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Florida · Private foundation

Margery Roberts Foundation Inc

Its FY2019 filing reports that it accepted unsolicited grant applications.

$726k
Granted FY2019
20
Grants FY2019
20
Organizations funded FY2019
75%
First-time grantees FY2019
Read the full brief
Median grant, FY2019
$2,500
Largest grant, FY2019
$645,101
Organizations funded a year
11 to 20
FY2017 to FY2019
States reached, FY2019
7
Applications
Takes unsolicited applications
Per its most recent filing; check its own site

How open it is to new grantees

In FY2019, 75% of the organizations Margery Roberts Foundation Inc funded were first-time grantees, receiving 10% of its grant dollars.

New vs renewed · share of each year

In FY2019, 90% of grant dollars renewed an existing relationship; $71k went to new ones.

50%100%’18’19
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’18’19
AnimalsHealthCivil RightsHuman ServicesArts & CultureCrime & LegalOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY201920$726k75%
FY201811$46k27%
FY201715$39kn/a
98% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2019.

Health$699kArts & Culture$40kInternational$20kEnvironment$17kYouth Development$13kCivil Rights$11kPhilanthropy$6kAnimals$5kOther$0

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

NY
MA
CA
UT
CO
VA
TN
DC
FL

Top grantees

Largest recipients by total granted, FY2017 to FY2019, and the share of each one’s budget the grants supplied at peak.

Show all 19 grantees

Plus 14 recipients with no EIN on record ($84k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget Margery Roberts Foundation Inc supplied at peak.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetBethesda Hospital Foundation Inc: $672,701 over 3y, 8.0% of budgetCalifornians for Population Stabilization: $15,000 over 1y, 1.2% of budgetNational Alliance for Eating Disorders Inc: $11,100 over 2y, 0.7% of budgetEquestrian Aid Foundation: $8,200 over 1y, 1.1% of budgetCenter for Immigration Studies Inc: $5,000 over 1y, 0.1% of budgetDelray Beach Playhouse Inc: $3,000 over 3y, 0.1% of budgetDenver Rescue Mission: $2,500 over 1y, 0.0% of budgetDocumentary Educational Resources Inc: $2,500 over 1y, 0.2% of budgetDanny & Rons Rescue: $2,500 over 1y, 0.1% of budgetCalifornia Wildlife Foundation: $1,000 over 1y, 0.0% of budgetUtah Film Center: $1,000 over 1y, 0.0% of budgetRiver Otter Ecology Project: $1,000 over 1y, 0.7% of budgetSierra Club Foundation: $800 over 1y, 0.0% of budgetLivermore Heritage Guild: $500 over 1y, 0.5% of budgetSt Jude Children's Research Hospital Inc: $100 over 1y, 0.0% of budgetPlay for Pink Inc: $20 over 1y, 0.0% of budgetWorld Wildlife Fund Inc: $16 over 1y, 0.0% of budgetFirefighters Support Foundation Inc: $15 over 1y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 18.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

American Endowment FoundationOH8× affinity4 shared granteesties to 6 of 6Hover any node to trace its alignments.Compare side by side →

Open a dossier: American Endowment Foundation · Morgan Stanley Global Impact Funding Trust Inc · Network for Good · The Bank of America Charitable Foundation Inc · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Margery Roberts Foundation Inc with peer funders

About Margery Roberts Foundation Inc

How much does Margery Roberts Foundation Inc give?
Margery Roberts Foundation Inc reported 20 grants totaling $726,366 in its FY2019 IRS filing. It funded between 11 and 20 organizations a year over FY2017 to FY2019.
What does Margery Roberts Foundation Inc fund?
By grant dollars over FY2017 to FY2019, its largest causes are Health (86%), Arts & Culture (5%), International (2%).
Who are Margery Roberts Foundation Inc's largest grantees?
By total granted over FY2017 to FY2019: Bethesda Hospital Foundation Inc ($673k), Californians for Population Stabilization ($15k), National Alliance for Eating Disorders Inc ($11k).
Does Margery Roberts Foundation Inc fund new organizations?
In FY2019, 75% of the organizations it funded were first-time grantees.
Does Margery Roberts Foundation Inc accept unsolicited applications?
Its most recent filing reports that it accepts unsolicited grant applications.
Which funders back the same organizations as Margery Roberts Foundation Inc?
Its strongest co-funders, measured against what their size predicts, include American Endowment Foundation, Morgan Stanley Global Impact Funding Trust Inc, Network for Good.
Where is Margery Roberts Foundation Inc based?
Margery Roberts Foundation Inc is based in FL.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 34 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2019, released 2019. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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