Skip to content
Margery Roberts Foundation Inc at a glance

· Private foundation

Margery Roberts Foundation Inc

Its FY2019 filing reports that it accepted unsolicited grant applications.

$726k
Granted FY2019
20
Grants FY2019
7
States reached
$645k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
0198% 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
02FY2019 · 20 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2019

  • Under $10k16 grants · $39k
  • $10k–50k3 grants · $43k
  • $250k+1 grant · $645k
$2,500
Median grant
7
States reached
$0
Total assets
Largest grants
RecipientAmount
BETHESDA HOSPITAL FOUNDATION$645,101
NUMBERS USA FOUNDATION$15,000
CALIFORNIANS FOR POPULATION STABILI$15,000
JUSTIN'S CLUB$12,500
EQUESTRIAN AIDS FOUNDATION$8,200
ALLIANCE FOR EATING DISORDERS AWARE$7,500
CENTER FOR IMMIGRATION STUDIES$5,000
LITERARY COALITION OF PALM BEACH CO$2,500
DENVER RESCUE MISSION$2,500
CHILDREN'S HOSPITAL OF COLORADO$2,500
DOCUMENTARY EDUCATION RESOURCES$2,500
DANNY AND RON'S RESCUE$2,500
JEWISH FOUNDATION OF PALM BEACH$2,000
RIVER OTTER ECOLOGY PROJECT$1,000
CALIFORNIA WILDLIFE FOUNDATION$1,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY17–18, $200) land where the poverty rate runs at 11%, against an area that typically sits at 9%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 9%JEWISH FAMILY SERVICES: $100 → 11%JEWISH FAMILY SERVICES: $100 → 11%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

NY
MA
CA
UT
CO
VA
TN
DC
FL
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

90%of every dollar goes to organizations it has funded before.
$732k · 10 repeat orgs$80k to everyone else

Grantees it renews have grown median revenue +158% since the first grant, against +145% for those funded once.

10 repeat relationships: 5 still active in FY2019, 5 since wound down; 15 grantees were first funded in FY2019 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

10
8

Total granted

$732k
$9k

Median revenue growth · since first grant

+158%
+145%

Still filing today

30%
50%

New vs renewed · share of each year

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

50%100%’17’18’19
RenewedFirst-time

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

’17’18’19
Arts & CultureHealthAnimalsEnvironmentHuman ServicesCivil RightsOther
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.

Backed again, and grew

  • BH
    Bethesda Hospital Foundation Inc
    3× · 2017–2019 · $673k · revenue +186%
  • NA
    NATIONAL ALLIANCE FOR EATING DISORDERS INC
    2× · 2018–2019 · $11k · revenue +118%
  • DB
    DELRAY BEACH PLAYHOUSE INC
    3× · 2017–2019 · $3k · revenue +158%

Funded once

  • JC
    JUSTIN'S CLUB HEALING INSTITUTE
    one grant, 2017 · $5k
  • EA
    EQUESTRIAN AIDS FOUNDATION
    one grant, 2017 · $2k
  • UF
    UTAH FILM CENTERgraduated
    one grant, 2017 · $1k · revenue +167%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
The Union of Concerned Scientists Inc

The union of concerned scientists puts rigorous, independent science into action, developing solutions and advocating for a healthy, safe, and just future.

International
2
Rainforest Trust

Rainforest trust saves endangered wildlife and protects our planet by creating rainforest reserves through partnerships, community engagement, and donor support.

International
3
Sustainable Fisheries Partnership Foundation

To engage and catalyze global seafood supply chains in rebuilding depleted fish stocks and reducing the environmental impacts of fishing and fish farming.

Animals
4
Conservation International Foundation

Ci works to spotlight and secure the critical benefits that nature provides to humanity.

Environment
5
National Fish and Wildlife Foundation

To sustain, restore, and enhance the nation's fish, wildlife, plants, and habitats.

Animals
6
Friends of the Earth

Friends of the earth strives for a more healthy and just world by defendng the environment and human health while advancing social and economic justice by conducting research and education, transforming the economy so it protects the…

Environment
7
The Water Research Foundation

The purpose of the water research foundation (wrf) is a definitive research organization to advance the science of all things water to better meet the evolving needs of its subscribers and the water sector. to engage exclusively in…

Environment
8
The Everglades Foundation Inc

The mission of the foundation is to restore and protect america's everglades through its three programmatic pillars: science, advocacy and education. (continued on schedule o)

Environment
9
Oceana Inc

To advocate for policy changes by governments and corporations in order to preserve ocean life and return the oceans to their former abundance.

Environment
10
Ocean Conservancy

Ocean conservancy unites science, people, and policy to protect our ocean, today and for generations to come.

Environment
11
Project Drawdown

Project drawdown's mission is to drive meaningful climate action by advancing science-based solutions and strategies. project drawdown's work is focused on three pillars: science - advancing science-based climate solutions and strategies;…

Education
12
Ucsf Foundation Investment Company

The organization provides professional investment management services for endowed gifts and financial assets entrusted to the ucsf foundation.

Education
How this is measured
The grantee most central to the portfolio’s shape is Jewish Federation of Palm Beach County Inc; the most unlike its peers is Livermore Heritage Guild. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

20 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 20 of the 34 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
5
Early backer (in before they grew)
18/20
Grantees still filing
14/20
Grew since first funded

Where the money sits, by cause and then by grantee

Bethesda Hospital Foundation Inc: $672,701 · OtherBethesda Hospital Foundation IncKRAVITZ CENTER FOR THE PERFORMING A: $30,000 · Other+19 more: $70,491 · Other+19 moreNATIONAL ALLIANCE FOR EATING DISORDERS INC: $11,100 · HealthEquestrian Aid Foundation: $8,200 · Health+1 more: $100 · HealthDELRAY BEACH PLAYHOUSE INC: $3,000 · Arts & CultureDOCUMENTARY EDUCATIONAL RESOURCES INC: $2,500 · Arts & CultureUTAH FILM CENTER: $1,000 · Arts & CultureCenter for Immigration Studies Inc: $5,000 · Civil RightsDANNY & RONS RESCUE: $2,500 · AnimalsCALIFORNIA WILDLIFE FOUNDATION: $1,000 · AnimalsRIVER OTTER ECOLOGY PROJECT: $1,000 · AnimalsDENVER RESCUE MISSION: $2,500 · Human ServicesJEWISH FAMILY SERVICES OF GREATER ORLANDO INC: $200 · Human ServicesJEWISH FEDERATION OF PALM BEACH COUNTY INC: $2,000 · Philanthropy
Other$773,192Health$19,400Arts & Culture$6,500Civil Rights$5,000Animals$4,500Human Services$2,700Philanthropy$2,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

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 budgetJEWISH FEDERATION OF PALM BEACH COUNTY INC: $2,000 over 1y, 0.0% 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
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

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 Fo…Morgan Stanley Global…Network for GoodThe Bank of America C…Donor Advised Charita…Fidelity Investments …Amazonsmile Foundation
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.

How much its grantees rely on government

Each dot is one organization Margery Roberts Foundation Inc funds: left to right is the share of its income from government, bottom to top the share from Margery Roberts Foundation Inc. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 40%0%1%3%5%funder's share of their income ↑0%13%25%38%50%share of the org’s income from government →median 1%
  • Documentary Educational Resources Inc: 1% of income from government
no gov moneyreceives it· size = income
4get no government money at all
4report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–50%
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

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

Play a game based on Margery Roberts’ filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home