funding arts & culture in TexasEvery funder in this group, ranked

Where these numbers come from

Everything above is taken from The Roberts Foundation Founded By's own Form 990-PF filings, which the IRS publishes in bulk. We used 4 returns (tax years 2021-2024). Nothing here is scraped, inferred, or estimated.

Address of record on the latest return: 10 Halsey Street, Charleston, SC, 29401. This is the address the foundation gave the IRS; many small foundations file through an accountant or a bank trust department, so it may not be where post to a programme officer should go.

EIN 83-2882886 · See the original filings on ProPublica · How we build this

This is history, not an open call. Foundation returns are published about a year after the tax year ends. Nothing on this page is a deadline. It is a record of who this foundation has actually funded, which is the best available predictor of who it will fund next -- and a much better basis for deciding whether to write to them than a mission statement.

Is something here wrong about your foundation? Email [email protected] and we will correct it.