The John And Charlene Roberts Family | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like The John And Charlene Roberts Family. Data shown is extracted from Form 990-PF filings.

EIN: 23-3101766

Foundation Overview

Based in Stuart, FL, The John And Charlene Roberts Family has awarded 97 grants totaling $482,200 to organizations in New York, Florida and 7 other states across the US. Individual grants range from $250 to $30,000, with a median award of $1,000.

Latest Tax Year
2024
Total Giving (all years)
$482,200
Total Assets
$849,618
Median Grant (all grants)
$1,000

Latest Form 990-PF Snapshot

Total Grants
10
Median Grant
$2,460
% Median Grant Decline
-15% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Relationship-Focused: 20%

2 of 10 recipients (20%) were new grantees. Foundation strongly favors organizations with proven track records. New partnerships develop slowly over time.

Geographic Focus
Florida

41% of grants are awarded in Florida, with additional funding distributed across 8 other locations. The foundation balances regional focus with broader geographic diversity. Within Florida, funding concentrates in Stuart (55%), Tampa (20%), Delray Beach (5%).

Funding Trajectory
-34%

Declining funding trend with 34% decrease over 4 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.

Program Areas
General Purposes

Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into The John And Charlene Roberts Family's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
First Tee Tc $2,500 Stuart, FL, US General Purposes 2024
Cleveland Clinic $10,000 Cleveland, OH, US General Purposes 2024
Caron Treatment Center $10,000 Delray Beach, FL, US General Pruposes 2024
Friends Of Vim Clinic $1,000 Hilton Head Island, SC, US General Purposes 2024
Shriners Hospital $2,420 Tampa, FL, US General Purposes 2024
Diocese Of Palm Beach $3,500 Palm Beach Gardens, FL, US General Purposes 2024
Saint Judes Children Research Hospi $1,000 Doral, FL, US General Purposes 2024
Cape Regional Medical Center $800 Cape May Court House, NJ, US General Purposes 2024
Bryn Mawr College $1,000 Bryn Mawr, PA, US General Purposes 2024
Cobbs Creek Foundation $10,000 Philadelphia, PA, US General Purposes 2024
First Tee Tc $500 Stuart, FL, US General Purposes 2023
Cleveland Clinic $30,000 Cleveland, OH, US General Purposes 2023
Martin County Hs - Golf $5,000 Stuart, FL, US General Purposes 2023
St Josephs Prep School $1,000 Philadelphia, PA, US General Purposes 2023
Caron Treatment Center $10,000 Delray Beach, FL, US General Pruposes 2023
Holy Child School At Rosemont $21,000 Bryn Mawr, PA, US General Purposes 2023
Friends Of Vim Clinic $1,000 Hilton Head Island, SC, US General Purposes 2023
Willoughby Scholarship Fund $2,500 West Palm Beach, FL, US General Purposes 2023
Shriners Hospital $1,000 Tampa, FL, US General Purposes 2023
Diocese Of Palm Beach $3,290 Palm Beach Gardens, FL, US General Purposes 2023
Saint Judes Children Research Hospi $1,000 Doral, FL, US General Purposes 2023
St Andrew Catholic Church $5,000 Stuart, FL, US General Purposes 2023
Weitzman National Museum $10,000 Philadelphia, PA, US General Purposes 2023
Cape Regional Medical Center $800 Cape May Court House, NJ, US General Purposes 2023
Caron Foundation $10,000 New York, NY, US Grant To Another 501(c)(3) Organization 2022
Willoughby Foundation $2,500 Stuart, FL, US Grant To Another 501(c)(3) Organizati 2022
Treasure Coast Hospice $500 Stuart, FL, US Grant To Another 501(c)(3) Organization 2022
Project Home $500 Philadelphia, PA, US Grant To Another 501(c)(3) Organization 2022
Holy Child School - Rosemont Pa $10,000 Bryn Mawr, PA, US Grant To Another 501(c)(3) Organization 2022
Holy Child School - Rosemont Pa $10,000 Bryn Mawr, PA, US Grant To Another 501(c)(3) Organization 2022
Holy Child School - Rosemont Pa $1,000 Bryn Mawr, PA, US Grant To Another 501(c)(3) Organization 2022
Shriner's Hospitals For Children $1,000 Tampa, FL, US Grant To Another 501(c)(3) Organization 2022
Shriner's Hospitals For Children $1,000 Tampa, FL, US Grant To Another 501(c)(3) Organization 2022
National Ovarian Cancer Coalition $2,500 Holicong, PA, US Grant To Another 501(c)(3) Organization 2022
Ovarian Cancer Research Center $2,500 New York, NY, US Grant To Another 501(c)(3) Organization 2022
Alzheimer's Foundation Of America $1,000 New York, NY, US Grant To Another 501(c)(3) Organization 2022
Friends Of Vim Clinic $1,000 Hilton Head Island, SC, US Grant To Another 501(c)(3) Organization 2022
Sacred Heart Catholic Church $500 Valley Park, MO, US Grant To Another 501(c)(3) Organization 2022
Salvation Army Of Martin County $500 Stuart, FL, US Grant To Another 501(c)(3) Organization 2022
United Way Of Martin County $30,000 Stuart, FL, US Grant To Another 501(c)(3) Organization 2022
Caron Foundation $10,000 New York, NY, US Grant To Another 501(c)(3) Organization 2022
Willoughby Foundation $2,500 Stuart, FL, US Grant To Another 501(c)(3) Organizati 2022
Treasure Coast Hospice $500 Stuart, FL, US Grant To Another 501(c)(3) Organization 2022
Project Home $500 Philadelphia, PA, US Grant To Another 501(c)(3) Organization 2022
Holy Child School - Rosemont Pa $10,000 Bryn Mawr, PA, US Grant To Another 501(c)(3) Organization 2022
Holy Child School - Rosemont Pa $10,000 Bryn Mawr, PA, US Grant To Another 501(c)(3) Organization 2022
Holy Child School - Rosemont Pa $1,000 Bryn Mawr, PA, US Grant To Another 501(c)(3) Organization 2022
Shriner's Hospitals For Children $1,000 Tampa, FL, US Grant To Another 501(c)(3) Organization 2022
Shriner's Hospitals For Children $1,000 Tampa, FL, US Grant To Another 501(c)(3) Organization 2022
National Ovarian Cancer Coalition $2,500 Holicong, PA, US Grant To Another 501(c)(3) Organization 2022
Ovarian Cancer Research Center $2,500 New York, NY, US Grant To Another 501(c)(3) Organization 2022
Alzheimer's Foundation Of America $1,000 New York, NY, US Grant To Another 501(c)(3) Organization 2022
Friends Of Vim Clinic $1,000 Hilton Head Island, SC, US Grant To Another 501(c)(3) Organization 2022
Sacred Heart Catholic Church $500 Valley Park, MO, US Grant To Another 501(c)(3) Organization 2022
Salvation Army Of Martin County $500 Stuart, FL, US Grant To Another 501(c)(3) Organization 2022
United Way Of Martin County $30,000 Stuart, FL, US Grant To Another 501(c)(3) Organization 2022
Caron Foundation $10,000 New York, NY, US Grant To Another 501(c)(3) Organization 2022
Willoughby Foundation $2,500 Stuart, FL, US Grant To Another 501(c)(3) Organizati 2022
Treasure Coast Hospice $500 Stuart, FL, US Grant To Another 501(c)(3) Organization 2022
Project Home $500 Philadelphia, PA, US Grant To Another 501(c)(3) Organization 2022
Holy Child School - Rosemont Pa $10,000 Bryn Mawr, PA, US Grant To Another 501(c)(3) Organization 2022
Holy Child School - Rosemont Pa $10,000 Bryn Mawr, PA, US Grant To Another 501(c)(3) Organization 2022
Holy Child School - Rosemont Pa $1,000 Bryn Mawr, PA, US Grant To Another 501(c)(3) Organization 2022
Shriner's Hospitals For Children $1,000 Tampa, FL, US Grant To Another 501(c)(3) Organization 2022
Shriner's Hospitals For Children $1,000 Tampa, FL, US Grant To Another 501(c)(3) Organization 2022
National Ovarian Cancer Coalition $2,500 Holicong, PA, US Grant To Another 501(c)(3) Organization 2022
Ovarian Cancer Research Center $2,500 New York, NY, US Grant To Another 501(c)(3) Organization 2022
Alzheimer's Foundation Of America $1,000 New York, NY, US Grant To Another 501(c)(3) Organization 2022
Friends Of Vim Clinic $1,000 Hilton Head Island, SC, US Grant To Another 501(c)(3) Organization 2022
Sacred Heart Catholic Church $500 Valley Park, MO, US Grant To Another 501(c)(3) Organization 2022
Salvation Army Of Martin County $500 Stuart, FL, US Grant To Another 501(c)(3) Organization 2022
United Way Of Martin County $30,000 Stuart, FL, US Grant To Another 501(c)(3) Organization 2022
Caron Foundation $10,000 New York, NY, US Grant To Another 501(c)(3) Organization 2021
St Andrew's Catholic Church $25,000 Stuart, FL, US Grant To Another 501(c)(3) Organization 2021
Willoughby Foundation $2,500 Stuart, FL, US Grant To Another 501(c)(3) Organizati 2021
Holy Family School Annual Fund $2,500 Phoenixville, PA, US Grant To Another 501(c)(3) Organizati 2021
House Of Hope $1,000 Allentown, PA, US Grant To Another 501(c)(3) Organizati 2021
Union League Legacy Foundation $500 Philadelphia, PA, US Grant To Another 501(c)(3) Organizati 2021
Bryn Mawr Rehab Hospital Foundation $500 Radnor, PA, US Nt To Another 501(c)(3) Organizati 2021
Little Sisters Of The Poor $10,000 Philadelphia, PA, US Grant To Another 501(c)(3) Organization 2021
Cape Regional Foundation $8,640 Cape May Courthouse, NJ, US Grant To Another 501(c)(3) Organization 2021
Caron Foundation $10,000 New York, NY, US Grant To Another 501(c)(3) Organization 2020
Friends Of Avalon Fire Department $250 Avalon, NJ, US Grant To Another 501(c)(3) Organization 2020
Holy Child School At Rosemont $5,000 Rosemont, PA, US Grant To Another 501(c)(3) Organization 2020
Love And Hope In Action $5,000 Stuart, FL, US Grant To Another 501(c)(3) Organization 2020
Lyric Theatre $1,000 New York, NY, US Grant To Another 501(c)(3) Organization 2020
Mary's Shelter Of The Treasure Coast $25,000 Stuart, FL, US Grant To Another 501(c)(3) Organization 2020
St Andrew's Catholic Church $10,000 Stuart, FL, US Grant To Another 501(c)(3) Organization 2020
The First Tee Treasure Cove $1,500 Stuart, FL, US Grant To Another 501(c)(3) Organization 2020
The Ned Fund $1,000 Washington, DC, US Grant To Another 501(c)(3) Organization 2020
Samuel D Cozen Memorial Fund $1,000 Philadelphia, PA, US Grant To Another 501(c)(3) Organization 2020
Hoppy's Hope To End Huntingtons Disease $500 Newtown Square, PA, US Grant To Another 501(c)(3) Organization 2020
Avalon Rescue Squad $500 Avalon, NJ, US Grant To Another 501(c)(3) Organization 2020
Thompson Senior Center $1,000 Milton, FL, US Grant To Another 501(c)(3) Organization 2020
Helping People Succeed $500 Jensen Beach, FL, US Grant To Another 501(c)(3) Organization 2020
Make A Wish Foundation $1,000 Phoenix, AZ, US Grant To Another 501(c)(3) Organization 2020
Cape Christian Academy $500 Cape Coral, FL, US Grant To Another 501(c)(3) Organization 2020

Foundations Similar to The John And Charlene Roberts Family

Discover 5 foundations with comparable assets ($847,328-$853,913), similar grant patterns, and geographic focus in FL that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 62-1678860 | 273 grants awarded
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$1,000
median grant
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Same state
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Excellent match

EIN: 59-6143160 | 27 grants awarded
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$500
median grant
Gainesville, FL
Same state
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Excellent match

EIN: 13-3935976 | 59 grants awarded
$852,185
(≈ Similar)
$1,000
median grant
Palm Beach, FL
Same state
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Excellent match

EIN: 52-2390390 | 173 grants awarded
$853,121
(≈ Similar)
$1,000
median grant
Jupiter, FL
Same state
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Excellent match

EIN: 54-6181973 | 112 grants awarded
$853,913
(≈ Similar)
$1,762
median grant
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Contact Information

Official contact details for The John And Charlene Roberts Family as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 23-3101766
Website N/A
Address CO DJW 30 VALLEY STREAM PKWY Malvern, PA 19355-0000

Key People (4)

Board members, trustees, and key staff who oversee The John And Charlene Roberts Family's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

President Charlene K Roberts
Secretary John J Roberts
Vice President John Roberts
Treasurer Diane Roberts

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for The John And Charlene Roberts Family is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.